Institutional Manager · CIK 0001842707
SkyKnight Capital, L.P.
SAN FRANCISCO, CA · File #028-21983
Latest AUM
$90.2M
Positions
3
Top-10 Concentration
100.0%
Filings
9
Portfolio Value Over Time
2024-03
2024-06
2024-09
2024-12
2025-03
2025-06
2025-09
2025-12
Biggest QoQ Changes
Ranked by conviction flow (share change × current price) so mark-to-market moves don't dominate. Price effect column shows how much of the $ change was just the stock moving.
| Action | Issuer | Ticker / CUSIP | Δ Shares | Flow ($) | Price Effect |
|---|---|---|---|---|---|
| REDUCE | ADAPTHEALTH CORP | AHCO | 0 | $0 | +$8.7M |
| REDUCE | LIBERTY GLOBAL PLC | LBTYK | 0 | $0 | -$40,000 |
| REDUCE | LIBERTY GLOBAL PLC | LBTYK | 0 | $0 | -$213,000 |
Sector Allocation
Filing History
- 13F HOLDINGS REPORTQ/E Dec 20253 pos · $90.2M
- 13F HOLDINGS REPORTQ/E Sep 20253 pos · $81.8M
- 13F HOLDINGS REPORTQ/E Jun 20253 pos · $85.3M
- 13F HOLDINGS REPORTQ/E Mar 20253 pos · $98.0M
- 13F HOLDINGS REPORTQ/E Dec 20244 pos · $90.9M
- 13F HOLDINGS REPORTQ/E Sep 20243 pos · $105.5M
- 13F HOLDINGS REPORTQ/E Jun 20243 pos · $93.3M
- 13F HOLDINGS REPORTQ/E Mar 20243 pos · $106.2M
- 13F HOLDINGS REPORTQ/E Dec 20233 pos · $85.8M
Top 3 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | ADAPTHEALTH CORP | AHCO | 8,580,443 | $85.5M | 94.78% |
| 2 | LIBERTY GLOBAL PLC | LBTYK | 300,000 | $3.3M | 3.67% |
| 3 | LIBERTY GLOBAL PLC | LBTYK | 125,000 | $1.4M | 1.54% |