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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 30 of 45  ·  892 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
581 MCY MERCURY GENL CORP NEW Financial Services 3,001.0 $265K 0.00% NEW $88.15 +11.3%
582 KVHI KVH INDS INC Technology 29,476.0 $264K 0.00% NEW $8.96 +22.9%
583 TKO TKO GROUP HOLDINGS INC Communication Services 1,305.0 $263K 0.00% NEW $201.65 -5.7%
584 BCC BOISE CASCADE CO DEL Basic Materials 3,452.0 $262K 0.00% NEW $75.85 -10.9%
585 CCLD CARECLOUD INC Healthcare 71,699.0 $262K 0.00% NEW $3.65 -41.9%
586 FNB F N B CORP Financial Services 15,603.0 $261K 0.00% NEW $16.72 +2.1%
587 MC MOELIS & CO Financial Services 4,572.0 $261K 0.00% NEW $57.00 +11.8%
588 BBY BEST BUY INC Consumer Cyclical 4,058.0 $261K 0.00% NEW $64.20 -9.8%
589 LGN LEGENCE CORP Industrials 4,611.0 $260K 0.00% NEW $56.46 +49.3%
590 PDS PRECISION DRILLING CORP Energy 2,637.0 $259K 0.00% NEW $98.40 -3.5%
591 NIOCORP DEVS LTD 57,988.0 $259K 0.00% NEW $4.46
592 SOMNIGROUP INTERNATIONAL INC 3,487.0 $258K 0.00% NEW $73.92
593 RMBS RAMBUS INC DEL Technology 2,995.0 $258K 0.00% NEW $86.03 +47.7%
594 ANTX AN2 THERAPEUTICS INC Healthcare 75,000.0 $256K 0.00% NEW $3.42 +31.0%
595 NCSM NCS MULTISTAGE HLDGS INC Energy 4,147.0 $256K 0.00% NEW $61.84 -29.5%
596 ICFI ICF INTL INC Industrials 3,925.0 $256K 0.00% NEW $65.29 -6.4%
597 ORN ORION GROUP HLDGS INC Industrials 23,347.0 $254K 0.00% NEW $10.90 +38.0%
598 LOAR LOAR HOLDINGS INC Industrials 4,440.0 $254K 0.00% NEW $57.29 +0.2%
599 RACE FERRARI N V Consumer Cyclical 749.0 $253K 0.00% NEW $338.45 -5.1%
600 WSC WILLSCOT HLDGS CORP Industrials 14,566.0 $253K 0.00% NEW $17.36 +41.0%
Page 30 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%