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Cinctive Capital Management LP 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Cinctive Capital Management LP
报告期 2026-03-31 · CIK 0001787258
持仓数
353
前50大市值合计
$718.3M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
24Q3
24Q2
24Q1
23Q4
23Q3
23Q2
23Q1
22Q4
22Q3
22Q2
22Q1
21Q4
21Q3
21Q2
22Q4 调仓
2022-09-30 → 2022-12-31 · 共 150 项
建仓 43
增持 18
减持 25
清仓 64
方向
标的
Δ市值
现股数(环比)
清仓
SMH
VANECK ETF TRUST
-$56.5M
0
-100%
减持
IGV
ISHARES TR
-$34.4M
20,042
-87%
清仓
MPC
MARATHON PETE CORP
-$32.0M
0
-100%
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
清仓
CRM
SALESFORCE INC
-$26.2M
0
-100%
建仓
WDAY
WORKDAY INC
+$23.6M
140,985
清仓
NRG
NRG ENERGY INC
-$21.9M
0
-100%
建仓
TRGP
TARGA RES CORP
+$20.9M
284,704
减持
—
AMBARELLA INC
-$20.1M
111,928
-79%
增持
META
META PLATFORMS INC
+$19.9M
208,809
+441%
清仓
TXN
TEXAS INSTRS INC
-$19.8M
0
-100%
增持
NOW
SERVICENOW INC
+$19.8M
118,779
+70%
建仓
AMT
AMERICAN TOWER CORP NEW
+$19.6M
92,410
建仓
D
DOMINION ENERGY INC
+$19.1M
311,031
清仓
FXI
ISHARES TR
-$18.1M
0
-100%
建仓
USB
US BANCORP DEL
+$17.1M
393,255
建仓
LPLA
LPL FINL HLDGS INC
+$16.5M
76,111
增持
SU
SUNCOR ENERGY INC NEW
+$16.4M
1,145,437
+61%
建仓
FIS
FIDELITY NATL INFORMATION SV
+$16.1M
236,566
清仓
MSI
MOTOROLA SOLUTIONS INC
-$16.0M
0
-100%
增持
COF
CAPITAL ONE FINL CORP
+$15.9M
270,836
+168%
清仓
MTSI
MACOM TECH SOLUTIONS HLDGS I
-$14.7M
0
-100%
清仓
—
KKR ACQUISITION HOLDING I CO
-$14.6M
0
-100%
建仓
—
ALTRA INDL MOTION CORP
+$14.6M
245,000
清仓
CME
CME GROUP INC
-$14.3M
0
-100%
建仓
STWD
STARWOOD PPTY TR INC
+$14.2M
772,502
清仓
CIEN
CIENA CORP
-$14.1M
0
-100%
清仓
COP
CONOCOPHILLIPS
-$14.1M
0
-100%
清仓
AAPL
APPLE INC
-$13.8M
0
-100%
建仓
—
HORIZON THERAPEUTICS PUB L
+$13.1M
115,000
减持
FANG
DIAMONDBACK ENERGY INC
-$13.0M
5,881
-95%
清仓
TMUS
T-MOBILE US INC
-$13.0M
0
-100%
增持
PYPL
PAYPAL HLDGS INC
+$13.0M
282,555
+241%
清仓
CBRE
CBRE GROUP INC
-$12.7M
0
-100%
建仓
ISRG
INTUITIVE SURGICAL INC
+$12.7M
47,680
减持
TYL
TYLER TECHNOLOGIES INC
-$12.4M
1,090
-97%
清仓
JPM
JPMORGAN CHASE & CO
-$12.3M
0
-100%
减持
PI
IMPINJ INC
+$12.2M
543,607
-8%
建仓
—
ARISTA NETWORKS INC
+$12.1M
100,000
清仓
PLD
PROLOGIS INC.
-$12.0M
0
-100%
清仓
IMO
IMPERIAL OIL LTD
-$12.0M
0
-100%
清仓
WAT
WATERS CORP
-$11.9M
0
-100%
建仓
MTD
METTLER TOLEDO INTERNATIONAL
+$11.6M
8,055
清仓
HUM
HUMANA INC
-$11.5M
0
-100%
清仓
MPT
MEDICAL PPTYS TRUST INC
-$11.3M
0
-100%
清仓
ZBH
ZIMMER BIOMET HOLDINGS INC
-$11.2M
0
-100%
建仓
NI
NISOURCE INC
+$11.2M
408,179
清仓
A
AGILENT TECHNOLOGIES INC
-$11.2M
0
-100%
清仓
CVX
CHEVRON CORP NEW
-$11.1M
0
-100%
减持
BSX
BOSTON SCIENTIFIC CORP
-$11.1M
142,445
-69%
建仓
BKR
BAKER HUGHES COMPANY
+$11.0M
371,084
减持
MCK
MCKESSON CORP
-$10.8M
604
-98%
建仓
—
DISCOVER FINL SVCS
+$10.5M
107,219
清仓
SYF
SYNCHRONY FINANCIAL
-$10.5M
0
-100%
建仓
FHN
FIRST HORIZON CORPORATION
+$10.2M
416,581
建仓
CSCO
CISCO SYS INC
+$10.2M
213,283
增持
PSA
PUBLIC STORAGE
+$10.0M
49,500
+278%
清仓
—
HUMANCO ACQUISITION CORP
-$10.0M
0
-100%
清仓
LNC
LINCOLN NATL CORP IND
-$9.9M
0
-100%
建仓
KO
COCA COLA CO
+$9.9M
155,254
建仓
SUI
SUN CMNTYS INC
+$9.9M
69,046
建仓
CVE
CENOVUS ENERGY INC
+$9.7M
500,890
清仓
PK
PARK HOTELS & RESORTS INC
-$9.7M
0
-100%
清仓
SPG
SIMON PPTY GROUP INC NEW
-$9.6M
0
-100%
建仓
DTE
DTE ENERGY CO
+$9.5M
81,048
减持
OHI
OMEGA HEALTHCARE INVS INC
-$9.5M
37,308
-90%
建仓
ON
ON SEMICONDUCTOR CORP
+$9.4M
150,000
建仓
DY
DYCOM INDS INC
+$9.2M
97,915
建仓
NSC
NORFOLK SOUTHN CORP
+$9.1M
36,912
增持
—
SUNNOVA ENERGY INTL INC.
+$9.1M
813,488
+222%
清仓
O
REALTY INCOME CORP
-$9.0M
0
-100%
减持
CBOE
CBOE GLOBAL MKTS INC
-$8.9M
11,398
-87%
清仓
BRX
BRIXMOR PPTY GROUP INC
-$8.7M
0
-100%
建仓
SNY
SANOFI
+$8.7M
179,788
建仓
EQIX
EQUINIX INC
+$8.6M
13,093
减持
PINS
PINTEREST INC
-$8.2M
250,560
-59%
增持
TRU
TRANSUNION
+$8.1M
232,780
+169%
减持
AXON
AXON ENTERPRISE INC
-$8.0M
34,532
-71%
建仓
DOC
HEALTHPEAK PROPERTIES INC
+$8.0M
318,103
清仓
—
SPIRIT RLTY CAP INC NEW
-$7.9M
0
-100%
建仓
STT
STATE STR CORP
+$7.9M
101,969
清仓
SJM
SMUCKER J M CO
-$7.9M
0
-100%
建仓
AZO
AUTOZONE INC
+$7.8M
3,178
增持
PPL
PPL CORP
+$7.8M
374,491
+197%
清仓
ORLY
OREILLY AUTOMOTIVE INC
-$7.6M
0
-100%
清仓
EL
LAUDER ESTEE COS INC
-$7.5M
0
-100%
建仓
MDLZ
MONDELEZ INTL INC
+$7.5M
112,029
增持
CRBG
COREBRIDGE FINL INC
+$7.4M
747,389
+94%
清仓
KDP
KEURIG DR PEPPER INC
-$7.4M
0
-100%
清仓
BXP
BOSTON PROPERTIES INC
-$7.3M
0
-100%
清仓
DRI
DARDEN RESTAURANTS INC
-$7.3M
0
-100%
清仓
BBWI
BATH & BODY WORKS INC
-$7.2M
0
-100%
减持
DPZ
DOMINOS PIZZA INC
-$7.2M
5,980
-80%
增持
—
MASIMO CORP
+$7.2M
62,318
+332%
减持
DG
DOLLAR GEN CORP NEW
-$7.2M
10,263
-75%
减持
AIG
AMERICAN INTL GROUP INC
-$7.1M
42,782
-79%
清仓
MDB
MONGODB INC
-$7.1M
0
-100%
清仓
ED
CONSOLIDATED EDISON INC
-$6.9M
0
-100%
建仓
DVN
DEVON ENERGY CORP NEW
+$6.9M
112,415
减持
TFII
TFI INTL INC
-$6.9M
43,836
-65%
清仓
KHC
KRAFT HEINZ CO
-$6.9M
0
-100%
建仓
KIM
KIMCO RLTY CORP
+$6.8M
319,267
增持
IRM
IRON MTN INC DEL
+$6.7M
311,800
+56%
减持
APO
APOLLO GLOBAL MGMT INC
-$6.7M
67,814
-71%
减持
VST
VISTRA CORP
-$6.6M
1,669,553
-23%
清仓
QQQ
INVESCO QQQ TR
-$6.4M
0
-100%
建仓
—
EXXON MOBIL CORP
+$6.4M
57,880
建仓
—
PAYCOR HCM INC
+$6.4M
259,661
减持
HAE
HAEMONETICS CORP MASS
-$6.3M
70,490
-56%
减持
—
ALTERYX INC
-$6.3M
8,916
-93%
清仓
BAX
BAXTER INTL INC
-$6.2M
0
-100%
清仓
R
RYDER SYS INC
-$6.2M
0
-100%
清仓
FIVN
FIVE9 INC
-$6.2M
0
-100%
建仓
HCA
HCA HEALTHCARE INC
+$6.1M
25,427
清仓
—
ZENDESK INC
-$6.1M
0
-100%
清仓
CPT
CAMDEN PPTY TR
-$6.0M
0
-100%
增持
GM
GENERAL MTRS CO
+$6.0M
335,186
+105%
清仓
CVS
CVS HEALTH CORP
-$5.9M
0
-100%
清仓
NFG
NATIONAL FUEL GAS CO
-$5.9M
0
-100%
建仓
BJ
BJS WHSL CLUB HLDGS INC
+$5.8M
88,251
增持
VZ
VERIZON COMMUNICATIONS INC
+$5.8M
362,517
+63%
建仓
XPO
XPO INC
+$5.8M
174,330
增持
MTCH
MATCH GROUP INC NEW
+$5.8M
147,905
+1900%
减持
MNST
MONSTER BEVERAGE CORP NEW
-$5.6M
43,576
-62%
减持
NTNX
NUTANIX INC
-$5.6M
108,349
-73%
清仓
WMB
WILLIAMS COS INC
-$5.5M
0
-100%
清仓
TSN
TYSON FOODS INC
-$5.5M
0
-100%
清仓
EQT
EQT CORP
-$5.5M
0
-100%
建仓
EHC
ENCOMPASS HEALTH CORP
+$5.4M
90,612
减持
TSCO
TRACTOR SUPPLY CO
-$5.4M
9,260
-77%
清仓
ILMN
ILLUMINA INC
-$5.3M
0
-100%
建仓
AMAT
APPLIED MATLS INC
+$5.3M
54,342
增持
CNC
CENTENE CORP DEL
+$5.2M
100,935
+157%
清仓
—
COVETRUS INC
-$5.2M
0
-100%
清仓
—
GLOBALFOUNDRIES INC
-$5.2M
0
-100%
减持
CI
CIGNA CORP NEW
-$5.2M
32,388
-44%
建仓
WTRG
ESSENTIAL UTILS INC
+$5.2M
109,052
清仓
DHR
DANAHER CORPORATION
-$5.2M
0
-100%
清仓
NTRA
NATERA INC
-$5.2M
0
-100%
建仓
VRSK
VERISK ANALYTICS INC
+$5.1M
29,135
清仓
GTM
ZOOMINFO TECHNOLOGIES INC
-$5.1M
0
-100%
减持
LNG
CHENIERE ENERGY INC
-$5.1M
86,031
-21%
清仓
UNM
UNUM GROUP
-$5.1M
0
-100%
建仓
BNY
BANK NEW YORK MELLON CORP
+$5.1M
111,260
清仓
—
EATON CORP PLC
-$5.0M
0
-100%
清仓
—
SUNPOWER CORP
-$5.0M
0
-100%
清仓
PFGC
PERFORMANCE FOOD GROUP CO
-$5.0M
0
-100%
清仓
MU
MICRON TECHNOLOGY INC
-$5.0M
0
-100%
减持
CALX
CALIX INC
-$5.0M
35,332
-71%
增持
CHTR
CHARTER COMMUNICATIONS INC N
+$5.0M
37,595
+47%
增持
VLO
VALERO ENERGY CORP
+$5.0M
164,426
+11%
