Managers / Q4 2024 · view latest →
SkyKnight Capital, L.P.
CIK 0001842707 · C/O SKYKNIGHT CAPITAL, 220 PARK ROAD, SUITE 600, BURLINGAME, CA, 94010 · 415-914-0780
Summary
Skyknight Capital, L.P. reported $91M in U.S.-listed holdings across 4 positions for Q4 2024.
The portfolio is heavily concentrated: AHCO alone accounts for 89.9% of reported value.
Compared with Q3 2024, the fund opened 1 new position and exited 0.
Portfolio Metrics
Methodology: turnover is min(value bought, value sold) ÷ average reported value across the two quarters — value-based, so market moves inflate it slightly versus a share-based measure. Concentration and largest position are shares of the filing’s total reported value, options excluded, with multiple share classes and repeated sub-manager rows for the same issuer combined into one position — the same rule the holdings table uses by default. New/exited counts compare against the prior filed quarter. All figures derive solely from the fund’s 13F filings.
Reported Value by Quarter
Portfolio Composition
- Common Stock · 89.9% · $82M
- Other · 6.1% · $6M
- ADR · 4.0% · $4M
Quarter-over-Quarter Changes full breakdown →
vs Q3 2024 (amended baseline)
| Issuer | Move | Share Δ | Shares now | Value Δ | Value now |
|---|---|---|---|---|---|
| SUNRISE COMMUNICATIONS AG | NEW | +85.0K | 85.0K | +$4M | $4M |
| AHCOADAPTHEALTH CORP | HELD | +0 | 8.58M | −$15M | $82M |
| LIBERTY GLOBAL PLC | HELD | +0 | 300.0K | −$3M | $4M |
| LIBERTY GLOBAL PLC | HELD | +0 | 125.0K | −$1M | $2M |
Value changes conflate price moves with buying and selling — share changes are the real signal. Share counts are not split-adjusted.
Holdings — Q4 2024
| # | Issuer | Class | % Portfolio | Value ↓ | Shares |
|---|---|---|---|---|---|
| 1 | AHCOADAPTHEALTH CORPhistory → | COMMON STOCK | 89.88% | $82M | 8.58M |
| 2 | LIBERTY GLOBAL PLC | SHS CL C · SHS CL A | 6.09% | $6M | 425.0K |
| 3 | SUNRISE COMMUNICATIONS AG | ADS CL A | 4.03% | $4M | 85.0K |
Filing History
| Quarter | Reported Value | Positions | Filed | Type | Links |
|---|---|---|---|---|---|
| Q1 2026 | $107M | 3 | May 13, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q4 2025 | $90M | 3 | Feb 17, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q3 2025 | $82M | 3 | Nov 14, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q2 2025 | $85M | 3 | Aug 14, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q1 2025 | $98M | 3 | May 15, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q4 2024 | $91M | 4 | Feb 14, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q3 2024 | $105M | 3 | Nov 14, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q2 2024 | $93M | 3 | Aug 13, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q1 2024 | $106M | 3 | May 14, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q4 2023 | $70M | 3 | Feb 13, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q3 2023 | $86M | 3 | Nov 13, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q2 2023 | $116M | 3 | Aug 11, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q1 2023 | $119M | 3 | May 12, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q4 2022 | $179M | 3 | Feb 13, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q3 2022 | $174M | 3 | Nov 14, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q2 2022 | $170M | 3 | Aug 2, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q1 2022 | $142M | 4 | Apr 29, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q4 2021 | $210M | 3 | Feb 14, 2022 | 13F-HR | changes · EDGAR ↗ |
Other Included Managers
This filing reports holdings on behalf of 1 additional manager.
- EBBEL MATTHEW028-21985
13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.