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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 6 of 64  ·  1,267 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 CYBERARK SOFTWARE LTD 42,984.0 $19.2M 0.16% NEW $446.06
102 KLAC PUT KLA CORP Technology 15,700.0 $19.1M 0.15% NEW $1215.08 +55.8%
103 EMB ISHARES TR 198,000.0 $19.1M 0.15% NEW $96.28 -1.6%
104 PUT BLOCK INC 290,000.0 $18.9M 0.15% NEW $65.09
105 DG PUT DOLLAR GEN CORP NEW Consumer Defensive 140,000.0 $18.6M 0.15% NEW $132.77 -20.9%
106 NFLX NETFLIX INC Communication Services 197,362.0 $18.5M 0.15% NEW $93.76 -7.3%
107 PUT NEBIUS GROUP N.V. 220,200.0 $18.4M 0.15% NEW $83.70
108 UBER CALL UBER TECHNOLOGIES INC Technology 224,500.0 $18.3M 0.15% NEW $81.71 -8.6%
109 EXACT SCIENCES CORP 180,000.0 $18.3M 0.15% NEW $101.56
110 DELL PUT DELL TECHNOLOGIES INC Technology 145,100.0 $18.3M 0.15% NEW $125.88 +96.9%
111 TACO BERTO ACQUISITION CORP Financial Services 1,791,194.0 $18.2M 0.15% NEW $10.14 +2.6%
112 VZ PUT VERIZON COMMUNICATIONS INC Communication Services 443,400.0 $18.1M 0.15% NEW $40.73 +15.5%
113 AMGN PUT AMGEN INC Healthcare 54,700.0 $17.9M 0.15% NEW $327.31 -0.3%
114 KVUE CALL KENVUE INC Consumer Defensive 1,036,600.0 $17.9M 0.14% NEW $17.25 -0.3%
115 C PUT CITIGROUP INC Financial Services 151,900.0 $17.7M 0.14% NEW $116.69 +5.8%
116 WULF PUT TERAWULF INC Financial Services 1,539,800.0 $17.7M 0.14% NEW $11.49 +110.4%
117 MSTR CALL STRATEGY INC Technology 116,100.0 $17.6M 0.14% NEW $151.95 +23.0%
118 KWEB CALL KRANESHARES TRUST 500,000.0 $17.0M 0.14% NEW $34.05 -17.3%
119 TSLA CALL TESLA INC Consumer Cyclical 37,500.0 $16.9M 0.14% NEW $449.72 -1.4%
120 CALL NEBIUS GROUP N.V. 200,000.0 $16.7M 0.14% NEW $83.70
Page 6 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%