13F 机构持仓

Cinctive Capital Management LP

New York NY · SEC CIK 0001787258

2026Q22026Q1 更早 9 个季度 🔒
$15.35亿2026Q1 申报市值
353持仓数
17.1%前十大占比 · 第一大 2.3%
139 / 155新建仓 / 清仓
申报市值走势$27.17亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

VST 2.3%
VLO 2.2%
FPS 2.1%
HD 1.8%
LIFEZONE METAL 1.7%
NVDA 1.6%
TGT 1.5%
CEG 1.4%
ROST 1.3%
WARNER BROS DI 1.2%

2026Q1 买入最多 按季末市值估算

FPS 新建仓+$3,146.31万
WARNER BROS DISC 重新持有+$1,713.10万
HD 加仓+$1,537.13万
NET 新建仓+$1,536.41万
TRI POINTE HOMES 新建仓+$1,535.55万

2026Q1 卖出最多 按季末市值估算

CVX 清仓-$3,656.09万
FRONTIER COMMUNI 清仓-$3,641.00万
EXACT SCIENCES C 清仓-$3,351.48万
CYBERARK SOFTWAR 清仓-$3,292.95万
TEAM 清仓-$2,512.98万

2026Q1 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
EHC ENCOMPASS HEALTH CORP $00.00%0 -19,182-100.0% -$203.60万 清仓
ICHR ICHOR HOLDINGS $00.00%0 -105,189-100.0% -$193.86万 清仓
MRX MAREX GROUP PLC $00.00%0 -50,000-100.0% -$191.80万 清仓
PRIM PRIMORIS SVCS CORP $00.00%0 —— — 申报中断
KGS KODIAK GAS SVCS INC $00.00%0 —— — 申报中断
BRKR BRUKER CORP $00.00%0 —— — 申报中断
— ASPEN INSURANCE HOLDINGS LTD $00.00%0 -50,000-100.0% -$185.50万 清仓
STE STERIS PLC $00.00%0 —— — 申报中断
BLND BLEND LABS INC $00.00%0 -555,987-100.0% -$169.02万 清仓
GPRE GREEN PLAINS INC $00.00%0 —— — 申报中断
PODD INSULET CORP $00.00%0 -5,546-100.0% -$157.64万 清仓
HXL HEXCEL CORP NEW $00.00%0 -21,212-100.0% -$156.76万 清仓
URBN URBAN OUTFITTERS INC $00.00%0 —— — 申报中断
WAY WAYSTAR HLDG CORP $00.00%0 -46,315-100.0% -$151.68万 清仓
GGG GRACO INC $00.00%0 -18,219-100.0% -$149.34万 清仓
EPAM EPAM SYS INC $00.00%0 -7,275-100.0% -$149.05万 清仓
HBM HUDBAY MINERALS INC $00.00%0 —— — 申报中断
LVS LAS VEGAS SANDS CORP $00.00%0 -21,754-100.0% -$141.60万 清仓
ULTA ULTA BEAUTY INC $00.00%0 —— — 申报中断
HSY HERSHEY CO $00.00%0 —— — 申报中断
CRI CARTERS INC $00.00%0 —— — 申报中断
DRVN DRIVEN BRANDS HLDGS INC $00.00%0 -89,957-100.0% -$133.32万 清仓
ADUS ADDUS HOMECARE CORP $00.00%0 -12,088-100.0% -$129.81万 清仓
CVE CENOVUS ENERGY INC $00.00%0 -74,823-100.0% -$126.63万 清仓
DKNG DRAFTKINGS INC NEW $00.00%0 —— — 申报中断
RDDT REDDIT INC $00.00%0 —— — 申报中断
MAZE MAZE THERAPEUTICS INC $00.00%0 -29,134-100.0% -$120.70万 清仓
BDX BECTON DICKINSON & CO $00.00%0 -6,161-100.0% -$119.57万 清仓
NVO NOVO-NORDISK A S $00.00%0 -23,154-100.0% -$117.81万 清仓
GH GUARDANT HEALTH INC $00.00%0 —— — 申报中断
MSFT MICROSOFT CORP $00.00%0 —— — 申报中断
IONS IONIS PHARMACEUTICALS INC $00.00%0 -13,726-100.0% -$108.59万 清仓
MEDP MEDPACE HLDGS INC $00.00%0 -1,921-100.0% -$107.89万 清仓
AAOI APPLIED OPTOELECTRONICS INC $00.00%0 -30,743-100.0% -$107.17万 清仓
WVE WAVE LIFE SCIENCES LTD $00.00%0 -61,831-100.0% -$105.11万 清仓
XENE XENON PHARMACEUTICALS INC $00.00%0 -23,317-100.0% -$104.51万 清仓
VKTX VIKING THERAPEUTICS INC $00.00%0 -27,860-100.0% -$98.01万 清仓
BKD BROOKDALE SR LIVING INC $00.00%0 -88,528-100.0% -$95.52万 清仓
ALHC ALIGNMENT HEALTHCARE INC $00.00%0 —— — 申报中断
CHE CHEMED CORP NEW $00.00%0 -2,215-100.0% -$94.77万 清仓
XLV SELECT SECTOR SPDR TR $00.00%0 -6,000-100.0% -$92.88万 清仓
RHP RYMAN HOSPITALITY PPTYS INC $00.00%0 —— — 申报中断
PVLA PALVELLA THERAPEUTICS INC NE $00.00%0 -8,707-100.0% -$91.14万 清仓
HQY HEALTHEQUITY INC $00.00%0 -9,746-100.0% -$89.28万 清仓
TFX TELEFLEX INCORPORATED $00.00%0 -7,296-100.0% -$89.04万 清仓
LIVN LIVANOVA PLC $00.00%0 -14,321-100.0% -$88.12万 清仓
XLP SELECT SECTOR SPDR TR $00.00%0 -11,182-100.0% -$86.86万 清仓
EAT BRINKER INTL INC $00.00%0 -5,498-100.0% -$78.91万 清仓
— MASIMO CORP $00.00%0 -5,681-100.0% -$73.89万 清仓
CWH CAMPING WORLD HLDGS INC $00.00%0 -74,501-100.0% -$72.49万 清仓
DIS DISNEY WALT CO $00.00%0 -6,008-100.0% -$68.35万 清仓
TDOC TELADOC HEALTH INC $00.00%0 -97,096-100.0% -$67.97万 清仓
UTZ UTZ BRANDS INC $00.00%0 -64,370-100.0% -$66.82万 清仓
FCX FREEPORT-MCMORAN INC $00.00%0 —— — 申报中断
KVUE KENVUE INC $00.00%0 -36,448-100.0% -$62.87万 清仓
JEF JEFFERIES FINL GROUP INC $00.00%0 -10,000-100.0% -$61.97万 清仓
BILL BILL HOLDINGS INC $00.00%0 -11,237-100.0% -$61.29万 清仓
ALK ALASKA AIR GROUP INC $00.00%0 -11,766-100.0% -$59.18万 清仓
THO THOR INDS INC $00.00%0 -5,749-100.0% -$59.02万 清仓
VOYA VOYA FINANCIAL INC $00.00%0 -7,832-100.0% -$58.34万 清仓
GFS GLOBALFOUNDRIES INC $00.00%0 -16,691-100.0% -$58.28万 清仓
TXG 10X GENOMICS INC $00.00%0 —— — 申报中断
AVAV AEROVIRONMENT INC $00.00%0 -2,160-100.0% -$52.25万 清仓
CNR CORE NATURAL RESOURCES INC $00.00%0 -5,597-100.0% -$49.54万 清仓
MLTX MOONLAKE IMMUNOTHERAPEUTICS $00.00%0 -37,194-100.0% -$49.02万 清仓
SVCO SILVACO GROUP INC $00.00%0 -115,000-100.0% -$46.58万 清仓
COLM COLUMBIA SPORTSWEAR CO $00.00%0 —— — 申报中断
VMC VULCAN MATLS CO $00.00%0 -1,564-100.0% -$44.61万 清仓
URGN UROGEN PHARMA LTD $00.00%0 -16,991-100.0% -$39.79万 清仓
BEAM BEAM THERAPEUTICS INC $00.00%0 -14,318-100.0% -$39.69万 清仓
DJT TRUMP MEDIA & TECHNOLOGY GRO $00.00%0 -28,972-100.0% -$38.36万 清仓
FDX FEDEX CORP $00.00%0 —— — 申报中断
AZN ASTRAZENECA PLC $00.00%0 -2,040-100.0% -$37.50万 清仓
WST WEST PHARMACEUTICAL SVSC INC $00.00%0 —— — 申报中断
COP CONOCOPHILLIPS $00.00%0 —— — 申报中断
ADBE ADOBE INC $00.00%0 -1,025-100.0% -$35.87万 清仓
PEP PEPSICO INC $00.00%0 -2,474-100.0% -$35.51万 清仓
RYTM RHYTHM PHARMACEUTICALS INC $00.00%0 —— — 申报中断
BG BUNGE GLOBAL SA $00.00%0 —— — 申报中断
— CHURCHILL CAP CORP X $00.00%0 -21,435-100.0% -$33.44万 清仓
AA ALCOA CORP $00.00%0 -5,972-100.0% -$31.74万 清仓
ALB ALBEMARLE CORP $00.00%0 -2,175-100.0% -$30.76万 清仓
BRCB BLACK ROCK COFFEE BAR INC $00.00%0 -13,551-100.0% -$30.15万 清仓
TEL TE CONNECTIVITY PLC $00.00%0 —— — 申报中断
ALL ALLSTATE CORP $00.00%0 -1,434-100.0% -$29.85万 清仓
A AGILENT TECHNOLOGIES INC $00.00%0 —— — 申报中断
MLYS MINERALYS THERAPEUTICS INC $00.00%0 -7,037-100.0% -$25.54万 清仓
WWD WOODWARD INC $00.00%0 -816-100.0% -$24.67万 清仓
PLTR PALANTIR TECHNOLOGIES INC $00.00%0 -1,352-100.0% -$24.03万 清仓
— DUPONT DE NEMOURS INC $00.00%0 -5,705-100.0% -$22.93万 清仓
AAL AMERICAN AIRLS GROUP INC $00.00%0 -14,909-100.0% -$22.86万 清仓
PRU PRUDENTIAL FINL INC $00.00%0 -1,981-100.0% -$22.36万 清仓
PRMB PRIMO BRANDS CORPORATION $00.00%0 -13,000-100.0% -$21.25万 清仓
MET METLIFE INC $00.00%0 -2,689-100.0% -$21.23万 清仓
FTV FORTIVE CORP $00.00%0 -3,724-100.0% -$20.56万 清仓
BW BABCOCK & WILCOX ENTERPRISES $00.00%0 -28,798-100.0% -$18.26万 清仓
VIR VIR BIOTECHNOLOGY INC $00.00%0 -27,755-100.0% -$16.74万 清仓
SBH SALLY BEAUTY HLDGS INC $00.00%0 —— — 申报中断
PCT PURECYCLE TECHNOLOGIES INC $00.00%0 -14,000-100.0% -$12.03万 清仓
TIC TIC SOLUTIONS INC $00.00%0 -11,575-100.0% -$11.70万 清仓