SkyBridge Capital II
NEW YORK, NYfiles as SkyBridge Capital II, LLC
$10m in 3 US stocks at the end of 30 June 2026. The top 10 are 100.0% of the money. It changed about 26.9% of the portfolio this quarter.
Value
$10m
Stocks
3
Top 10 share
100.0%
Turnover
26.9%
What changed this quarter
New
Bought for the first time this quarter.
None this quarter.
Added
Bought more of a stock they already held.
- StrategyMSTR80.4% of the fund+40%
- Klarna GroupKLAR<0.1% of the fund+10%
Cut
Sold some of their stake.
- Ishares Bitcoin Trust ETFIBIT19.6% of the fund-59%
Sold out
Sold their entire stake.
Holdings
- Ishares Bitcoin Trust ETFIBIT
- Share
- 19.6%
- Value
- $2m
- Shares
- 61,330
-59%
| Company | Share of fund | Value | Shares | Change |
|---|---|---|---|---|
| StrategyMSTR | 80.4% | $8m | 98,690 | +40% |
| Ishares Bitcoin Trust ETFIBIT | 19.6% | $2m | 61,330 | -59% |
| Klarna GroupKLAR | <0.1% | $1,079 | 21,839 | +10% |
Over time and by industry
Value over time
Jun '25
Dec '25
Jun '26
Value is down 85.5% since 30 June 2025.
Where the money is
Financial services80.4%
Other19.6%
From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.