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Portfolio (Quarterly) Guide ↗

Centiva Capital, LP

· CIK 0001692507
13F Portfolio $12.3B AUM 1,267 positions Filed Feb 13, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 1267 New
Page 15 of 64  ·  1,267 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 CRWV PUT COREWEAVE INC Technology 62,500.0 $4.5M 0.04% NEW $71.61 +39.5%
282 SGRY PUT SURGERY PARTNERS INC Healthcare 288,400.0 $4.5M 0.04% NEW $15.45 -8.7%
283 BTU PUT PEABODY ENERGY CORP Energy 150,000.0 $4.5M 0.04% NEW $29.70 -19.2%
284 AMZN AMAZON COM INC Consumer Cyclical 19,287.0 $4.5M 0.04% NEW $230.82 +14.6%
285 CCL CARNIVAL CORP Consumer Cyclical 145,471.0 $4.4M 0.04% NEW $30.54 -19.0%
286 OHI PUT OMEGA HEALTHCARE INVS INC Real Estate 100,000.0 $4.4M 0.04% NEW $44.34 +8.2%
287 GOOGL ALPHABET INC Communication Services 14,091.0 $4.4M 0.04% NEW $313.00 +28.3%
288 C CALL CITIGROUP INC Financial Services 37,700.0 $4.4M 0.04% NEW $116.69 +5.2%
289 AAPL APPLE INC Technology 15,976.0 $4.3M 0.04% NEW $271.86 +8.8%
290 FUTU PUT FUTU HLDGS LTD Financial Services 26,300.0 $4.3M 0.04% NEW $164.21 -19.2%
291 HD HOME DEPOT INC Consumer Cyclical 12,297.0 $4.2M 0.03% NEW $344.10 -13.1%
292 DIS CALL DISNEY WALT CO Communication Services 37,100.0 $4.2M 0.03% NEW $113.77 -8.6%
293 AMD CALL ADVANCED MICRO DEVICES INC Technology 19,700.0 $4.2M 0.03% NEW $214.16 +95.6%
294 SBUX PUT STARBUCKS CORP Consumer Cyclical 50,000.0 $4.2M 0.03% NEW $84.21 +26.9%
295 BIIB PUT BIOGEN INC Healthcare 23,700.0 $4.2M 0.03% NEW $175.99 +9.5%
296 PUT ASTRAZENECA PLC 45,000.0 $4.1M 0.03% NEW $91.93
297 PUT COOPER COS INC 50,000.0 $4.1M 0.03% NEW $81.96
298 RBLX PUT ROBLOX CORP Technology 50,000.0 $4.1M 0.03% NEW $81.03 -42.1%
299 AVIDITY BIOSCIENCES INC 55,000.0 $4.0M 0.03% NEW $72.13
300 NAK CALL NORTHERN DYNASTY MINERALS LT Basic Materials 1,990,500.0 $3.9M 0.03% NEW $1.97 -1.3%
Page 15 of 64  ·  1,267 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
Consumer Cyclical 26.9%
Technology 21.8%
Financial Services 12.4%
Industrials 11.9%
Communication Services 10.5%
Healthcare 6.3%
Energy 3.8%
Consumer Defensive 2.2%
Utilities 1.8%
Basic Materials 1.7%