AI Analysis · Q1 2026 · Q1 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...
Quarter at a glance — Q1 2026
Position-change comparison pending.
No quarter-over-quarter changes available.
Top 10 holdings
By portfolio weight as of Q1 2026.
Filing history
Filing history loading…