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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 58 of 82  ·  1,624 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1141 WSC WILLSCOT HLDGS CORP Industrials 14,566.0 $253K 0.00% NEW $17.36 +31.7%
1142 MNTN INC 28,698.0 $253K 0.00% +11K +59.5% $8.80
1143 BR BROADRIDGE FINL SOLUTIONS IN Technology 1,552.0 $252K 0.00% NEW $162.48 -8.2%
1144 DXC DXC TECHNOLOGY CO Technology 20,053.0 $252K 0.00% +3K +14.6% $12.57 -29.0%
1145 BETA BETA TECHNOLOGIES INC Industrials 17,145.0 $252K 0.00% NEW $14.70 +1.7%
1146 M3-BRIGADE ACQUISITION VI CO 24,999.0 $251K 0.00% $10.06
1147 QLYS QUALYS INC Technology 2,862.0 $251K 0.00% NEW $87.85 +13.9%
1148 LEU CENTRUS ENERGY CORP Energy 1,447.0 $251K 0.00% NEW $173.59 -2.6%
1149 PLXS PLEXUS CORP Technology 1,239.0 $251K 0.00% NEW $202.54 +23.4%
1150 CSX CSX CORP Industrials 6,112.0 $251K 0.00% NEW $41.05 +12.3%
1151 CCC CCC INTELLIGENT SOLUTIONS HL Technology 41,775.0 $251K 0.00% NEW $6.00 -23.5%
1152 HXL HEXCEL CORP NEW Industrials 3,091.0 $250K 0.00% NEW $80.93 +9.1%
1153 CLOV CLOVER HEALTH INVESTMENTS CO Healthcare 142,122.0 $250K 0.00% +114K +400.8% $1.76 +98.9%
1154 SRCE 1ST SOURCE CORP Financial Services 3,614.0 $250K 0.00% NEW $69.21 +4.6%
1155 CSCO CISCO SYS INC Technology 3,223.0 $250K 0.00% NEW $77.59 +48.7%
1156 BBSI BARRETT BUSINESS SVCS INC Industrials 8,535.0 $249K 0.00% NEW $29.18 +6.3%
1157 BNTX PUT BIONTECH SE Healthcare 2,800.0 $249K 0.00% NEW $88.88 +1.7%
1158 SRE SEMPRA Utilities 2,559.0 $249K 0.00% -2K -41.9% $97.17 -6.0%
1159 BK TECHNOLOGIES CORPORATION 3,320.0 $248K 0.00% NEW $74.63
1160 TECK TECK RESOURCES LTD Basic Materials 4,783.0 $248K 0.00% NEW $51.75 +14.7%
Page 58 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%