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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 64 of 82  ·  1,624 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1261 USAU U S GOLD CORP Basic Materials 13,705.0 $208K 0.00% NEW $15.19 +4.6%
1262 BLCO BAUSCH PLUS LOMB CORP Healthcare 13,006.0 $207K 0.00% -39K -75.1% $15.90 +1.3%
1263 CEPU CENTRAL PUERTO S A Utilities 12,233.0 $206K 0.00% NEW $16.83 -14.9%
1264 COSO COASTALSOUTH BANCSHARES INC Financial Services 8,333.0 $205K 0.00% NEW $24.59 +2.4%
1265 LINC LINCOLN EDL SVCS CORP Consumer Defensive 5,033.0 $205K 0.00% NEW $40.68 +20.7%
1266 ZGN ERMENEGILDO ZEGNA N V Consumer Cyclical 19,638.0 $205K 0.00% NEW $10.42 +20.7%
1267 DNUT KRISPY KREME INC Consumer Defensive 60,012.0 $203K 0.00% NEW $3.39 -4.7%
1268 ARCB ARCBEST CORP Industrials 2,068.0 $203K 0.00% -1K -39.0% $98.36 +24.9%
1269 LKFN LAKELAND FINL CORP Financial Services 3,543.0 $203K 0.00% NEW $57.38 -0.2%
1270 CCI PUT CROWN CASTLE INC Real Estate 2,500.0 $203K 0.00% -32K -92.9% $81.31 +10.6%
1271 EVH EVOLENT HEALTH INC Healthcare 88,961.0 $203K 0.00% +68K +320.9% $2.28 +73.7%
1272 SOLV SOLVENTUM CORP Healthcare 3,105.0 $203K 0.00% NEW $65.30 +13.7%
1273 LNSR CALL LENSAR INC Healthcare 34,000.0 $203K 0.00% -10K -22.6% $5.96 -5.5%
1274 CI THE CIGNA GROUP Healthcare 759.0 $202K 0.00% -939.0 -55.3% $266.75 +7.5%
1275 MGNI MAGNITE INC Communication Services 17,000.0 $202K 0.00% $11.88 +7.9%
1276 TWFG INC 10,950.0 $201K 0.00% NEW $18.39
1277 SFIX STITCH FIX INC Consumer Cyclical 60,463.0 $200K 0.00% NEW $3.31 -7.6%
1278 LZ LEGALZOOM COM INC Industrials 35,147.0 $199K 0.00% NEW $5.67 +5.8%
1279 HNST HONEST CO INC Consumer Cyclical 67,625.0 $199K 0.00% NEW $2.94 +6.1%
1280 LUNG PULMONX CORP Healthcare 153,882.0 $199K 0.00% +135K +729.8% $1.29 +1.6%
Page 64 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%