SkyBridge Capital II’s Strategy Inc MSTR Stock Holding History

SkyBridge Capital II’s Portfolio MSTR Stock Details MSTR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$8.37M	Buy	98,690 +28,406	+40%	+$4.12M	80.39%	1
2026 Q1	$7.03M	Buy	+70,284	New	+$10M	53.52%	1

Other funds holding MSTR

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

SkyBridge Capital II's MSTR Position: Q2 2026 in Review

SkyBridge Capital II increased its Strategy Inc (MSTR) stake by 40% in Q2 2026, buying an estimated $4.12M and bringing the position to 98,690 shares worth $8.37M. The position accounts for 80.39% of the portfolio, ranked #1.

SkyBridge Capital II first reported a position in MSTR in Q1 2026 and has held it in 2 quarters since. 849 funds tracked by Wall St. Rank hold MSTR as of Q2 2026.

SkyBridge Capital II held 98,690 shares of Strategy Inc worth $8.37M as of Q2 2026.
SkyBridge Capital II bought 28,406 Strategy Inc shares in Q2 2026, an estimated $4.12M.
Strategy Inc made up 80.39% of SkyBridge Capital II's portfolio in Q2 2026, its #1 holding.
SkyBridge Capital II first reported a position in Strategy Inc in Q1 2026 and has held it in 2 quarters since.
849 funds tracked by Wall St. Rank held Strategy Inc as of Q2 2026.

Based on SkyBridge Capital II's 13F filing for Q2 2026, filed 14 Aug 2026.