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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 6 of 45  ·  892 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 AFRM AFFIRM HLDGS INC Technology 64,484.0 $3.0M 0.02% NEW $45.82 +39.2%
102 FRMI CALL FERMI INC Utilities 500,000.0 $2.9M 0.02% NEW $5.84 +10.1%
103 NSA NATIONAL STORAGE AFFILIATES Real Estate 75,719.0 $2.9M 0.02% NEW $37.74 +9.2%
104 XLF SELECT SECTOR SPDR TR 57,524.0 $2.8M 0.02% NEW $49.37 +3.7%
105 CZR CALL CAESARS ENTERTAINMENT INC NE Consumer Cyclical 104,600.0 $2.8M 0.02% NEW $26.43 +4.2%
106 CAMBRIDGE ACQUISITION CORP 275,000.0 $2.7M 0.02% NEW $9.96
107 NGG NATIONAL GRID PLC Utilities 31,495.0 $2.7M 0.02% NEW $84.60 -2.9%
108 XHB PUT SPDR SERIES TRUST 26,700.0 $2.6M 0.02% NEW $98.72 -1.5%
109 EWTX CALL EDGEWISE THERAPEUTICS INC Healthcare 83,400.0 $2.6M 0.02% NEW $31.50 +3.3%
110 GRAL CALL GRAIL INC Healthcare 50,000.0 $2.6M 0.02% NEW $51.68 +15.8%
111 DX CALL DYNEX CAP INC Real Estate 199,900.0 $2.6M 0.02% NEW $12.76 +1.8%
112 PONO CAP FOUR INC 250,000.0 $2.5M 0.02% NEW $9.98
113 ILLUMINATION ACQUISITIO CORP 250,000.0 $2.5M 0.02% NEW $9.92
114 IRIS ACQUISITION CORP II 250,700.0 $2.5M 0.02% NEW $9.82
115 WDC WESTERN DIGITAL CORP Technology 8,847.0 $2.4M 0.02% NEW $270.49 +76.8%
116 ETHA CALL ISHARES ETHEREUM TR Financial Services 150,000.0 $2.4M 0.02% NEW $15.83 +1.4%
117 PLAY PUT DAVE & BUSTERS ENTMT INC Communication Services 217,900.0 $2.4M 0.02% NEW $10.83 -5.1%
118 ON ON SEMICONDUCTOR CORP Technology 37,987.0 $2.4M 0.02% NEW $61.92 +84.2%
119 LOW LOWES COS INC Consumer Cyclical 9,923.0 $2.3M 0.02% NEW $236.28 -7.7%
120 ALDABRA 4 LQDTY OPP VEH INC 235,000.0 $2.3M 0.02% NEW $9.97
Page 6 of 45  ·  892 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%