2026 Q2 Portfolio Activity
In 2026 Q2, SkyBridge Capital II, LLC maintained a portfolio of 5 distinct positions. They heavily accumulated shares in STRATEGY INC, increasing the position by 40.4%. The fund also reduced its exposure to ISHARES BITCOIN TRUST ETF by 59.1%.
Position History
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Total Positions
5
Quarter
2026 Q2
Top Holding
MSTR (80.4%)
Top 10 Concentration
100.0%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-5 of 5
SkyBridge Capital II, LLC Full Holdings List — 2026 Q2
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
MSTR
STRATEGY INC
|
Technology | 80.39% | 53.52% |
#1
Prev: #1
|
8.5 |
—
|
28,406 | 40.4% |
P
S
|
98,690 | $8,374,833 |
$113.90
+35.1%
|
2026 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | ||
|
IBIT
ISHARES BITCOIN...
|
Bond/Debt | 19.60% | 43.85% |
#2
Prev: #2
|
5.5 |
—
|
-88,586 | -59.1% |
P
S
|
61,330 | $2,041,676 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
N/A
KLARNA GROUP PL...
|
|
Unknown | 0.01% | 1.98% |
#3
Prev: #3
|
3.0 |
—
|
1,959 | 9.9% |
P
S
|
21,839 | $1,079 | — | 13F Filing | 2026-06-30 | 2026-08-14 | ||
|
CRCL
CIRCLE INTERNET...
|
Financial Services | 0.00% | 0.24% |
Sold All 😨
(Was: #5) |
0.0 |
—
|
-332 | -100.0% |
CLOSED
|
— | $— | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
CHYM
CHIME FINL INC
|
Technology | 0.00% | 0.40% |
Sold All 😨
(Was: #4) |
0.0 |
—
|
-2,800 | -100.0% |
CLOSED
|
— | $— | 2025 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 |
Showing 1-5 of 5 holdings