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Portfolio (Quarterly) Guide ↗

CenterBook Partners LP

· CIK 0001872738
13F Portfolio $2.0B AUM 693 positions Filed Aug 11, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 693 New
Page 16 of 35  ·  693 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 NTRA NATERA INC Healthcare 5,099.0 $1.4M 0.07% NEW $271.45 +24.7%
302 REZI RESIDEO TECHNOLOGIES INC Industrials 44,300.0 $1.4M 0.07% NEW $31.10 -36.1%
303 UHS UNIVERSAL HLTH SVCS INC Healthcare 9,258.0 $1.4M 0.07% NEW $148.69 +20.2%
304 SE SEA LTD Consumer Cyclical 14,272.0 $1.4M 0.07% NEW $95.83 +24.3%
305 TTMI TTM TECHNOLOGIES INC Technology 7,292.0 $1.4M 0.07% NEW $187.02 -34.9%
306 ATAIBECKLEY INC 256,623.0 $1.4M 0.07% NEW $5.27
307 RMNI RIMINI STR INC DEL Technology 310,822.0 $1.3M 0.07% NEW $4.26 +20.9%
308 LYFT LYFT INC Technology 90,085.0 $1.3M 0.07% NEW $14.61 +19.0%
309 LCII LCI INDS Consumer Cyclical 12,416.0 $1.3M 0.07% NEW $105.88 -2.7%
310 CENX CENTURY ALUM CO Basic Materials 28,356.0 $1.3M 0.06% NEW $46.01 -4.5%
311 ORCL ORACLE CORP Technology 8,865.0 $1.3M 0.06% NEW $146.55 +1.6%
312 VFC V F CORP Consumer Cyclical 77,806.0 $1.3M 0.06% NEW $16.68 -16.7%
313 TMO THERMO FISHER SCIENTIFIC INC Healthcare 2,564.0 $1.3M 0.06% NEW $501.36 +26.4%
314 MOD MODINE MFG CO Consumer Cyclical 4,801.0 $1.3M 0.06% NEW $267.02 -29.9%
315 LPX LOUISIANA PAC CORP Basic Materials 16,292.0 $1.3M 0.06% NEW $78.66 -9.5%
316 VST VISTRA CORP Utilities 8,043.0 $1.3M 0.06% NEW $158.63 -11.7%
317 FENC FENNEC PHARMACEUTICALS INC Healthcare 118,582.0 $1.3M 0.06% NEW $10.75 +13.2%
318 JD JD.COM INC Consumer Cyclical 49,776.0 $1.3M 0.06% NEW $25.48 +12.9%
319 WCC WESCO INTL INC Industrials 3,615.0 $1.2M 0.06% NEW $345.43 +0.6%
320 KINIKSA PHARMACEUTICALS INTL 19,434.0 $1.2M 0.06% NEW $63.95
Page 16 of 35  ·  693 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 30.3%
Healthcare 14.9%
Industrials 11.7%
Communication Services 9.9%
Consumer Cyclical 9.7%
Financial Services 9.1%
Energy 4.7%
Basic Materials 4.4%
Consumer Defensive 2.8%
Utilities 1.5%