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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 43 of 82  ·  1,624 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
841 ZS ZSCALER INC Technology 3,550.0 $498K 0.00% NEW $140.29 +24.3%
842 MOZAYYX ACQUISITION CORP 50,000.0 $498K 0.00% NEW $9.95
843 MWA MUELLER WTR PRODS INC Industrials 18,087.0 $497K 0.00% NEW $27.49 -8.6%
844 VEON LTD 10,715.0 $496K 0.00% +6K +137.9% $46.30
845 BITCOIN INFRASTRUCTURE ACQUI 50,000.0 $495K 0.00% $9.90
846 ITHA ITHAX ACQUISITION CORP III Financial Services 50,000.0 $495K 0.00% NEW $9.90 +0.7%
847 SCPQ SOCIAL COMM PARTNERS CORP Financial Services 50,000.0 $495K 0.00% NEW $9.90 +0.5%
848 FDX FEDEX CORP Industrials 1,389.0 $495K 0.00% -3K -65.6% $356.18 +9.2%
849 MESH MESHFLOW ACQUISITION CORP Financial Services 50,000.0 $494K 0.00% NEW $9.89 +1.0%
850 PERIMETER SOLUTIONS INC 20,217.0 $494K 0.00% +5K +34.8% $24.42
851 JCI JOHNSON CONTROLS INTERNATION Industrials 3,763.0 $493K 0.00% NEW $130.95 +3.5%
852 UBS UBS GROUP AG Financial Services 12,589.0 $492K 0.00% NEW $39.07 +21.0%
853 PM PHILIP MORRIS INTL INC Consumer Defensive 2,973.0 $492K 0.00% NEW $165.34 +14.1%
854 DSX DIANA SHIPPING INC Industrials 195,098.0 $488K 0.00% +144K +280.6% $2.50 +8.0%
855 BIRKENSTOCK HOLDING PLC 13,598.0 $487K 0.00% +6K +80.6% $35.83
856 ATMU ATMUS FILTRATION TECHNOLOGIE Industrials 8,579.0 $487K 0.00% NEW $56.77 -14.7%
857 AVT AVNET INC Technology 7,899.0 $487K 0.00% NEW $61.62 +35.3%
858 ALH ALLIANCE LAUNDRY HLDGS INC Consumer Cyclical 23,456.0 $486K 0.00% NEW $20.74 +16.9%
859 DOV DOVER CORP Industrials 2,328.0 $485K 0.00% NEW $208.45 -0.3%
860 SPOT CALL SPOTIFY TECHNOLOGY S A Communication Services 1,000.0 $485K 0.00% NEW $484.91 -10.6%
Page 43 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%