DOSSIER · 13F-HR · Q2 2026
SkyKnight Capital, L.P.
$94M in tracked AUM across 3 positions as of Q2 2026.
SC
CIK 0001842707 · last filed Jun 30, 2026
AI Analysis · Q2 2026
Portfolio Overview
SkyKnight Capital, L.P. presents a textbook example of a high-conviction, concentrated investment strategy. As of the report date September 30, 2025, the firm manages a total portfolio value of approximately $81.75 million. The portfolio is exceptionally narrow, comprising only three distinct holdings. This indicates a strategy that prioritizes specific selection over broad diversification, accepting higher idiosyncratic risk in exchange for the potential of outsized retu...
Analysis generated by 13F Insight from SEC Form 13F filing data · Q2 2026. Methodology
Quarter at a glance — Q2 2026
Position-change comparison pending.
No quarter-over-quarter changes available.
Top 10 holdings
By portfolio weight as of Q2 2026.
Filing history
Showing 12 of 19