SkyBridge Capital II, LLC

In its 13F for Q4 2025 (holdings as of December 31, 2025, filed February 12, 2026), SkyBridge Capital II, LLC reported 5 stock positions worth $16.9 million. Its top holding was iShares Bitcoin Trust ETF (IBIT) at 61.6% of the portfolio, followed by Forward Industries (FWDI, 21.1%) and Chime Financial Class A (CHYM, 13.2%). Compared with Q3 2025, it opened 1 new position and reduced 2. The biggest buy was a new position in Circle Internet (CRCL) and the biggest sale Chime Financial Class A (CHYM, shares −94%).

Most Recent 13F
Q2 2026
Location
NEW YORK, NY
CIK
0001639668
Portfolio Value
$16.9M (Q4 2025)
SEC Filing
0001639668-26-000001 ↗ filed Feb 12, 2026

Holdings Value

0$20.0M$40.0M$60.0M$80.0M Q4 2024: $9.4M Q4 2024 Q1 2025: $15.2M Q1 2025 Q2 2025: $71.6M Q2 2025 Q3 2025: $57.4M Q3 2025 Q4 2025: $16.9M $16.9M Q4 2025 Q1 2026: $13.1M Q1 2026 Q2 2026: $10.4M Q2 2026

Holdings 5 stocks · $16.9M
IBIT iShares Bitcoin Trust ETF 61.60% 209,599 $10.4M Reduce -0.8%
FWDI Forward Industries Inc. 21.15% 540,541 $3.6M No change
CHYM Chime Financial Inc. Class A 13.25% 88,926 $2.2M Reduce -93.8%
KLAR Klarna Group PLC 3.70% 21,600 $624K No change
CRCL Circle Internet Group Inc. 0.31% 664 $53K New

Portfolio Sells Q3 2025 → Q4 2025
CHYM Chime Financial Inc. Class A Reduce -93.8% 13.25% −37.39
IBIT iShares Bitcoin Trust ETF Reduce -0.8% 61.60% +37.68

Portfolio Buys Q3 2025 → Q4 2025
CRCL Circle Internet Group Inc. New 0.31% +0.31

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 3$10.4MMSTR, IBIT, KLAR
Q1 2026 5$13.1MMSTR, IBIT, KLAR, CHYM, CRCL
Q4 2025 5$16.9MIBIT, FWDI, CHYM, KLAR, CRCL
Q3 2025 4$57.4MCHYM, FWDI, IBIT, KLAR
Q2 2025 2$71.6MCHYM, IBIT
Q1 2025 1$15.2MIBIT
Q4 2024 1$9.4MIBIT