CINCTIVE CAPITAL MANAGEMENT LP
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | METC | 82K | $2.71M |
 | BEN | 81K | $1.87M |
 | CG | 80K | $5.02M |
 | VOYA | 79K | $5.88M |
 | NVDA | 78K | $14.64M |
 | ORLY | 78K | $8.46M |
 | SIMO | 78K | $7.39M |
 | EW | 78K | $6.06M |
 | NDAQ | 78K | $6.86M |
 | TERN | 78K | $582.44K |
 | NKE | 78K | $5.41M |
 | DRVN | 76K | $1.22M |
 | CC | 74K | $1.18M |
 | WAY | 74K | $2.79M |
 | A | 73K | $9.35M |
 | VTR | 72K | $5.03M |
 | MLYS | 72K | $2.72M |
 | CMA | 72K | $4.90M |
 | WBD | 71K | $1.38M |
 | BE | 70K | $5.94M |
Ramaco Resources, Inc.
METC
Shares Held
82K
Value
$2.71M
Franklin Resources, Inc.
BEN
Shares Held
81K
Value
$1.87M
The Carlyle Group Inc.
CG
Shares Held
80K
Value
$5.02M
Voya Financial, Inc.
VOYA
Shares Held
79K
Value
$5.88M
NVIDIA Corporation
NVDA
Shares Held
78K
Value
$14.64M
O'Reilly Automotive, Inc.
ORLY
Shares Held
78K
Value
$8.46M
Silicon Motion Technology Corporation
SIMO
Shares Held
78K
Value
$7.39M
Edwards Lifesciences Corporation
EW
Shares Held
78K
Value
$6.06M
Nasdaq, Inc.
NDAQ
Shares Held
78K
Value
$6.86M
Terns Pharmaceuticals, Inc.
TERN
Shares Held
78K
Value
$582.44K
NIKE, Inc.
NKE
Shares Held
78K
Value
$5.41M
Driven Brands Holdings Inc.
DRVN
Shares Held
76K
Value
$1.22M
The Chemours Company
CC
Shares Held
74K
Value
$1.18M
Waystar Holding Corp.
WAY
Shares Held
74K
Value
$2.79M
Agilent Technologies, Inc.
A
Shares Held
73K
Value
$9.35M
Ventas, Inc.
VTR
Shares Held
72K
Value
$5.03M
Mineralys Therapeutics, Inc.
MLYS
Shares Held
72K
Value
$2.72M
Comerica Incorporated
CMA
Shares Held
72K
Value
$4.90M
Warner Bros. Discovery, Inc.
WBD
Shares Held
71K
Value
$1.38M
Bloom Energy Corporation
BE
Shares Held
70K
Value
$5.94M