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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 13 of 14  ·  271 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 NRGV ENERGY VAULT HOLDINGS INC Utilities 20,880.0 $69K 0.00% -54K -72.0% $3.30 +63.3%
242 DTST DATA STORAGE CORP Technology 16,176.0 $63K -5K -23.8% $3.87 +4.7%
243 BBAI BIGBEAR AI HLDGS INC Technology 17,668.0 $62K -82K -82.2% $3.52 +11.6%
244 VENTURE GLOBAL INC 3,843.0 $61K -22K -85.3% $15.76
245 NFE CALL NEW FORTRESS ENERGY INC Utilities 100,500.0 $59K -189K -65.3% $0.59 +9.3%
246 SRFM SURF AIR MOBILITY INC Industrials 51,490.0 $59K -92K -64.2% $1.15 +3.5%
247 DNN DENISON MINES CORP Energy 16,525.0 $58K -16K -49.1% $3.53 -8.2%
248 SMRT SMARTRENT INC Technology 38,694.0 $58K -72K -65.0% $1.50 -24.0%
249 BWEN BROADWIND INC Industrials 26,638.0 $55K -11K -29.4% $2.08 +102.4%
250 BAK BRASKEM SA Basic Materials 15,000.0 $55K -11K -42.1% $3.66 +22.4%
251 EVEX EVE HLDG INC Industrials 21,250.0 $53K -179K -89.4% $2.48 +16.1%
252 CIFR CIPHER DIGITAL INC Financial Services 3,973.0 $51K -6K -60.3% $12.87 +51.2%
253 ZKH ZKH GROUP LTD Consumer Cyclical 14,356.0 $42K -2K -13.5% $2.96 -1.5%
254 UXIN LTD 12,537.0 $38K -3K -19.7% $3.07
255 SVC SERVICE PPTYS TR Real Estate 25,000.0 $34K -75K -75.0% $1.35 +25.1%
256 MERC MERCER INTL INC Basic Materials 20,931.0 $30K -40K -65.6% $1.42 -33.9%
257 BOLD EAGLE ACQUISITION CORP 134,698.0 $28K -65K -32.6% $0.21
258 TTWO TAKE-TWO INTERACTIVE SOFTWAR Communication Services 101.0 $20K -10K -99.0% $197.50 +20.8%
259 EWTX EDGEWISE THERAPEUTICS INC Healthcare 539.0 $17K -12K -95.7% $31.50 +3.3%
260 RITM PUT RITHM CAPITAL CORP Real Estate 1,200.0 $11K -169K -99.3% $9.48 -3.4%
Page 13 of 14  ·  271 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%