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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 36 of 64  ·  1,267 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
701 ASML CALL ASML HOLDING N V Technology 500.0 $535K 0.00% NEW $1069.86 +36.4%
702 RTX CALL RTX CORPORATION Industrials 2,900.0 $532K 0.00% NEW $183.40 -4.1%
703 EPOL ISHARES TR 15,000.0 $528K 0.00% NEW $35.19 +10.6%
704 UNIT CALL UNITI GROUP LLC Real Estate 75,000.0 $526K 0.00% NEW $7.01 +54.1%
705 TAVIA ACQUISITION CORP 50,000.0 $522K 0.00% NEW $10.44
706 ISSC INNOVATIVE SOLUTIONS & SUPPO Industrials 27,360.0 $518K 0.00% NEW $18.94 -14.1%
707 SOUTH BOW CORP 18,862.0 $518K 0.00% NEW $27.47
708 MTCH MATCH GROUP INC NEW Communication Services 16,042.0 $518K 0.00% NEW $32.29 +11.1%
709 OTEX OPEN TEXT CORP Technology 15,788.0 $514K 0.00% NEW $32.58 -26.9%
710 LNSR CALL LENSAR INC Healthcare 43,900.0 $511K 0.00% NEW $11.63 -50.1%
711 DECK DECKERS OUTDOOR CORP Consumer Cyclical 4,915.0 $510K 0.00% NEW $103.67 -8.7%
712 FLR FLUOR CORP NEW Industrials 12,794.0 $507K 0.00% NEW $39.63 +11.9%
713 AMER SPORTS INC 13,504.0 $504K 0.00% NEW $37.35
714 PIONEER ACQUISITION I CORP 50,000.0 $503K 0.00% NEW $10.06
715 HBM HUDBAY MINERALS INC Basic Materials 25,272.0 $502K 0.00% NEW $19.85 +22.2%
716 BDCI BTC DEV CORP Financial Services 50,000.0 $501K 0.00% NEW $10.02 +0.2%
717 FWRD FORWARD AIR CORP Industrials 20,000.0 $500K 0.00% NEW $25.00 -66.0%
718 MESHFLOW ACQUISITION CORP 50,000.0 $500K 0.00% NEW $10.00
719 SOCIAL COMM PARTNERS CORP 50,000.0 $500K 0.00% NEW $10.00
720 ITHAX ACQUISITION CORP III 50,000.0 $498K 0.00% NEW $9.96
Page 36 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%