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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 31 of 45  ·  892 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
601 BR BROADRIDGE FINL SOLUTIONS IN Technology 1,552.0 $252K 0.00% NEW $162.48 -7.3%
602 BETA BETA TECHNOLOGIES INC Industrials 17,145.0 $252K 0.00% NEW $14.70 +1.0%
603 QLYS QUALYS INC Technology 2,862.0 $251K 0.00% NEW $87.85 +2.5%
604 LEU CENTRUS ENERGY CORP Energy 1,447.0 $251K 0.00% NEW $173.59 +5.2%
605 PLXS PLEXUS CORP Technology 1,239.0 $251K 0.00% NEW $202.54 +27.6%
606 CSX CSX CORP Industrials 6,112.0 $251K 0.00% NEW $41.05 +11.2%
607 CCC CCC INTELLIGENT SOLUTIONS HL Technology 41,775.0 $251K 0.00% NEW $6.00 -24.7%
608 HXL HEXCEL CORP NEW Industrials 3,091.0 $250K 0.00% NEW $80.93 +9.5%
609 SRCE 1ST SOURCE CORP Financial Services 3,614.0 $250K 0.00% NEW $69.21 +2.9%
610 CSCO CISCO SYS INC Technology 3,223.0 $250K 0.00% NEW $77.59 +52.4%
611 BBSI BARRETT BUSINESS SVCS INC Industrials 8,535.0 $249K 0.00% NEW $29.18 +7.5%
612 BNTX PUT BIONTECH SE Healthcare 2,800.0 $249K 0.00% NEW $88.88 -0.0%
613 BK TECHNOLOGIES CORPORATION 3,320.0 $248K 0.00% NEW $74.63
614 TECK TECK RESOURCES LTD Basic Materials 4,783.0 $248K 0.00% NEW $51.75 +18.6%
615 BLRK BLUEROCK ACQUISITION CORP Financial Services 25,000.0 $248K 0.00% NEW $9.90 +0.5%
616 MHO M/I HOMES INC Consumer Cyclical 2,017.0 $247K 0.00% NEW $122.45 -0.9%
617 MH MCGRAW HILL INC Consumer Defensive 18,026.0 $247K 0.00% NEW $13.70 -16.6%
618 SAIL SAILPOINT INC Technology 18,610.0 $246K 0.00% NEW $13.24 +2.0%
619 STIM NEURONETICS INC Healthcare 169,319.0 $246K 0.00% NEW $1.45 -18.6%
620 OC OWENS CORNING NEW Industrials 2,266.0 $245K 0.00% NEW $108.22 +5.4%
Page 31 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%