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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 32 of 82  ·  1,624 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
621 CRH PLC 8,831.0 $928K 0.01% NEW $105.12
622 VRSN VERISIGN INC Technology 3,732.0 $927K 0.01% NEW $248.36 +22.0%
623 ABR CALL ARBOR REALTY TRUST INC Real Estate 120,100.0 $926K 0.01% +100K +497.5% $7.71 -23.3%
624 CPA COPA HOLDINGS SA Industrials 8,109.0 $921K 0.01% NEW $113.61 +20.6%
625 USFD US FOODS HLDG CORP Consumer Defensive 9,986.0 $921K 0.01% NEW $92.21 -12.0%
626 AWK AMERICAN WTR WKS CO INC NEW Utilities 6,718.0 $914K 0.01% NEW $136.09 -9.0%
627 TRUP TRUPANION INC Financial Services 35,582.0 $911K 0.01% NEW $25.61 -14.6%
628 SNX TD SYNNEX CORPORATION Technology 5,380.0 $908K 0.01% +2K +83.2% $168.71 +36.7%
629 SCI SERVICE CORP INTL Consumer Cyclical 10,996.0 $907K 0.01% NEW $82.51 -6.0%
630 ECPG ENCORE CAP GROUP INC Financial Services 12,916.0 $906K 0.01% NEW $70.12 +16.3%
631 TRS TRIMAS CORP Consumer Cyclical 25,139.0 $903K 0.01% NEW $35.94 +9.1%
632 UHS UNIVERSAL HLTH SVCS INC Healthcare 5,047.0 $903K 0.01% NEW $178.97 -8.2%
633 CW CURTISS WRIGHT CORP Industrials 1,320.0 $899K 0.01% NEW $681.12 +6.7%
634 PINNACLE FINL PARTNERS INC 10,352.0 $892K 0.01% NEW $86.14
635 BRBR BELLRING BRANDS INC Consumer Defensive 55,406.0 $891K 0.01% NEW $16.09 -43.8%
636 COLM COLUMBIA SPORTSWEAR CO Consumer Cyclical 16,201.0 $888K 0.01% NEW $54.81 +12.0%
637 EBAY EBAY INC. Consumer Cyclical 9,670.0 $880K 0.01% +10K +10000.0% $91.02 +28.7%
638 PAYS PAYSIGN INC Technology 148,292.0 $875K 0.01% NEW $5.90 +7.5%
639 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 868.0 $865K 0.01% -5K -84.0% $996.43 +5.4%
640 PNR PENTAIR PLC Industrials 9,881.0 $861K 0.01% NEW $87.11 -14.8%
Page 32 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%