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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 8 of 64  ·  1,267 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 SMCI PUT SUPER MICRO COMPUTER INC Technology 460,000.0 $13.5M 0.11% NEW $29.27 +12.8%
142 BP PUT BP PLC Energy 383,300.0 $13.3M 0.11% NEW $34.73 +27.7%
143 INTC CALL INTEL CORP Technology 351,000.0 $13.0M 0.10% NEW $36.90 +214.2%
144 USO PUT UNITED STS OIL FD LP Financial Services 186,500.0 $12.9M 0.10% NEW $69.16 +106.8%
145 PUT LIBERTY GLOBAL LTD 1,128,000.0 $12.6M 0.10% NEW $11.14
146 WBD CALL WARNER BROS DISCOVERY INC Communication Services 428,900.0 $12.4M 0.10% NEW $28.82 -5.9%
147 VST VISTRA CORP Utilities 76,462.0 $12.3M 0.10% NEW $161.33 -12.0%
148 WULF TERAWULF INC Financial Services 1,054,432.0 $12.1M 0.10% NEW $11.49 +110.4%
149 CWAN PUT CLEARWATER ANALYTICS HLDGS I Technology 501,200.0 $12.1M 0.10% NEW $24.12 +1.0%
150 RITM CALL RITHM CAPITAL CORP Real Estate 1,101,500.0 $12.0M 0.10% NEW $10.90 -14.7%
151 CALL VENTURE GLOBAL INC 1,734,200.0 $11.8M 0.10% NEW $6.82
152 LVS PUT LAS VEGAS SANDS CORP Consumer Cyclical 180,000.0 $11.7M 0.10% NEW $65.09 -22.2%
153 ARLP CALL ALLIANCE RESOURCE PARTNERS L Energy 500,000.0 $11.6M 0.10% NEW $23.23 +8.2%
154 JENA ACQUISITION CORP II 1,135,341.0 $11.5M 0.09% NEW $10.17
155 CMG PUT CHIPOTLE MEXICAN GRILL INC Consumer Cyclical 300,000.0 $11.1M 0.09% NEW $37.00 -11.8%
156 GTEN GORES HLDGS X INC Financial Services 1,067,431.0 $11.0M 0.09% NEW $10.29 +0.6%
157 GTLS CHART INDS INC Industrials 52,057.0 $10.7M 0.09% NEW $206.23 +0.5%
158 BKLN INVESCO EXCH TRADED FD TR II 501,645.0 $10.5M 0.09% NEW $21.00 -1.9%
159 SMCI CALL SUPER MICRO COMPUTER INC Technology 354,900.0 $10.4M 0.09% NEW $29.27 +12.8%
160 AGNC CALL AGNC INVT CORP Real Estate 967,300.0 $10.4M 0.08% NEW $10.72 -3.5%
Page 8 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%