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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 27 of 82  ·  1,624 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
521 EME EMCOR GROUP INC Industrials 1,793.0 $1.3M 0.01% NEW $738.31 +15.0%
522 KDP PUT KEURIG DR PEPPER INC Consumer Defensive 50,000.0 $1.3M 0.01% -25K -33.3% $26.33 +9.3%
523 KDP CALL KEURIG DR PEPPER INC Consumer Defensive 50,000.0 $1.3M 0.01% -125K -71.4% $26.33 +9.3%
524 TTD THE TRADE DESK INC Technology 57,964.0 $1.3M 0.01% NEW $22.69 -7.4%
525 RSG REPUBLIC SVCS INC Industrials 5,946.0 $1.3M 0.01% +3K +87.9% $219.02 -3.1%
526 FCX FREEPORT MCMORAN INC Basic Materials 22,082.0 $1.3M 0.01% +15K +197.5% $58.78 +6.0%
527 VERA PUT VERA THERAPEUTICS INC Healthcare 32,200.0 $1.3M 0.01% -100K -75.7% $40.23 -13.9%
528 PUT WILLOW LANE ACQUISITION CORP 121,500.0 $1.3M 0.01% NEW $10.65
529 PL PLANET LABS PBC Industrials 46,005.0 $1.3M 0.01% +33K +253.9% $27.95 +52.6%
530 CRM SALESFORCE INC Technology 6,885.0 $1.3M 0.01% +2K +49.3% $186.67 -5.5%
531 ALIS CALISA ACQUISITION CORP Financial Services 128,000.0 $1.3M 0.01% -47K -26.9% $10.03 +0.4%
532 SPACE ASSET ACQUISITION CORP 125,000.0 $1.3M 0.01% NEW $10.18
533 MANE VERADERMICS INC Healthcare 20,000.0 $1.3M 0.01% NEW $63.15 +65.8%
534 JEF CALL JEFFERIES FINANCIAL GROUP IN Financial Services 30,200.0 $1.2M 0.01% NEW $41.27 +27.1%
535 SBXE SILVERBOX CORP V Financial Services 125,000.0 $1.2M 0.01% NEW $9.92 +1.1%
536 DSAC DAEDALUS SPL ACQUISITION COR Financial Services 125,000.0 $1.2M 0.01% NEW $9.91 +0.8%
537 ACTIVATE ENERGY ACQUISIT COR 125,000.0 $1.2M 0.01% NEW $9.89
538 DB DEUTSCHE BK AG Financial Services 41,470.0 $1.2M 0.01% NEW $29.78 +10.5%
539 SF STIFEL FINL CORP Financial Services 16,354.0 $1.2M 0.01% NEW $73.92 -1.1%
540 MDY STATE STR SPDR S&P MIDCAP 40 Financial Services 1,960.0 $1.2M 0.01% +1K +104.2% $616.76 +7.9%
Page 27 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%