Stock Taper 
CINCTIVE CAPITAL MANAGEMENT LP
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Mettler-Toledo International Inc. | MTD | 283 | $361.54K |
 Comfort Systems USA, Inc. | FIX | 361 | $715.48K |
 Fabrinet | FN | 402 | $225.96K |
 Cummins Inc. | CMI | 461 | $328.79K |
 Taiwan Semiconductor Manufacturing Company Limited | TSM | 665 | $317.58K |
 FedEx Corporation | FDX | 717 | $224.51K |
 CrowdStrike Holdings, Inc. | CRWD | 781 | $596.01K |
 Texas Instruments Incorporated | TXN | 862 | $256.94K |
 Cavco Industries, Inc. | CVCO | 1.22K | $747.09K |
 TE Connectivity plc | TEL | 1.33K | $267.33K |
 Dell Technologies Inc. | DELL | 1.35K | $584.63K |
 Sandisk Corporation | SNDK | 1.37K | $3.12M |
 BlackRock, Inc. | BLK | 1.54K | $1.48M |
 Steel Dynamics, Inc. | STLD | 1.7K | $389.16K |
 Walmart Inc. | WMT | 1.82K | $206.7K |
 Ameren Corporation | AEE | 1.83K | $206.75K |
 MongoDB, Inc. | MDB | 2.22K | $745.36K |
 Atmos Energy Corporation | ATO | 2.33K | $401.05K |
 Diamondback Energy, Inc. | FANG | 2.35K | $412.2K |
 CF Industries Holdings, Inc. | CF | 2.56K | $276.6K |