SKY-MOUNTAIN CAPITAL MANAGEMENT, INC.

**SKY-MOUNTAIN CAPITAL MANAGEMENT, INC.** is a $150M-AUM manager maintaining a concentrated portfolio of 37 positions. The fund exhibits significant overweight exposure to USFR at $62.7M, followed by GQ9 at $28.1M. Notable allocations also include substantial positions in FBTC ($12.6M) and a diverse basket encompassing tech and equity vehicles such as AAPL ($3.9M) and VUG ($2.8M). This structure suggests a tactical, high-conviction approach across varied asset classes.

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