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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 36 of 82  ·  1,624 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
701 CMB.TECH NV 56,200.0 $711K 0.01% NEW $12.65
702 FOSL FOSSIL GROUP INC Consumer Cyclical 164,318.0 $708K 0.01% NEW $4.31 -5.3%
703 LFST LIFESTANCE HEALTH GROUP INC Healthcare 110,353.0 $703K 0.01% NEW $6.37 +17.1%
704 AVPT AVEPOINT INC Technology 73,526.0 $699K 0.01% NEW $9.51 +7.7%
705 CNI CANADIAN NATL RY CO Industrials 6,795.0 $698K 0.01% NEW $102.77 +11.1%
706 UGI UGI CORP NEW Utilities 19,052.0 $694K 0.01% NEW $36.42 -3.6%
707 MTH MERITAGE HOMES CORP Consumer Cyclical 11,216.0 $694K 0.01% NEW $61.84 +3.3%
708 ROIV PUT ROIVANT SCIENCES LTD Healthcare 25,000.0 $692K 0.01% -195K -88.6% $27.70 +17.0%
709 CMPS CALL COMPASS PATHWAYS PLC Healthcare 125,000.0 $691K 0.01% NEW $5.53 +109.6%
710 AGM FEDERAL AGRIC MTG CORP Financial Services 4,656.0 $691K 0.01% NEW $148.35 +19.3%
711 TOI THE ONCOLOGY INSTITUTE INC Healthcare 224,245.0 $688K 0.01% NEW $3.07 +36.8%
712 CEG CONSTELLATION ENERGY CORP Utilities 2,463.0 $688K 0.01% +2K +2465.6% $279.25 +2.4%
713 CRDO CREDO TECHNOLOGY GROUP HOLDI Technology 7,326.0 $688K 0.01% NEW $93.87 +106.0%
714 ESLT ELBIT SYS LTD Industrials 807.0 $685K 0.01% NEW $849.09 -10.1%
715 FIG FIGMA INC Technology 32,392.0 $685K 0.01% +23K +235.5% $21.14 +2.1%
716 GASS STEALTHGAS INC Industrials 74,491.0 $684K 0.01% NEW $9.18 +11.3%
717 NTAP NETAPP INC Technology 6,678.0 $684K 0.01% NEW $102.39 +21.1%
718 BHP BHP BILLITON LIMITED Basic Materials 9,398.0 $684K 0.01% -47K -83.3% $72.74 +16.8%
719 AXS AXIS CAP HLDGS LTD Financial Services 6,741.0 $684K 0.01% +4K +200.1% $101.41 -0.7%
720 FLY FIREFLY AEROSPACE INC Industrials 24,000.0 $683K 0.01% NEW $28.47 +50.5%
Page 36 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%