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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 5 of 82  ·  1,624 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 SPOT PUT SPOTIFY TECHNOLOGY S A Communication Services 56,100.0 $27.2M 0.20% +6K +12.2% $484.91 -10.8%
82 XLF PUT SELECT SECTOR SPDR TR 550,000.0 $27.2M 0.20% +520K +1733.3% $49.37 +3.6%
83 DAL PUT DELTA AIR LINES INC Industrials 408,200.0 $27.1M 0.20% NEW $66.48 +7.6%
84 VALE PUT VALE S A Basic Materials 1,700,000.0 $27.0M 0.20% +200K +13.3% $15.91 +4.2%
85 DG PUT DOLLAR GEN CORP Consumer Defensive 225,000.0 $26.7M 0.20% +85K +60.7% $118.73 -11.5%
86 JD JD.COM INC Consumer Cyclical 893,276.0 $26.4M 0.20% -198K -18.1% $29.57 +11.1%
87 GS PUT GOLDMAN SACHS GROUP INC Financial Services 30,300.0 $25.6M 0.19% NEW $845.99 +14.5%
88 IREN CALL IREN LIMITED Financial Services 730,100.0 $25.0M 0.18% +307K +72.6% $34.28 +70.4%
89 AAPL APPLE INC Technology 96,634.0 $24.5M 0.18% +81K +504.9% $253.79 +18.3%
90 UBER UBER TECHNOLOGIES INC Technology 340,707.0 $24.5M 0.18% +325K +2037.8% $71.93 +3.8%
91 CVS PUT CVS HEALTH CORP Healthcare 341,100.0 $24.5M 0.18% +306K +860.9% $71.82 +35.3%
92 MSTR PUT STRATEGY INC Technology 195,700.0 $24.4M 0.18% +160K +440.6% $124.80 +49.8%
93 GOOG ALPHABET INC Communication Services 84,492.0 $24.2M 0.18% +77K +1034.6% $286.86 +38.5%
94 GOOG CALL ALPHABET INC Communication Services 84,400.0 $24.2M 0.18% +76K +955.0% $286.86 +38.5%
95 MRK PUT MERCK & CO INC Healthcare 200,000.0 $24.1M 0.18% $120.29 -5.7%
96 WULF PUT TERAWULF INC Financial Services 1,646,300.0 $23.8M 0.17% +106K +6.9% $14.43 +67.5%
97 UNH CALL UNITEDHEALTH GROUP INC Healthcare 86,800.0 $23.5M 0.17% +37K +73.6% $270.59 +47.5%
98 PLTR CALL PALANTIR TECHNOLOGIES INC Technology 159,900.0 $23.4M 0.17% +156K +4221.6% $146.28 -8.6%
99 HD PUT HOME DEPOT INC Consumer Cyclical 69,400.0 $22.8M 0.17% -15K -18.1% $328.89 -7.5%
100 RKT CALL ROCKET COS INC Financial Services 1,600,000.0 $22.8M 0.17% +1.4M +732.9% $14.25 +0.2%
Page 5 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%