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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 38 of 64  ·  1,267 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
741 PII POLARIS INC Consumer Cyclical 7,147.0 $452K 0.00% NEW $63.25 -1.7%
742 GFL GFL ENVIRONMENTAL INC Industrials 10,507.0 $451K 0.00% NEW $42.95 -14.3%
743 GD GENERAL DYNAMICS CORP Industrials 1,338.0 $450K 0.00% NEW $336.66 +1.2%
744 AES PUT AES CORP Utilities 31,300.0 $449K 0.00% NEW $14.34 +2.1%
745 RGTI RIGETTI COMPUTING INC Technology 20,163.0 $447K 0.00% NEW $22.15 -24.0%
746 SNX TD SYNNEX CORPORATION Technology 2,937.0 $441K 0.00% NEW $150.23 +53.1%
747 FRMI FERMI INC Utilities 55,000.0 $440K 0.00% NEW $8.00 -28.7%
748 VKTX VIKING THERAPEUTICS INC Healthcare 12,500.0 $440K 0.00% NEW $35.18 -16.7%
749 AER AERCAP HOLDINGS NV Industrials 3,052.0 $439K 0.00% NEW $143.76 -2.5%
750 MRVL MARVELL TECHNOLOGY INC Technology 5,118.0 $435K 0.00% NEW $84.98 +116.0%
751 OMDA OMADA HEALTH INC Healthcare 27,527.0 $434K 0.00% NEW $15.78 +3.8%
752 TRU TRANSUNION Industrials 5,054.0 $433K 0.00% NEW $85.75 -21.2%
753 BX PUT BLACKSTONE INC Financial Services 2,800.0 $432K 0.00% NEW $154.14 -24.3%
754 SYY SYSCO CORP Consumer Defensive 5,846.0 $431K 0.00% NEW $73.69 +2.3%
755 HE CALL HAWAIIAN ELEC INDUSTRIES Utilities 35,000.0 $430K 0.00% NEW $12.30 +12.4%
756 SCCO PUT SOUTHERN COPPER CORP Basic Materials 3,000.0 $430K 0.00% NEW $143.47 +21.3%
757 OAKTREE ACQUISITION CORP III 40,400.0 $429K 0.00% NEW $10.63
758 PUK PRUDENTIAL PLC Financial Services 13,779.0 $429K 0.00% NEW $31.12 +0.2%
759 RALLIANT CORP 8,379.0 $427K 0.00% NEW $50.91
760 NTNX NUTANIX INC Technology 8,231.0 $425K 0.00% NEW $51.69 -13.8%
Page 38 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%