NKE β€” NIKE INC

Ownership history in Centiva Capital, LP  Β·  49 quarters on record

This page tracks every 13F SEC filing in which Centiva Capital, LP reported a position in NIKE INC (NKE). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β€” sourced directly from SEC EDGAR 13F filings.

πŸ” Peak position
1.22% (2025 Q2)
πŸ“Š Avg. % of fund
0.11%
πŸ“… First filed
2018 Q3
πŸ“… Last filed
2025 Q4
⏱ Quarters held
49

Position Intelligence

Centiva Capital, LP Γ— NKE AI Analytics

πŸ“‰ Centiva Capital, LP underperformed the S&P 500 by –14.3% annually on this NKE position. Timing score: 48% (21/44 decisions correct). Average cost basis: $70.63. Maximum drawdown during holding period: –60.1%.

πŸ“ˆ Position Alpha vs SPY
-14.3%
annualised excess return

❌ Significantly underperformed the S&P 500 by 14.3% ann.
30 quarters analyzed

⏱️ Timing Score
48%

➑️ Neutral timing β€” roughly coin-flip accuracy on add/trim calls.
21 of 44 add/trim decisions correct

πŸ’° Entry Quality
$70.63
-10.4% vs current ($63.29)

Best entry: $61.93 (2025 Q1)  Β·  Worst: $155.34 (2021 Q4)

πŸ›‘οΈ Drawdown Resilience
–60.1%
max drawdown while held

πŸ’ͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.

πŸ’ͺ Fund Conviction
60%
buy-side decisions

28 adds Β· 19 trims. Bought during 6 of 11 down-price quarters. πŸ“ˆ More buys than sells across the holding period.

πŸ“‘ Position Trajectory
↓ Shrinking
last 4–5 quarters trend

πŸ“‰ Portfolio weight has been declining in recent quarters. Possible distribution phase.
Currently 0.07% of portfolio

⚠ Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ— 4 (annualised). Not investment advice.

% of Fund (quarterly)    NKE price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 10 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 143,860 +31,060 +27.5% 0.07% $9.2M $63.29
2025 Q4 REDUCED 112,800 -1,290,100 -92.0% 0.06% $7.2M $63.29
2025 Q4 ADDED 1,402,900 +1,272,900 +979.2% 0.73% $89.4M $63.29
2025 Q3 REDUCED 130,000 -934,600 -87.8% 0.09% $9.1M $68.83
2025 Q3 ADDED 1,064,600 +905,050 +567.3% 0.71% $74.2M $68.83
2025 Q3 REDUCED 159,550 -887,550 -84.8% 0.11% $11.1M $68.83
2025 Q2 ADDED 1,047,100 +1,017,100 +3390.3% 1.22% $74.4M $69.76
2025 Q2 REDUCED 30,000 -241,223 -88.9% 0.03% $2.1M $69.76
2025 Q2 ADDED 271,223 +226,223 +502.7% 0.32% $19.3M $69.76
2025 Q1 ADDED 45,000 +15,000 +50.0% 0.09% $2.9M $61.93
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