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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 14 of 82  ·  1,624 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 BTSG BRIGHTSPRING HEALTH SVCS INC Healthcare 128,687.0 $5.5M 0.04% +50K +62.6% $42.61 +31.8%
262 GLNG PUT GOLAR LNG LTD Energy 100,000.0 $5.4M 0.04% NEW $54.11 +5.4%
263 COST CALL COSTCO WHOLESALE CORPORATION Consumer Defensive 5,400.0 $5.4M 0.04% NEW $996.43 +5.3%
264 KVUE CALL KENVUE INC Consumer Defensive 311,100.0 $5.4M 0.04% -726K -70.0% $17.24 -0.8%
265 TERN TERNS PHARMACEUTICALS INC Healthcare 101,225.0 $5.3M 0.04% NEW $52.72 +0.4%
266 TERN CALL TERNS PHARMACEUTICALS INC Healthcare 100,700.0 $5.3M 0.04% NEW $52.72 +0.4%
267 INTC CALL INTEL CORP Technology 118,500.0 $5.2M 0.04% -232K -66.2% $44.13 +146.5%
268 BAC BANK AMERICA CORP Financial Services 107,065.0 $5.2M 0.04% +103K +2405.6% $48.75 +2.1%
269 MDT PUT MEDTRONIC PLC Healthcare 60,200.0 $5.2M 0.04% NEW $86.65 -12.1%
270 ARKK PUT ARK ETF TR 76,900.0 $5.2M 0.04% -504K -86.8% $67.59 +10.2%
271 OKE PUT ONEOK INC NEW Energy 57,200.0 $5.2M 0.04% NEW $90.39 +2.1%
272 MMM 3M CO Industrials 35,405.0 $5.1M 0.04% NEW $145.23 +0.7%
273 NVO NOVO-NORDISK A S Healthcare 139,189.0 $5.1M 0.04% +134K +2683.8% $36.75 +21.7%
274 TPR PUT TAPESTRY INC Consumer Cyclical 36,000.0 $5.1M 0.04% +6K +20.0% $141.11 -8.4%
275 WEN CALL WENDYS CO Consumer Cyclical 730,000.0 $5.1M 0.04% +447K +157.6% $6.95 +15.4%
276 WULF CALL TERAWULF INC Financial Services 350,000.0 $5.1M 0.04% -56K -13.8% $14.43 +54.7%
277 DVN CALL DEVON ENERGY CORP NEW Energy 100,000.0 $5.0M 0.04% NEW $50.32 -1.6%
278 UAL UNITED AIRLS HLDGS INC Industrials 54,524.0 $5.0M 0.04% NEW $92.07 +0.8%
279 TXNM ENERGY INC 85,000.0 $5.0M 0.04% -152K -64.1% $58.46
280 BMY BRISTOL-MYERS SQUIBB CO Healthcare 81,733.0 $5.0M 0.04% -40K -33.1% $60.65 -5.5%
Page 14 of 82  ·  1,624 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%