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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 33 of 82  ·  1,624 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
641 YUMC YUM CHINA HLDGS INC Consumer Cyclical 17,616.0 $859K 0.01% NEW $48.78 -7.1%
642 IVR CALL INVESCO MORTGAGE CAPITAL INC Real Estate 105,600.0 $853K 0.01% +6K +5.6% $8.08 -2.1%
643 KTB KONTOOR BRANDS INC Consumer Cyclical 12,132.0 $853K 0.01% NEW $70.29 -8.9%
644 GCI LIBERTY INC 22,911.0 $853K 0.01% NEW $37.21
645 CACC CREDIT ACCEP CORP MICH Financial Services 2,012.0 $852K 0.01% NEW $423.46 +31.8%
646 GFL GFL ENVIRONMENTAL INC Industrials 20,317.0 $848K 0.01% +10K +93.4% $41.72 -11.7%
647 SBLK STAR BULK CARRIERS CORP. Industrials 36,843.0 $846K 0.01% NEW $22.97 +13.5%
648 XPO XPO INC Industrials 4,341.0 $845K 0.01% NEW $194.55 +4.0%
649 RGNX CALL REGENXBIO INC Healthcare 100,000.0 $838K 0.01% NEW $8.38 -32.5%
650 RGNX REGENXBIO INC Healthcare 100,000.0 $838K 0.01% NEW $8.38 -32.5%
651 SSNC SS&C TECH HLDGS Technology 12,391.0 $837K 0.01% NEW $67.57 -2.0%
652 OMDA OMADA HEALTH INC Healthcare 66,285.0 $833K 0.01% +39K +140.8% $12.57 +32.1%
653 BKNG BOOKING HOLDINGS INC Consumer Cyclical 197.0 $829K 0.01% +182.0 +1213.3% $4210.32 -96.3%
654 MSGS MADISON SQUARE GRDN SPRT COR Communication Services 2,566.0 $825K 0.01% NEW $321.40 +9.9%
655 DASH DOORDASH INC Communication Services 5,488.0 $824K 0.01% NEW $150.15 +3.0%
656 MARA PUT MARA HOLDINGS INC Financial Services 100,000.0 $816K 0.01% $8.16 +49.3%
657 PG PROCTER & GAMBLE CO Consumer Defensive 5,643.0 $815K 0.01% -7K -57.0% $144.44 -2.2%
658 ABEV AMBEV SA Consumer Defensive 278,914.0 $814K 0.01% +268K +2374.8% $2.92 +10.6%
659 ALLE ALLEGION PLC Industrials 5,576.0 $810K 0.01% NEW $145.29 -11.0%
660 HWC HANCOCK WHITNEY CORPORATION Financial Services 12,727.0 $809K 0.01% NEW $63.59 +2.8%
Page 33 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%