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Portfolio (Quarterly) Guide ↗

Skaana Management L.P.

· CIK 0001860998
13F Portfolio $309M AUM 183 positions Filed Feb 10, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 183 New
Page 3 of 10  ·  183 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 IREN 1/4 06/01/32 2,000,000.0 $1.9M 0.61% NEW $0.94
42 IREN 0 07/01/31 2,500,000.0 $1.9M 0.61% NEW $0.75
43 LCID 5 04/01/30 3,000,000.0 $1.8M 0.57% NEW $0.59
44 IREN 1 06/01/33 33 1,750,000.0 $1.6M 0.53% NEW $0.94
45 RIOT PLATFORMS INC 1,408,000.0 $1.6M 0.52% NEW $1.13
46 LUNR 2 1/2 10/01/30 1,000,000.0 $1.5M 0.49% NEW $1.52
47 TXNM ENERGY INC 1,000,000.0 $1.3M 0.44% NEW $1.35
48 MARA 0 08/01/32 1,935,000.0 $1.3M 0.43% NEW $0.69
49 CIFR 0 10/01/31 1,050,000.0 $1.3M 0.41% NEW $1.19
50 BYND PUT BEYOND MEAT INC Consumer Defensive 1,520,200.0 $1.2M 0.40% NEW $0.82 -14.8%
51 ALBEMARLE CORP 19,264.0 $1.1M 0.37% NEW $59.39
52 AMC 6 04/30/30 144A 1,560,912.0 $1.1M 0.36% NEW $0.72
53 BORRNO 5 02/08/28 1,000,000.0 $1.0M 0.33% NEW $1.01
54 ALB CALL ALBEMARLE CORP Basic Materials 7,000.0 $990K 0.32% NEW $141.44 +10.8%
55 NVAX 4 5/8 09/01/31 1,000,000.0 $990K 0.32% NEW $0.99
56 PEB 1 5/8 01/15/30 1,000,000.0 $974K 0.32% NEW $0.97
57 CRWV 1 3/4 12/01/31 1,000,000.0 $952K 0.31% NEW $0.95
58 MARA HOLDINGS INC 1,000,000.0 $839K 0.27% NEW $0.84
59 BTU PUT PEABODY ENERGY CORP Energy 27,400.0 $814K 0.26% NEW $29.70 -18.8%
60 NVAX PUT NOVAVAX INC Healthcare 119,000.0 $800K 0.26% NEW $6.72 +33.9%
Page 3 of 10  ·  183 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 49.2%
Technology 24.1%
Consumer Cyclical 14.7%
Industrials 5.5%
Healthcare 4.7%
Consumer Defensive 1.6%