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SkyKnight Capital, L.P. — 13F Holdings & Portfolio

CIK 1842707 · latest 13F-HR filed 2026-08-13

Backtest portfolio

SkyKnight Capital, L.P. manages $94.1M in 13F-reported U.S. long-equity assets across 3 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are AHCO (94.98%), LBTYK (3.51%), LBTYA (1.51%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 0 new positions and exited 0; 0 existing positions rose in reported value and 3 fell.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

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AUM
$94.1M

Long-equity book

Holdings
3

Distinct positions

Period
2026-06-30

Filed 2026-08-13

Q/Q Activity
+0 / −0 / ↑0 / ↓3

vs 2026-03-31

Portfolio charts

Latest quarter's book, what changed, and how the portfolio has evolved across filings.

Portfolio map

Q2 26
AHCO95.0% · 0%LBTYK3.5% · 0%LBTYA1.5% · 0%

Box size = position value; colour = change in share count vs the prior quarter (green added, red trimmed, blue new). Rows split across managers or share classes are combined. Click a box for the stock.

Sector mix

% of 13F value

Sectors from each company's SIC code; funds and ETFs grouped separately.

Biggest buys and sells

Q1 26 → Q2 26

Estimated from the change in shares held × the quarter-end price, so price moves alone don't count as buying. New and exited positions are included.

13F assets and positions

4 quarters

Total reported 13F value (bars) and number of positions (line) each quarter. Value changes include market moves.

Top positions over time

reported value

The eight largest current positions, valued at each quarter end.

Concentration

top 10 = 100%

Cumulative share of the portfolio held in the largest N positions.

Firm Profile & Key People

As of the firm’s regulatory filing dated Mar 31, 2026.

Assets Under Management
$4.43B
Discretionary
$4.43B
Employees
31
Accounts
21
Address
220 PARK ROAD
SUITE 600
BURLINGAME, CA 94010
Phone
(415) 914-0782
Website
Name Title / Status Ownership Type
BACON, ROBERT, JOHN ControlPARTNER / CHIEF FINANCIAL OFFICER / CHIEF COMPLIANCE OFFICER
since Jan 2019
5–10%Individual
EBBEL, MATTHEW, CHRISTOPHER ControlMANAGING PARTNER
since Sep 2015
50–75%Individual
HUNT, MARA, CHRISTIANPARTNER / CHIEF OPERATIONS OFFICER
since May 2017
10–25%Individual
MILICH, JORDAN, SCOTTPARTNER
since Jan 2021
10–25%Individual
Parsons, David, WhitneyOPERATING PARTNER
since Jun 2021
5–10%Individual
Ownership & leadership changes · 8 filings with changes since Oct 5, 2015

From the firm’s regulatory filings, newest first. Dates are filing dates: a filing that no longer lists someone does not say when they left.

Mar 28, 2024 filing
  • ChangedBACON, ROBERT, JOHN · title CHIEF FINANCIAL OFFICER → PARTNER / CHIEF FINANCIAL OFFICER / CHIEF COMPLIANCE OFFICER; ownership Less than 5% → 5–10%
  • ChangedHUNT, MARA, CHRISTIAN · title PARTNER / CHIEF COMPLIANCE OFFICER / CHIEF OPERATIONS OFFICER → PARTNER / CHIEF OPERATIONS OFFICER; ownership 5–10% → 10–25%
  • ChangedMILICH, JORDAN, SCOTT · ownership 5–10% → 10–25%
  • ChangedParsons, David, Whitney · ownership Less than 5% → 5–10%
Jun 8, 2022 filing
  • No longer listedBURTON, CLAUDE, SHREVE · PARTNER · 5–10% · listed since Jan 2017
Apr 1, 2022 filing
  • AddedParsons, David, Whitney · OPERATING PARTNER · Less than 5%
  • ChangedEBBEL, MATTHEW, CHRISTOPHER · ownership 75% or more → 50–75%
Mar 30, 2021 filing
  • AddedMILICH, JORDAN, SCOTT · PARTNER · 5–10%
Mar 29, 2019 filing
  • AddedBACON, ROBERT, JOHN · CHIEF FINANCIAL OFFICER · Less than 5% · control person
  • ChangedHUNT, MARA, CHRISTIAN · title PARTNER / CHIEF COMPLIANCE OFFICER → PARTNER / CHIEF COMPLIANCE OFFICER / CHIEF OPERATIONS OFFICER
Mar 29, 2018 filing
  • ChangedHUNT, MARA, CHRISTIAN · title CHIEF COMPLIANCE OFFICER / PARTNER / PARTNER / CHIEF COMPLIANCE OFFICER → PARTNER / CHIEF COMPLIANCE OFFICER
Jun 30, 2017 filing
  • AddedBURTON, CLAUDE, SHREVE · PARTNER · 5–10%
  • AddedHUNT, MARA, CHRISTIAN · CHIEF COMPLIANCE OFFICER / PARTNER / PARTNER / CHIEF COMPLIANCE OFFICER · 5–10%
Mar 31, 2017 filing
  • ChangedEBBEL, MATTHEW, CHRISTOPHER · title CEO → MANAGING PARTNER
Oct 5, 2015 filing (earliest on record)
  • ListedEBBEL, MATTHEW, CHRISTOPHER · CEO · 75% or more · control person

Quarter-over-quarter changes

Changes in reported position value vs the prior 13F, so price moves count too, not just shares bought or sold.

Top Adds (vs prior quarter)

  • No increased positions.
Show all 0 →

Top Trims

Show all 3 →

New Positions

  • No new positions this quarter.
Show all 0 →

Exited Positions

  • No exits this quarter.
Show all 0 →

SkyKnight Capital, L.P. Holdings (2026-06-30)

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 ADAPTHEALTH CORP AHCO 00653Q102 $89.4M 94.98% 8,580,443 SH
2 LIBERTY GLOBAL PLC LBTYK G5480U120 $3.3M 3.51% 300,000 SH
3 LIBERTY GLOBAL PLC LBTYA G5480U104 $1.4M 1.51% 125,000 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-08-13 $94.1M 3 0001193125-26-348969
2026-03-31 2026-05-13 $107.1M 3 0001193125-26-221551
2025-12-31 2026-02-17 $90.2M 3 0001193125-26-053109
2025-09-30 2025-11-14 $81.8M 3 0001193125-25-281785
Filer Information
Address
C/O SKYKNIGHT CAPITAL
220 PARK ROAD, SUITE 600
BURLINGAME, CA 94010
Phone
(415) 914-0780
Filing Manager
SkyKnight Capital, L.P.
BURLINGAME, CA
Signatory
Robert Bacon
CCO, CFO, and Partner