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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 4 of 10  ·  183 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 IREN PUT IREN LIMITED Financial Services 21,000.0 $793K 0.26% NEW $37.77 +50.6%
62 BA CALL BOEING CO Industrials 3,600.0 $782K 0.25% NEW $217.12 +1.7%
63 CCL PUT CARNIVAL CORP Consumer Cyclical 25,000.0 $764K 0.25% NEW $30.54 -1.1%
64 CCL CARNIVAL CORP Consumer Cyclical 24,996.0 $763K 0.25% NEW $30.54 -1.1%
65 ASTS 2 3/8 10/15/32 490,000.0 $648K 0.21% NEW $1.32
66 KKR PUT KKR & CO INC Financial Services 5,000.0 $637K 0.21% NEW $127.48 -24.0%
67 T1 ENERGY INC 500,000.0 $634K 0.20% NEW $1.27
68 NBIS 1 09/15/30 600,000.0 $593K 0.19% NEW $0.99
69 APOS CALL APOLLO GLOBAL MGMT INC Financial Services 4,000.0 $579K 0.19% NEW $144.76 -82.4%
70 AAOI CALL APPLIED OPTOELECTRONICS INC Technology 16,500.0 $575K 0.19% NEW $34.86 +391.2%
71 KKR & CO INC 11,002.0 $570K 0.18% NEW $51.84
72 EOSE EOS ENERGY ENTERPRISES INC Industrials 46,546.0 $533K 0.17% NEW $11.46 -36.0%
73 CLSK CALL CLEANSPARK INC Technology 49,500.0 $501K 0.16% NEW $10.12 +72.4%
74 W WAYFAIR INC Consumer Cyclical 4,743.0 $476K 0.15% NEW $100.41 -11.8%
75 ATRO 0 01/15/31 400,000.0 $469K 0.15% NEW $1.17
76 JOBY AVIATION INC 117,921.0 $467K 0.15% NEW $3.96
77 NVAX NOVAVAX INC Healthcare 68,300.0 $459K 0.15% NEW $6.72 +33.9%
78 CIFR PUT CIPHER MINING INC Financial Services 30,000.0 $443K 0.14% NEW $14.76 +90.7%
79 F CALL FORD MTR CO Consumer Cyclical 33,400.0 $438K 0.14% NEW $13.12 +7.5%
80 DJT PUT TRUMP MEDIA & TECHNOLOGY Communication Services 32,700.0 $433K 0.14% NEW $13.24 -38.7%
Page 4 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%