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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 39 of 82  ·  1,624 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
761 KVUE KENVUE INC Consumer Defensive 35,045.0 $604K 0.00% NEW $17.24 +1.3%
762 PBR PETROLEO BRASILEIRO S A Energy 28,982.0 $601K 0.00% NEW $20.75 -3.5%
763 ORLY OREILLY AUTOMOTIVE INC Consumer Cyclical 6,492.0 $599K 0.00% -2K -21.7% $92.31 +0.0%
764 ACI ALBERTSONS COS INC Consumer Defensive 35,000.0 $596K 0.00% $17.04 -4.5%
765 SGRY CALL SURGERY PARTNERS INC Healthcare 50,000.0 $596K 0.00% NEW $11.92 +13.2%
766 PLAY CALL DAVE & BUSTERS ENTMT INC Communication Services 55,000.0 $596K 0.00% NEW $10.83 +3.0%
767 SIMO SILICON MOTION TECHNOLOGY CO Technology 5,304.0 $596K 0.00% +3K +112.2% $112.29 +129.8%
768 NTNX NUTANIX INC Technology 15,662.0 $595K 0.00% +7K +90.3% $38.01 +17.6%
769 HUDSON PACIFIC PROPERTIES IN 100,000.0 $591K 0.00% +15K +17.6% $5.91
770 LBRDK LIBERTY BROADBAND CORP Communication Services 11,745.0 $591K 0.00% NEW $50.30 -30.7%
771 LVS LAS VEGAS SANDS CORP Consumer Cyclical 10,893.0 $587K 0.00% -19K -63.3% $53.88 -8.2%
772 SSL SASOL LTD Basic Materials 45,227.0 $586K 0.00% -1K -3.0% $12.96 +0.5%
773 CXT CRANE NXT CO Industrials 14,425.0 $586K 0.00% NEW $40.59 -1.3%
774 STN STANTEC INC Industrials 6,761.0 $584K 0.00% NEW $86.40 -11.0%
775 BHB BAR HBR BANKSHARES Financial Services 17,951.0 $583K 0.00% NEW $32.45 +7.1%
776 CM CANADIAN IMPERIAL BANK OF CO Financial Services 6,137.0 $581K 0.00% -3K -34.9% $94.75 +21.2%
777 GAU GALIANO GOLD INC Basic Materials 231,394.0 $581K 0.00% +218K +1592.1% $2.51 -11.2%
778 BKU BANKUNITED INC Financial Services 12,852.0 $580K 0.00% NEW $45.16 +2.6%
779 VRA VERA BRADLEY INC Consumer Cyclical 183,452.0 $580K 0.00% +72K +64.0% $3.16 +4.4%
780 GDOT PUT GREEN DOT CORP Financial Services 51,500.0 $578K 0.00% NEW $11.22 +14.6%
Page 39 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%