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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 9 of 45  ·  892 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 PLAY DAVE & BUSTERS ENTMT INC Communication Services 161,882.0 $1.8M 0.01% NEW $10.83 -6.5%
162 GIGCAPITAL8 CORP 175,662.0 $1.8M 0.01% NEW $9.97
163 LYFT LYFT INC Technology 130,699.0 $1.7M 0.01% NEW $13.30 +0.6%
164 MUZERO ACQUISITION CORP 174,937.0 $1.7M 0.01% NEW $9.93
165 ADBE ADOBE INC Technology 7,143.0 $1.7M 0.01% NEW $243.08 +7.0%
166 FORTINET INC 21,202.0 $1.7M 0.01% NEW $81.72
167 PRU PUT PRUDENTIAL FINL INC Financial Services 17,600.0 $1.7M 0.01% NEW $97.69 +4.2%
168 MKC MCCORMICK & CO INC Consumer Defensive 34,076.0 $1.7M 0.01% NEW $50.44 -8.4%
169 CALL TWO HARBORS INVENTMENT CORPO 150,200.0 $1.7M 0.01% NEW $11.42
170 WILLOW LANE ACQUISITION CORP 160,374.0 $1.7M 0.01% NEW $10.65
171 FERROVIAL SE 25,907.0 $1.7M 0.01% NEW $65.05
172 HLIO HELIOS TECHNOLOGIES INC Industrials 25,886.0 $1.7M 0.01% NEW $64.71 +16.6%
173 XLP SELECT SECTOR SPDR TR 20,000.0 $1.6M 0.01% NEW $81.98 +3.9%
174 TLN TALEN ENERGY CORP Utilities 5,000.0 $1.6M 0.01% NEW $319.23 -0.9%
175 ETHA PUT ISHARES ETHEREUM TR Financial Services 100,000.0 $1.6M 0.01% NEW $15.83 +1.0%
176 IOSP INNOSPEC INC Basic Materials 21,641.0 $1.6M 0.01% NEW $73.02 +6.7%
177 WDAY CALL WORKDAY INC Technology 11,900.0 $1.5M 0.01% NEW $129.92 +1.5%
178 AKAM AKAMAI TECHNOLOGIES INC Technology 13,411.0 $1.5M 0.01% NEW $114.85 +27.1%
179 TRIP CALL TRIPADVISOR INC Consumer Cyclical 143,700.0 $1.5M 0.01% NEW $10.66 -12.0%
180 ZTO EXPRESS CAYMAN INC 15,000.0 $1.5M 0.01% NEW $100.50
Page 9 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%