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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 67 of 82  ·  1,624 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1321 SUPV GRUPO SUPERVIELLE S.A. Financial Services 17,130.0 $162K 0.00% NEW $9.43 -20.5%
1322 ASPI ASP ISOTOPES INC Basic Materials 36,544.0 $162K 0.00% +9K +34.4% $4.42 +19.5%
1323 SMPL SIMPLY GOOD FOODS CO Consumer Defensive 11,184.0 $160K 0.00% NEW $14.35 -19.5%
1324 WDAY WORKDAY INC Technology 1,228.0 $160K 0.00% NEW $129.92 -3.8%
1325 SMWB SIMILARWEB LTD Communication Services 60,122.0 $157K 0.00% NEW $2.61 +21.1%
1326 LFMD LIFEMD INC Healthcare 42,983.0 $155K 0.00% -5K -10.1% $3.61 +17.5%
1327 COMMERCE.COM INC 57,950.0 $155K 0.00% NEW $2.67
1328 PROCAP ACQUISITION CORP 473,333.0 $151K 0.00% $0.32
1329 APYX APYX MEDICAL CORPORATION Healthcare 41,021.0 $151K 0.00% NEW $3.69 +4.9%
1330 MTW MANITOWOC CO INC Industrials 12,904.0 $150K 0.00% NEW $11.65 +4.7%
1331 ABSI ABSCI CORPORATION Healthcare 50,000.0 $150K 0.00% NEW $3.00 +64.8%
1332 GOOS CANADA GOOSE HLDGS INC Consumer Cyclical 13,647.0 $150K 0.00% -9K -39.4% $10.97 -12.8%
1333 S SENTINELONE INC Technology 11,564.0 $149K 0.00% NEW $12.88 +30.9%
1334 XNCR XENCOR INC Healthcare 12,299.0 $148K 0.00% $12.06 -7.0%
1335 DBI DESIGNER BRANDS INC Consumer Cyclical 25,419.0 $145K 0.00% NEW $5.69 +12.7%
1336 CXDO CREXENDO INC Communication Services 23,245.0 $143K 0.00% NEW $6.17 +60.3%
1337 GRAB GRAB HOLDINGS LIMITED Technology 38,483.0 $141K 0.00% -8K -17.8% $3.66 -3.0%
1338 FTCI FTC SOLAR INC Energy 37,175.0 $141K 0.00% NEW $3.78 +15.1%
1339 MBI MBIA INC Financial Services 23,759.0 $140K 0.00% NEW $5.91 -0.8%
1340 CVGI COMMERCIAL VEH GROUP INC Consumer Cyclical 40,859.0 $139K 0.00% NEW $3.41 +47.8%
Page 67 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%