CINCTIVE CAPITAL MANAGEMENT LP
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | DECK | 28K | $2.89M |
 | IOT | 28K | $1.05M |
 | IRTC | 28K | $4.82M |
 | MHK | 28K | $3.61M |
 | DNLI | 28K | $403.54K |
 | TOL | 28K | $3.83M |
 | VIK | 28K | $1.72M |
 | CRI | 28K | $779.35K |
 | LPLA | 27K | $9.04M |
 | BX | 27K | $4.61M |
 | MSFT | 26K | $13.42M |
 | PRVA | 26K | $637.79K |
 | NXST | 25K | $5.04M |
 | RGEN | 25K | $3.40M |
 | MSM | 25K | $2.30M |
 | AS | 25K | $862.91K |
 | QRVO | 25K | $2.25M |
 | EVR | 25K | $8.30M |
 | VIR | 24K | $138.09K |
 | OLED | 24K | $3.42M |
Deckers Outdoor Corporation
DECK
Shares Held
28K
Value
$2.89M
Samsara Inc.
IOT
Shares Held
28K
Value
$1.05M
iRhythm Technologies, Inc.
IRTC
Shares Held
28K
Value
$4.82M
Mohawk Industries, Inc.
MHK
Shares Held
28K
Value
$3.61M
Denali Therapeutics Inc.
DNLI
Shares Held
28K
Value
$403.54K
Toll Brothers, Inc.
TOL
Shares Held
28K
Value
$3.83M
Viking Holdings Ltd
VIK
Shares Held
28K
Value
$1.72M
Carter's, Inc.
CRI
Shares Held
28K
Value
$779.35K
LPL Financial Holdings Inc.
LPLA
Shares Held
27K
Value
$9.04M
Blackstone Inc.
BX
Shares Held
27K
Value
$4.61M
Microsoft Corporation
MSFT
Shares Held
26K
Value
$13.42M
Privia Health Group, Inc.
PRVA
Shares Held
26K
Value
$637.79K
Nexstar Media Group, Inc.
NXST
Shares Held
25K
Value
$5.04M
Repligen Corporation
RGEN
Shares Held
25K
Value
$3.40M
MSC Industrial Direct Co., Inc.
MSM
Shares Held
25K
Value
$2.30M
Amer Sports, Inc.
AS
Shares Held
25K
Value
$862.91K
Qorvo, Inc.
QRVO
Shares Held
25K
Value
$2.25M
Evercore Inc.
EVR
Shares Held
25K
Value
$8.30M
Vir Biotechnology, Inc.
VIR
Shares Held
24K
Value
$138.09K
Universal Display Corporation
OLED
Shares Held
24K
Value
$3.42M