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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 26 of 82  ·  1,624 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
501 GILD PUT GILEAD SCIENCES INC Healthcare 10,600.0 $1.5M 0.01% +600.0 +6.0% $139.37 -6.2%
502 ORCL CALL ORACLE CORP Technology 10,000.0 $1.5M 0.01% NEW $147.11 +22.5%
503 VNET VNET GROUP INC Technology 175,184.0 $1.5M 0.01% NEW $8.39 +17.7%
504 ADI ANALOG DEVICES INC Technology 4,578.0 $1.5M 0.01% +3K +287.3% $318.14 +25.4%
505 IONQ IONQ INC Technology 50,465.0 $1.5M 0.01% NEW $28.83 +70.2%
506 OWL BLUE OWL CAPITAL INC Financial Services 158,937.0 $1.5M 0.01% NEW $9.13 +2.7%
507 WSO WATSCO INC Industrials 3,965.0 $1.4M 0.01% NEW $363.79 +5.6%
508 TW TRADEWEB MKTS INC Financial Services 12,239.0 $1.4M 0.01% NEW $117.66 -7.0%
509 GFI GOLD FIELDS LTD Basic Materials 31,534.0 $1.4M 0.01% NEW $45.40 -12.0%
510 KDP KEURIG DR PEPPER INC Consumer Defensive 54,000.0 $1.4M 0.01% +24K +79.2% $26.33 +9.7%
511 EXPD EXPEDITORS INTL WASH INC Industrials 9,885.0 $1.4M 0.01% +5K +122.9% $143.23 +9.9%
512 KOS KOSMOS ENERGY LTD Energy 495,305.0 $1.4M 0.01% NEW $2.78 +16.5%
513 SIDDHI ACQUISITION CORP 132,509.0 $1.4M 0.01% +33K +32.5% $10.38
514 SLI STANDARD LITHIUM LTD Basic Materials 397,004.0 $1.4M 0.01% +35K +9.6% $3.41 +3.7%
515 MA PUT MASTERCARD INCORPORATED Financial Services 2,700.0 $1.3M 0.01% NEW $499.66 -1.4%
516 ZM ZOOM COMMUNICATIONS INC Technology 16,667.0 $1.3M 0.01% -2K -10.2% $80.39 +19.7%
517 GE GE AEROSPACE Industrials 4,720.0 $1.3M 0.01% NEW $283.77 +1.5%
518 TE T1 ENERGY INC Industrials 303,590.0 $1.3M 0.01% +292K +2421.3% $4.39 +81.8%
519 VALE VALE S A Basic Materials 83,455.0 $1.3M 0.01% -124K -59.8% $15.91 +1.3%
520 ROST ROSS STORES INC Consumer Cyclical 6,125.0 $1.3M 0.01% NEW $216.63 -0.1%
Page 26 of 82  ·  1,624 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%