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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 49 of 82  ·  1,624 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
961 ARMK ARAMARK Industrials 9,378.0 $380K 0.00% NEW $40.54 +27.4%
962 OR OR ROYALTIES INC. Basic Materials 9,988.0 $380K 0.00% +4K +56.1% $38.02 -6.4%
963 VTS VITESSE ENERGY INC Energy 20,878.0 $379K 0.00% NEW $18.16 +1.1%
964 DUOL DUOLINGO INC Technology 3,837.0 $378K 0.00% NEW $98.57 +7.2%
965 GAMB GAMBLING COM GROUP LIMITED Consumer Cyclical 97,193.0 $377K 0.00% NEW $3.88 -36.3%
966 NRXS NEURAXIS INC Healthcare 50,833.0 $376K 0.00% NEW $7.40 +0.4%
967 BLDR BUILDERS FIRSTSOURCE INC Industrials 4,540.0 $374K 0.00% NEW $82.33 -10.3%
968 AMCOR PLC 9,381.0 $373K 0.00% NEW $39.75
969 YPF YPF SOCIEDAD ANONIMA Energy 8,055.0 $372K 0.00% NEW $46.22 +1.8%
970 EDU NEW ORIENTAL ED & TECHNOLOGY Consumer Defensive 6,555.0 $371K 0.00% NEW $56.63 -16.0%
971 RCI ROGERS COMMUNICATIONS INC Communication Services 9,543.0 $367K 0.00% -11K -53.3% $38.45 -6.0%
972 ESOA ENERGY SERVICES OF AMER CORP Industrials 27,876.0 $366K 0.00% NEW $13.13 +34.4%
973 RGA REINSURANCE GROUP AMER INC Financial Services 1,792.0 $366K 0.00% NEW $204.16 +4.9%
974 CNP CENTERPOINT ENERGY INC Utilities 8,465.0 $365K 0.00% -4K -31.3% $43.16 -1.6%
975 TRN TRINITY INDS INC Industrials 11,347.0 $365K 0.00% NEW $32.18 +4.9%
976 EPOL ISHARES TR 10,000.0 $364K 0.00% -5K -33.3% $36.41 +9.2%
977 CPRI CALL CAPRI HOLDINGS LIMITED Consumer Cyclical 20,600.0 $363K 0.00% -64K -75.8% $17.62 +4.3%
978 NVR NVR INC Consumer Cyclical 55.0 $362K 0.00% NEW $6589.84 -8.2%
979 MRK MERCK & CO INC Healthcare 3,008.0 $362K 0.00% -12K -79.6% $120.29 -3.7%
980 GRMN GARMIN LTD Technology 1,551.0 $360K 0.00% NEW $232.01 +3.3%
Page 49 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%