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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 21 of 64  ·  1,267 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
401 RKT PUT ROCKET COS INC Financial Services 128,300.0 $2.5M 0.02% NEW $19.36 -31.0%
402 VACI VIKING ACQUISITION CORP I Financial Services 250,000.0 $2.5M 0.02% NEW $9.90 +4.0%
403 FXI ISHARES TR 64,637.0 $2.5M 0.02% NEW $38.29 -5.6%
404 APLD PUT APPLIED DIGITAL CORP Technology 100,000.0 $2.5M 0.02% NEW $24.52 +59.6%
405 BHP CALL BHP GROUP LTD Basic Materials 40,000.0 $2.4M 0.02% NEW $60.37 +39.2%
406 CVX CHEVRON CORP NEW Energy 15,795.0 $2.4M 0.02% NEW $152.41 +25.4%
407 MSGE CALL SPHERE ENTERTAINMENT CO Communication Services 25,000.0 $2.4M 0.02% NEW $95.08 -28.1%
408 WEN CALL WENDYS CO Consumer Cyclical 283,400.0 $2.4M 0.02% NEW $8.33 -3.7%
409 EOG EOG RES INC Energy 22,471.0 $2.4M 0.02% NEW $105.01 +33.6%
410 TREEHOUSE FOODS INC 100,000.0 $2.4M 0.02% NEW $23.59
411 GOOG ALPHABET INC Communication Services 7,447.0 $2.3M 0.02% NEW $313.80 +25.3%
412 SGRY SURGERY PARTNERS INC Healthcare 150,556.0 $2.3M 0.02% NEW $15.45 -9.7%
413 PANW CALL PALO ALTO NETWORKS INC Technology 12,600.0 $2.3M 0.02% NEW $184.20 +31.8%
414 JKS JINKOSOLAR HLDG CO LTD Energy 88,654.0 $2.3M 0.02% NEW $25.81 -4.7%
415 BB PUT BLACKBERRY LTD Technology 600,000.0 $2.3M 0.02% NEW $3.79 +68.3%
416 LWAC LIGHTWAVE ACQUISITION CORP Financial Services 225,000.0 $2.3M 0.02% NEW $10.05 +1.3%
417 BP CALL BP PLC Energy 65,000.0 $2.3M 0.02% NEW $34.73 +31.6%
418 ITT ITT INC Industrials 12,918.0 $2.2M 0.02% NEW $173.51 +12.1%
419 SBET CALL SHARPLINK GAMING INC Financial Services 250,000.0 $2.2M 0.02% NEW $8.94 -24.8%
420 LAFA LAFAYETTE ACQUISITION CORP Financial Services 224,952.0 $2.2M 0.02% NEW $9.90 +1.1%
Page 21 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%