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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 18 of 45  ·  892 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
341 KVUE KENVUE INC Consumer Defensive 35,045.0 $604K 0.00% NEW $17.24 +0.8%
342 PBR PETROLEO BRASILEIRO S A Energy 28,982.0 $601K 0.00% NEW $20.75 -3.3%
343 SGRY CALL SURGERY PARTNERS INC Healthcare 50,000.0 $596K 0.00% NEW $11.92 +13.4%
344 PLAY CALL DAVE & BUSTERS ENTMT INC Communication Services 55,000.0 $596K 0.00% NEW $10.83 +1.4%
345 LBRDK LIBERTY BROADBAND CORP Communication Services 11,745.0 $591K 0.00% NEW $50.30 -32.0%
346 CXT CRANE NXT CO Industrials 14,425.0 $586K 0.00% NEW $40.59 -5.1%
347 STN STANTEC INC Industrials 6,761.0 $584K 0.00% NEW $86.40 -12.7%
348 BHB BAR HBR BANKSHARES Financial Services 17,951.0 $583K 0.00% NEW $32.45 +5.8%
349 BKU BANKUNITED INC Financial Services 12,852.0 $580K 0.00% NEW $45.16 +2.3%
350 GDOT PUT GREEN DOT CORP Financial Services 51,500.0 $578K 0.00% NEW $11.22 +14.1%
351 LRN STRIDE INC Consumer Defensive 6,534.0 $576K 0.00% NEW $88.17 +1.1%
352 TSCO TRACTOR SUPPLY CO Consumer Cyclical 12,635.0 $572K 0.00% NEW $45.30 -29.5%
353 HYCROFT MINING HOLDING CORP 16,237.0 $572K 0.00% NEW $35.20
354 MNDY MONDAY COM LTD Technology 8,204.0 $567K 0.00% NEW $69.11 +11.1%
355 TMDX TRANSMEDICS GROUP INC Healthcare 5,674.0 $564K 0.00% NEW $99.41 -30.5%
356 FCN FTI CONSULTING INC Industrials 3,170.0 $560K 0.00% NEW $176.77 -11.9%
357 AXTI AXT INC Technology 9,815.0 $559K 0.00% NEW $56.98 +83.5%
358 FRME FIRST MERCHANTS CORP Financial Services 14,409.0 $558K 0.00% NEW $38.73 +3.2%
359 OGE OGE ENERGY CORP Utilities 11,623.0 $557K 0.00% NEW $47.96 +0.0%
360 WGO WINNEBAGO INDS INC Consumer Cyclical 17,982.0 $557K 0.00% NEW $30.99 -7.5%
Page 18 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%