
CINCTIVE CAPITAL MANAGEMENT LP
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
![]() | KEX | 70K | $5.85M |
![]() | BHF | 68K | $3.62M |
![]() | NVT | 67K | $6.64M |
![]() | SES-WT | 67K | $12.06K |
![]() | EHC | 67K | $8.50M |
![]() | HOLX | 66K | $4.48M |
![]() | ROG | 66K | $5.34M |
![]() | NSC | 66K | $19.89M |
![]() | INSM | 66K | $9.53M |
![]() | DXCM | 66K | $4.45M |
![]() | CYBR | 66K | $31.94M |
![]() | BIIB | 66K | $9.22M |
![]() | ANNX | 65K | $199.67K |
![]() | DD | 63K | $4.94M |
![]() | COHR | 63K | $6.79M |
![]() | Z | 63K | $4.85M |
![]() | CHKP | 63K | $12.95M |
![]() | MU | 61K | $10.22M |
![]() | JEF | 61K | $3.99M |
![]() | RIO | 61K | $4.01M |

Kirby Corporation
KEX
Shares Held
70K
Value
$5.85M

Brighthouse Financial, Inc.
BHF
Shares Held
68K
Value
$3.62M

nVent Electric plc
NVT
Shares Held
67K
Value
$6.64M

SES AI Corporation WT
SES-WT
Shares Held
67K
Value
$12.06K

Encompass Health Corporation
EHC
Shares Held
67K
Value
$8.50M

Hologic, Inc.
HOLX
Shares Held
66K
Value
$4.48M

Rogers Corporation
ROG
Shares Held
66K
Value
$5.34M

Norfolk Southern Corporation
NSC
Shares Held
66K
Value
$19.89M

Insmed Incorporated
INSM
Shares Held
66K
Value
$9.53M

DexCom, Inc.
DXCM
Shares Held
66K
Value
$4.45M

CyberArk Software Ltd.
CYBR
Shares Held
66K
Value
$31.94M

Biogen Inc.
BIIB
Shares Held
66K
Value
$9.22M

Annexon, Inc.
ANNX
Shares Held
65K
Value
$199.67K

DuPont de Nemours, Inc.
DD
Shares Held
63K
Value
$4.94M

Coherent, Inc.
COHR
Shares Held
63K
Value
$6.79M

Zillow Group, Inc. Class C
Z
Shares Held
63K
Value
$4.85M

Check Point Software Technologies Ltd.
CHKP
Shares Held
63K
Value
$12.95M

Micron Technology, Inc.
MU
Shares Held
61K
Value
$10.22M

Jefferies Financial Group Inc.
JEF
Shares Held
61K
Value
$3.99M

Rio Tinto Group
RIO
Shares Held
61K
Value
$4.01M
