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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 46 of 82  ·  1,624 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
901 CSTM CONSTELLIUM SE Basic Materials 17,728.0 $436K 0.00% +7K +59.0% $24.58 +30.3%
902 SHLD GLOBAL X FDS 6,146.0 $435K 0.00% NEW $70.84 -9.1%
903 ASTE ASTEC INDS INC Industrials 8,078.0 $435K 0.00% NEW $53.84 -9.7%
904 HNGE HINGE HEALTH INC Healthcare 11,262.0 $434K 0.00% NEW $38.56 +42.9%
905 STNE STONECO LTD Technology 30,567.0 $432K 0.00% NEW $14.12 -21.7%
906 VKTX VIKING THERAPEUTICS INC Healthcare 13,258.0 $431K 0.00% +758.0 +6.1% $32.54 -9.5%
907 QTWO Q2 HLDGS INC Technology 9,112.0 $431K 0.00% NEW $47.30 -0.5%
908 CRCL CIRCLE INTERNET GROUP INC Financial Services 4,500.0 $429K 0.00% -52K -92.1% $95.41 +20.4%
909 STX SEAGATE TECHNOLOGY HLDNGS PL Technology 1,090.0 $427K 0.00% NEW $391.76 +91.7%
910 BTDR BITDEER TECHNOLOGIES GROUP Technology 49,280.0 $426K 0.00% +24K +94.9% $8.65 +72.5%
911 UGP ULTRAPAR PARTICIPACOES SA Energy 77,254.0 $426K 0.00% +16K +26.7% $5.51 +5.1%
912 SEM SELECT MED HLDGS CORP Healthcare 26,110.0 $425K 0.00% +1K +4.4% $16.29 +1.4%
913 RH RH Consumer Cyclical 3,031.0 $424K 0.00% NEW $139.82 -4.8%
914 CVBF CVB FINL CORP Financial Services 21,747.0 $422K 0.00% NEW $19.39 +4.8%
915 AMPY AMPLIFY ENERGY CORP NEW Energy 67,546.0 $421K 0.00% NEW $6.24 -19.1%
916 IAC IAC INC Technology 10,506.0 $421K 0.00% -80K -88.4% $40.03 +2.8%
917 RIBBON ACQUISITION CORP 40,000.0 $420K 0.00% $10.51
918 TSSI TSS INC DEL Technology 32,233.0 $419K 0.00% NEW $13.01 -14.5%
919 IDN INTELLICHECK MOBILISA INC Technology 59,972.0 $419K 0.00% NEW $6.99 -39.3%
920 FWRD CALL FORWARD AIR CORP Industrials 25,000.0 $418K 0.00% -25K -50.0% $16.71 -50.0%
Page 46 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%