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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 35 of 45  ·  892 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
681 XP XP INC Financial Services 11,099.0 $211K 0.00% NEW $19.04 -8.2%
682 ROIV ROIVANT SCIENCES LTD Healthcare 7,596.0 $210K 0.00% NEW $27.70 +5.7%
683 ABX ABACUS GLOBAL MGMT INC Financial Services 26,653.0 $210K 0.00% NEW $7.88 +19.0%
684 ARCO ARCOS DORADOS HLDGS INC Consumer Cyclical 25,455.0 $210K 0.00% NEW $8.25 +0.6%
685 KD KYNDRYL HLDGS INC Technology 15,998.0 $210K 0.00% NEW $13.12 -13.7%
686 TXT TEXTRON INC Industrials 2,390.0 $209K 0.00% NEW $87.56 +1.4%
687 KRC KILROY REALTY CORP Real Estate 7,400.0 $209K 0.00% NEW $28.21 +21.8%
688 USAU U S GOLD CORP Basic Materials 13,705.0 $208K 0.00% NEW $15.19 +4.6%
689 CEPU CENTRAL PUERTO S A Utilities 12,233.0 $206K 0.00% NEW $16.83 -14.9%
690 COSO COASTALSOUTH BANCSHARES INC Financial Services 8,333.0 $205K 0.00% NEW $24.59 +2.4%
691 LINC LINCOLN EDL SVCS CORP Consumer Defensive 5,033.0 $205K 0.00% NEW $40.68 +20.7%
692 ZGN ERMENEGILDO ZEGNA N V Consumer Cyclical 19,638.0 $205K 0.00% NEW $10.42 +20.7%
693 DNUT KRISPY KREME INC Consumer Defensive 60,012.0 $203K 0.00% NEW $3.39 -4.7%
694 LKFN LAKELAND FINL CORP Financial Services 3,543.0 $203K 0.00% NEW $57.38 -0.2%
695 SOLV SOLVENTUM CORP Healthcare 3,105.0 $203K 0.00% NEW $65.30 +13.7%
696 TWFG INC 10,950.0 $201K 0.00% NEW $18.39
697 SFIX STITCH FIX INC Consumer Cyclical 60,463.0 $200K 0.00% NEW $3.31 -7.6%
698 LZ LEGALZOOM COM INC Industrials 35,147.0 $199K 0.00% NEW $5.67 +5.8%
699 HNST HONEST CO INC Consumer Cyclical 67,625.0 $199K 0.00% NEW $2.94 +6.1%
700 CYTK CYTOKINETICS INC Healthcare 3,000.0 $198K 0.00% NEW $65.91 +15.1%
Page 35 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%