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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 63 of 82  ·  1,624 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1241 CSL CARLISLE COS INC Industrials 642.0 $214K 0.00% NEW $333.62 -0.8%
1242 NDLS NOODLES & CO Consumer Cyclical 24,923.0 $213K 0.00% NEW $8.55 +45.8%
1243 MTX MINERALS TECHNOLOGIES INC Basic Materials 3,000.0 $213K 0.00% NEW $70.92 +7.6%
1244 CAT CATERPILLAR INC Industrials 300.0 $213K 0.00% NEW $708.46 +21.9%
1245 MO ALTRIA GROUP INC Consumer Defensive 3,215.0 $212K 0.00% NEW $65.99 +10.8%
1246 OCUL OCULAR THERAPEUTIX INC Healthcare 25,000.0 $212K 0.00% NEW $8.47 +8.1%
1247 OCUL PUT OCULAR THERAPEUTIX INC Healthcare 25,000.0 $212K 0.00% NEW $8.47 +8.1%
1248 WU WESTERN UN CO Financial Services 24,248.0 $212K 0.00% -3K -12.0% $8.73 -4.5%
1249 HAYW HAYWARD HLDGS INC Industrials 15,811.0 $212K 0.00% NEW $13.38 +1.8%
1250 SRAD SPORTRADAR GROUP AG Technology 12,631.0 $211K 0.00% NEW $16.74 -25.4%
1251 XP XP INC Financial Services 11,099.0 $211K 0.00% NEW $19.04 -8.2%
1252 RXST RXSIGHT INC Healthcare 34,286.0 $211K 0.00% +19K +120.3% $6.16 -7.8%
1253 ROIV ROIVANT SCIENCES LTD Healthcare 7,596.0 $210K 0.00% NEW $27.70 +5.7%
1254 ABX ABACUS GLOBAL MGMT INC Financial Services 26,653.0 $210K 0.00% NEW $7.88 +19.0%
1255 GIB CGI INC Technology 2,873.0 $210K 0.00% +343.0 +13.6% $73.10 -13.7%
1256 ARCO ARCOS DORADOS HLDGS INC Consumer Cyclical 25,455.0 $210K 0.00% NEW $8.25 +0.6%
1257 KD KYNDRYL HLDGS INC Technology 15,998.0 $210K 0.00% NEW $13.12 -13.7%
1258 TXT TEXTRON INC Industrials 2,390.0 $209K 0.00% NEW $87.56 +1.4%
1259 KRC KILROY REALTY CORP Real Estate 7,400.0 $209K 0.00% NEW $28.21 +21.8%
1260 BRIGHTSTAR LOTTERY PLC 16,347.0 $208K 0.00% +2K +14.5% $12.74
Page 63 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%