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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 21 of 45  ·  892 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
401 ATMU ATMUS FILTRATION TECHNOLOGIE Industrials 8,579.0 $487K 0.00% NEW $56.77 -13.8%
402 AVT AVNET INC Technology 7,899.0 $487K 0.00% NEW $61.62 +36.6%
403 ALH ALLIANCE LAUNDRY HLDGS INC Consumer Cyclical 23,456.0 $486K 0.00% NEW $20.74 +14.5%
404 DOV DOVER CORP Industrials 2,328.0 $485K 0.00% NEW $208.45 +0.7%
405 SPOT CALL SPOTIFY TECHNOLOGY S A Communication Services 1,000.0 $485K 0.00% NEW $484.91 -10.8%
406 ZION ZIONS BANCORPORATION NATL AS Financial Services 8,415.0 $485K 0.00% NEW $57.62 +6.6%
407 UI UBIQUITI INC Technology 613.0 $484K 0.00% NEW $790.29 -23.6%
408 PRAXIS PRECISION MEDICINES I 1,501.0 $484K 0.00% NEW $322.19
409 WWD WOODWARD INC Industrials 1,349.0 $483K 0.00% NEW $357.92 -0.8%
410 OCULIS HOLDING AG 18,145.0 $482K 0.00% NEW $26.59
411 GAP GAP INC Consumer Cyclical 19,930.0 $482K 0.00% NEW $24.20 -9.6%
412 ANDE ANDERSONS INC Consumer Defensive 6,685.0 $480K 0.00% NEW $71.78 -2.1%
413 AUB ATLANTIC UN BANKSHARES CORP Financial Services 13,402.0 $479K 0.00% NEW $35.74 +5.1%
414 TJX TJX COS INC NEW Consumer Cyclical 2,991.0 $478K 0.00% NEW $159.70 +0.1%
415 ADP AUTOMATIC DATA PROCESSING IN Industrials 2,348.0 $477K 0.00% NEW $203.18 +7.8%
416 CHDN CHURCHILL DOWNS INC Consumer Cyclical 5,305.0 $477K 0.00% NEW $89.83 -4.0%
417 GLBE GLOBAL E ONLINE LTD Consumer Cyclical 15,443.0 $476K 0.00% NEW $30.85 -3.8%
418 ESNT ESSENT GROUP LTD Financial Services 8,131.0 $475K 0.00% NEW $58.44 +5.6%
419 EZPW EZCORP INC Financial Services 18,530.0 $470K 0.00% NEW $25.38 +30.1%
420 BKD BROOKDALE SR LIVING INC Healthcare 34,069.0 $466K 0.00% NEW $13.68 -2.8%
Page 21 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%