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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 17 of 45  ·  892 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 FLOC FLOWCO HLDGS INC Energy 33,140.0 $683K 0.01% NEW $20.60 +35.3%
322 IBIT ISHARES BITCOIN TRUST ETF Financial Services 17,670.0 $679K 0.01% NEW $38.42 +13.9%
323 RNA PUT ATRIUM THERAPEUTICS INC Healthcare 50,000.0 $668K 0.01% NEW $13.37 -5.0%
324 ASIC ATEGRITY SPECIALTY IN CO HO Financial Services 33,540.0 $663K 0.01% NEW $19.77 +6.1%
325 STRA STRATEGIC ED INC Consumer Defensive 7,972.0 $661K 0.01% NEW $82.96 -5.0%
326 EPAC ENERPAC TOOL GROUP CORP Industrials 18,097.0 $660K 0.01% NEW $36.47 -7.6%
327 MAREX GROUP PLC 14,774.0 $659K 0.01% NEW $44.58
328 BBWI BATH & BODY WORKS INC Consumer Cyclical 34,614.0 $646K 0.01% NEW $18.67 -10.6%
329 HTHT H WORLD GROUP LTD Consumer Cyclical 12,826.0 $645K 0.01% NEW $50.29 -7.9%
330 NAVN NAVAN INC Technology 48,353.0 $640K 0.01% NEW $13.24 +41.4%
331 ACM AECOM Industrials 7,529.0 $639K 0.01% NEW $84.82 -14.9%
332 ACVA ACV AUCTIONS INC Consumer Cyclical 148,149.0 $628K 0.01% NEW $4.24 +38.3%
333 LMT LOCKHEED MARTIN CORP Industrials 1,039.0 $628K 0.01% NEW $604.39 -14.2%
334 HUT 8 CORP 13,280.0 $623K 0.01% NEW $46.91
335 APG API GROUP CORP Industrials 15,367.0 $623K 0.01% NEW $40.52 +3.1%
336 PRDO PERDOCEO ED CORP Consumer Defensive 16,496.0 $614K 0.01% NEW $37.21 -9.5%
337 VRNS VARONIS SYS INC Technology 28,579.0 $614K 0.01% NEW $21.47 +41.4%
338 LIFE360 INC 14,983.0 $612K 0.01% NEW $40.82
339 GLADSTONE CAP CORP 6,500.0 $610K 0.01% NEW $93.90
340 ATLANTA BRAVES HLDGS INC 14,223.0 $607K 0.00% NEW $42.70
Page 17 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%