CINCTIVE CAPITAL MANAGEMENT LP
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | IDYA | 50K | $1.36M |
 | MTSI | 49K | $6.15M |
 | CWH | 48K | $764.54K |
 | TPR | 47K | $5.37M |
 | PRMB | 46K | $1.01M |
 | PAGP | 46K | $830.85K |
 | TER | 45K | $6.16M |
 | FIVE | 44K | $6.87M |
 | TXG | 44K | $515.56K |
 | CVX | 44K | $6.80M |
 | VSCO | 43K | $1.17M |
 | PENN | 42K | $811.87K |
 | MANH | 42K | $8.61M |
 | BCAX | 42K | $660.80K |
 | AMZN | 41K | $9.00M |
 | GOOG | 40K | $9.85M |
 | ABT | 40K | $5.39M |
 | ABBV | 40K | $9.22M |
 | HUBS | 40K | $18.60M |
 | WDC | 39K | $4.72M |
IDEAYA Biosciences, Inc.
IDYA
Shares Held
50K
Value
$1.36M
MACOM Technology Solutions Holdings, Inc.
MTSI
Shares Held
49K
Value
$6.15M
Camping World Holdings, Inc.
CWH
Shares Held
48K
Value
$764.54K
Tapestry, Inc.
TPR
Shares Held
47K
Value
$5.37M
Primo Brands Corporation
PRMB
Shares Held
46K
Value
$1.01M
Plains GP Holdings, L.P.
PAGP
Shares Held
46K
Value
$830.85K
Teradyne, Inc.
TER
Shares Held
45K
Value
$6.16M
Five Below, Inc.
FIVE
Shares Held
44K
Value
$6.87M
10x Genomics, Inc.
TXG
Shares Held
44K
Value
$515.56K
Chevron Corporation
CVX
Shares Held
44K
Value
$6.80M
Victoria's Secret & Co.
VSCO
Shares Held
43K
Value
$1.17M
PENN Entertainment, Inc.
PENN
Shares Held
42K
Value
$811.87K
Manhattan Associates, Inc.
MANH
Shares Held
42K
Value
$8.61M
Bicara Therapeutics Inc. Common Stock
BCAX
Shares Held
42K
Value
$660.80K
Amazon.com, Inc.
AMZN
Shares Held
41K
Value
$9.00M
Alphabet Inc.
GOOG
Shares Held
40K
Value
$9.85M
Abbott Laboratories
ABT
Shares Held
40K
Value
$5.39M
AbbVie Inc.
ABBV
Shares Held
40K
Value
$9.22M
HubSpot, Inc.
HUBS
Shares Held
40K
Value
$18.60M
Western Digital Corporation
WDC
Shares Held
39K
Value
$4.72M