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Portfolio (Quarterly) Guide ↗

Skaana Management L.P.

· CIK 0001860998
13F Portfolio $296M AUM 158 positions Filed May 11, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 158 New 72 Exited
Page 2 of 8  ·  158 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 ORA 0 03/15/31 B 3,000,000.0 $3.1M 1.05% NEW $1.04
22 KKR & CO INC 75,535.0 $3.0M 1.01% NEW $39.67
23 BRUKER CORP 9,908.0 $2.8M 0.96% NEW $285.89
24 PLUG 6 3/4 12/01/33 2,500,000.0 $2.8M 0.94% NEW $1.11
25 BEYOND MEAT INC 3,979,000.0 $2.7M 0.91% NEW $0.68
26 IREN 1/4 06/01/32 3,000,000.0 $2.7M 0.90% NEW $0.89
27 ASTS 2 01/15/36 2,500,000.0 $2.7M 0.90% NEW $1.06
28 ASTS PUT AST SPACEMOBILE INC Technology 31,200.0 $2.6M 0.87% NEW $82.87 -11.7%
29 LCI INDS 2,500,000.0 $2.5M 0.84% NEW $0.99
30 HTZ PUT HERTZ GLOBAL HLDGS INC Industrials 517,400.0 $2.4M 0.81% NEW $4.61 +11.5%
31 BTDR 5 03/01/32 2,000,000.0 $2.2M 0.75% NEW $1.11
32 CSIQ 3 1/4 01/15/31 2,750,000.0 $2.2M 0.74% NEW $0.79
33 LCID 1 1/4 12/15/26 2,205,000.0 $2.1M 0.70% NEW $0.94
34 CORZ CALL CORE SCIENTIFIC INC NEW Technology 138,100.0 $2.1M 0.70% NEW $14.96 +94.4%
35 LCID PUT LUCID GROUP INC Consumer Cyclical 207,400.0 $2.0M 0.67% NEW $9.53 -45.9%
36 RIVIAN AUTOMOTIVE INC 2,000,000.0 $1.9M 0.65% NEW $0.96
37 WEBULL CORP 1,244,888.0 $1.7M 0.58% NEW $1.37
38 HEWLETT PACKARD ENTERPRISE C 26,359.0 $1.7M 0.57% NEW $64.51
39 NOVANTA INC 30,425.0 $1.6M 0.55% NEW $53.04
40 LCID 5 04/01/30 2,850,000.0 $1.5M 0.52% NEW $0.54
Page 2 of 8  ·  158 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
Technology 74.4%
Industrials 17.6%
Financial Services 7.8%
Healthcare 0.2%