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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 65 of 82  ·  1,624 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1281 CYTK CYTOKINETICS INC Healthcare 3,000.0 $198K 0.00% NEW $65.91 +15.1%
1282 RERE ATRENEW INC Consumer Cyclical 41,770.0 $196K 0.00% +25K +154.7% $4.69 -7.9%
1283 OM OUTSET MED INC Healthcare 50,719.0 $195K 0.00% +31K +151.3% $3.84 -3.1%
1284 WBTN WEBTOON ENTMT INC Technology 21,178.0 $195K 0.00% NEW $9.19 +31.6%
1285 QXO QXO INC Industrials 10,000.0 $194K 0.00% -6K -38.1% $19.42 -15.9%
1286 UWMC UWM HOLDINGS CORPORATION Financial Services 53,071.0 $192K 0.00% NEW $3.62 -17.1%
1287 FIGS FIGS INC Consumer Cyclical 12,964.0 $191K 0.00% NEW $14.77 -20.3%
1288 HLX HELIX ENERGY SOLUTIONS GRP I Energy 19,281.0 $191K 0.00% NEW $9.89 +1.6%
1289 PROF PROFOUND MED CORP Healthcare 29,280.0 $190K 0.00% NEW $6.48 +6.3%
1290 THRY THRYV HLDGS INC Communication Services 69,161.0 $190K 0.00% NEW $2.74 +24.8%
1291 BL BLACKLINE INC Technology 5,104.0 $189K 0.00% +104.0 +2.1% $37.00 -19.4%
1292 GRNT GRANITE RIDGE RESOURCES INC Energy 32,004.0 $188K 0.00% NEW $5.87 -6.1%
1293 KOLIBRI GLOBAL ENERGY INC 34,088.0 $187K 0.00% NEW $5.49
1294 SMR NUSCALE PWR CORP Utilities 17,219.0 $187K 0.00% NEW $10.84 +3.6%
1295 EVTL VERTICAL AEROSPACE LTD Industrials 84,112.0 $186K 0.00% NEW $2.21 +15.4%
1296 RPD RAPID7 INC Technology 33,713.0 $186K 0.00% -29K -46.7% $5.51 +18.0%
1297 MSDL MORGAN STANLEY DIRECT LENDIN Financial Services 13,287.0 $185K 0.00% -10K -42.0% $13.96 +9.2%
1298 OIS OIL STS INTL INC Energy 15,911.0 $185K 0.00% NEW $11.64 -22.6%
1299 EQX EQUINOX GOLD CORP Basic Materials 12,678.0 $183K 0.00% NEW $14.46 -8.5%
1300 LOVE LOVESAC COMPANY Consumer Cyclical 12,396.0 $183K 0.00% NEW $14.77 +4.7%
Page 65 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%