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Portfolio (Quarterly) Guide ↗

CenterStar Asset Management, LLC

· CIK 0001722053
13F Portfolio $589M AUM 234 positions Filed Aug 5, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 234 New
Page 12 of 12  ·  234 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 PUT IMMUNITYBIO INC 20,900.0 $183K 0.03% NEW $8.76
222 NN CALL NEXTNAV INC Communication Services 10,000.0 $178K 0.03% NEW $17.83 -1.6%
223 NMFC NEW MTN FIN CORP Financial Services 24,400.0 $175K 0.03% NEW $7.17 +5.5%
224 ATEC ALPHATEC HLDGS INC Healthcare 19,010.0 $164K 0.03% NEW $8.62 +9.9%
225 TSSI CALL TSS INC DEL Technology 12,700.0 $156K 0.03% NEW $12.30 -28.9%
226 PTLO PORTILLOS INC Consumer Cyclical 29,018.0 $137K 0.02% NEW $4.72 +5.2%
227 GBDC PUT GOLUB CAP BDC INC Financial Services 10,000.0 $129K 0.02% NEW $12.88 +2.5%
228 PAYO PAYONEER GLOBAL INC Technology 11,296.0 $80K 0.01% NEW $7.12 -0.1%
229 ORBS CALL EIGHTCO HOLDINGS INC Technology 47,900.0 $33K 0.01% NEW $0.70 +26.5%
230 CELULARITY INC 21,000.0 $13K 0.00% NEW $0.61
231 REKR CALL REKOR SYSTEMS INC Technology 17,600.0 $12K 0.00% NEW $0.69 -12.5%
232 CALL CELULARITY INC 15,000.0 $9K 0.00% NEW $0.60
233 CAN CALL CANAAN INC Technology 25,000.0 $7K 0.00% NEW $0.29 +23.6%
234 REKR REKOR SYSTEMS INC Technology 10,000.0 $7K 0.00% NEW $0.69 -12.4%
Page 12 of 12  ·  234 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 58.6%
Technology 20.4%
Consumer Cyclical 9.5%
Communication Services 5.6%
Basic Materials 2.0%
Industrials 1.4%
Healthcare 0.9%
Energy 0.7%
Consumer Defensive 0.5%
Real Estate 0.3%