<?xml version="1.0" encoding="UTF-8"?><rss version="2.0"><channel><title>SKYY filings -- what changed, from SEC Form N-PORT | Mulden</title><description>Each N-PORT filing of SKYY compared with the one before: positions added and dropped, the largest weight changes, turnover. Computed by Mulden from the filings; dated by filing period and SEC receipt.</description><link>https://themulden.com/</link><language>en</language><item><title>SKYY: filing for 2026-06-30 -- 1 added, 0 dropped, turnover 7.2%</title><link>https://themulden.com/funds/skyy/</link><guid isPermaLink="true">https://themulden.com/funds/skyy/</guid><description>63 positions became 64: 1 added (1.5% of the fund), 0 dropped (0%). Turnover proxy 7.2%. Largest increases: MONGODB INC 2.3% to 3.27%; ARISTA NETWORKS INC 3.41% to 4.18%; EVERPURE INC 3.41% to 3.89%; GITLAB INC 1.53% to 1.93%; FIVE9 INC 0.8% to 1.1%; SERVICETITAN INC 1.63% to 1.92%. Largest decreases: ORACLE CORP 3.76% to 2.55%; FASTLY INC 2.82% to 1.86%; AKAMAI TECHNOLOGIES INC 2.89% to 2.07%; LUMEN TECHNOLOGIES INC 3.02% to 2.28%; WIX.COM LTD 1.58% to 1.06%; CLOUDFLARE INC 2.97% to 2.65%. New: NETSKOPE INC (1.5%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Fri, 21 Aug 2026 12:00:00 GMT</pubDate></item><item><title>SKYY: filing for 2026-03-31 -- 1 added, 3 dropped, turnover 9%</title><link>https://themulden.com/funds/skyy/</link><guid isPermaLink="true">https://themulden.com/funds/skyy/</guid><description>65 positions became 63: 1 added (0.44% of the fund), 3 dropped (3%). Turnover proxy 9%. Largest increases: DigitalOcean Holdings Inc 1.69% to 3.85%; Fastly Inc. 0.87% to 2.82%; Everpure Inc. 2.76% to 3.41%; Cloudflare Inc 2.4% to 2.97%; Ringcentral Inc 0.97% to 1.51%; Akamai Technologies, Inc. 2.38% to 2.89%. Largest decreases: MongoDB Inc. 3.85% to 2.3%; SERVICETITAN INC 2.18% to 1.63%; Applovin Corp. 2.06% to 1.7%; Salesforce Inc. 2.1% to 1.78%; ATLASSIAN CORP 1.99% to 1.69%; Hubspot Inc 2% to 1.71%. New: Figma Inc. (0.44%). Gone: Confluent Inc (2.49%), Sprout Social Inc (0.33%), Domo Inc (0.18%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Thu, 21 May 2026 12:00:00 GMT</pubDate></item><item><title>SKYY: filing for 2025-12-31 -- 0 added, 0 dropped, turnover 7.3%</title><link>https://themulden.com/funds/skyy/</link><guid isPermaLink="true">https://themulden.com/funds/skyy/</guid><description>65 positions became 65: 0 added (0% of the fund), 0 dropped (0%). Turnover proxy 7.3%. Largest increases: MongoDB Inc 2.95% to 3.85%; DigitalOcean Holdings Inc 0.99% to 1.69%; Confluent Inc 1.79% to 2.49%; ServiceTitan Inc 1.69% to 2.18%; Salesforce Inc 1.66% to 2.1%; Lumen Technologies Inc 2.53% to 2.92%. Largest decreases: Pure Storage Inc 3.89% to 2.76%; CoreWeave Inc 3.98% to 2.99%; Oracle Corp 4.47% to 3.53%; IBM 4.17% to 3.51%; AppLovin Corp 2.7% to 2.06%; Alphabet Inc 4.11% to 3.58%. Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Wed, 25 Feb 2026 12:00:00 GMT</pubDate></item><item><title>SKYY: filing for 2025-09-30 -- 3 added, 0 dropped, turnover 8.9%</title><link>https://themulden.com/funds/skyy/</link><guid isPermaLink="true">https://themulden.com/funds/skyy/</guid><description>62 positions became 65: 3 added (5.94% of the fund), 0 dropped (0%). Turnover proxy 8.9%. Largest increases: AppLovin Corp 1.7% to 2.7%; Lumen Technologies Inc 2% to 2.53%; Dreyfus Government Cash Management 0.06% to 0.37%; Workiva Inc 1.66% to 1.88%; Alphabet Inc 3.92% to 4.11%; Nutanix Inc 3.81% to 3.98%. Largest decreases: Arista Networks Inc 4.51% to 3.84%; Amazon.com Inc 4.09% to 3.45%; MongoDB Inc 3.54% to 2.95%; Oracle Corp 5.04% to 4.47%; Cloudflare Inc 3.01% to 2.47%; Microsoft Corp 4.13% to 3.68%. New: CoreWeave Inc (3.98%), ServiceTitan Inc (1.69%), Domo Inc (0.26%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Mon, 24 Nov 2025 12:00:00 GMT</pubDate></item><item><title>SKYY: filing for 2025-06-30 -- 0 added, 0 dropped, turnover 5.7%</title><link>https://themulden.com/funds/skyy/</link><guid isPermaLink="true">https://themulden.com/funds/skyy/</guid><description>62 positions became 62: 0 added (0% of the fund), 0 dropped (0%). Turnover proxy 5.7%. Largest increases: Oracle Corp 3.85% to 5.04%; MongoDB Inc 2.5% to 3.54%; Arista Networks Inc 3.81% to 4.51%; Cloudflare Inc 2.37% to 3.01%; Hewlett Packard Enterprise Co 1.78% to 2.26%; Confluent Inc 1.69% to 2.07%. Largest decreases: DigitalOcean Holdings Inc 1.24% to 0.86%; Akamai Technologies Inc 3.04% to 2.67%; Nutanix Inc 4.16% to 3.81%; Rubrik Inc 2.14% to 1.79%; Workiva Inc 1.99% to 1.66%; Alphabet Inc 4.16% to 3.92%. Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Mon, 25 Aug 2025 12:00:00 GMT</pubDate></item><item><title>SKYY: filing for 2025-03-31 -- 0 added, 0 dropped, turnover 5.5%</title><link>https://themulden.com/funds/skyy/</link><guid isPermaLink="true">https://themulden.com/funds/skyy/</guid><description>62 positions became 62: 0 added (0% of the fund), 0 dropped (0%). Turnover proxy 5.5%. Largest increases: IBM 3.84% to 4.51%; Nutanix Inc 3.72% to 4.16%; Microsoft Corp 3.95% to 4.33%; Akamai Technologies Inc 2.69% to 3.04%; Cisco Systems Inc 2.65% to 2.94%; Adobe Inc 1.71% to 2%. Largest decreases: Pure Storage Inc 4.6% to 3.86%; Arista Networks Inc 4.33% to 3.81%; Cloudflare Inc 2.86% to 2.37%; Five9 Inc 1.58% to 1.14%; Rubrik Inc 2.55% to 2.14%; RingCentral Inc 1.3% to 0.94%. Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Thu, 22 May 2025 12:00:00 GMT</pubDate></item><item><title>SKYY: filing for 2024-12-31 -- 1 added, 3 dropped, turnover 11.1%</title><link>https://themulden.com/funds/skyy/</link><guid isPermaLink="true">https://themulden.com/funds/skyy/</guid><description>64 positions became 62: 1 added (4.33% of the fund), 3 dropped (5.32%). Turnover proxy 11.1%. Largest increases: Rubrik Inc 1.22% to 2.55%; Pure Storage Inc 3.62% to 4.6%; Alphabet Inc 3.75% to 4.45%; Cloudflare Inc 2.43% to 2.86%; Asana Inc 0.51% to 0.88%; Workiva Inc 1.87% to 2.24%. Largest decreases: Lumen Technologies Inc 4.16% to 2.39%; Oracle Corp 4.46% to 3.58%; AppLovin Corp 2.6% to 1.91%; MongoDB Inc 2.86% to 2.39%; DigitalOcean Holdings Inc 1.69% to 1.23%; Gitlab Inc 2.01% to 1.75%. New: Arista Networks Inc (4.33%). Gone: Arista Networks Inc (4.01%), Smartsheet Inc (0.7%), Zuora Inc (0.6%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Wed, 26 Feb 2025 12:00:00 GMT</pubDate></item><item><title>SKYY: filing for 2024-09-30 -- 2 added, 1 dropped, turnover 7.1%</title><link>https://themulden.com/funds/skyy/</link><guid isPermaLink="true">https://themulden.com/funds/skyy/</guid><description>63 positions became 64: 2 added (1.24% of the fund), 1 dropped (0.04%). Turnover proxy 7.1%. Largest increases: Lumen Technologies Inc 0.64% to 4.16%; AppLovin Corp 1.92% to 2.6%; RingCentral Inc 1.07% to 1.37%; Appian Corp 0.72% to 0.95%; DigitalOcean Holdings Inc 1.51% to 1.69%; HubSpot Inc 1.81% to 1.97%. Largest decreases: Adobe Inc 2.34% to 1.67%; Cloudflare Inc 3.06% to 2.43%; MongoDB Inc 3.31% to 2.86%; Arista Networks Inc 4.42% to 4.01%; Nutanix Inc 3.86% to 3.47%; Five9 Inc 1.77% to 1.38%. New: Rubrik Inc (1.22%), Dreyfus Government Cash Management (0.02%). Gone: Dreyfus Government Cash Management (0.04%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Thu, 21 Nov 2024 12:00:00 GMT</pubDate></item><item><title>SKYY: filing for 2024-06-30 -- 0 added, 3 dropped, turnover 8.3%</title><link>https://themulden.com/funds/skyy/</link><guid isPermaLink="true">https://themulden.com/funds/skyy/</guid><description>66 positions became 63: 0 added (0% of the fund), 3 dropped (3.01%). Turnover proxy 8.3%. Largest increases: MongoDB Inc 2.49% to 3.31%; Adobe Inc 1.68% to 2.34%; Cloudflare Inc 2.44% to 3.06%; Arista Networks Inc 3.89% to 4.42%; Gitlab Inc 1.51% to 1.98%; Confluent Inc 1.68% to 2.13%. Largest decreases: RingCentral Inc 1.85% to 1.07%; DigitalOcean Holdings Inc 2.27% to 1.51%; Fastly Inc 1.25% to 0.59%; Appian Corp 1.32% to 0.72%; Lumen Technologies Inc 1.23% to 0.64%; Dell Technologies Inc 2.25% to 1.85%. Gone: HashiCorp Inc (1.93%), Squarespace Inc (0.68%), Eventbrite Inc (0.4%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Fri, 23 Aug 2024 12:00:00 GMT</pubDate></item><item><title>SKYY: filing for 2024-03-31 -- 3 added, 1 dropped, turnover 6.8%</title><link>https://themulden.com/funds/skyy/</link><guid isPermaLink="true">https://themulden.com/funds/skyy/</guid><description>64 positions became 66: 3 added (2.54% of the fund), 1 dropped (0.71%). Turnover proxy 6.8%. Largest increases: Oracle Corp 3.25% to 4.19%; NetApp Inc 1.73% to 2.2%; Dell Technologies Inc 1.81% to 2.25%; Hewlett Packard Enterprise Co 1.8% to 2.17%; DigitalOcean Holdings Inc 1.94% to 2.27%; Alphabet Inc 3.78% to 4.06%. Largest decreases: Gitlab Inc 2.34% to 1.51%; Fastly Inc 1.74% to 1.25%; Atlassian Corp 2.23% to 1.75%; MongoDB Inc 2.94% to 2.49%; Elastic NV 0.84% to 0.47%; Nutanix Inc 3.97% to 3.64%. New: Five9 Inc (1.9%), Klaviyo Inc (0.6%), Dreyfus Government Cash Management (0.05%). Gone: Everbridge Inc (0.71%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Thu, 23 May 2024 12:00:00 GMT</pubDate></item><item><title>SKYY: filing for 2023-12-31 -- 0 added, 2 dropped, turnover 5.5%</title><link>https://themulden.com/funds/skyy/</link><guid isPermaLink="true">https://themulden.com/funds/skyy/</guid><description>66 positions became 64: 0 added (0% of the fund), 2 dropped (2.67%). Turnover proxy 5.5%. Largest increases: DigitalOcean Holdings Inc 1.36% to 1.94%; Gitlab Inc 1.89% to 2.34%; HashiCorp Inc 1.55% to 1.98%; HubSpot Inc 1.78% to 2.11%; Lumen Technologies Inc 1.2% to 1.52%; Shopify Inc 1.62% to 1.92%. Largest decreases: Dell Technologies Inc 2.42% to 1.81%; Nutanix Inc 4.43% to 3.97%; Microsoft Corp 3.81% to 3.56%; NetApp Inc 1.96% to 1.73%; Oracle Corp 3.48% to 3.25%; Akamai Technologies Inc 2.67% to 2.45%. Gone: Splunk Inc (2.38%), Domo Inc (0.28%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Mon, 26 Feb 2024 12:00:00 GMT</pubDate></item><item><title>SKYY: filing for 2023-09-29 -- 2 added, 0 dropped, turnover 7.9%</title><link>https://themulden.com/funds/skyy/</link><guid isPermaLink="true">https://themulden.com/funds/skyy/</guid><description>64 positions became 66: 2 added (4.31% of the fund), 0 dropped (0%). Turnover proxy 7.9%. Largest increases: Nutanix Inc 3.51% to 4.43%; Splunk Inc 1.98% to 2.38%; Elastic NV 0.54% to 0.87%; Akamai Technologies Inc 2.41% to 2.67%; Atlassian Corp 1.72% to 1.95%; Cloudflare Inc 2.33% to 2.56%. Largest decreases: MongoDB Inc 4.32% to 2.99%; Pure Storage Inc 4.74% to 3.85%; Oracle Corp 4.17% to 3.48%; DigitalOcean Holdings Inc 1.86% to 1.36%; Lumen Technologies Inc 1.69% to 1.2%; Shopify Inc 2.09% to 1.62%. New: Dell Technologies Inc (2.42%), Gitlab Inc (1.89%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Tue, 21 Nov 2023 12:00:00 GMT</pubDate></item><item><title>SKYY: filing for 2023-06-30 -- 1 added, 2 dropped, turnover 6.5%</title><link>https://themulden.com/funds/skyy/</link><guid isPermaLink="true">https://themulden.com/funds/skyy/</guid><description>65 positions became 64: 1 added (0.36% of the fund), 2 dropped (0.95%). Turnover proxy 6.5%. Largest increases: Pure Storage Inc 3.22% to 4.74%; MongoDB Inc 3.34% to 4.32%; NetApp Inc 1.78% to 2.13%; Oracle Corp 3.83% to 4.17%; Hewlett Packard Enterprise Co 1.84% to 2.16%; Splunk Inc 1.69% to 1.98%. Largest decreases: Arista Networks Inc 4.36% to 3.61%; Alphabet Inc 4.15% to 3.61%; Lumen Technologies Inc 2.23% to 1.69%; Salesforce Inc 2.2% to 1.75%; DigitalOcean Holdings Inc 2.24% to 1.86%; Microsoft Corp 4.17% to 3.84%. New: Domo Inc (0.36%). Gone: Qualtrics International Inc (0.63%), Rackspace Technology Inc (0.32%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Fri, 25 Aug 2023 12:00:00 GMT</pubDate></item><item><title>SKYY: filing for 2023-03-31 -- 0 added, 2 dropped, turnover 7.3%</title><link>https://themulden.com/funds/skyy/</link><guid isPermaLink="true">https://themulden.com/funds/skyy/</guid><description>67 positions became 65: 0 added (0% of the fund), 2 dropped (1.35%). Turnover proxy 7.3%. Largest increases: Arista Networks Inc 3.45% to 4.36%; Alphabet Inc 3.46% to 4.15%; AppLovin Corp 1.45% to 2.1%; Salesforce Inc 1.64% to 2.2%; Fastly Inc 1.1% to 1.63%; Amazon.com Inc 3.44% to 3.95%. Largest decreases: Lumen Technologies Inc 3.15% to 2.23%; MongoDB Inc 4.25% to 3.34%; Splunk Inc 2.19% to 1.69%; Rackspace Technology Inc 0.8% to 0.32%; Pure Storage Inc 3.63% to 3.22%; HashiCorp Inc 1.9% to 1.54%. Gone: Coupa Software Inc (0.83%), Domo Inc (0.52%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Fri, 19 May 2023 12:00:00 GMT</pubDate></item><item><title>SKYY: filing for 2022-12-30 -- 2 added, 1 dropped, turnover 11.7%</title><link>https://themulden.com/funds/skyy/</link><guid isPermaLink="true">https://themulden.com/funds/skyy/</guid><description>66 positions became 67: 2 added (5.59% of the fund), 1 dropped (1.75%). Turnover proxy 11.7%. Largest increases: MongoDB Inc 2.1% to 4.25%; Lumen Technologies Inc 2.5% to 3.15%; Oracle Corp 3.38% to 3.9%; Splunk Inc 1.72% to 2.19%; Adobe Inc 1.51% to 1.93%; HubSpot Inc 1.65% to 1.89%. Largest decreases: Rackspace Technology Inc 3.74% to 0.8%; DigitalOcean Holdings Inc 3.53% to 2.21%; Fastly Inc 2.01% to 1.1%; Domo Inc 1.28% to 0.52%; Wix.com Ltd 1.69% to 1.12%; Arista Networks Inc 3.87% to 3.45%. New: Nutanix Inc (3.65%), Atlassian Corp (1.94%). Gone: Atlassian Corp PLC (1.75%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Fri, 24 Feb 2023 12:00:00 GMT</pubDate></item><item><title>SKYY: filing for 2022-09-30 -- 2 added, 6 dropped, turnover 12.4%</title><link>https://themulden.com/funds/skyy/</link><guid isPermaLink="true">https://themulden.com/funds/skyy/</guid><description>70 positions became 66: 2 added (1.28% of the fund), 6 dropped (10.23%). Turnover proxy 12.4%. Largest increases: Rackspace Technology Inc 2.79% to 3.74%; Workiva Inc 1.62% to 2.35%; Twilio Inc 1.43% to 2.04%; Arista Networks Inc 3.29% to 3.87%; Cloudflare Inc 1.87% to 2.42%; DigitalOcean Holdings Inc 3.04% to 3.53%. Largest decreases: MongoDB Inc 3.27% to 2.1%; Confluent Inc 1.97% to 1.78%; Lumen Technologies Inc 2.67% to 2.5%; Atlassian Corp PLC 1.9% to 1.75%; Veeva Systems Inc 0.7% to 0.57%; Oracle Corp 3.49% to 3.38%. New: Squarespace Inc (0.7%), Eventbrite Inc (0.59%). Gone: Alibaba Group Holding Ltd (4.25%), VMware Inc (3.19%), MicroStrategy Inc (1.11%), Couchbase Inc (0.69%), Avalara Inc (0.5%), Zendesk Inc (0.48%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Mon, 21 Nov 2022 12:00:00 GMT</pubDate></item><item><title>SKYY: filing for 2022-06-30 -- 1 added, 2 dropped, turnover 7.3%</title><link>https://themulden.com/funds/skyy/</link><guid isPermaLink="true">https://themulden.com/funds/skyy/</guid><description>71 positions became 70: 1 added (1.51% of the fund), 2 dropped (1.23%). Turnover proxy 7.3%. Largest increases: IBM 1.74% to 3.65%; Alibaba Group Holding Ltd 3.4% to 4.25%; Confluent Inc 1.58% to 1.97%; Atlassian Corp PLC 1.58% to 1.9%; ServiceNow Inc 1.58% to 1.83%; Couchbase Inc 0.45% to 0.69%. Largest decreases: MicroStrategy Inc 1.8% to 1.11%; Pure Storage Inc 4.48% to 3.89%; Splunk Inc 2.07% to 1.55%; Rackspace Technology Inc 3.3% to 2.79%; Arista Networks Inc 3.72% to 3.29%; Cloudflare Inc 2.25% to 1.87%. New: HashiCorp Inc (1.51%). Gone: Anaplan Inc (0.75%), Squarespace Inc (0.47%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Thu, 25 Aug 2022 12:00:00 GMT</pubDate></item><item><title>SKYY: filing for 2022-03-31 -- 8 added, 4 dropped, turnover 11%</title><link>https://themulden.com/funds/skyy/</link><guid isPermaLink="true">https://themulden.com/funds/skyy/</guid><description>67 positions became 71: 8 added (5.89% of the fund), 4 dropped (7.31%). Turnover proxy 11%. Largest increases: Pure Storage Inc 3.69% to 4.48%; Cloudflare Inc 1.64% to 2.25%; MicroStrategy Inc 1.33% to 1.8%; Domo Inc 0.8% to 1.25%; DigitalOcean Holdings Inc 2.8% to 3.21%; Splunk Inc 1.68% to 2.07%. Largest decreases: Cisco Systems Inc 2.71% to 2.19%; Arista Networks Inc 4.07% to 3.72%; VMware Inc 3.49% to 3.19%; IBM 2.01% to 1.74%; Hewlett Packard Enterprise Co 1.93% to 1.73%; Alphabet Inc 3.59% to 3.39%. New: AppLovin Corp (1.56%), Wix.com Ltd (1.25%), Toast Inc (0.58%), Zuora Inc (0.54%), Blackbaud Inc (0.52%), Qualtrics International Inc (0.52%). Gone: Kingsoft Cloud Holdings Ltd (3.2%), Citrix Systems Inc (2.76%), Tabula Rasa HealthCare Inc (0.77%), Mimecast Ltd (0.58%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Thu, 19 May 2022 12:00:00 GMT</pubDate></item><item><title>SKYY: filing for 2021-12-31 -- 2 added, 1 dropped, turnover 7.1%</title><link>https://themulden.com/funds/skyy/</link><guid isPermaLink="true">https://themulden.com/funds/skyy/</guid><description>66 positions became 67: 2 added (2.16% of the fund), 1 dropped (0.6%). Turnover proxy 7.1%. Largest increases: Cloudflare Inc 0.56% to 1.64%; Arista Networks Inc 3.37% to 4.07%; Cisco Systems Inc/Delaware 2.23% to 2.71%; Tabula Rasa HealthCare Inc 0.51% to 0.77%; Hewlett Packard Enterprise Co 1.67% to 1.93%; Alphabet Inc 3.34% to 3.59%. Largest decreases: DigitalOcean Holdings Inc 4.56% to 2.8%; MongoDB Inc 3.63% to 3.11%; Asana Inc 0.83% to 0.42%; Rackspace Technology Inc 3.69% to 3.32%; HubSpot Inc 1.79% to 1.44%; Domo Inc 1.14% to 0.8%. New: Confluent Inc (1.72%), Couchbase Inc (0.44%). Gone: Momentive Global Inc (0.6%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Thu, 24 Feb 2022 12:00:00 GMT</pubDate></item><item><title>SKYY: filing for 2021-09-30 -- 2 added, 1 dropped, turnover 11%</title><link>https://themulden.com/funds/skyy/</link><guid isPermaLink="true">https://themulden.com/funds/skyy/</guid><description>65 positions became 66: 2 added (6.12% of the fund), 1 dropped (1.76%). Turnover proxy 11%. Largest increases: Pure Storage Inc 1.74% to 3.53%; Workiva Inc 0.66% to 1.82%; Rackspace Technology Inc 3.3% to 3.69%; Lumen Technologies Inc 2.78% to 3.04%; Kingsoft Cloud Holdings Ltd 2.95% to 3.19%; Citrix Systems Inc 2.31% to 2.52%. Largest decreases: Hewlett Packard Enterprise Co 2.58% to 1.67%; MicroStrategy Inc 2.4% to 1.51%; Appian Corp 1.72% to 1.04%; IBM 2.31% to 1.79%; Fastly Inc 2.14% to 1.68%; Adobe Inc 1.97% to 1.57%. New: DigitalOcean Holdings Inc (4.56%), RingCentral Inc (1.56%). Gone: Five9 Inc (1.76%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Thu, 18 Nov 2021 12:00:00 GMT</pubDate></item><item><title>SKYY: filing for 2021-06-30 -- 1 added, 2 dropped, turnover 9.1%</title><link>https://themulden.com/funds/skyy/</link><guid isPermaLink="true">https://themulden.com/funds/skyy/</guid><description>66 positions became 65: 1 added (0.61% of the fund), 2 dropped (1.59%). Turnover proxy 9.1%. Largest increases: MongoDB Inc 2.21% to 3.5%; Appian Corp 0.99% to 1.72%; MicroStrategy Inc 1.73% to 2.4%; Hewlett Packard Enterprise Co 2.07% to 2.58%; Asana Inc 0.53% to 0.95%; Fastly Inc 1.75% to 2.14%. Largest decreases: Rackspace Technology Inc 4.33% to 3.3%; Oracle Corp 4.17% to 3.35%; VMware Inc 4.17% to 3.44%; Lumen Technologies Inc 3.47% to 2.78%; Cisco Systems Inc/Delaware 2.94% to 2.27%; Arista Networks Inc 4.13% to 3.62%. New: Momentive Global Inc (0.61%). Gone: Cloudera Inc (0.96%), SVMK Inc (0.63%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Wed, 25 Aug 2021 12:00:00 GMT</pubDate></item><item><title>SKYY: filing for 2021-03-31 -- 4 added, 2 dropped, turnover 13.5%</title><link>https://themulden.com/funds/skyy/</link><guid isPermaLink="true">https://themulden.com/funds/skyy/</guid><description>64 positions became 66: 4 added (8.93% of the fund), 2 dropped (3.45%). Turnover proxy 13.5%. Largest increases: Arista Networks Inc 3.27% to 4.13%; VMware Inc 3.67% to 4.17%; Alibaba Group Holding Ltd 3.23% to 3.65%; Cisco Systems Inc/Delaware 2.54% to 2.94%; Splunk Inc 1.52% to 1.81%; IBM 1.86% to 2.15%. Largest decreases: MongoDB Inc 3.81% to 2.21%; Kingsoft Cloud Holdings Ltd 3.96% to 2.56%; Domo Inc 2.05% to 1.13%; Pure Storage Inc 2.26% to 1.76%; Cloudera Inc 1.45% to 0.96%; Five9 Inc 2.05% to 1.62%. New: Rackspace Technology Inc (4.33%), Lumen Technologies Inc (3.47%), Paylocity Holding Corp (0.6%), Asana Inc (0.53%). Gone: CenturyLink Inc (2.84%), Cornerstone OnDemand Inc (0.61%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Thu, 20 May 2021 12:00:00 GMT</pubDate></item><item><title>SKYY: filing for 2020-12-31 -- 4 added, 3 dropped, turnover 7.5%</title><link>https://themulden.com/funds/skyy/</link><guid isPermaLink="true">https://themulden.com/funds/skyy/</guid><description>63 positions became 64: 4 added (3.89% of the fund), 3 dropped (2.77%). Turnover proxy 7.5%. Largest increases: Kingsoft Cloud Holdings Ltd 3.49% to 3.96%; MongoDB Inc 3.36% to 3.81%; NetApp Inc 1.89% to 2.27%; Cloudera Inc 1.12% to 1.45%; Tabula Rasa HealthCare Inc 0.55% to 0.76%; Pure Storage Inc 2.06% to 2.26%. Largest decreases: Alibaba Group Holding Ltd 4.18% to 3.23%; Zoom Video Communications Inc 0.98% to 0.43%; VMware Inc 4.05% to 3.67%; CenturyLink Inc 3.19% to 2.84%; Splunk Inc 1.75% to 1.52%; Datadog Inc 0.83% to 0.61%. New: Domo Inc (2.05%), Qualys Inc (0.78%), Sprout Social Inc (0.54%), Snowflake Inc (0.53%). Gone: Nutanix Inc (1.57%), New Relic Inc (0.62%), FireEye Inc (0.57%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Wed, 24 Feb 2021 12:00:00 GMT</pubDate></item><item><title>SKYY: filing for 2020-09-30 -- 2 added, 3 dropped, turnover 7.9%</title><link>https://themulden.com/funds/skyy/</link><guid isPermaLink="true">https://themulden.com/funds/skyy/</guid><description>64 positions became 63: 2 added (4.32% of the fund), 3 dropped (1.89%). Turnover proxy 7.9%. Largest increases: Oracle Corp 3.88% to 4.25%; MicroStrategy Inc 1.79% to 2.12%; Arista Networks Inc 2.83% to 3.15%; VMware Inc 3.74% to 4.05%; Appian Corp 1.13% to 1.44%; MongoDB Inc 3.07% to 3.36%. Largest decreases: Fastly Inc 3.72% to 2.06%; Amazon.com Inc 4.26% to 3.72%; Cloudera Inc 1.56% to 1.12%; Shopify Inc 2.36% to 1.96%; Microsoft Corp 4.19% to 3.8%; Nutanix Inc 1.86% to 1.57%. New: Kingsoft Cloud Holdings Ltd (3.49%), Datadog Inc (0.83%). Gone: Zuora Inc (0.67%), Blackbaud Inc (0.61%), Teradata Corp (0.61%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Mon, 23 Nov 2020 12:00:00 GMT</pubDate></item><item><title>SKYY: filing for 2020-06-30 -- 5 added, 2 dropped, turnover 12.5%</title><link>https://themulden.com/funds/skyy/</link><guid isPermaLink="true">https://themulden.com/funds/skyy/</guid><description>61 positions became 64: 5 added (7.51% of the fund), 2 dropped (0.57%). Turnover proxy 12.5%. Largest increases: Arista Networks Inc 1.67% to 2.83%; Nutanix Inc 1.02% to 1.86%; CenturyLink Inc 2.63% to 3.21%; Hewlett Packard Enterprise Co 1.48% to 1.89%; Cloudera Inc 1.28% to 1.56%; Zuora Inc 0.41% to 0.67%. Largest decreases: Citrix Systems Inc 4.05% to 2.51%; Amazon.com Inc 5.24% to 4.26%; Microsoft Corp 5.04% to 4.19%; Akamai Technologies Inc 3.39% to 2.55%; Five9 Inc 2.71% to 2%; Zoom Video Communications Inc 1.58% to 0.89%. New: Fastly Inc (3.72%), Atlassian Corp PLC (1.84%), Crowdstrike Holdings Inc (0.72%), Palo Alto Networks Inc (0.61%), FireEye Inc (0.61%). Gone: Benefitfocus Inc (0.3%), Eventbrite Inc (0.27%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Wed, 26 Aug 2020 12:00:00 GMT</pubDate></item><item><title>SKYY: filing for 2020-03-31 -- 0 added, 1 dropped, turnover 8.7%</title><link>https://themulden.com/funds/skyy/</link><guid isPermaLink="true">https://themulden.com/funds/skyy/</guid><description>62 positions became 61: 0 added (0% of the fund), 1 dropped (0.79%). Turnover proxy 8.7%. Largest increases: Citrix Systems Inc 2.84% to 4.05%; Zoom Video Communications Inc 0.66% to 1.58%; Amazon.com Inc 4.44% to 5.24%; Five9 Inc 2.08% to 2.71%; Microsoft Corp 4.51% to 5.04%; Akamai Technologies Inc 2.86% to 3.39%. Largest decreases: Nutanix Inc 1.81% to 1.02%; Hewlett Packard Enterprise Co 2.17% to 1.48%; CenturyLink Inc 3.29% to 2.63%; NetApp Inc 2.22% to 1.66%; VMware Inc 4.22% to 3.76%; Pure Storage Inc 2.3% to 1.85%. Gone: LogMeIn Inc (0.79%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Wed, 20 May 2020 12:00:00 GMT</pubDate></item><item><title>SKYY: filing for 2019-12-31 -- 2 added, 1 dropped, turnover 7.1%</title><link>https://themulden.com/funds/skyy/</link><guid isPermaLink="true">https://themulden.com/funds/skyy/</guid><description>61 positions became 62: 2 added (1.36% of the fund), 1 dropped (0.96%). Turnover proxy 7.1%. Largest increases: HubSpot Inc 0.57% to 2.27%; Five9 Inc 0.63% to 2.08%; Shopify Inc 1.81% to 2.56%; Alibaba Group Holding Ltd 3.57% to 3.83%; MongoDB Inc 2.95% to 3.19%; Twilio Inc 1.89% to 2.06%. Largest decreases: CenturyLink Inc 4.09% to 3.29%; Oracle Corp 4.74% to 4.09%; Nutanix Inc 2.43% to 1.81%; VMware Inc 4.75% to 4.22%; Hewlett Packard Enterprise Co 2.46% to 2.17%; MicroStrategy Inc 2.32% to 2.05%. New: Open Text Corp (0.73%), Cloudflare Inc (0.63%). Gone: Domo Inc (0.96%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Wed, 26 Feb 2020 12:00:00 GMT</pubDate></item></channel></rss>