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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 45 of 82  ·  1,624 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
881 FRMI FERMI INC Utilities 80,000.0 $467K 0.00% +25K +45.5% $5.84 +3.8%
882 BKD BROOKDALE SR LIVING INC Healthcare 34,069.0 $466K 0.00% NEW $13.68 -2.2%
883 KT KT CORP Communication Services 21,441.0 $460K 0.00% +6K +37.1% $21.45 -13.3%
884 TEAM ATLASSIAN CORPORATION Technology 6,724.0 $459K 0.00% NEW $68.25 +26.3%
885 ODDITY TECH LTD 34,112.0 $456K 0.00% NEW $13.38
886 ACIW ACI WORLDWIDE INC Technology 11,091.0 $455K 0.00% NEW $41.01 +3.7%
887 CPRI PUT CAPRI HOLDINGS LIMITED Consumer Cyclical 25,600.0 $451K 0.00% -104K -80.3% $17.62 +4.3%
888 HIFS HINGHAM INSTN SVGS MASS Financial Services 1,575.0 $450K 0.00% NEW $285.84 -0.8%
889 SWX SOUTHWEST GAS HLDGS INC Utilities 5,148.0 $447K 0.00% +449.0 +9.6% $86.90 +3.2%
890 EC ECOPETROL S A Energy 29,791.0 $447K 0.00% NEW $14.99 -7.5%
891 MKSI MKS INC. Technology 1,939.0 $446K 0.00% NEW $229.81 +36.3%
892 DOO BRP INC Consumer Cyclical 6,202.0 $445K 0.00% +280.0 +4.7% $71.81 -23.7%
893 ITW ILLINOIS TOOL WKS INC Industrials 1,702.0 $443K 0.00% NEW $260.29 -4.0%
894 SEB SEABOARD CORP DEL Industrials 78.0 $441K 0.00% NEW $5654.03 -11.7%
895 CAVA CAVA GROUP INC Consumer Cyclical 5,434.0 $440K 0.00% NEW $80.90 +0.5%
896 LYV LIVE NATION ENTERTAINMENT IN Communication Services 2,872.0 $438K 0.00% NEW $152.51 +8.8%
897 SPGI S&P GLOBAL INC Financial Services 1,029.0 $438K 0.00% NEW $425.34 -2.0%
898 EVLV EVOLV TECHNOLOGIES HLDNGS IN Industrials 72,332.0 $438K 0.00% NEW $6.05 -0.8%
899 ENS ENERSYS Industrials 2,519.0 $438K 0.00% NEW $173.72 +37.5%
900 TS TENARIS S A Energy 7,501.0 $436K 0.00% NEW $58.18 +4.3%
Page 45 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%