SkyBridge Capital II, LLC
•CIK: 1639668•Filing: Q4 2025
**SkyBridge Capital II, LLC** manages $17M across a concentrated portfolio of five holdings. The fund exhibits a significant overweight to digital asset exposure, with IBIT representing the largest allocation at $10.4M. Further diversification is evident through substantial positions in FWDI ($3.6M) and CHYM ($2.2M). This structure suggests a tactical, high-conviction approach targeting specific growth sectors.
Total AUM
$16.9M
QoQ Performance
-70.6%
Positions
5
Top 10 Concentration
100.0%
Latest Filing
Q4 2025
Top Holdings Allocation
IBIT
23I
CHYM
IBIT61.6%
23I21.1%
CHYM13.2%
KLARNA3.7%
CRCL0.3%
📈 Biggest Buys
CRCL
CIRCLE INTERNET GROUP INC
NEW
0.3% of portfolio
📉 Biggest Sells
Sector Breakdown
Other100.0%
Changes from Q3 2025
NEW1 new position
↓2 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024