SkyKnight Capital, L.P.

In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 15, 2025), SkyKnight Capital, L.P. reported 3 stock positions worth $98.0 million. Its top holding was Adapthealth (AHCO) at 94.9% of the portfolio, followed by Liberty Global PLC-C-Wi (LBYKV, 3.7%) and Liberty Global PLC-A-Wi (LBYAV, 1.5%). Compared with Q4 2024, it sold out of 1. The biggest sale was an exit from Sunrise Communicat Class A (SNREY).

Most Recent 13F
Q2 2026
Location
BURLINGAME, CA
CIK
0001842707
Portfolio Value
$98.0M (Q1 2025)
SEC Filing
0000950123-25-005521 ↗ filed May 15, 2025

Holdings Value

0$50.0M$100.0M$150.0M Q1 2024: $106.2M Q1 2024 Q2 2024: $93.3M Q2 2024 Q3 2024: $105.5M Q3 2024 Q4 2024: $90.9M Q4 2024 Q1 2025: $98.0M $98.0M Q1 2025 Q2 2025: $85.3M Q2 2025 Q3 2025: $81.8M Q3 2025 Q4 2025: $90.2M Q4 2025 Q1 2026: $107.1M Q1 2026 Q2 2026: $94.1M Q2 2026

Holdings 3 stocks · $98.0M
AHCO Adapthealth Corp. 94.87% 8,580,443 $93.0M No change
LBYKV Liberty Global PLC-C-Wi 3.66% 300,000 $3.6M No change
LBYAV Liberty Global PLC-A-Wi 1.47% 125,000 $1.4M No change

Portfolio Sells Q4 2024 → Q1 2025
SNREY Sunrise Communicat Class A Sold out 0.00% −4.03

Portfolio Buys Q4 2024 → Q1 2025
None this quarter.

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 3$94.1MAHCO, LBYKV, LBYAV
Q1 2026 3$107.1MAHCO, LBYKV, LBYAV
Q4 2025 3$90.2MAHCO, LBYKV, LBYAV
Q3 2025 3$81.8MAHCO, LBYKV, LBYAV
Q2 2025 3$85.3MAHCO, LBYKV, LBYAV
Q1 2025 3$98.0MAHCO, LBYKV, LBYAV
Q4 2024 4$90.9MAHCO, LBYKV, SNREY, LBYAV
Q3 2024 3$105.5MAHCO, LBYKV, LBYAV
Q2 2024 3$93.3MAHCO, LBYKV, LBYAV
Q1 2024 3$106.2MAHCO, LBYKV, LBYAV