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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 23 of 64  ·  1,267 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
441 MGM MGM RESORTS INTERNATIONAL Consumer Cyclical 54,521.0 $2.0M 0.02% NEW $36.49 +1.3%
442 KRE CALL SPDR SERIES TRUST 30,000.0 $1.9M 0.02% NEW $64.81 +4.8%
443 LVS LAS VEGAS SANDS CORP Consumer Cyclical 29,715.0 $1.9M 0.02% NEW $65.09 -21.4%
444 AGX ARGAN INC Industrials 6,150.0 $1.9M 0.02% NEW $313.32 +112.2%
445 CSLM DIGITA ASSET ACQ CORP I 192,358.0 $1.9M 0.02% NEW $9.95
446 BAX CALL BAXTER INTL INC Healthcare 100,000.0 $1.9M 0.02% NEW $19.11 -6.9%
447 PCT CALL PURECYCLE TECHNOLOGIES INC Industrials 220,200.0 $1.9M 0.01% NEW $8.59 +46.6%
448 LIBERTY GLOBAL LTD 169,356.0 $1.9M 0.01% NEW $11.14
449 PG PROCTER AND GAMBLE CO Consumer Defensive 13,136.0 $1.9M 0.01% NEW $143.31 -1.2%
450 COP PUT CONOCOPHILLIPS Energy 20,000.0 $1.9M 0.01% NEW $93.61 +30.8%
451 RITM PUT RITHM CAPITAL CORP Real Estate 170,500.0 $1.9M 0.01% NEW $10.90 -16.2%
452 SNAP PUT SNAP INC Communication Services 225,000.0 $1.8M 0.01% NEW $8.07 -31.5%
453 CWAN CALL CLEARWATER ANALYTICS HLDGS I Technology 74,600.0 $1.8M 0.01% NEW $24.12 +1.0%
454 PSKY PARAMOUNT SKYDANCE CORP Communication Services 133,832.0 $1.8M 0.01% NEW $13.40 -26.2%
455 BIDU CALL BAIDU INC Communication Services 13,600.0 $1.8M 0.01% NEW $130.66 +3.6%
456 AMGN AMGEN INC Healthcare 5,406.0 $1.8M 0.01% NEW $327.31 -0.9%
457 AXIOM INTELLIGENCE AC CORP 1 175,000.0 $1.8M 0.01% NEW $10.07
458 SMMT CALL SUMMIT THERAPEUTICS INC Healthcare 100,000.0 $1.7M 0.01% NEW $17.49 -3.5%
459 XOM EXXON MOBIL CORP Energy 14,528.0 $1.7M 0.01% NEW $120.34 +31.2%
460 ABT ABBOTT LABS Healthcare 13,903.0 $1.7M 0.01% NEW $125.29 -29.8%
Page 23 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%