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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
25Q3 调仓
2025-06-30 → 2025-09-30 · 共 150 项
建仓 46
增持 40
减持 27
清仓 37
方向
标的
Δ市值
现股数(环比)
清仓
—
BLUEPRINT MEDICINES CORP
-$34.0M
0
-100%
增持
—
CYBERARK SOFTWARE LTD
+$31.7M
66,100
+12587%
减持
MCD
MCDONALDS CORP
-$27.6M
2,407
-98%
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
WMB
WILLIAMS COS INC
-$22.3M
0
-100%
清仓
QQQ
INVESCO QQQ TR
-$22.1M
0
-100%
建仓
YUM
YUM BRANDS INC
+$21.5M
141,561
清仓
DLTR
DOLLAR TREE INC
-$21.4M
0
-100%
减持
CEG
CONSTELLATION ENERGY CORP
-$20.6M
55,989
-54%
增持
NSC
NORFOLK SOUTHN CORP
+$19.1M
66,193
+2105%
建仓
TXRH
TEXAS ROADHOUSE INC
+$18.9M
113,840
建仓
HUBS
HUBSPOT INC
+$18.6M
39,759
建仓
WBI
WATERBRIDGE INFRASTRUCTURE L
+$18.3M
723,808
增持
—
VERONA PHARMA PLC
+$17.9M
221,054
+271%
增持
EXE
EXPAND ENERGY CORPORATION
+$17.6M
240,164
+256%
增持
SYY
SYSCO CORP
+$17.5M
236,081
+840%
增持
C
CITIGROUP INC
+$16.5M
175,426
+1078%
清仓
KEY
KEYCORP
-$16.4M
0
-100%
增持
UAL
UNITED AIRLS HLDGS INC
+$16.1M
171,137
+3377%
建仓
—
BIRKENSTOCK HOLDING PLC
+$15.5M
342,947
减持
MS
MORGAN STANLEY
-$15.3M
1,327
-99%
增持
ROST
ROSS STORES INC
+$15.2M
206,510
+62%
减持
—
CONFLUENT INC
-$14.9M
523,248
-48%
建仓
—
GLOBALFOUNDRIES INC
+$14.6M
405,995
减持
VSXY
VICTORIAS SECRET AND CO
-$14.2M
43,289
-95%
清仓
RKT
ROCKET COS INC
-$14.1M
0
-100%
建仓
—
ELASTIC N V
+$13.6M
161,066
减持
TPR
TAPESTRY INC
-$13.6M
47,445
-78%
建仓
—
JFROG LTD
+$13.2M
278,924
减持
VST
VISTRA CORP
-$12.9M
221,459
-24%
增持
—
CHECK POINT SOFTWARE TECH LT
+$12.7M
62,601
+5896%
建仓
—
NIQ GLOBAL INTELLIGENCE PLC
+$12.6M
804,881
建仓
CBOE
CBOE GLOBAL MKTS INC
+$12.6M
51,231
清仓
JPM
JPMORGAN CHASE & CO.
-$12.4M
0
-100%
清仓
—
FLEX LTD
-$12.3M
0
-100%
增持
BAC
BANK AMERICA CORP
+$12.3M
489,116
+78%
建仓
—
AON PLC
+$12.0M
33,686
清仓
LNG
CHENIERE ENERGY INC
-$12.0M
0
-100%
增持
UHS
UNIVERSAL HLTH SVCS INC
+$11.4M
57,292
+3245%
建仓
IONS
IONIS PHARMACEUTICALS INC
+$11.4M
173,819
减持
BE
BLOOM ENERGY CORP
-$11.2M
70,256
-90%
减持
CFG
CITIZENS FINL GROUP INC
-$11.2M
239,568
-55%
清仓
AMD
ADVANCED MICRO DEVICES INC
-$11.1M
0
-100%
建仓
ENTG
ENTEGRIS INC
+$11.1M
119,932
清仓
BRO
BROWN & BROWN INC
-$11.1M
0
-100%
清仓
—
GMS INC
-$10.9M
0
-100%
减持
ULTA
ULTA BEAUTY INC
-$10.8M
14,827
-63%
清仓
DDOG
DATADOG INC
-$10.5M
0
-100%
减持
PEG
PUBLIC SVC ENTERPRISE GRP IN
-$10.4M
183,031
-40%
增持
MU
MICRON TECHNOLOGY INC
+$9.9M
61,108
+2079%
增持
IBKR
INTERACTIVE BROKERS GROUP IN
+$9.8M
147,894
+2350%
增持
KMI
KINDER MORGAN INC DEL
+$9.8M
978,015
+61%
建仓
CI
THE CIGNA GROUP
+$9.8M
34,000
清仓
OKE
ONEOK INC NEW
-$9.6M
0
-100%
建仓
—
WNS HLDGS LTD
+$9.5M
125,000
建仓
QRVO
QORVO INC
+$9.5M
104,667
减持
FLR
FLUOR CORP NEW
-$9.5M
741,434
-7%
减持
ISRG
INTUITIVE SURGICAL INC
-$9.4M
1,345
-93%
建仓
LVS
LAS VEGAS SANDS CORP
+$9.3M
173,551
增持
PFE
PFIZER INC
+$9.3M
509,455
+239%
清仓
MXL
MAXLINEAR INC
-$9.1M
0
-100%
清仓
AGI
ALAMOS GOLD INC NEW
-$9.0M
0
-100%
建仓
GAP
GAP INC
+$9.0M
418,523
建仓
NKE
NIKE INC
+$8.9M
127,547
建仓
PTON
PELOTON INTERACTIVE INC
+$8.9M
986,922
减持
FCX
FREEPORT-MCMORAN INC
-$8.9M
31,976
-86%
建仓
SNAP
SNAP INC
+$8.9M
1,150,920
清仓
ICE
INTERCONTINENTAL EXCHANGE IN
-$8.8M
0
-100%
清仓
—
BUNGE GLOBAL SA
-$8.7M
0
-100%
建仓
S
SENTINELONE INC
+$8.7M
491,700
建仓
MANH
MANHATTAN ASSOCIATES INC
+$8.6M
41,984
增持
CNC
CENTENE CORP DEL
+$8.5M
246,151
+4732%
减持
MD
PEDIATRIX MEDICAL GROUP INC
-$8.4M
162,769
-79%
清仓
SOXX
ISHARES TR
-$8.4M
0
-100%
减持
VLO
VALERO ENERGY CORP
-$8.2M
60,363
-56%
增持
MSFT
MICROSOFT CORP
+$8.2M
25,918
+148%
清仓
TXN
TEXAS INSTRS INC
-$8.0M
0
-100%
建仓
B
BARRICK MNG CORP
+$8.0M
244,859
清仓
—
SPARTANNASH CO
-$7.9M
0
-100%
建仓
KVYO
KLAVIYO INC
+$7.9M
285,473
建仓
CAH
CARDINAL HEALTH INC
+$7.9M
50,279
清仓
—
MASIMO CORP
-$7.9M
0
-100%
清仓
ON
ON SEMICONDUCTOR CORP
-$7.9M
0
-100%
清仓
LRCX
LAM RESEARCH CORP
-$7.8M
0
-100%
增持
ARGX
ARGENX SE
+$7.8M
12,300
+435%
清仓
MDB
MONGODB INC
-$7.8M
0
-100%
减持
BLDR
BUILDERS FIRSTSOURCE INC
-$7.7M
12,869
-84%
增持
MPC
MARATHON PETE CORP
+$7.7M
95,615
+48%
增持
NCNO
NCINO INC
+$7.6M
292,899
+2273%
增持
HD
HOME DEPOT INC
+$7.6M
56,244
+36%
建仓
XLK
SELECT SECTOR SPDR TR
+$7.6M
26,897
建仓
GH
GUARDANT HEALTH INC
+$7.6M
121,130
增持
NEE
NEXTERA ENERGY INC
+$7.6M
121,541
+424%
建仓
XLC
SELECT SECTOR SPDR TR
+$7.5M
63,467
清仓
ALNY
ALNYLAM PHARMACEUTICALS INC
-$7.5M
0
-100%
增持
BIIB
BIOGEN INC
+$7.4M
65,837
+345%
增持
GOOG
ALPHABET INC
+$7.3M
40,445
+178%
清仓
CNK
CINEMARK HLDGS INC
-$7.3M
0
-100%
减持
WYNN
WYNN RESORTS LTD
-$7.2M
1,567
-98%
减持
PRVA
PRIVIA HEALTH GROUP INC
-$7.2M
25,614
-92%
减持
BHF
BRIGHTHOUSE FINL INC
-$7.1M
68,178
-66%
建仓
—
SPOTIFY TECHNOLOGY S A
+$6.9M
9,919
增持
BBY
BEST BUY INC
+$6.9M
187,669
+73%
增持
SLV
ISHARES SILVER TR
+$6.8M
200,000
+300%
增持
—
LIFEZONE METALS LIMITED
+$6.8M
4,149,349
+7%
建仓
CVX
CHEVRON CORP NEW
+$6.8M
43,768
建仓
COHR
COHERENT CORP
+$6.8M
63,034
清仓
ORCL
ORACLE CORP
-$6.8M
0
-100%
建仓
MNST
MONSTER BEVERAGE CORP NEW
+$6.7M
99,680
建仓
PODD
INSULET CORP
+$6.7M
21,660
增持
CNP
CENTERPOINT ENERGY INC
+$6.6M
274,524
+149%
增持
NDAQ
NASDAQ INC
+$6.5M
77,579
+1939%
清仓
CRL
CHARLES RIV LABS INTL INC
-$6.5M
0
-100%
增持
—
ASTRAZENECA PLC
+$6.5M
122,521
+192%
建仓
NTGR
NETGEAR INC
+$6.4M
198,597
减持
H
HYATT HOTELS CORP
-$6.4M
10,242
-82%
增持
—
FRONTIER COMMUNICATIONS PARE
+$6.2M
756,395
+25%
增持
INSM
INSMED INC
+$6.2M
66,181
+101%
建仓
TEVA
TEVA PHARMACEUTICAL INDS LTD
+$6.2M
307,531
减持
EW
EDWARDS LIFESCIENCES CORP
-$6.2M
77,956
-50%
清仓
MTB
M & T BK CORP
-$6.1M
0
-100%
增持
TNET
TRINET GROUP INC
+$6.1M
116,214
+408%
减持
BURL
BURLINGTON STORES INC
-$6.1M
12,500
-68%
建仓
VIA
VIA TRANSN INC
+$6.0M
124,180
清仓
CNNE
CANNAE HLDGS INC
-$5.9M
0
-100%
增持
—
CARNIVAL CORP
+$5.9M
389,382
+105%
减持
NEXT
NEXTDECADE CORP
-$5.9M
21,595
-97%
增持
—
JBS N.V.
+$5.9M
759,284
+103%
建仓
FITB
FIFTH THIRD BANCORP
+$5.9M
131,373
建仓
PTCT
PTC THERAPEUTICS INC
+$5.8M
95,308
建仓
KEX
KIRBY CORP
+$5.8M
70,074
增持
MTSI
MACOM TECH SOLUTIONS HLDGS I
+$5.8M
49,398
+2093%
减持
IOT
SAMSARA INC
-$5.8M
28,074
-84%
建仓
CYTK
CYTOKINETICS INC
+$5.8M
105,641
增持
CSX
CSX CORP
+$5.7M
549,040
+30%
建仓
APPN
APPIAN CORP
+$5.7M
185,921
减持
PRMB
PRIMO BRANDS CORPORATION
-$5.7M
45,670
-80%
减持
—
KELLANOVA
-$5.6M
371,368
-18%
增持
LPLA
LPL FINL HLDGS INC
+$5.6M
27,180
+195%
清仓
WRB
BERKLEY W R CORP
-$5.6M
0
-100%
建仓
PH
PARKER-HANNIFIN CORP
+$5.5M
7,285
增持
CVS
CVS HEALTH CORP
+$5.5M
156,000
+72%
清仓
ANET
ARISTA NETWORKS INC
-$5.5M
0
-100%
增持
STT
STATE STR CORP
+$5.4M
108,866
+60%
建仓
—
VERINT SYS INC
+$5.4M
266,349
建仓
ROG
ROGERS CORP
+$5.3M
66,333
清仓
ALLY
ALLY FINL INC
-$5.3M
0
-100%
清仓
COR
CENCORA INC
-$5.2M
0
-100%
建仓
FUN
SIX FLAGS ENTERTAINMENT CORP
+$5.2M
230,000
清仓
SBAC
SBA COMMUNICATIONS CORP NEW
-$5.2M
0
-100%
清仓
LEVI
LEVI STRAUSS & CO NEW
-$5.2M
0
-100%
