— Know what they know.
Not Investment Advice
Asset Manager ← All Institutions

SkyBridge Capital II, LLC

Q1 2026 · Filed 2026-05-18
Market Value
$13M
-20.9%
Holdings
5
+1
New Purchases
1
Added To
0
Closed
1
Reduced
3
Top 10 Concentration
100.0%
Turnover
40.0%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
MSTR 54.61% 0.00% +54.61% $7M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
FORD 0.00% 21.96% -21.96% $0
IBIT 44.74% 63.96% -19.22% $6M
CHYM 0.41% 13.76% -13.35% $52K
CRCL 0.25% 0.32% -0.08% $32K

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Large Cap 3 $13M 99.6%
Mid Cap 1 $52K 0.4%
Micro Cap 1 $0 0.0%

Portfolio Analytics

Avg Market Cap
$29.0B
Median Market Cap
$30.2B
Avg P/E
Median P/E
Avg Dividend Yield
—%
Avg Beta
1.24
# Stocks
4
# ETFs / Funds
1

Top Holdings (5 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 MSTR 54.61% 70,284 $7M $100.02 +70,284 NEW
2 IBIT 44.74% 149,916 $6M $38.42 -$5M -59,683 -28.5%
3 CHYM 0.41% 2,800 $52K $18.73 -$2M -86,126 -96.8%
4 CRCL 0.25% 332 $32K $95.41 -$21K -332 -50.0%
5 FORD —% -$4M -540,541 -100.0% SOLD

New Positions

SymbolValue% Port
MSTR $7M 54.61%

Sold Out Positions

SymbolValue% Port
FORD —%
View SEC EDGAR Filings for SkyBridge Capital II, LLC →

Sign in to InsiderStreet

You'll also get our free weekly newsletter with
smart money signals, market insights, and alpha ideas.
Unsubscribe anytime.

For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms