Centiva Capital, LP

data from 30/09/2025

Capitalization

$ 10.472 B 71.24 %

Average holding period

5 ans

Performance

$ 1.209 B 51.35 %

Capitalization

Portfolio size

Portfolio performance

Portfolio performance %

Performance compared to S&P 500 (%)

Stock in Centiva Capital, LP

Date Ticket Name Weight Capitalization Share number First added Performance ($) Performance (%)
2025/09/30 IWM ISHARES TR 10.34% 1.083 B $ 4475400 2018/09/30 101.223 M $ 12.13 %
2025/09/30 NVDA NVIDIA CORPORATION 5.30% 555.094 M $ 2975100 2018/06/30 29.368 M $ 18.10 %
2025/09/30 QQQ INVESCO QQQ TR 3.49% 364.965 M $ 607900 2020/12/31 1.462 M $ 8.83 %
2025/09/30 TSLA TESLA INC 3.17% 331.806 M $ 746100 2018/06/30 16.645 M $ 40.00 %
2025/09/30 BABA ALIBABA GROUP HLDG LTD 3.06% 319.909 M $ 1789900 2022/12/31 79.664 M $ 57.60 %
2025/09/30 HYG ISHARES TR 2.87% 300.403 M $ 3700000 2019/12/31 2.316 M $ 0.67 %
2025/09/30 HYG ISHARES TR 2.69% 282.062 M $ 3474100 2025/06/30 117.503 K $ 0.67 %
2025/09/30 REGN REGENERON PHARMACEUTICALS 2.15% 224.908 M $ 400000 2021/12/31 1.670 M $ 7.10 %
2025/09/30 PDD PDD HOLDINGS INC 1.77% 184.945 M $ 1399300 2021/03/31 4.963 M $ 26.29 %
2025/09/30 MSFT MICROSOFT CORP 1.76% 184.338 M $ 355900 2019/03/31 6.339 M $ 4.13 %
2025/09/30 KWEB KRANESHARES TRUST 1.73% 180.929 M $ 4306800 2025/09/30 0.000 $ 0.00 %
2025/09/30 META META PLATFORMS INC 1.59% 166.337 M $ 226500 2019/12/31 -234.101 K $ -0.50 %
2025/09/30 SPY SPDR S&P 500 ETF TR 1.53% 160.416 M $ 240800 2017/12/31 14.765 M $ 7.82 %
2025/09/30 AMZN AMAZON COM INC 1.47% 153.699 M $ 700000 2018/12/31 38.898 K $ 0.08 %
2025/09/30 BABA ALIBABA GROUP HLDG LTD 1.44% 151.134 M $ 845600 2021/03/31 14.240 M $ 57.60 %
2025/09/30 LLY ELI LILLY & CO 1.36% 142.910 M $ 187300 2025/09/30 0.000 $ 0.00 %
2025/09/30 AAPL APPLE INC 1.29% 134.954 M $ 530000 2019/12/31 98.920 K $ 24.11 %
2025/09/30 AMD ADVANCED MICRO DEVICES INC 1.26% 132.263 M $ 817500 2021/03/31 4.326 M $ 14.02 %
2025/09/30 MUB ISHARES TR 1.23% 128.661 M $ 1208200 2025/03/31 5.628 M $ 1.92 %
2025/09/30 IWM ISHARES TR 1.17% 122.940 M $ 508100 2023/12/31 16.618 M $ 12.13 %
2025/09/30 ARKK ARK ETF TR 1.09% 113.959 M $ 1320500 2023/12/31 2.642 M $ 22.78 %
2025/09/30 DDOG DATADOG INC 1.06% 111.513 M $ 783100 2023/09/30 0.000 $ 0.00 %
2025/09/30 NFLX NETFLIX INC 0.93% 97.712 M $ 81500 2018/09/30 -1.823 M $ -10.47 %
2025/09/30 COIN COINBASE GLOBAL INC 0.89% 92.978 M $ 275500 2025/09/30 0.000 $ 0.00 %
2025/09/30 LQD ISHARES TR 0.80% 83.603 M $ 750000 2023/09/30 1.860 M $ 1.70 %
2025/09/30 NVDA NVIDIA CORPORATION 0.76% 79.371 M $ 425400 2020/12/31 4.523 M $ 18.10 %
2025/09/30 TSM TAIWAN SEMICONDUCTOR MFG LTD 0.72% 75.185 M $ 269200 2025/06/30 6.294 M $ 23.31 %
2025/09/30 NKE NIKE INC 0.71% 74.235 M $ 1064600 2023/03/31 -1.372 M $ -1.84 %
2025/09/30 ORCL ORACLE CORP 0.67% 70.282 M $ 249900 2025/09/30 0.000 $ 0.00 %
2025/09/30 ARM ARM HOLDINGS PLC 0.64% 66.670 M $ 471200 2023/09/30 -427.275 K $ -12.52 %
2025/09/30 PCG PG&E CORP 0.63% 65.734 M $ 4359000 2025/03/31 2.608 M $ 8.18 %
2025/09/30 HD HOME DEPOT INC 0.58% 60.779 M $ 150000 2025/09/30 0.000 $ 0.00 %
2025/09/30 JD JD.COM INC 0.55% 57.720 M $ 1650100 2025/09/30 0.000 $ 0.00 %
2025/09/30 BA BOEING CO 0.54% 57.022 M $ 264200 2022/03/31 561.960 K $ 3.01 %
2025/09/30 DIS DISNEY WALT CO 0.52% 54.273 M $ 474000 2022/12/31 -3.464 M $ -7.67 %
2025/09/30 KRE SPDR SERIES TRUST 0.51% 53.292 M $ 841900 2021/12/31 2.608 M $ 6.58 %
2025/09/30 NEBIUS GROUP N.V. 0.50% 52.655 M $ 469000 2025/03/31 0.000 $ 0.00 %
2025/09/30 IEF ISHARES TR 0.45% 47.352 M $ 490900 2025/09/30 0.000 $ 0.00 %
2025/09/30 XLE SELECT SECTOR SPDR TR 0.45% 46.904 M $ 525000 2023/06/30 271.800 K $ 5.34 %
2025/09/30 MSTR STRATEGY INC 0.44% 45.560 M $ 141400 2024/12/31 -14.698 M $ -20.29 %
2025/09/30 CAT CATERPILLAR INC 0.43% 45.091 M $ 94500 2025/06/30 4.847 M $ 22.91 %
2025/09/30 VST VISTRA CORP 0.42% 44.200 M $ 225600 2024/09/30 51.483 K $ 1.09 %
2025/09/30 CRWD CROWDSTRIKE HLDGS INC 0.42% 44.036 M $ 89800 2021/03/31 -374.814 K $ -3.72 %
2025/09/30 ASML ASML HOLDING N V 0.40% 41.821 M $ 43200 2024/03/31 1.200 M $ 20.80 %
2025/09/30 K KELLANOVA 0.39% 41.010 M $ 500000 2025/09/30 0.000 $ 0.00 %
2025/09/30 SCHW SCHWAB CHARLES CORP 0.39% 40.852 M $ 427900 2025/06/30 752.517 K $ 4.64 %
2025/09/30 VRTX VERTEX PHARMACEUTICALS INC 0.37% 39.242 M $ 100200 2025/09/30 0.000 $ 0.00 %
2025/09/30 BIDU BAIDU INC 0.37% 38.609 M $ 293000 2021/03/31 6.579 M $ 53.65 %
2025/09/30 JD JD.COM INC 0.36% 37.254 M $ 1065000 2025/09/30 0.000 $ 0.00 %
2025/09/30 INTC INTEL CORP 0.35% 36.774 M $ 1096100 2018/09/30 2.838 M $ 49.78 %
2025/09/30 IWM ISHARES TR 0.34% 35.805 M $ 147981 2021/09/30 1.343 M $ 12.13 %
2025/09/30 UBER UBER TECHNOLOGIES INC 0.34% 35.779 M $ 365200 2023/12/31 211.084 K $ 5.01 %
2025/09/30 IREN IREN LIMITED 0.34% 35.198 M $ 750000 2025/09/30 0.000 $ 0.00 %
2025/09/30 BIIB BIOGEN INC 0.33% 35.020 M $ 250000 2025/09/30 0.000 $ 0.00 %
2025/09/30 DELL DELL TECHNOLOGIES INC 0.33% 34.748 M $ 245100 2025/06/30 864.567 K $ 15.64 %
2025/09/30 K KELLANOVA 0.33% 34.745 M $ 423614 2024/06/30 602.841 K $ 3.13 %
2025/09/30 USO UNITED STS OIL FD LP 0.32% 33.689 M $ 456800 2025/06/30 216.640 K $ 0.88 %
2025/09/30 QQQ INVESCO QQQ TR 0.32% 33.621 M $ 56000 2018/09/30 2.680 M $ 8.83 %
2025/09/30 SNOW SNOWFLAKE INC 0.32% 33.088 M $ 146700 2025/06/30 128.160 K $ 0.80 %
2025/09/30 QCOM QUALCOMM INC 0.31% 32.690 M $ 196500 2020/06/30 1.395 M $ 4.46 %
2025/09/30 PLTR PALANTIR TECHNOLOGIES INC 0.31% 32.671 M $ 179100 2025/09/30 0.000 $ 0.00 %
2025/09/30 AMZN AMAZON COM INC 0.29% 30.740 M $ 140000 2019/12/31 16.884 K $ 0.08 %
2025/09/30 TSLA TESLA INC 0.29% 30.022 M $ 67508 2022/03/31 451.698 K $ 40.00 %
2025/09/30 LLY ELI LILLY & CO 0.28% 29.667 M $ 38882 2023/06/30 -7.752 K $ -2.12 %
2025/09/30 LLY ELI LILLY & CO 0.28% 29.376 M $ 38500 2021/12/31 -249.602 K $ -2.12 %
2025/09/30 MDB MONGODB INC 0.28% 29.331 M $ 94500 2025/06/30 451.754 K $ 47.81 %
2025/09/30 SGRY SURGERY PARTNERS INC 0.27% 28.576 M $ 1320500 2025/03/31 -1.058 M $ -2.65 %
2025/09/30 WY WEYERHAEUSER CO MTN BE 0.27% 28.256 M $ 1139800 2025/09/30 0.000 $ 0.00 %
2025/09/30 NVO NOVO-NORDISK A S 0.26% 27.745 M $ 500000 2025/09/30 0.000 $ 0.00 %
2025/09/30 CRWV COREWEAVE INC 0.26% 27.370 M $ 200000 2025/09/30 0.000 $ 0.00 %
2025/09/30 UNH UNITEDHEALTH GROUP INC 0.26% 27.106 M $ 78500 2021/03/31 3.150 M $ 10.68 %
2025/09/30 PDD PDD HOLDINGS INC 0.26% 26.856 M $ 203192 2024/03/31 0.000 $ 0.00 %
2025/09/30 BIDU BAIDU INC 0.26% 26.762 M $ 203100 2020/12/31 2.388 M $ 53.65 %
2025/09/30 PFE PFIZER INC 0.24% 25.480 M $ 1000000 2025/09/30 0.000 $ 0.00 %
2025/09/30 AAPL APPLE INC 0.24% 25.463 M $ 100000 2020/12/31 11.593 M $ 24.11 %
2025/09/30 PSKY PARAMOUNT SKYDANCE CORP 0.24% 25.410 M $ 1343000 2025/09/30 0.000 $ 0.00 %
2025/09/30 OKLO OKLO INC 0.24% 25.117 M $ 225000 2025/09/30 0.000 $ 0.00 %
2025/09/30 ROKU ROKU INC 0.24% 24.852 M $ 248200 2024/03/31 586.295 K $ 13.93 %
2025/09/30 FYBR FRONTIER COMMUNICATIONS PARE 0.24% 24.660 M $ 660234 2024/09/30 375.728 K $ 2.61 %
2025/09/30 TLT ISHARES TR 0.23% 24.577 M $ 275000 2022/06/30 308.000 K $ 1.27 %
2025/09/30 NEE NEXTERA ENERGY INC 0.23% 24.534 M $ 325000 2025/09/30 0.000 $ 0.00 %
2025/09/30 TMUS T-MOBILE US INC 0.22% 23.507 M $ 98200 2021/06/30 95.200 K $ 0.47 %
2025/09/30 LQD ISHARES TR 0.22% 23.173 M $ 207883 2024/03/31 183.308 K $ 1.70 %
2025/09/30 PANW PALO ALTO NETWORKS INC 0.22% 23.009 M $ 113000 2025/06/30 -5.099 K $ -0.50 %
2025/09/30 HPE HEWLETT PACKARD ENTERPRISE C 0.21% 21.556 M $ 877700 2025/09/30 0.000 $ 0.00 %
2025/09/30 WFC WELLS FARGO CO NEW 0.20% 20.494 M $ 244500 2020/12/31 507.269 K $ 4.62 %
2025/09/30 SMCI SUPER MICRO COMPUTER INC 0.19% 20.408 M $ 425700 2024/12/31 -86.563 K $ -2.18 %
2025/09/30 LBTYA LIBERTY GLOBAL LTD 0.19% 20.273 M $ 1769000 2025/06/30 2.327 M $ 14.49 %
2025/09/30 CYBR CYBERARK SOFTWARE LTD 0.19% 20.024 M $ 41444 2025/09/30 0.000 $ 0.00 %
2025/09/30 HPE HEWLETT PACKARD ENTERPRISE C 0.19% 19.648 M $ 800000 2025/09/30 0.000 $ 0.00 %
2025/09/30 AMAT APPLIED MATLS INC 0.18% 18.979 M $ 92700 2019/09/30 929.643 K $ 11.84 %
2025/09/30 RITM RITHM CAPITAL CORP 0.18% 18.421 M $ 1617300 2022/09/30 65.060 K $ 0.89 %
2025/09/30 XYZ BLOCK INC 0.17% 18.068 M $ 250000 2025/09/30 0.000 $ 0.00 %
2025/09/30 ABNB AIRBNB INC 0.17% 17.958 M $ 147900 2023/09/30 -523.068 K $ -8.25 %
2025/09/30 SOC SABLE OFFSHORE CORP 0.17% 17.636 M $ 1010100 2025/09/30 0.000 $ 0.00 %
2025/09/30 MSTR STRATEGY INC 0.17% 17.625 M $ 54700 2025/03/31 -4.675 M $ -20.29 %
2025/09/30 NFLX NETFLIX INC 0.17% 17.611 M $ 14689 2025/06/30 -142.032 K $ -10.47 %
2025/09/30 ABR ARBOR REALTY TRUST INC 0.17% 17.541 M $ 1436600 2022/12/31 2.141 M $ 14.11 %
2025/09/30 MSFT MICROSOFT CORP 0.16% 17.110 M $ 33034 2020/06/30 32.083 K $ 4.13 %
2025/09/30 KLAC KLA CORP 0.16% 16.934 M $ 15700 2022/12/31 2.469 M $ 20.41 %