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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 22 of 45  ·  892 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
421 TEAM ATLASSIAN CORPORATION Technology 6,724.0 $459K 0.00% NEW $68.25 +21.2%
422 ODDITY TECH LTD 34,112.0 $456K 0.00% NEW $13.38
423 ACIW ACI WORLDWIDE INC Technology 11,091.0 $455K 0.00% NEW $41.01 +2.6%
424 HIFS HINGHAM INSTN SVGS MASS Financial Services 1,575.0 $450K 0.00% NEW $285.84 -4.9%
425 EC ECOPETROL S A Energy 29,791.0 $447K 0.00% NEW $14.99 -5.5%
426 MKSI MKS INC. Technology 1,939.0 $446K 0.00% NEW $229.81 +31.6%
427 ITW ILLINOIS TOOL WKS INC Industrials 1,702.0 $443K 0.00% NEW $260.29 -5.8%
428 SEB SEABOARD CORP DEL Industrials 78.0 $441K 0.00% NEW $5654.03 -14.1%
429 CAVA CAVA GROUP INC Consumer Cyclical 5,434.0 $440K 0.00% NEW $80.90 -0.6%
430 LYV LIVE NATION ENTERTAINMENT IN Communication Services 2,872.0 $438K 0.00% NEW $152.51 +5.2%
431 SPGI S&P GLOBAL INC Financial Services 1,029.0 $438K 0.00% NEW $425.34 -4.7%
432 EVLV EVOLV TECHNOLOGIES HLDNGS IN Industrials 72,332.0 $438K 0.00% NEW $6.05 -1.3%
433 ENS ENERSYS Industrials 2,519.0 $438K 0.00% NEW $173.72 +26.3%
434 TS TENARIS S A Energy 7,501.0 $436K 0.00% NEW $58.18 +6.3%
435 SHLD GLOBAL X FDS 6,146.0 $435K 0.00% NEW $70.84 -9.7%
436 ASTE ASTEC INDS INC Industrials 8,078.0 $435K 0.00% NEW $53.84 -10.9%
437 HNGE HINGE HEALTH INC Healthcare 11,262.0 $434K 0.00% NEW $38.56 +42.4%
438 STNE STONECO LTD Technology 30,567.0 $432K 0.00% NEW $14.12 -25.2%
439 QTWO Q2 HLDGS INC Technology 9,112.0 $431K 0.00% NEW $47.30 -3.5%
440 STX SEAGATE TECHNOLOGY HLDNGS PL Technology 1,090.0 $427K 0.00% NEW $391.76 +92.7%
Page 22 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%