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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 52 of 82  ·  1,624 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1021 GRRR GORILLA TECHNOLOGY GROUP INC Technology 31,339.0 $330K 0.00% +27K +711.0% $10.53 +66.6%
1022 VIRT VIRTU FINL INC Financial Services 7,470.0 $329K 0.00% NEW $43.98 +30.6%
1023 SLDE SLIDE INS HLDGS INC Financial Services 18,202.0 $328K 0.00% NEW $18.00 -4.8%
1024 SUNC SUNOCOCORP LLC Energy 5,286.0 $326K 0.00% -150K -96.6% $61.65 +8.0%
1025 INNV INNOVAGE HLDG CORP Healthcare 40,631.0 $326K 0.00% NEW $8.02 +17.5%
1026 VKTX PUT VIKING THERAPEUTICS INC Healthcare 10,000.0 $325K 0.00% NEW $32.54 -10.8%
1027 SIGI SELECTIVE INS GROUP INC Financial Services 4,301.0 $324K 0.00% NEW $75.39 +22.2%
1028 NGS NATURAL GAS SVCS GROUP INC Energy 8,575.0 $324K 0.00% NEW $37.74 +14.5%
1029 JLL JONES LANG LASALLE INC Real Estate 1,061.0 $323K 0.00% NEW $304.32 -0.5%
1030 MSCI MSCI INC Financial Services 597.0 $322K 0.00% +242.0 +68.2% $539.01 +10.9%
1031 ALLY ALLY FINL INC Financial Services 8,190.0 $321K 0.00% -6K -42.4% $39.23 +13.2%
1032 FLNC FLUENCE ENERGY INC Utilities 23,339.0 $321K 0.00% NEW $13.76 +77.1%
1033 CMG CALL CHIPOTLE MEXICAN GRILL INC Consumer Cyclical 10,000.0 $320K 0.00% -390K -97.5% $32.01 +0.5%
1034 CNXC CONCENTRIX CORP Technology 11,661.0 $319K 0.00% NEW $27.36 -4.2%
1035 LECO LINCOLN ELEC HLDGS INC Industrials 1,272.0 $317K 0.00% NEW $249.08 +3.3%
1036 GVA GRANITE CONSTR INC Industrials 2,639.0 $316K 0.00% NEW $119.88 +18.4%
1037 GLW CORNING INC Technology 2,325.0 $316K 0.00% -4K -65.1% $135.97 +30.7%
1038 VSTS VESTIS CORPORATION Industrials 40,044.0 $315K 0.00% -6K -13.0% $7.86 +68.8%
1039 EMERA INC 6,062.0 $314K 0.00% NEW $51.87
1040 YUM YUM BRANDS INC Consumer Cyclical 2,020.0 $314K 0.00% -668.0 -24.9% $155.48 -0.4%
Page 52 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%