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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 41 of 82  ·  1,624 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
801 SVCO SILVACO GROUP INC Technology 76,811.0 $544K 0.00% +53K +217.5% $7.08 +31.4%
802 DIVERSIFIED ENERGY CO 31,171.0 $544K 0.00% +13K +70.6% $17.44
803 WD WALKER & DUNLOP INC Financial Services 12,249.0 $544K 0.00% +6K +108.6% $44.38 +12.1%
804 CZR CAESARS ENTERTAINMENT INC NE Consumer Cyclical 20,551.0 $543K 0.00% NEW $26.43 +5.6%
805 TDG TRANSDIGM GROUP INC Industrials 466.0 $540K 0.00% NEW $1158.96 +3.4%
806 AUNA S A 97,688.0 $538K 0.00% NEW $5.51
807 RS RELIANCE INC Basic Materials 1,770.0 $538K 0.00% NEW $303.92 +19.2%
808 CHH CHOICE HOTELS INTL INC Consumer Cyclical 5,170.0 $535K 0.00% NEW $103.50 +7.7%
809 CROX CROCS INC Consumer Cyclical 6,443.0 $535K 0.00% NEW $83.02 +31.2%
810 JBLU JETBLUE AIRWAYS CORP Industrials 120,954.0 $535K 0.00% +100K +486.1% $4.42 +13.3%
811 THC TENET HEALTHCARE CORP Healthcare 2,830.0 $534K 0.00% NEW $188.71 -0.7%
812 CGNT COGNYTE SOFTWARE LTD Technology 65,827.0 $533K 0.00% NEW $8.10 +22.5%
813 AMP AMERIPRISE FINL INC Financial Services 1,196.0 $532K 0.00% NEW $444.40 +1.4%
814 NOMD NOMAD FOODS LTD Consumer Defensive 55,083.0 $529K 0.00% NEW $9.61 +5.4%
815 TAVIA ACQUISITION CORP 50,000.0 $528K 0.00% $10.57
816 COP CALL CONOCOPHILLIPS Energy 4,000.0 $528K 0.00% $132.00 -8.7%
817 GENI GENIUS SPORTS LIMITED Communication Services 118,799.0 $526K 0.00% NEW $4.43 +10.4%
818 PPTA PERPETUA RESOURCES CORP Basic Materials 18,709.0 $526K 0.00% NEW $28.12 -2.2%
819 FELE FRANKLIN ELEC INC Industrials 5,707.0 $526K 0.00% NEW $92.17 +4.9%
820 ITT ITT INC Industrials 2,760.0 $526K 0.00% -10K -78.6% $190.53 +1.1%
Page 41 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%