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SkyKnight Capital Portfolio holdings

AUM $107M
1-Year Est. Return 9.69%
This Fund
S&P 500
This Quarter Est. Return
+10.43%
1 Year Est. Return
+9.69%
3 Year Est. Return
-1.58%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$90.2M
AUM Growth
+$8.41M
Cap. Flow
$0
Cap. Flow %
0%
Top 10 Hldgs %
100%
Holding
3
New
–
Increased
–
Reduced
–
Closed
–

Top Buys

No buys this quarter

Top Sells

No sells this quarter

Sector Composition

Rank Sector Weight
1 Healthcare 94.78%
2 Communication Services 5.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
AHCO icon
1
AdaptHealth
AHCO
$1.46B
$85.5M 94.78%
8,580,443
– –
LBTYK icon
2
Liberty Global Class C
LBTYK
$3.27B
$3.31M 3.67%
300,000
– –
LBTYA icon
3
Liberty Global Class A
LBTYA
$3.31B
$1.39M 1.54%
125,000
– –

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SkyKnight Capital's Q4 2025 Portfolio in Review

As of Q4 2025, SkyKnight Capital held 3 positions worth $90.2M, up 10% from $81.8M the previous quarter. Its ten largest holdings account for 100% of the portfolio.

Trading was light in Q4 2025: portfolio turnover was 0%. SkyKnight Capital opened no new positions and made no exits, leaving the 3-position portfolio largely intact.

By sector, the portfolio is most concentrated in Healthcare at 95% of assets, up from 94% a quarter earlier, followed by Communication Services.

  • SkyKnight Capital's ten largest holdings make up 100% of its $90.2M portfolio in Q4 2025.
  • SkyKnight Capital opened 0 new positions and closed 0 in Q4 2025.
  • SkyKnight Capital's portfolio value rose 10% quarter-over-quarter to $90.2M.

Based on SkyKnight Capital's 13F filing for Q4 2025, filed 17 Feb 2026.