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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 20 of 64  ·  1,267 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
381 CALL SOLENO THERAPEUTICS INC 57,300.0 $2.7M 0.02% NEW $46.30
382 AEO PUT AMERICAN EAGLE OUTFITTERS IN Consumer Cyclical 100,000.0 $2.6M 0.02% NEW $26.37 -43.6%
383 CSIQ CANADIAN SOLAR INC Energy 110,914.0 $2.6M 0.02% NEW $23.77 -24.8%
384 PLTR PALANTIR TECHNOLOGIES INC Technology 14,779.0 $2.6M 0.02% NEW $177.75 -24.6%
385 DG DOLLAR GEN CORP NEW Consumer Defensive 19,678.0 $2.6M 0.02% NEW $132.77 -22.9%
386 FACT II ACQUISITION CORP 250,000.0 $2.6M 0.02% NEW $10.42
387 TXN CALL TEXAS INSTRS INC Technology 15,000.0 $2.6M 0.02% NEW $173.49 +74.5%
388 K&F GROWTH ACQUISITION CORP 250,000.0 $2.6M 0.02% NEW $10.34
389 TTWO TAKE-TWO INTERACTIVE SOFTWAR Communication Services 10,000.0 $2.6M 0.02% NEW $256.03 -5.3%
390 TTWO PUT TAKE-TWO INTERACTIVE SOFTWAR Communication Services 10,000.0 $2.6M 0.02% NEW $256.03 -5.3%
391 NIO PUT NIO INC Consumer Cyclical 500,000.0 $2.5M 0.02% NEW $5.10 +19.6%
392 EGH ACQUISITION CORP. 250,000.0 $2.5M 0.02% NEW $10.14
393 PSKY PUT PARAMOUNT SKYDANCE CORP Communication Services 189,000.0 $2.5M 0.02% NEW $13.40 -26.2%
394 ONON PUT ON HLDG AG Consumer Cyclical 54,400.0 $2.5M 0.02% NEW $46.48 -19.8%
395 WMT WALMART INC Consumer Defensive 22,609.0 $2.5M 0.02% NEW $111.41 +18.0%
396 GUESS INC 150,000.0 $2.5M 0.02% NEW $16.75
397 SOLARIUS CAPITAL ACQU CORP 250,000.0 $2.5M 0.02% NEW $10.05
398 GOOG CALL ALPHABET INC Communication Services 8,000.0 $2.5M 0.02% NEW $313.80 +25.3%
399 CIM PUT CHIMERA INVT CORP Real Estate 200,000.0 $2.5M 0.02% NEW $12.43 +5.7%
400 BP BP PLC Energy 71,522.0 $2.5M 0.02% NEW $34.73 +31.6%
Page 20 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%