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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 51 of 82  ·  1,624 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1001 INGERSOLL RAND INC 4,323.0 $346K 0.00% NEW $80.12
1002 CRGY CRESCENT ENERGY COMPANY Energy 25,627.0 $346K 0.00% NEW $13.50 -4.1%
1003 CLBT CELLEBRITE DI LTD Technology 25,058.0 $345K 0.00% +14K +131.1% $13.78 -20.2%
1004 EHC ENCOMPASS HEALTH CORP Healthcare 3,562.0 $345K 0.00% NEW $96.73 +26.2%
1005 SG SWEETGREEN INC Consumer Cyclical 66,273.0 $344K 0.00% NEW $5.19 +12.1%
1006 WWW WOLVERINE WORLD WIDE INC Consumer Cyclical 21,016.0 $343K 0.00% NEW $16.32 +22.5%
1007 SNDR SCHNEIDER NATIONAL INC Industrials 12,995.0 $343K 0.00% NEW $26.36 +33.9%
1008 AER AERCAP HOLDINGS NV Industrials 2,488.0 $341K 0.00% -564.0 -18.5% $137.18 +9.1%
1009 LAD LITHIA MTRS INC Consumer Cyclical 1,363.0 $340K 0.00% NEW $249.72 +42.8%
1010 PAY PAYMENTUS HOLDINGS INC Technology 13,388.0 $340K 0.00% NEW $25.40 +50.9%
1011 FMC FMC CORP Basic Materials 19,747.0 $340K 0.00% NEW $17.22 -41.2%
1012 EQT EQT CORP Energy 5,341.0 $340K 0.00% -23K -81.2% $63.64 -16.5%
1013 EXTR EXTREME NETWORKS INC Technology 22,510.0 $339K 0.00% NEW $15.08 +57.5%
1014 ASAN ASANA INC Technology 52,339.0 $335K 0.00% NEW $6.40 +43.1%
1015 WSTN WESTIN ACQUISITION CORP Financial Services 33,500.0 $335K 0.00% NEW $9.99 +1.6%
1016 CAH CARDINAL HEALTH INC Healthcare 1,583.0 $335K 0.00% NEW $211.31 +11.2%
1017 BC BRUNSWICK CORP Consumer Cyclical 4,580.0 $333K 0.00% NEW $72.76 +11.3%
1018 GPC GENUINE PARTS CO Consumer Cyclical 3,143.0 $332K 0.00% NEW $105.75 +24.7%
1019 ATEC ALPHATEC HLDGS INC Healthcare 30,485.0 $332K 0.00% NEW $10.88 -12.4%
1020 ASPI CALL ASP ISOTOPES INC Basic Materials 75,000.0 $332K 0.00% NEW $4.42 -12.7%
Page 51 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 28.2%
Communication Services 16.9%
Financial Services 13.2%
Consumer Cyclical 13.0%
Healthcare 8.5%
Industrials 8.4%
Energy 3.6%
Utilities 3.0%
Consumer Defensive 2.6%
Basic Materials 1.8%