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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 6 of 14  ·  271 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 CALL BRIGHTSTAR LOTTERY PLC 128,400.0 $1.6M 0.01% -89K -40.9% $12.74
102 ZM ZOOM COMMUNICATIONS INC Technology 16,667.0 $1.3M 0.01% -2K -10.2% $80.39 +23.9%
103 VALE VALE S A Basic Materials 83,455.0 $1.3M 0.01% -124K -59.8% $15.91 +3.7%
104 KDP PUT KEURIG DR PEPPER INC Consumer Defensive 50,000.0 $1.3M 0.01% -25K -33.3% $26.33 +10.4%
105 KDP CALL KEURIG DR PEPPER INC Consumer Defensive 50,000.0 $1.3M 0.01% -125K -71.4% $26.33 +10.4%
106 VERA PUT VERA THERAPEUTICS INC Healthcare 32,200.0 $1.3M 0.01% -100K -75.7% $40.23 -9.9%
107 ALIS CALISA ACQUISITION CORP Financial Services 128,000.0 $1.3M 0.01% -47K -26.9% $10.03 +0.2%
108 RZLT CALL REZOLUTE INC Healthcare 387,200.0 $1.2M 0.01% -20K -4.9% $3.05 +9.2%
109 NOK NOKIA CORP Technology 146,448.0 $1.2M 0.01% -59K -28.7% $8.04 +78.6%
110 EVOX EVOLUTION GLOBAL ACQUISITION Financial Services 117,678.0 $1.2M 0.01% -100K -45.9% $9.98 +0.2%
111 REDWOOD TRUST INC 10,916.0 $1.1M 0.01% -6K -33.9% $101.50
112 MSOS CALL ADVISORSHARES TR 293,500.0 $1.0M 0.01% -72K -19.7% $3.55 +22.3%
113 AGX ARGAN INC Industrials 1,872.0 $1.0M 0.01% -4K -69.6% $544.65 +28.3%
114 EYPT CALL EYEPOINT INC Healthcare 77,800.0 $1.0M 0.01% -119K -60.5% $12.89 -5.2%
115 CRM PUT SALESFORCE INC Technology 5,100.0 $952K 0.01% -25K -83.0% $186.67 -6.9%
116 EGH ACQUISITION CORP. 92,380.0 $943K 0.01% -158K -63.0% $10.21
117 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 868.0 $865K 0.01% -5K -84.0% $996.43 +5.7%
118 PG PROCTER & GAMBLE CO Consumer Defensive 5,643.0 $815K 0.01% -7K -57.0% $144.44 -1.1%
119 PSKY PUT PARAMOUNT SKYDANCE CORP Communication Services 89,000.0 $803K 0.01% -100K -52.9% $9.02 +8.4%
120 CAG CONAGRA BRANDS INC Consumer Defensive 50,910.0 $800K 0.01% -3K -6.1% $15.72 -14.0%
Page 6 of 14  ·  271 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%