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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 5 of 35  ·  693 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 GDOT GREEN DOT CORP Financial Services 458,963.0 $6.2M 0.30% NEW $13.51 -0.7%
82 CSCO CISCO SYS INC Technology 52,707.0 $6.2M 0.30% NEW $117.46 -5.4%
83 AMAT APPLIED MATLS INC Technology 8,510.0 $6.2M 0.30% NEW $723.00 -33.6%
84 FLEX FLEX LTD Technology 37,714.0 $6.1M 0.30% NEW $162.07 -32.6%
85 JBI JANUS INTERNATIONAL GROUP IN Industrials 1,100,795.0 $6.1M 0.30% NEW $5.55 -9.0%
86 FSLR FIRST SOLAR INC Energy 25,827.0 $6.1M 0.30% NEW $235.96 -12.3%
87 FIX COMFORT SYS USA INC Industrials 3,061.0 $6.1M 0.30% NEW $1981.95 -21.2%
88 EPAC ENERPAC TOOL GROUP CORP Industrials 169,175.0 $6.1M 0.30% NEW $35.86 +4.0%
89 AKAM AKAMAI TECHNOLOGIES INC Technology 50,511.0 $6.0M 0.29% NEW $118.21 -10.5%
90 MCD MCDONALDS CORP Consumer Cyclical 21,996.0 $5.9M 0.29% NEW $270.31 -0.8%
91 HNRG HALLADOR ENERGY COMPANY Energy 340,622.0 $5.9M 0.29% NEW $17.39 -5.9%
92 AMPL AMPLITUDE INC Technology 771,163.0 $5.9M 0.29% NEW $7.65 +71.4%
93 PERIMETER SOLUTIONS INC 161,670.0 $5.8M 0.28% NEW $35.65
94 VRT VERTIV HOLDINGS CO Industrials 17,063.0 $5.7M 0.28% NEW $334.82 -23.6%
95 SWIM LATHAM GROUP INC Industrials 878,650.0 $5.7M 0.28% NEW $6.47 +10.4%
96 SXT SENSIENT TECHNOLOGIES CORP Basic Materials 46,081.0 $5.7M 0.28% NEW $123.29 +11.0%
97 NXPI NXP SEMICONDUCTORS N V Technology 20,214.0 $5.7M 0.28% NEW $281.03 -20.0%
98 PUBM PUBMATIC INC Technology 413,983.0 $5.4M 0.27% NEW $13.12 +26.1%
99 MEG ONTERRIS INC Industrials 264,299.0 $5.3M 0.26% NEW $20.21 -17.8%
100 ACMR ACM RESH INC Technology 41,438.0 $5.3M 0.26% NEW $126.89 -37.1%
Page 5 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%