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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 4 of 12  ·  234 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 UPS PUT UNITED PARCEL SVCS INC Industrials 18,700.0 $2.0M 0.34% NEW $107.50 -5.1%
62 MRVL CALL MARVELL TECHNOLOGY INC Technology 6,500.0 $1.9M 0.33% NEW $297.89 -20.4%
63 CAT CALL CATERPILLAR INC Industrials 1,800.0 $1.9M 0.33% NEW $1064.90 -22.3%
64 META CALL META PLATFORMS INC Communication Services 3,400.0 $1.9M 0.33% NEW $563.29 -2.4%
65 CIEN CIENA CORP Technology 3,890.0 $1.9M 0.32% NEW $490.35 -19.3%
66 TSLA CALL TESLA INC Consumer Cyclical 4,500.0 $1.9M 0.32% NEW $420.60 -13.7%
67 COHU CALL COHU INC Technology 25,500.0 $1.9M 0.32% NEW $73.91 -26.4%
68 SLV PUT ISHARES SILVER TR Financial Services 34,000.0 $1.8M 0.31% NEW $53.47 +17.3%
69 STM PUT STMICROELECTRONICS N V Technology 24,200.0 $1.8M 0.31% NEW $74.89 -32.5%
70 IWM CALL ISHARES TR 6,000.0 $1.8M 0.31% NEW $300.45 -0.2%
71 CRM PUT SALESFORCE INC Technology 11,400.0 $1.8M 0.30% NEW $156.66 +33.5%
72 SWK PUT STANLEY BLACK & DECKER INC Industrials 18,700.0 $1.8M 0.30% NEW $94.12 +6.3%
73 TXN CALL TEXAS INSTRS INC Technology 5,900.0 $1.8M 0.30% NEW $298.07 -11.3%
74 NEM CALL NEWMONT CORP Basic Materials 17,500.0 $1.6M 0.28% NEW $93.40 +40.9%
75 NXPI PUT NXP SEMICONDUCTORS N V Technology 5,800.0 $1.6M 0.28% NEW $281.03 -19.7%
76 AAPL APPLE INC Technology 5,422.0 $1.6M 0.27% NEW $289.35 +6.9%
77 PPG CALL PPG INDS INC Basic Materials 12,400.0 $1.5M 0.26% NEW $121.29 -6.3%
78 OKTA CALL OKTA INC Technology 11,000.0 $1.5M 0.26% NEW $136.45 -1.0%
79 USO PUT UNITED STS OIL FD LP Financial Services 14,100.0 $1.5M 0.26% NEW $106.44 +26.5%
80 FPS CALL FORGENT POWER SOLUTIONS INC Industrials 26,500.0 $1.5M 0.25% NEW $55.86 -40.6%
Page 4 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%