Cinctive Capital Management LP
New York NY · SEC CIK 0001787258
$27.17亿2026Q2 申报市值
410持仓数
18.7%前十大占比 · 第一大 4.8%
172 / 160新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
IWM 新建仓+$5,260.88万
APOGEE THERAPEUT 重新持有+$4,206.23万
VST 加仓+$3,931.79万
PKG 新建仓+$3,453.77万
NUVALENT INC 新建仓+$2,973.95万
2026Q2 卖出最多 按季末市值估算
FPS 清仓-$3,146.31万
VLO 减仓-$2,926.67万
CEG 清仓-$2,173.35万
WARNER BROS DISC 清仓-$1,907.35万
NVDA 减仓-$1,865.38万
2026Q2 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| FPS | FORGENT POWER SOLUTIONS INC | $0 | 0.00% | 0 | -1,074,925 | -100.0% | -$3,146.31万 | 清仓 |
| CEG | CONSTELLATION ENERGY CORP | $0 | 0.00% | 0 | -77,828 | -100.0% | -$2,173.35万 | 清仓 |
| — | WARNER BROS DISCOVERY INC | $0 | 0.00% | 0 | -694,591 | -100.0% | -$1,907.35万 | 清仓 |
| NTRS | NORTHERN TR CORP | $0 | 0.00% | 0 | -115,609 | -100.0% | -$1,613.55万 | 清仓 |
| NET | CLOUDFLARE INC | $0 | 0.00% | 0 | -74,460 | -100.0% | -$1,536.41万 | 清仓 |
| — | TRI POINTE HOMES INC | $0 | 0.00% | 0 | -328,600 | -100.0% | -$1,535.55万 | 清仓 |
| AMAT | APPLIED MATLS INC | $0 | 0.00% | 0 | -39,469 | -100.0% | -$1,349.01万 | 清仓 |
| ANF | ABERCROMBIE & FITCH CO | $0 | 0.00% | 0 | -136,893 | -100.0% | -$1,250.79万 | 清仓 |
| BBIO | BRIDGEBIO PHARMA INC | $0 | 0.00% | 0 | -145,728 | -100.0% | -$1,082.18万 | 清仓 |
| ASO | ACADEMY SPORTS & OUTDOORS IN | $0 | 0.00% | 0 | -179,000 | -100.0% | -$1,010.46万 | 清仓 |
| TRP | TC ENERGY CORP | $0 | 0.00% | 0 | -160,114 | -100.0% | -$1,000.94万 | 清仓 |
| MTSI | MACOM TECH SOLUTIONS HLDGS I | $0 | 0.00% | 0 | -44,137 | -100.0% | -$980.15万 | 清仓 |
| — | DAY ONE BIOPHARMACEUTICALS I | $0 | 0.00% | 0 | -450,000 | -100.0% | -$964.80万 | 清仓 |
| DHR | DANAHER CORP DEL | $0 | 0.00% | 0 | -50,796 | -100.0% | -$963.09万 | 清仓 |
| — | ARCELLX INC | $0 | 0.00% | 0 | -80,000 | -100.0% | -$918.56万 | 清仓 |
| — | GREAT LAKES DREDGE & DOCK CO | $0 | 0.00% | 0 | -500,000 | -100.0% | -$850.00万 | 清仓 |
| SCHW | SCHWAB CHARLES CORP | $0 | 0.00% | 0 | -87,113 | -100.0% | -$818.69万 | 清仓 |
| TWLO | TWILIO INC | $0 | 0.00% | 0 | -64,999 | -100.0% | -$817.82万 | 清仓 |
| DLTR | DOLLAR TREE INC | $0 | 0.00% | 0 | -70,484 | -100.0% | -$771.87万 | 清仓 |
| CG | CARLYLE GROUP INC | $0 | 0.00% | 0 | -155,284 | -100.0% | -$751.42万 | 清仓 |
| REGN | REGENERON PHARMACEUTICALS | $0 | 0.00% | 0 | -9,278 | -100.0% | -$716.86万 | 清仓 |
| TPR | TAPESTRY INC | $0 | 0.00% | 0 | -49,472 | -100.0% | -$698.10万 | 清仓 |
| PEG | PUBLIC SVC ENTERPRISE GROUP | $0 | 0.00% | 0 | -85,613 | -100.0% | -$693.04万 | 清仓 |
| DDOG | DATADOG INC | $0 | 0.00% | 0 | -57,636 | -100.0% | -$680.39万 | 清仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $0 | 0.00% | 0 | -110,079 | -100.0% | -$667.63万 | 清仓 |
| JAZZ | JAZZ PHARMACEUTICALS PLC | $0 | 0.00% | 0 | -34,686 | -100.0% | -$655.74万 | 清仓 |
| LULU | LULULEMON ATHLETICA INC 看涨期权 | $0 | 0.00% | 0 | -42,500 | -100.0% | -$650.67万 | 清仓 |
| MSCI | MSCI INC | $0 | 0.00% | 0 | -12,008 | -100.0% | -$647.24万 | 清仓 |
| MCO | MOODYS CORP | $0 | 0.00% | 0 | -14,145 | -100.0% | -$617.08万 | 清仓 |
| HCA | HCA HEALTHCARE INC | $0 | 0.00% | 0 | -12,877 | -100.0% | -$609.39万 | 清仓 |
| CAH | CARDINAL HEALTH INC | $0 | 0.00% | 0 | -27,174 | -100.0% | -$574.21万 | 清仓 |
| ARGX | ARGENX SE | $0 | 0.00% | 0 | -7,687 | -100.0% | -$561.34万 | 清仓 |
| MC | MOELIS & CO | $0 | 0.00% | 0 | -97,015 | -100.0% | -$552.99万 | 清仓 |
| AXON | AXON ENTERPRISE INC | $0 | 0.00% | 0 | -11,596 | -100.0% | -$492.47万 | 清仓 |
| CR | CRANE COMPANY | $0 | 0.00% | 0 | -28,417 | -100.0% | -$485.93万 | 清仓 |
| OC | OWENS CORNING NEW | $0 | 0.00% | 0 | -44,205 | -100.0% | -$478.39万 | 清仓 |
| BIRK | BIRKENSTOCK HOLDING PLC | $0 | 0.00% | 0 | -129,804 | -100.0% | -$465.09万 | 清仓 |
| HBAN | HUNTINGTON BANCSHARES INC | $0 | 0.00% | 0 | -296,122 | -100.0% | -$463.43万 | 清仓 |
| JLL | JONES LANG LASALLE INC | $0 | 0.00% | 0 | -14,903 | -100.0% | -$453.53万 | 清仓 |
| KGC | KINROSS GOLD CORP | $0 | 0.00% | 0 | -147,261 | -100.0% | -$449.44万 | 清仓 |
| AMP | AMERIPRISE FINL INC | $0 | 0.00% | 0 | -10,088 | -100.0% | -$448.31万 | 清仓 |
| RIO | RIO TINTO PLC | $0 | 0.00% | 0 | -46,758 | -100.0% | -$436.21万 | 清仓 |
| ALLY | ALLY FINL INC | $0 | 0.00% | 0 | -110,789 | -100.0% | -$434.63万 | 清仓 |
| XP | XP INC | $0 | 0.00% | 0 | -226,772 | -100.0% | -$431.77万 | 清仓 |
| LPLA | LPL FINL HLDGS INC | $0 | 0.00% | 0 | -13,611 | -100.0% | -$409.46万 | 清仓 |
| NEM | NEWMONT CORP | $0 | 0.00% | 0 | -37,631 | -100.0% | -$407.36万 | 清仓 |
| — | AMICUS THERAPEUTIC | $0 | 0.00% | 0 | -275,000 | -100.0% | -$397.65万 | 清仓 |
| AAON | AAON INC | $0 | 0.00% | 0 | -47,277 | -100.0% | -$391.22万 | 清仓 |
| UTHR | UNITED THERAPEUTICS CORP DEL | $0 | 0.00% | 0 | -6,515 | -100.0% | -$386.33万 | 清仓 |
| CNM | CORE & MAIN INC 看涨期权 | $0 | 0.00% | 0 | -75,000 | -100.0% | -$370.50万 | 清仓 |
| BA | BOEING CO | $0 | 0.00% | 0 | -18,553 | -100.0% | -$369.26万 | 清仓 |
| — | TEVA PHARMACEUTICAL INDS LTD | $0 | 0.00% | 0 | -122,133 | -100.0% | -$367.86万 | 清仓 |
| VRNS | VARONIS SYS INC | $0 | 0.00% | 0 | -169,722 | -100.0% | -$364.39万 | 清仓 |
| BEN | FRANKLIN RESOURCES INC | $0 | 0.00% | 0 | -153,912 | -100.0% | -$363.54万 | 清仓 |
| MIRM | MIRUM PHARMACEUTICALS INC | $0 | 0.00% | 0 | -38,518 | -100.0% | -$355.83万 | 清仓 |
| WWW | WOLVERINE WORLD WIDE INC | $0 | 0.00% | 0 | -210,053 | -100.0% | -$342.81万 | 清仓 |
| BBWI | BATH & BODY WORKS INC | $0 | 0.00% | 0 | -176,841 | -100.0% | -$330.16万 | 清仓 |
| GAP | GAP INC | $0 | 0.00% | 0 | -134,269 | -100.0% | -$324.93万 | 清仓 |
| ESTC | ELASTIC N V | $0 | 0.00% | 0 | -61,834 | -100.0% | -$309.11万 | 清仓 |
| CSX | CSX CORP 看涨期权 | $0 | 0.00% | 0 | -75,000 | -100.0% | -$307.88万 | 清仓 |
| ARWR | ARROWHEAD PHARMACEUTICALS IN | $0 | 0.00% | 0 | -49,068 | -100.0% | -$307.66万 | 清仓 |
| MXL | MAXLINEAR INC | $0 | 0.00% | 0 | -172,671 | -100.0% | -$300.27万 | 清仓 |
| BTSG | BRIGHTSPRING HEALTH SVCS INC | $0 | 0.00% | 0 | -70,162 | -100.0% | -$298.96万 | 清仓 |
| SITE | SITEONE LANDSCAPE SUPPLY INC | $0 | 0.00% | 0 | -22,316 | -100.0% | -$297.05万 | 清仓 |
| MKTX | MARKETAXESS HLDGS INC | $0 | 0.00% | 0 | -17,582 | -100.0% | -$290.07万 | 清仓 |
| AEM | AGNICO EAGLE MINES LTD | $0 | 0.00% | 0 | -13,881 | -100.0% | -$281.76万 | 清仓 |
| SNDX | SYNDAX PHARMACEUTICALS INC | $0 | 0.00% | 0 | -117,319 | -100.0% | -$274.06万 | 清仓 |
| COST | COSTCO WHOLESALE CORPORATION | $0 | 0.00% | 0 | -2,734 | -100.0% | -$272.42万 | 清仓 |
| ONTO | ONTO INNOVATION INC | $0 | 0.00% | 0 | -12,374 | -100.0% | -$253.75万 | 清仓 |
| HLIT | HARMONIC INC | $0 | 0.00% | 0 | -260,372 | -100.0% | -$233.81万 | 清仓 |
| SHAK | SHAKE SHACK INC | $0 | 0.00% | 0 | -25,512 | -100.0% | -$225.70万 | 清仓 |
| DXCM | DEXCOM INC | $0 | 0.00% | 0 | -35,640 | -100.0% | -$223.82万 | 清仓 |
| ABVX | ABIVAX SA | $0 | 0.00% | 0 | -20,055 | -100.0% | -$223.31万 | 清仓 |
| SNN | SMITH & NEPHEW PLC | $0 | 0.00% | 0 | -69,891 | -100.0% | -$222.11万 | 清仓 |
| KWR | QUAKER HOUGHTON | $0 | 0.00% | 0 | -17,128 | -100.0% | -$212.78万 | 清仓 |
| CAVA | CAVA GROUP INC | $0 | 0.00% | 0 | -26,166 | -100.0% | -$211.68万 | 清仓 |
| PZZA | PAPA JOHNS INTL INC | $0 | 0.00% | 0 | -60,000 | -100.0% | -$194.46万 | 清仓 |
| BETA | BETA TECHNOLOGIES INC | $0 | 0.00% | 0 | -122,878 | -100.0% | -$180.63万 | 清仓 |
| HR | HEALTHCARE RLTY TR | $0 | 0.00% | 0 | -105,821 | -100.0% | -$179.79万 | 清仓 |
| META | META PLATFORMS INC | $0 | 0.00% | 0 | -3,130 | -100.0% | -$179.08万 | 清仓 |
| UMAC | UNUSUAL MACHS INC | $0 | 0.00% | 0 | -137,626 | -100.0% | -$170.66万 | 清仓 |
| CARR | CARRIER GLOBAL CORPORATION | $0 | 0.00% | 0 | -29,639 | -100.0% | -$166.90万 | 清仓 |
| KVYO | KLAVIYO INC | $0 | 0.00% | 0 | -82,279 | -100.0% | -$160.11万 | 清仓 |
| CNNE | CANNAE HLDGS INC | $0 | 0.00% | 0 | -140,638 | -100.0% | -$159.91万 | 清仓 |
| SYY | SYSCO CORP | $0 | 0.00% | 0 | -22,351 | -100.0% | -$159.43万 | 清仓 |
| VIK | VIKING HOLDINGS LTD | $0 | 0.00% | 0 | -20,418 | -100.0% | -$150.03万 | 清仓 |
| — | TERNS PHARMACEUTICALS INC | $0 | 0.00% | 0 | -26,184 | -100.0% | -$138.04万 | 清仓 |
| PPC | PILGRIMS PRIDE CORP | $0 | 0.00% | 0 | -36,451 | -100.0% | -$137.64万 | 清仓 |
| EWZ | ISHARES INC | $0 | 0.00% | 0 | -35,000 | -100.0% | -$134.37万 | 清仓 |
| CGEM | CULLINAN THERAPEUTICS INC | $0 | 0.00% | 0 | -94,444 | -100.0% | -$134.20万 | 清仓 |
| BSX | BOSTON SCIENTIFIC CORP | $0 | 0.00% | 0 | -20,462 | -100.0% | -$128.40万 | 清仓 |
| QURE | UNIQURE NV | $0 | 0.00% | 0 | -77,345 | -100.0% | -$126.46万 | 清仓 |
| PG | PROCTER & GAMBLE CO | $0 | 0.00% | 0 | -8,520 | -100.0% | -$123.06万 | 清仓 |
| EWW | ISHARES INC | $0 | 0.00% | 0 | -15,000 | -100.0% | -$112.84万 | 清仓 |
| SNY | SANOFI SA | $0 | 0.00% | 0 | -22,936 | -100.0% | -$110.51万 | 清仓 |
| POOL | POOL CORP | $0 | 0.00% | 0 | -5,026 | -100.0% | -$101.69万 | 清仓 |
| KTOS | KRATOS DEFENSE & SEC SOLUTIO | $0 | 0.00% | 0 | -14,328 | -100.0% | -$101.03万 | 清仓 |
| — | CENTESSA PHARMACEUTICALS PLC | $0 | 0.00% | 0 | -25,350 | -100.0% | -$100.69万 | 清仓 |
| OMCL | OMNICELL COM | $0 | 0.00% | 0 | -29,204 | -100.0% | -$97.48万 | 清仓 |
| AVGO | BROADCOM INC | $0 | 0.00% | 0 | -3,142 | -100.0% | -$97.25万 | 清仓 |