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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 10 of 45  ·  892 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 AMAT APPLIED MATLS INC Technology 4,403.0 $1.5M 0.01% NEW $341.79 +21.0%
182 SHEL SHELL PLC Energy 16,169.0 $1.5M 0.01% NEW $93.00 -8.2%
183 LEGATO MERGER CORP IV 150,000.0 $1.5M 0.01% NEW $9.98
184 CLEARTHINK 1 ACQUISITION COR 150,000.0 $1.5M 0.01% NEW $9.98
185 MOUNTAIN LAKE ACQUISIT CORP 150,000.0 $1.5M 0.01% NEW $9.93
186 COMSTOCK INC 486,503.0 $1.5M 0.01% NEW $3.05
187 XLE SELECT SECTOR SPDR TR 24,133.0 $1.5M 0.01% NEW $61.26 -1.2%
188 ORCL CALL ORACLE CORP Technology 10,000.0 $1.5M 0.01% NEW $147.11 +31.2%
189 VNET VNET GROUP INC Technology 175,184.0 $1.5M 0.01% NEW $8.39 +20.3%
190 IONQ IONQ INC Technology 50,465.0 $1.5M 0.01% NEW $28.83 +80.2%
191 OWL BLUE OWL CAPITAL INC Financial Services 158,937.0 $1.5M 0.01% NEW $9.13 +3.6%
192 WSO WATSCO INC Industrials 3,965.0 $1.4M 0.01% NEW $363.79 +10.8%
193 TW TRADEWEB MKTS INC Financial Services 12,239.0 $1.4M 0.01% NEW $117.66 -5.7%
194 GFI GOLD FIELDS LTD Basic Materials 31,534.0 $1.4M 0.01% NEW $45.40 -11.3%
195 KOS KOSMOS ENERGY LTD Energy 495,305.0 $1.4M 0.01% NEW $2.78 +16.2%
196 MA PUT MASTERCARD INCORPORATED Financial Services 2,700.0 $1.3M 0.01% NEW $499.66 -1.1%
197 GE GE AEROSPACE Industrials 4,720.0 $1.3M 0.01% NEW $283.77 -0.8%
198 ROST ROSS STORES INC Consumer Cyclical 6,125.0 $1.3M 0.01% NEW $216.63 -1.8%
199 EME EMCOR GROUP INC Industrials 1,793.0 $1.3M 0.01% NEW $738.31 +23.7%
200 TTD THE TRADE DESK INC Technology 57,964.0 $1.3M 0.01% NEW $22.69 -6.8%
Page 10 of 45  ·  892 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%