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Portfolio (Quarterly) Guide ↗

Centiva Capital, LP

· CIK 0001692507
13F Portfolio $13.6B AUM 1,624 positions Filed May 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 892 New 335 Added 271 Reduced 535 Exited
Page 4 of 17  ·  335 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 GOOG CALL ALPHABET INC Communication Services 84,400.0 $24.2M 0.18% +76K +955.0% $286.86 +38.5%
62 WULF PUT TERAWULF INC Financial Services 1,646,300.0 $23.8M 0.17% +106K +6.9% $14.43 +67.5%
63 UNH CALL UNITEDHEALTH GROUP INC Healthcare 86,800.0 $23.5M 0.17% +37K +73.6% $270.59 +47.5%
64 PLTR CALL PALANTIR TECHNOLOGIES INC Technology 159,900.0 $23.4M 0.17% +156K +4221.6% $146.28 -8.6%
65 RKT CALL ROCKET COS INC Financial Services 1,600,000.0 $22.8M 0.17% +1.4M +732.9% $14.25 +0.2%
66 AGNC CALL AGNC INVT CORP Real Estate 2,251,200.0 $22.6M 0.17% +1.3M +132.7% $10.03 +3.1%
67 SATS CALL ECHOSTAR CORP Technology 185,200.0 $21.7M 0.16% +140K +311.6% $117.07 +15.4%
68 GOOGL CALL ALPHABET INC Communication Services 75,000.0 $21.6M 0.16% +72K +2400.0% $287.56 +39.5%
69 CVX PUT CHEVRON CORPORATION Energy 90,600.0 $18.7M 0.14% +29K +47.6% $206.90 -9.8%
70 GOOGL ALPHABET INC Communication Services 61,505.0 $17.7M 0.13% +47K +336.5% $287.56 +39.5%
71 UNH UNITEDHEALTH GROUP INC Healthcare 63,095.0 $17.1M 0.13% +59K +1513.3% $270.59 +47.5%
72 KRE CALL SPDR SERIES TRUST 250,000.0 $16.3M 0.12% +220K +733.3% $65.15 +2.8%
73 AMD CALL ADVANCED MICRO DEVICES INC Technology 80,000.0 $16.3M 0.12% +60K +306.1% $203.43 +108.5%
74 UPS UNITED PARCEL SVCS INC Industrials 158,264.0 $15.6M 0.12% +155K +5552.3% $98.38 +0.0%
75 VST VISTRA CORP Utilities 101,059.0 $15.2M 0.11% +25K +32.2% $150.33 -5.6%
76 TTWO CALL TAKE-TWO INTERACTIVE SOFTWAR Communication Services 76,200.0 $15.0M 0.11% +74K +3213.0% $197.50 +22.7%
77 COF PUT CAPITAL ONE FINL CORP Financial Services 82,400.0 $15.0M 0.11% +53K +182.2% $182.43 +1.8%
78 AES AES CORP Utilities 1,050,000.0 $14.8M 0.11% +1.0M +10000.0% $14.09 +2.7%
79 PFE PFIZER INC Healthcare 515,495.0 $14.5M 0.11% +243K +89.3% $28.08 -8.3%
80 EL PUT LAUDER ESTEE COS INC Consumer Defensive 197,900.0 $14.2M 0.10% +149K +306.4% $71.77 +12.6%
Page 4 of 17  ·  335 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 28.1%
Communication Services 17.0%
Financial Services 13.3%
Consumer Cyclical 13.0%
Healthcare 8.5%
Industrials 8.3%
Energy 3.6%
Utilities 3.0%
Consumer Defensive 2.6%
Basic Materials 1.8%