SkyKnight Capital, L.P.
BURLINGAME, CA
$94m in 3 US stocks at the end of 30 June 2026. The top 10 are 100.0% of the money. It changed about 0.3% of the portfolio this quarter.
Value
$94m
Stocks
3
Top 10 share
100.0%
Turnover
0.3%
What changed this quarter
New
Bought for the first time this quarter.
None this quarter.
Added
Bought more of a stock they already held.
None this quarter.
Cut
Sold some of their stake.
None this quarter.
Sold out
Sold their entire stake.
None this quarter.
Holdings
- Liberty Global
- Share
- 3.5%
- Value
- $3m
- Shares
- 300,000
Held
- Liberty Global
- Share
- 1.5%
- Value
- $1m
- Shares
- 125,000
Held
| Company | Share of fund | Value | Shares | Change |
|---|---|---|---|---|
| AdaptHealthAHCO | 95.0% | $89m | 8,580,443 | Held |
| Liberty Global | 3.5% | $3m | 300,000 | Held |
| Liberty Global | 1.5% | $1m | 125,000 | Held |
Over time and by industry
Value over time
Jun '25
Dec '25
Jun '26
Value is up 10.4% since 30 June 2025.
Where the money is
Health care95.0%
Other5.0%
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.