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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 31 of 64  ·  1,267 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
601 MTB M & T BK CORP Financial Services 4,255.0 $857K 0.01% NEW $201.48 +2.4%
602 CM CANADIAN IMPERIAL BANK OF CO Financial Services 9,430.0 $854K 0.01% NEW $90.61 +23.9%
603 XLU PUT SELECT SECTOR SPDR TR 20,000.0 $854K 0.01% NEW $42.69 +3.9%
604 XRT CALL SPDR SERIES TRUST 10,000.0 $853K 0.01% NEW $85.29 -7.2%
605 TER TERADYNE INC Technology 4,403.0 $852K 0.01% NEW $193.56 +65.9%
606 KDP KEURIG DR PEPPER INC Consumer Defensive 30,136.0 $844K 0.01% NEW $28.01 +5.1%
607 IVR CALL INVESCO MORTGAGE CAPITAL INC Real Estate 100,000.0 $841K 0.01% NEW $8.41 -4.4%
608 ZBRA ZEBRA TECHNOLOGIES CORPORATI Technology 3,442.0 $836K 0.01% NEW $242.82 +7.1%
609 C CITIGROUP INC Financial Services 7,155.0 $835K 0.01% NEW $116.69 +2.8%
610 SANDISK CORP 3,509.0 $833K 0.01% NEW $237.38
611 ONON ON HLDG AG Consumer Cyclical 17,882.0 $831K 0.01% NEW $46.48 -18.0%
612 LOGI LOGITECH INTL S A Technology 8,110.0 $813K 0.01% NEW $100.22 +2.8%
613 APP PUT APPLOVIN CORP Technology 1,200.0 $809K 0.01% NEW $673.82 -29.2%
614 EVEX EVE HLDG INC Industrials 199,944.0 $798K 0.01% NEW $3.99 -27.8%
615 RBLX ROBLOX CORP Technology 9,659.0 $783K 0.01% NEW $81.03 -42.0%
616 TRP TC ENERGY CORP Energy 14,097.0 $775K 0.01% NEW $55.01 +26.0%
617 RCI ROGERS COMMUNICATIONS INC Communication Services 20,431.0 $771K 0.01% NEW $37.73 -5.8%
618 FITB FIFTH THIRD BANCORP Financial Services 16,328.0 $764K 0.01% NEW $46.81 +2.4%
619 PELICAN ACQUISITION CORP 75,000.0 $763K 0.01% NEW $10.17
620 ORLY OREILLY AUTOMOTIVE INC Consumer Cyclical 8,291.0 $756K 0.01% NEW $91.21 +0.6%
Page 31 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%