Cinctive Capital Management LP

data from 30/09/2025

Capitalization

$ 2.091 B 10.57 %

Average holding period

3 ans

Performance

$ 986.137 M 73.41 %

Capitalization

Portfolio size

Portfolio performance

Portfolio performance %

Performance compared to S&P 500 (%)

Stock in Cinctive Capital Management LP

Date Ticket Name Weight Capitalization Share number First added Performance ($) Performance (%)
2025/09/30 VST VISTRA CORP 1.84% 38.490 M $ 196459 2021/06/30 613.163 K $ 1.09 %
2025/09/30 CYBR CYBERARK SOFTWARE LTD 1.53% 31.936 M $ 66100 2024/12/31 39.736 K $ 18.75 %
2025/09/30 ROST ROSS STORES INC 1.50% 31.470 M $ 206510 2022/06/30 2.052 M $ 19.45 %
2025/09/30 K KELLANOVA 1.46% 30.460 M $ 371368 2024/09/30 1.130 M $ 3.13 %
2025/09/30 FYBR FRONTIER COMMUNICATIONS PARE 1.35% 28.251 M $ 756395 2024/12/31 574.750 K $ 2.61 %
2025/09/30 KMI KINDER MORGAN INC DEL 1.32% 27.688 M $ 978015 2025/03/31 -662.828 K $ -3.71 %
2025/09/30 FLR FLUOR CORP NEW 1.28% 26.834 M $ 637834 2024/12/31 -7.298 M $ -17.94 %
2025/09/30 SRE SEMPRA 1.26% 26.354 M $ 292889 2024/09/30 4.020 M $ 18.75 %
2025/09/30 EXE EXPAND ENERGY CORPORATION 1.22% 25.515 M $ 240164 2024/12/31 -721.501 K $ -9.15 %
2025/09/30 BAC BANK AMERICA CORP 1.21% 25.233 M $ 489116 2023/09/30 1.171 M $ 9.02 %
2025/09/30 VRNA VERONA PHARMA PLC 1.13% 23.589 M $ 221054 2025/03/31 723.603 K $ 12.83 %
2025/09/30 HD HOME DEPOT INC 1.09% 22.790 M $ 56244 2023/12/31 1.599 M $ 10.51 %
2025/09/30 LZM LIFEZONE METALS LIMITED 1.09% 22.738 M $ 4149349 2023/09/30 5.253 M $ 33.01 %
2025/09/30 YUM YUM BRANDS INC 1.03% 21.517 M $ 141561 2025/09/30 0.000 $ 0.00 %
2025/09/30 INFA INFORMATICA INC 0.99% 20.775 M $ 836361 2024/09/30 459.306 K $ 2.01 %
2025/09/30 NSC NORFOLK SOUTHN CORP 0.95% 19.885 M $ 66193 2024/03/31 133.408 K $ 17.36 %
2025/09/30 CSX CSX CORP 0.93% 19.496 M $ 549040 2025/06/30 1.218 M $ 8.83 %
2025/09/30 SYY SYSCO CORP 0.93% 19.439 M $ 236081 2025/06/30 165.712 K $ 8.71 %
2025/09/30 CHDN CHURCHILL DOWNS INC 0.91% 18.999 M $ 195845 2023/12/31 -581.682 K $ -3.95 %
2025/09/30 TXRH TEXAS ROADHOUSE INC 0.90% 18.915 M $ 113840 2024/03/31 0.000 $ 0.00 %
2025/09/30 HUBS HUBSPOT INC 0.89% 18.599 M $ 39759 2024/06/30 0.000 $ 0.00 %
2025/09/30 MPC MARATHON PETE CORP 0.88% 18.429 M $ 95615 2022/03/31 1.724 M $ 16.03 %
2025/09/30 CEG CONSTELLATION ENERGY CORP 0.88% 18.424 M $ 55989 2024/06/30 762.153 K $ 1.96 %
2025/09/30 WBI WATERBRIDGE INFRASTRUCTURE L 0.87% 18.254 M $ 723808 2025/09/30 0.000 $ 0.00 %
2025/09/30 C CITIGROUP INC 0.85% 17.806 M $ 175426 2025/06/30 243.914 K $ 19.24 %
2025/09/30 DUK DUKE ENERGY CORP NEW 0.80% 16.677 M $ 134763 2024/06/30 1.029 M $ 4.87 %
2025/09/30 DAL DELTA AIR LINES INC DEL 0.79% 16.612 M $ 292731 2021/03/31 1.935 M $ 15.39 %
2025/09/30 UAL UNITED AIRLS HLDGS INC 0.79% 16.515 M $ 171137 2023/06/30 83.034 K $ 21.19 %
2025/09/30 BIRK BIRKENSTOCK HOLDING PLC 0.74% 15.518 M $ 342947 2024/03/31 0.000 $ 0.00 %
2025/09/30 PEG PUBLIC SVC ENTERPRISE GRP IN 0.73% 15.276 M $ 183031 2024/12/31 -219.928 K $ -0.86 %
2025/09/30 NVDA NVIDIA CORPORATION 0.70% 14.641 M $ 78473 2024/09/30 3.193 M $ 18.10 %
2025/09/30 GFS GLOBALFOUNDRIES INC 0.70% 14.551 M $ 405995 2025/09/30 0.000 $ 0.00 %
2025/09/30 BBY BEST BUY INC 0.68% 14.192 M $ 187669 2024/03/31 920.061 K $ 12.65 %
2025/09/30 PSMT PRICESMART INC 0.67% 14.034 M $ 115799 2025/03/31 1.797 M $ 15.38 %
2025/09/30 ESTC ELASTIC N V 0.65% 13.608 M $ 161066 2025/09/30 0.000 $ 0.00 %
2025/09/30 MSFT MICROSOFT CORP 0.64% 13.424 M $ 25918 2024/12/31 214.293 K $ 4.13 %
2025/09/30 FROG JFROG LTD 0.63% 13.201 M $ 278924 2025/09/30 0.000 $ 0.00 %
2025/09/30 CHKP CHECK POINT SOFTWARE TECH LT 0.62% 12.953 M $ 62601 2025/03/31 -14.970 K $ -6.48 %
2025/09/30 CFG CITIZENS FINL GROUP INC 0.61% 12.735 M $ 239568 2024/06/30 4.493 M $ 18.79 %
2025/09/30 NIQ NIQ GLOBAL INTELLIGENCE PLC 0.60% 12.637 M $ 804881 2025/09/30 0.000 $ 0.00 %
2025/09/30 STT STATE STR CORP 0.60% 12.630 M $ 108866 2022/12/31 656.167 K $ 9.09 %
2025/09/30 CBOE CBOE GLOBAL MKTS INC 0.60% 12.564 M $ 51231 2025/03/31 0.000 $ 0.00 %
2025/09/30 COF CAPITAL ONE FINL CORP 0.60% 12.464 M $ 58634 2025/03/31 -12.073 K $ -0.08 %
2025/09/30 AON AON PLC 0.57% 12.012 M $ 33686 2025/09/30 0.000 $ 0.00 %
2025/09/30 CVS CVS HEALTH CORP 0.56% 11.761 M $ 156000 2025/09/30 0.000 $ 0.00 %
2025/09/30 UHS UNIVERSAL HLTH SVCS INC 0.56% 11.713 M $ 57292 2025/06/30 39.895 K $ 12.86 %
2025/09/30 PFE PFIZER INC 0.56% 11.707 M $ 459455 2023/12/31 186.553 K $ 5.12 %
2025/09/30 AR ANTERO RESOURCES CORP 0.54% 11.387 M $ 339316 2025/06/30 -2.564 M $ -16.68 %
2025/09/30 IONS IONIS PHARMACEUTICALS INC 0.54% 11.371 M $ 173819 2025/09/30 0.000 $ 0.00 %
2025/09/30 JBS JBS N.V. 0.54% 11.336 M $ 759284 2025/06/30 119.893 K $ 2.19 %
2025/09/30 CCL CARNIVAL CORP 0.54% 11.257 M $ 389382 2025/06/30 149.755 K $ 2.81 %
2025/09/30 ENTG ENTEGRIS INC 0.53% 11.089 M $ 119932 2025/09/30 0.000 $ 0.00 %
2025/09/30 CNP CENTERPOINT ENERGY INC 0.51% 10.652 M $ 274524 2024/09/30 227.145 K $ 5.61 %
2025/09/30 VLO VALERO ENERGY CORP 0.49% 10.277 M $ 60363 2022/09/30 4.938 M $ 26.66 %
2025/09/30 MU MICRON TECHNOLOGY INC 0.49% 10.225 M $ 61108 2023/09/30 123.572 K $ 35.76 %
2025/09/30 IBKR INTERACTIVE BROKERS GROUP IN 0.49% 10.177 M $ 147894 2024/12/31 80.882 K $ 24.18 %
2025/09/30 HBAN HUNTINGTON BANCSHARES INC 0.47% 9.888 M $ 572552 2024/12/31 400.781 K $ 3.04 %
2025/09/30 GOOG ALPHABET INC 0.47% 9.850 M $ 40445 2025/06/30 962.231 K $ 37.30 %
2025/09/30 CI THE CIGNA GROUP 0.47% 9.801 M $ 34000 2025/09/30 0.000 $ 0.00 %
2025/09/30 WNS WNS HLDGS LTD 0.46% 9.534 M $ 125000 2025/09/30 0.000 $ 0.00 %
2025/09/30 INSM INSMED INC 0.46% 9.531 M $ 66181 2023/12/31 1.426 M $ 43.09 %
2025/09/30 AZN ASTRAZENECA PLC 0.45% 9.400 M $ 122521 2024/09/30 287.102 K $ 9.79 %
2025/09/30 A AGILENT TECHNOLOGIES INC 0.45% 9.351 M $ 72856 2024/03/31 858.757 K $ 8.76 %
2025/09/30 LVS LAS VEGAS SANDS CORP 0.45% 9.335 M $ 173551 2025/03/31 0.000 $ 0.00 %
2025/09/30 BIIB BIOGEN INC 0.44% 9.222 M $ 65837 2025/03/31 214.480 K $ 11.54 %
2025/09/30 ABBV ABBVIE INC 0.44% 9.219 M $ 39816 2025/03/31 1.371 M $ 24.74 %
2025/09/30 NEE NEXTERA ENERGY INC 0.44% 9.175 M $ 121541 2024/12/31 140.817 K $ 8.74 %
2025/09/30 FHN FIRST HORIZON CORPORATION 0.44% 9.111 M $ 402943 2022/12/31 856.260 K $ 6.65 %
2025/09/30 ARGX ARGENX SE 0.43% 9.072 M $ 12300 2023/12/31 428.209 K $ 33.81 %
2025/09/30 LPLA LPL FINL HLDGS INC 0.43% 9.043 M $ 27180 2024/06/30 -389.525 K $ -11.28 %
2025/09/30 AMZN AMAZON COM INC 0.43% 9.003 M $ 41005 2021/12/31 10.352 K $ 0.08 %
2025/09/30 GAP INC 0.43% 8.952 M $ 418523 2024/06/30 0.000 $ 0.00 %
2025/09/30 SNAP SNAP INC 0.42% 8.874 M $ 1150920 2025/09/30 0.000 $ 0.00 %
2025/09/30 CNC CENTENE CORP DEL 0.42% 8.783 M $ 246151 2024/09/30 -94.748 K $ -34.27 %
2025/09/30 MANH MANHATTAN ASSOCIATES INC 0.41% 8.606 M $ 41984 2025/09/30 0.000 $ 0.00 %
2025/09/30 EHC ENCOMPASS HEALTH CORP 0.41% 8.497 M $ 66898 2024/03/31 197.598 K $ 3.58 %
2025/09/30 SLV ISHARES SILVER TR 0.41% 8.474 M $ 200000 2024/03/31 477.999 K $ 29.14 %
2025/09/30 ORLY OREILLY AUTOMOTIVE INC 0.40% 8.458 M $ 78454 2023/09/30 2.355 M $ 19.62 %
2025/09/30 WMT WALMART INC 0.40% 8.437 M $ 81864 2025/06/30 597.426 K $ 5.40 %
2025/09/30 S SENTINELONE INC 0.40% 8.307 M $ 471700 2025/09/30 0.000 $ 0.00 %
2025/09/30 EVR EVERCORE INC 0.40% 8.300 M $ 24607 2024/09/30 2.061 M $ 24.92 %
2025/09/30 INTC INTEL CORP 0.39% 8.244 M $ 245737 2023/03/31 6.291 M $ 49.78 %
2025/09/30 BL BLACKLINE INC 0.39% 8.117 M $ 152856 2024/06/30 -425.698 K $ -6.22 %
2025/09/30 ULTA ULTA BEAUTY INC 0.39% 8.107 M $ 14827 2025/06/30 3.182 M $ 16.87 %
2025/09/30 B BARRICK MNG CORP 0.38% 8.024 M $ 244859 2025/09/30 0.000 $ 0.00 %
2025/09/30 NCNO NCINO INC 0.38% 7.940 M $ 292899 2025/06/30 -10.613 K $ -3.07 %
2025/09/30 CFLT CONFLUENT INC 0.38% 7.920 M $ 400000 2025/06/30 -2.308 M $ -20.58 %
2025/09/30 KVYO KLAVIYO INC 0.38% 7.905 M $ 285473 2025/09/30 0.000 $ 0.00 %
2025/09/30 CAH CARDINAL HEALTH INC 0.38% 7.892 M $ 50279 2024/09/30 0.000 $ 0.00 %
2025/09/30 TNET TRINET GROUP INC 0.37% 7.774 M $ 116214 2025/03/31 -142.881 K $ -8.55 %
2025/09/30 XLK SELECT SECTOR SPDR TR 0.36% 7.581 M $ 26897 2025/09/30 0.000 $ 0.00 %
2025/09/30 GH GUARDANT HEALTH INC 0.36% 7.568 M $ 121130 2025/03/31 0.000 $ 0.00 %
2025/09/30 XLC SELECT SECTOR SPDR TR 0.36% 7.513 M $ 63467 2025/03/31 0.000 $ 0.00 %
2025/09/30 SFD SMITHFIELD FOODS INC 0.36% 7.490 M $ 318975 2025/03/31 -7.370 K $ -0.21 %
2025/09/30 MRK MERCK & CO INC 0.36% 7.426 M $ 88482 2025/06/30 224.314 K $ 6.03 %
2025/09/30 SIMO SILICON MOTION TECHNOLOGY CO 0.35% 7.392 M $ 77968 2025/06/30 1.863 M $ 26.13 %
2025/09/30 QRVO QORVO INC 0.35% 7.286 M $ 80000 2025/09/30 0.000 $ 0.00 %
2025/09/30 SPOT SPOTIFY TECHNOLOGY S A 0.33% 6.923 M $ 9919 2025/09/30 0.000 $ 0.00 %
2025/09/30 FIVE FIVE BELOW INC 0.33% 6.866 M $ 44383 2024/03/31 1.204 M $ 17.93 %
2025/09/30 NDAQ NASDAQ INC 0.33% 6.862 M $ 77579 2024/12/31 -3.689 K $ -1.08 %