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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 3 of 14  ·  271 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 NKE PUT NIKE INC Consumer Cyclical 184,000.0 $9.7M 0.07% -1.2M -86.9% $52.82 -21.4%
42 GTEN GORES HLDGS X INC Financial Services 917,431.0 $9.4M 0.07% -150K -14.1% $10.22 +1.5%
43 CMG PUT CHIPOTLE MEXICAN GRILL INC Consumer Cyclical 290,000.0 $9.3M 0.07% -10K -3.3% $32.01 +2.6%
44 JENA ACQUISITION CORP II 885,341.0 $9.0M 0.07% -250K -22.0% $10.22
45 RITM CALL RITHM CAPITAL CORP Real Estate 942,000.0 $8.9M 0.07% -160K -14.5% $9.48 -3.4%
46 GLD CALL SPDR GOLD TR Financial Services 20,600.0 $8.9M 0.07% -129K -86.3% $430.29 -2.4%
47 GTLS CHART INDS INC Industrials 40,906.0 $8.5M 0.06% -11K -21.4% $206.75 +0.2%
48 MDB PUT MONGODB INC Technology 30,000.0 $7.3M 0.05% -65K -68.3% $244.77 +30.5%
49 SCHW PUT SCHWAB CHARLES CORP Financial Services 75,400.0 $7.1M 0.05% -552K -88.0% $93.98 -2.7%
50 NHIC NEWHOLD INVT CORP III Financial Services 681,412.0 $7.1M 0.05% -150K -18.0% $10.39 +1.6%
51 LVS PUT LAS VEGAS SANDS CORP Consumer Cyclical 128,200.0 $6.9M 0.05% -52K -28.8% $53.88 -5.7%
52 CCL PUT CARNIVAL CORP Consumer Cyclical 262,900.0 $6.8M 0.05% -1.2M -81.8% $25.88 -4.1%
53 DUK CALL DUKE ENERGY CORP NEW Utilities 50,000.0 $6.5M 0.05% -250K -83.3% $130.94 -6.9%
54 CHTR CALL CHARTER COMMUNICATIONS INC Communication Services 29,800.0 $6.4M 0.05% -200.0 -0.7% $215.88 -34.3%
55 PANW PUT PALO ALTO NETWORKS INC Technology 40,000.0 $6.4M 0.05% -343K -89.6% $160.32 +48.9%
56 ABR PUT ARBOR REALTY TRUST INC Real Estate 785,400.0 $6.1M 0.04% -1.0M -56.3% $7.71 -23.7%
57 OTG ACQUISITION CORP. I 574,700.0 $5.8M 0.04% -100K -14.8% $10.06
58 JD CALL JD.COM INC Consumer Cyclical 194,900.0 $5.8M 0.04% -107K -35.5% $29.57 +7.9%
59 KVUE CALL KENVUE INC Consumer Defensive 311,100.0 $5.4M 0.04% -726K -70.0% $17.24 -0.1%
60 INTC CALL INTEL CORP Technology 118,500.0 $5.2M 0.04% -232K -66.2% $44.13 +154.5%
Page 3 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%