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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 6 of 10  ·  183 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 PLANET LABS PBC 23,440.0 $202K 0.07% NEW $8.61
102 W CALL WAYFAIR INC Consumer Cyclical 1,900.0 $191K 0.06% NEW $100.41 -11.8%
103 LCID LUCID GROUP INC Consumer Cyclical 17,915.0 $189K 0.06% NEW $10.57 -51.2%
104 OPENDOOR TECHNOLOGIES INC 189,347.0 $170K 0.06% NEW $0.90
105 CRITICAL METALS CORP 62,286.0 $170K 0.06% NEW $2.73
106 HLF PUT HERBALIFE LTD Consumer Defensive 12,500.0 $161K 0.05% NEW $12.89 -5.9%
107 HLF HERBALIFE LTD Consumer Defensive 12,340.0 $159K 0.05% NEW $12.89 -5.9%
108 FSLY FASTLY INC Technology 15,500.0 $158K 0.05% NEW $10.18 +68.7%
109 FSLY PUT FASTLY INC Technology 15,500.0 $158K 0.05% NEW $10.18 +68.7%
110 MP CALL MP MATERIALS CORP Basic Materials 3,000.0 $152K 0.05% NEW $50.52 +19.3%
111 RIVN CALL RIVIAN AUTOMOTIVE INC Consumer Cyclical 7,600.0 $150K 0.05% NEW $19.71 -23.4%
112 VOYG PUT VOYAGER TECHNOLOGIES INC Industrials 5,000.0 $131K 0.04% NEW $26.14 +43.7%
113 HTZ PUT HERTZ GLOBAL HLDGS INC Industrials 23,300.0 $120K 0.04% NEW $5.14 +0.0%
114 PAYO PUT PAYONEER GLOBAL INC Technology 21,300.0 $120K 0.04% NEW $5.62 +24.9%
115 PAYO PAYONEER GLOBAL INC Technology 21,200.0 $119K 0.04% NEW $5.62 +24.9%
116 STWD CALL STARWOOD PPTY TR INC Real Estate 6,500.0 $117K 0.04% NEW $18.01 -7.6%
117 WULF PUT TERAWULF INC Financial Services 10,000.0 $115K 0.04% NEW $11.49 +152.2%
118 OPEN CALL OPENDOOR TECHNOLOGIES INC Real Estate 19,000.0 $111K 0.04% NEW $5.83 -26.6%
119 CRWV CALL COREWEAVE INC Technology 1,500.0 $107K 0.04% NEW $71.61 +55.4%
120 PLUG PUT PLUG POWER INC Industrials 52,600.0 $104K 0.03% NEW $1.97 +41.6%
Page 6 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%