PERKINS CAPITAL MANAGEMENT INC

CIK

884300

City

WAYZATA

State / Country

MN

Stock

SKYT — SkyWater Technology, Inc

Top Portfolio Positions

86 positions · $105,699,778 total · as of Mar 31, 2026

Ticker	Company	Shares	Value (USD)	% of Portfolio	Open
NTRA	Natera, Inc. Healthcare	44,300	$8,859,557	8.38%
LLY	ELI LILLY & Co Healthcare	8,830	$8,121,569	7.68%
AXGN	Axogen, Inc. Healthcare	168,842	$5,593,735	5.29%
IDXX	Idexx Laboratories Inc /De Healthcare	9,700	$5,450,333	5.16%
MSFT	Microsoft Corp Technology	11,415	$4,225,490	4.00%
BFLY	Butterfly Network, Inc. Healthcare	930,930	$3,760,957	3.56%
MDXH	MDxHealth SA Healthcare	1,476,441	$3,395,814	3.21%
AMD	Advanced Micro Devices Inc Technology	15,504	$3,153,978	2.98%
QUIK	QUICKLOGIC Corp Technology	306,706	$2,876,902	2.72%
LMAT	Lemaitre Vascular Inc Healthcare	25,825	$2,819,315	2.67%

Portfolio Trend

24 quarters · across all stocks

Holdings in SKYT

Compact Export CSV

Shares Held

Position Value (USD)

14 quarters on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$723,624	26,400	-80.2%	Shares	Sole	2026-04-23
2025-12-31	$2,427,084	133,650	-21.4%	Shares	Sole	2026-02-04
2025-09-30	$3,173,133	170,050	+86.4%	Shares	Sole	2025-10-31
2025-06-30	$897,900	91,250	-12.5%	Shares	Sole	2025-08-07
2025-03-31	$739,132	104,250	-0.5%	Shares	Sole	2025-05-07
2024-12-31	$1,445,550	104,750	0.0%	Shares	Sole	2025-02-11
2024-09-30	$951,130	104,750	-6.3%	Shares	Sole	2024-10-31
2024-06-30	$854,887	111,750	-5.1%	Shares	Sole	2024-08-09
2024-03-31	$1,197,517	117,750	-0.4%	Shares	Sole	2024-05-09
2023-12-31	$1,137,565	118,250	-13.4%	Shares	Sole	2024-01-22
2023-09-30	$821,730	136,500	0.0%	Shares	Sole	2023-11-02
2023-06-30	$1,285,830	136,500	-2.5%	Shares	Sole	2023-07-21
2023-03-31	$1,593,200	140,000	0.0%	Shares	Sole	2023-05-09
2022-12-31	$995,400	140,000	—	Shares	Sole	2023-01-26
No 13F history on record for this holder in this stock.