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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 38 of 45  ·  892 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
741 MRNA MODERNA INC Healthcare 2,733.0 $139K 0.00% NEW $50.80 -3.5%
742 BLZE BACKBLAZE INC Technology 40,231.0 $139K 0.00% NEW $3.45 +114.8%
743 GLDG GOLDMINING INC Basic Materials 116,245.0 $138K 0.00% NEW $1.19 -9.2%
744 QUIK QUICKLOGIC CORP Technology 14,474.0 $136K 0.00% NEW $9.38 +103.6%
745 BRCB BLACK ROCK COFFEE BAR INC Consumer Defensive 10,488.0 $136K 0.00% NEW $12.92 -46.5%
746 HLLY HOLLEY INC Consumer Cyclical 43,901.0 $135K 0.00% NEW $3.07 -14.0%
747 STEM INC 14,967.0 $132K 0.00% NEW $8.84
748 BROOKFIELD ASSET MANAGMT LTD 2,888.0 $128K 0.00% NEW $44.45
749 TTGT TECHTARGET INC Communication Services 32,671.0 $127K 0.00% NEW $3.88 +33.8%
750 BBD BANCO BRADESCO S A Financial Services 34,442.0 $126K 0.00% NEW $3.65 -3.8%
751 RITHM ACQUISITION CORP 11,651.0 $121K 0.00% NEW $10.40
752 GRND GRINDR INC Technology 10,000.0 $121K 0.00% NEW $12.09 +10.8%
753 TAILWIND 2.0 ACQUISITION COR 701,685.0 $119K 0.00% NEW $0.17
754 ASTS AST SPACEMOBILE INC Technology 1,424.0 $118K 0.00% NEW $82.87 +4.8%
755 REAX THE REAL BROKERAGE INC Real Estate 46,420.0 $116K 0.00% NEW $2.50 -31.6%
756 CARL CARLSMED INC Healthcare 12,745.0 $115K 0.00% NEW $9.05 +20.8%
757 HUYA HUYA INC Communication Services 34,282.0 $113K 0.00% NEW $3.30 -11.5%
758 ECARX HOLDINGS INC 114,108.0 $112K 0.00% NEW $0.98
759 TIGR UP FINTECH HLDG LTD Financial Services 17,455.0 $110K 0.00% NEW $6.30 -2.2%
760 OCC OPTICAL CABLE CORP Technology 13,034.0 $108K 0.00% NEW $8.25 +26.7%
Page 38 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%