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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 48 of 82  ·  1,624 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
941 CCRN CROSS CTRY HEALTHCARE INC Healthcare 42,642.0 $401K 0.00% -18K -29.2% $9.40 +38.8%
942 LCII LCI INDS Consumer Cyclical 3,258.0 $401K 0.00% NEW $122.98 -11.2%
943 PSN PARSONS CORP DEL Industrials 7,393.0 $400K 0.00% NEW $54.17 -4.7%
944 EHTH EHEALTH INC Financial Services 308,701.0 $398K 0.00% +272K +747.5% $1.29 +25.6%
945 MRTN MARTEN TRANS LTD Industrials 30,309.0 $398K 0.00% +17K +133.6% $13.13 +26.4%
946 TBLA TABOOLA.COM LTD Communication Services 127,812.0 $396K 0.00% +99K +340.2% $3.10 +59.0%
947 QNRX QUOIN PHARMACEUTICALS LTD Healthcare 60,000.0 $396K 0.00% +48K +397.8% $6.60 -25.2%
948 TKR TIMKEN CO Industrials 3,935.0 $396K 0.00% NEW $100.57 +16.5%
949 NICE NICE LTD Technology 3,589.0 $396K 0.00% NEW $110.26 -13.5%
950 TRIN TRINITY CAP INC Financial Services 26,828.0 $395K 0.00% +6K +25.9% $14.71 +14.7%
951 NOW SERVICENOW INC Technology 3,773.0 $394K 0.00% +3K +427.0% $104.55 -4.6%
952 BBNX BETA BIONICS INC Healthcare 39,157.0 $392K 0.00% NEW $10.02 +5.9%
953 GSHD GOOSEHEAD INS INC Financial Services 9,192.0 $392K 0.00% NEW $42.66 -0.4%
954 CACI CACI INTL INC Technology 719.0 $391K 0.00% NEW $543.87 -9.9%
955 VIA VIA TRANSN INC Technology 26,036.0 $391K 0.00% NEW $15.00 -3.3%
956 BABA ALIBABA GROUP HLDG LTD Consumer Cyclical 3,110.0 $390K 0.00% -360K -99.1% $125.46 +4.8%
957 AXGN AXOGEN INC Healthcare 11,711.0 $388K 0.00% NEW $33.13 +24.7%
958 HCA HCA HEALTHCARE INC Healthcare 817.0 $387K 0.00% NEW $473.24 -17.0%
959 SJM SMUCKER J M CO Consumer Defensive 4,008.0 $387K 0.00% -1K -20.7% $96.44 +4.2%
960 INSM INSMED INC Healthcare 2,347.0 $384K 0.00% +2K +353.1% $163.52 -33.0%
Page 48 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%