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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 14  ·  271 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 EPOL ISHARES TR 10,000.0 $364K 0.00% -5K -33.3% $36.41 +8.5%
162 CPRI CALL CAPRI HOLDINGS LIMITED Consumer Cyclical 20,600.0 $363K 0.00% -64K -75.8% $17.62 -1.0%
163 MRK MERCK & CO INC Healthcare 3,008.0 $362K 0.00% -12K -79.6% $120.29 -7.0%
164 ADSK CALL AUTODESK INC Technology 1,500.0 $359K 0.00% -500.0 -25.0% $239.40 +0.6%
165 STAA STAAR SURGICAL CO Healthcare 18,704.0 $350K 0.00% -9K -32.0% $18.70 +72.3%
166 ORRF ORRSTOWN FINL SVCS INC Financial Services 9,645.0 $348K 0.00% -2K -18.9% $36.08 -0.9%
167 AER AERCAP HOLDINGS NV Industrials 2,488.0 $341K 0.00% -564.0 -18.5% $137.18 +2.6%
168 EQT EQT CORP Energy 5,341.0 $340K 0.00% -23K -81.2% $63.64 -9.8%
169 SUNC SUNOCOCORP LLC Energy 5,286.0 $326K 0.00% -150K -96.6% $61.65 +16.0%
170 ALLY ALLY FINL INC Financial Services 8,190.0 $321K 0.00% -6K -42.4% $39.23 +8.1%
171 CMG CALL CHIPOTLE MEXICAN GRILL INC Consumer Cyclical 10,000.0 $320K 0.00% -390K -97.5% $32.01 +3.9%
172 GLW CORNING INC Technology 2,325.0 $316K 0.00% -4K -65.1% $135.97 +32.5%
173 VSTS VESTIS CORPORATION Industrials 40,044.0 $315K 0.00% -6K -13.0% $7.86 +54.3%
174 YUM YUM BRANDS INC Consumer Cyclical 2,020.0 $314K 0.00% -668.0 -24.9% $155.48 -2.4%
175 BCE BCE INC Communication Services 12,094.0 $305K 0.00% -14K -53.7% $25.24 -5.4%
176 MFG MIZUHO FINANCIAL GROUP INC Financial Services 38,040.0 $302K 0.00% -37K -49.1% $7.94 +5.2%
177 OCUL CALL OCULAR THERAPEUTIX INC Healthcare 35,600.0 $302K 0.00% -346K -90.7% $8.47 +1.1%
178 RDW REDWIRE CORPORATION Industrials 35,000.0 $298K 0.00% -14K -28.8% $8.50 +63.7%
179 TKC TURKCELL ILETISIM Communication Services 47,373.0 $286K 0.00% -18K -27.5% $6.03 -1.6%
180 TRP TC ENERGY CORP Energy 4,549.0 $285K 0.00% -10K -67.7% $62.60 +10.2%
Page 9 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%