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Institutional

Cinctive Capital Management LP

CIK 0001787258
$1.53B
Reported AUM
351
Positions
Q1 2026
Period
2026-05-15
Filed

The Brief · Cinctive Capital Management LP · Q1 2026

AI · grounded in 13F

Cinctive Capital Management LP closed its position in SPY, reducing exposure by $95.47M. The fund also exited positions in CVX and Exact Sciences Corp EXK, totaling $36.56M and $33.51M respectively. On the buy side, the fund established a new position in Forgent Power Solutions Inc FPS worth $31.46M and added WBD with a $19.07M investment. Additionally, the fund increased its stake in Home Depot Inc HD by 131.51%.

Portfolio · Q1 2026

VST$36.0MVLO$33.1MFPS$31.5MHD$27.1MLZM$25.8MNVDA$24.5MTGT$23.5MCEG$21.7MOther$1.24BCL

Top holdings

QoQ vs Q4 2025

#TickerIssuerValue% of bookΔ shares (QoQ)Status
1VSTVISTRA CORP$36.0M2.35%-94,032-28.2%
2VLOVALERO ENERGY CORP$33.1M2.16%+11,634+9.5%
3FPSFORGENT POWER SOLUTIONS INC$31.5M2.05%+1,074,925NEW
4HDHOME DEPOT INC$27.1M1.76%+46,737+131.5%
5LZMLIFEZONE METALS LIMITED$25.8M1.68%+752,307+10.9%
6NVDANVIDIA CORPORATION$24.5M1.60%+12,593+9.8%
7TGTTARGET CORP$23.5M1.53%+87,793+82.7%
8CEGCONSTELLATION ENERGY CORP$21.7M1.42%+13,017+20.1%
9ROSTROSS STORES INC$20.3M1.32%-27,345-22.6%
10WBDWARNER BROS DISCOVERY INC$19.1M1.24%+694,591NEW
11SRESEMPRA$17.6M1.15%-110,847-37.9%
12KRSPRICE ACQUISITION CORP 3$17.1M1.11%HELD
13NTRSNORTHERN TR CORP$16.1M1.05%+68,167+143.7%
14WBIWATERBRIDGE INFRASTRUCTURE L$15.8M1.03%-448,381-43.2%
15NETCLOUDFLARE INC$15.4M1.00%+74,460NEW
16T86TRI POINTE HOMES INC$15.4M1.00%+328,600NEW
17CSXCSX CORP$14.5M0.95%+293,213+481.5%
18OKEONEOK INC NEW$13.7M0.89%+121,279+396.9%
19WMTWALMART INC$13.6M0.89%+57,419+109.9%
20AMATAPPLIED MATLS INC$13.5M0.88%+30,317+331.3%
21BLDRBUILDERS FIRSTSOURCE INC$12.8M0.83%+126,469+440.9%
22RLRALPH LAUREN CORP$12.7M0.83%+6,832+22.7%
23ANFABERCROMBIE & FITCH CO$12.5M0.81%+91,228+199.8%
24INSMINSMED INC$11.9M0.78%+55,118+307.1%
25TXRHTEXAS ROADHOUSE INC$11.9M0.77%-9,517-11.7%
26CCITIGROUP INC$11.6M0.75%-22,153-17.8%
27MSMORGAN STANLEY$11.4M0.74%-11,990-14.8%
28FIVEFIVE BELOW INC$11.2M0.73%-15,210-23.7%
29JPMJPMORGAN CHASE & CO$10.8M0.71%+36,810NEW
30BBIOBRIDGEBIO PHARMA INC$10.8M0.71%+75,553+107.7%
31ASOACADEMY SPORTS & OUTDOORS IN$10.1M0.66%+21,038+13.3%
32WHWYNDHAM HOTELS & RESORTS INC$10.1M0.66%+114,408+1176.6%
33TRPTC ENERGY CORP$10.0M0.65%+86,599+117.8%
34NTHINEONC TECHNOLOGIES HLDGS INC$10.0M0.65%+1,425,526NEW
35ORLYOREILLY AUTOMOTIVE INC$9.9M0.65%-36,980-25.6%
36MTSIMACOM TECH SOLUTIONS HLDGS I$9.8M0.64%+18,698+73.5%
37DINOHF SINCLAIR CORP$9.7M0.63%+155,360NEW
38PSNPARSONS CORP DEL$9.7M0.63%+173,223+3093.3%
39DAWNGBXDAY ONE BIOPHARMACEUTICALS I$9.6M0.63%+450,000NEW
40DHRDANAHER CORP DEL$9.6M0.63%+27,498+118.0%
41NIQNIQ GLOBAL INTELLIGENCE PLC$9.3M0.61%+181,516+28.4%
42WTTRSELECT WATER SOLUTIONS INC$9.2M0.60%+323,508+115.2%
43LLYELI LILLY & CO$9.2M0.60%+262+2.7%
44ACLXGBXARCELLX INC$9.2M0.60%+80,000NEW
45RVMDREVOLUTION MEDICINES INC$9.1M0.59%+51,222+120.1%
46FLGFLAGSTAR BANK NATIONAL ASSOC$9.1M0.59%+691,908NEW
47ONONON HLDG AG$8.8M0.57%+124,560+93.1%
48RBARB GLOBAL INC$8.8M0.57%+91,666NEW
49DECKDECKERS OUTDOOR CORP$8.7M0.57%+67,483+346.1%
50GLDDGREAT LAKES DREDGE & DOCK CO$8.5M0.55%+500,000NEW
51ISRGINTUITIVE SURGICAL INC$8.5M0.55%+13,017+240.3%
52SRRKSCHOLAR ROCK HLDG CORP$8.5M0.55%+172,535NEW
53JNJJOHNSON & JOHNSON$8.5M0.55%+34,668NEW
54SCHWSCHWAB CHARLES CORP$8.2M0.53%+47,767+121.4%
55TWLOTWILIO INC$8.2M0.53%+16,300+33.5%
56MDGLMADRIGAL PHARMACEUTICALS INC$8.0M0.52%+11,639+315.7%
57DNTHDIANTHUS THERAPEUTICS INC$7.9M0.52%+48,502+105.7%
58DLTRDOLLAR TREE INC$7.7M0.50%+70,484NEW
59ROIVROIVANT SCIENCES LTD$7.6M0.50%+274,521NEW
60HLTHILTON WORLDWIDE HLDGS INC$7.6M0.49%+21,800+698.7%
61AIGAMERICAN INTL GROUP INC$7.5M0.49%+100,285NEW
62CGCARLYLE GROUP INC$7.5M0.49%+155,284NEW
63USBUS BANCORP$7.4M0.48%+142,212NEW
64UALUNITED AIRLS HLDGS INC$7.4M0.48%+75,137+1475.6%
65REGNREGENERON PHARMACEUTICALS$7.2M0.47%+2,935+46.3%
66RTXRTX CORPORATION$7.2M0.47%+37,129NEW
67BATRKATLANTA BRAVES HLDGS INC$7.1M0.47%+9,878+6.3%
68STZCONSTELLATION BRANDS INC$7.0M0.46%+46,618NEW
69GSGOLDMAN SACHS GROUP INC$7.0M0.46%+8,256NEW
70TPRTAPESTRY INC$7.0M0.45%+49,472NEW
71PEGPUBLIC SVC ENTERPRISE GROUP$6.9M0.45%-113,241-56.9%
72UNHUNITEDHEALTH GROUP INC$6.8M0.44%+12,835+103.9%
73COFCAPITAL ONE FINL CORP$6.8M0.44%-27,163-42.1%
74DDOGDATADOG INC$6.8M0.44%+57,636NEW
75SBUXSTARBUCKS CORP$6.8M0.44%+75,788NEW
76WYNNWYNN RESORTS LTD$6.7M0.44%+66,396NEW
77BMYBRISTOL-MYERS SQUIBB CO$6.7M0.44%+110,079NEW
78JAZZJAZZ PHARMACEUTICALS PLC$6.6M0.43%+28,347+447.2%
79LULULULULEMON ATHLETICA INC$6.5M0.42%+1,549+3.8%
80MSCIMSCI INC$6.5M0.42%+12,008NEW
81KKRKKR & CO INC$6.4M0.42%+69,119NEW
82MUMICRON TECHNOLOGY INC$6.4M0.42%-17,080-47.5%
83COLBCOLUMBIA BKG SYS INC$6.4M0.42%-49,761-17.6%
84JBSJBS N.V.$6.3M0.41%-716,997-67.0%
85WINGWINGSTOP INC$6.3M0.41%+39,492+2820.9%
86SATSECHOSTAR CORP$6.2M0.41%+28,962+119.8%
87MCOMOODYS CORP$6.2M0.40%+14,145NEW
88AZNASTRAZENECA PLC$6.1M0.40%+30,971NEW
89MWHSOLV ENERGY INC$6.1M0.40%+203,039NEW
90HCAHCA HEALTHCARE INC$6.1M0.40%+12,877NEW
91SNDKSANDISK CORP$5.9M0.39%+9,338NEW
92PNFPPINNACLE FINL PARTNERS INC$5.9M0.39%+68,597NEW
93FHNFIRST HORIZON CORPORATION$5.9M0.38%-218,209-45.7%
94CAHCARDINAL HEALTH INC$5.7M0.37%+27,174NEW
95ARGXARGENX SE$5.6M0.37%+1,081+16.4%
96YETIYETI HLDGS INC$5.6M0.36%+82,350+118.2%
97MCMOELIS & CO$5.5M0.36%+97,015NEW
98TMOTHERMO FISHER SCIENTIFIC INC$5.4M0.35%+1,506+15.9%
99TKRTIMKEN CO$5.4M0.35%+53,316NEW
100WBSWEBSTER FINL CORP$5.3M0.35%+56,509+278.0%
101TWTRADEWEB MKTS INC$5.2M0.34%+10,946+33.0%
102TBNTAMBORAN RES CORP$5.1M0.33%+85,442+515.7%
103AXONAXON ENTERPRISE INC$4.9M0.32%+11,596NEW
104DALDELTA AIR LINES INC$4.9M0.32%+32,092+77.6%
105CRCRANE COMPANY$4.9M0.32%+3,620+14.6%
106TARSTARSUS PHARMACEUTICALS INC$4.8M0.31%+39,931+138.5%
107OCOWENS CORNING NEW$4.8M0.31%+27,406+163.1%
108TPGTPG INC$4.7M0.31%+18,669+19.1%
109BEBLOOM ENERGY CORP$4.7M0.31%-44,119-56.0%
110BIRKBIRKENSTOCK HOLDING PLC$4.7M0.30%-200,638-60.7%
111TNGXTANGO THERAPEUTICS INC$4.6M0.30%+222,111NEW
112HBANHUNTINGTON BANCSHARES INC$4.6M0.30%-756,945-71.9%
113JLLJONES LANG LASALLE INC$4.5M0.30%+14,903NEW
114KGCKINROSS GOLD CORP$4.5M0.29%-29,365-16.6%
115AMPAMERIPRISE FINL INC$4.5M0.29%+566+5.9%
116ELVNENLIVEN THERAPEUTICS INC$4.4M0.29%+113,342NEW
117PIIMPINJ INC$4.4M0.29%+43,236NEW
118GOOGALPHABET INC$4.4M0.29%+11,610+313.0%
119VLYVALLEY NATL BANCORP$4.4M0.29%+357,320NEW
120RIORIO TINTO PLC$4.4M0.28%+46,758NEW
121ALLYALLY FINL INC$4.3M0.28%+110,789NEW
122PCVXVAXCYTE INC$4.3M0.28%+74,547NEW
123IVZINVESCO LTD$4.3M0.28%+177,881NEW
124XPXP INC$4.3M0.28%+226,772NEW
125SFSTIFEL FINL CORP$4.3M0.28%-19,426-25.1%
126CVSCVS HEALTH CORP$4.3M0.28%+12,857+27.5%
127ALSNALLISON TRANSMISSION HLDGS I$4.3M0.28%-42,913-54.0%
128VERAVERA THERAPEUTICS INC$4.3M0.28%+41,467+64.2%
129ALMALMONTY INDS INC$4.2M0.28%+293,394NEW
130EXEEXPAND ENERGY CORPORATION$4.2M0.28%-144,395-78.9%
131LPLALPL FINL HLDGS INC$4.1M0.27%+13,611NEW
132NEMNEWMONT CORP$4.1M0.27%+37,631NEW
133YUMYUM BRANDS INC$4.0M0.26%-11,473-30.7%
134AM6AMICUS THERAPEUTIC$4.0M0.26%HELD
135AAONAAON INC$3.9M0.25%+47,277NEW
136UTHRUNITED THERAPEUTICS CORP DEL$3.9M0.25%+5,278+426.7%
137MRNAMODERNA INC$3.9M0.25%+3,667+5.1%
138ICEINTERCONTINENTAL EXCHANGE IN$3.8M0.25%-23,153-48.8%
139AEOAMERICAN EAGLE OUTFITTERS IN$3.8M0.25%-51,357-18.4%
140CNMCORE & MAIN INC$3.7M0.24%+75,000NEW
141BABOEING CO$3.7M0.24%+18,553NEW
142TEVATEVA PHARMACEUTICAL INDS LTD$3.7M0.24%-15,247-11.1%
143VRNSVARONIS SYS INC$3.6M0.24%+93,288+122.1%
144BENFRANKLIN RESOURCES INC$3.6M0.24%-102,449-40.0%
145MANHMANHATTAN ASSOCIATES INC$3.6M0.24%+27,203NEW
146GPCGENUINE PARTS CO$3.6M0.23%+19,734+141.7%
147MIRMMIRUM PHARMACEUTICALS INC$3.6M0.23%+38,518NEW
148BIIBBIOGEN INC$3.5M0.23%-32,824-62.9%
149MSMMSC INDL DIRECT INC$3.5M0.23%+38,170NEW
150WWWWOLVERINE WORLD WIDE INC$3.4M0.22%+210,053NEW
151COOCOOPER COS INC$3.4M0.22%+13,592+40.8%
152BBWIBATH & BODY WORKS INC$3.3M0.22%+106,894+152.8%
153GAPGAP INC$3.2M0.21%+7,486+5.9%
154ARANTERO RESOURCES CORP$3.2M0.21%+29,301+62.9%
155PJTPJT PARTNERS INC$3.2M0.21%+22,847NEW
156THCTENET HEALTHCARE CORP$3.2M0.21%+7,148+74.5%
157MGMMGM RESORTS INTERNATIONAL$3.1M0.20%+84,616NEW
158HSICSCHEIN HENRY INC$3.1M0.20%+6,678+18.8%
159ESTCELASTIC N V$3.1M0.20%-45,011-42.1%
160AHRAMERICAN HEALTHCARE REIT INC$3.1M0.20%+65,325NEW
161ARWRARROWHEAD PHARMACEUTICALS IN$3.1M0.20%+32,958+204.6%
162FNDFLOOR & DECOR HLDGS INC$3.1M0.20%+29,031+93.3%
163KEYKEYCORP$3.0M0.20%-274,831-64.4%
164CORCENCORA INC$3.0M0.20%+9,635NEW
165MXLMAXLINEAR INC$3.0M0.20%+172,671NEW
166BTSGBRIGHTSPRING HEALTH SVCS INC$3.0M0.19%+36,462+108.2%
167TYRATYRA BIOSCIENCES INC$3.0M0.19%+78,018NEW
168SITESITEONE LANDSCAPE SUPPLY INC$3.0M0.19%+22,316NEW
169MKTXMARKETAXESS HLDGS INC$2.9M0.19%-5,271-23.1%
170CRBGCOREBRIDGE FINL INC$2.9M0.19%+120,217NEW
171MDTMEDTRONIC PLC$2.8M0.18%+11,696+55.7%
172CENXCENTURY ALUM CO$2.8M0.18%+48,165NEW
173AEMAGNICO EAGLE MINES LTD$2.8M0.18%+13,881NEW
174ERASERASCA INC$2.8M0.18%+171,920NEW
175CPRICAPRI HOLDINGS LIMITED$2.8M0.18%+9,009+6.1%
176SNDXSYNDAX PHARMACEUTICALS INC$2.7M0.18%+117,319NEW
177COSTCOSTCO WHOLESALE CORPORATION$2.7M0.18%-5,595-67.2%
178OPCHOPTION CARE HEALTH INC$2.7M0.18%+100,693NEW
179CLCOLGATE PALMOLIVE CO$2.7M0.18%+5,772+22.3%
180FROGJFROG LTD$2.7M0.17%+56,532NEW
181COGTCOGENT BIOSCIENCES INC$2.6M0.17%+24,096+53.9%
182CHDNCHURCHILL DOWNS INC$2.6M0.17%-79,897-73.1%
183OIO-I GLASS INC$2.6M0.17%+214,104+713.7%
184PTONPELOTON INTERACTIVE INC$2.5M0.17%+591,877NEW
185ONTOONTO INNOVATION INC$2.5M0.17%-2,918-19.1%
186BKVBKV CORP$2.4M0.16%+84,488NEW
187BROSDUTCH BROS INC$2.4M0.16%+23,561+98.6%
188KOCOCA COLA CO$2.4M0.16%+31,321NEW
189HLITHARMONIC INC$2.3M0.15%+260,372NEW
190NXSTNEXSTAR MEDIA GROUP INC$2.3M0.15%+1,957+18.1%
191CYTKCYTOKINETICS INC$2.3M0.15%+28,500+434.3%
192CLHCLEAN HARBORS INC$2.3M0.15%+6,830+591.3%
193XOMEXXON MOBIL CORP$2.3M0.15%+13,469NEW
194SHAKSHAKE SHACK INC$2.3M0.15%+25,512NEW
195VRTXVERTEX PHARMACEUTICALS INC$2.3M0.15%+5,049NEW
196DXCMDEXCOM INC$2.2M0.15%+29,133+447.7%
197FMSFRESENIUS MEDICAL CARE AG$2.2M0.15%+99,004NEW
198ABVXABIVAX SA$2.2M0.15%+10,366+107.0%
199SNNSMITH & NEPHEW PLC$2.2M0.14%+69,891NEW
200ASAMER SPORTS INC$2.2M0.14%-80,012-54.4%
201RGENREPLIGEN CORP$2.2M0.14%+10,696+140.0%
202UNPUNION PAC CORP$2.1M0.14%+8,803NEW
203KWRQUAKER HOUGHTON$2.1M0.14%+17,128NEW
204CAVACAVA GROUP INC$2.1M0.14%+26,166NEW
205MRKMERCK & CO INC$2.0M0.13%-30,999-65.0%
206AMZNAMAZON COM INC$2.0M0.13%-31,213-76.8%
207PNTGPENNANT GROUP INC$2.0M0.13%+63,990NEW
208PZZAPAPA JOHNS INTL INC$1.9M0.13%+725+1.2%
209KRMNKARMAN HLDGS INC$1.9M0.12%+8,358+54.3%
210JHXJAMES HARDIE INDS PLC$1.8M0.12%-47,843-33.0%
211BETABETA TECHNOLOGIES INC$1.8M0.12%+122,878NEW
212HRHEALTHCARE RLTY TR$1.8M0.12%-58,846-35.7%
213CCCHEMOURS CO$1.8M0.12%+15,623+23.7%
214METAMETA PLATFORMS INC$1.8M0.12%+1,773+130.7%
215FTREFORTREA HLDGS INC$1.8M0.11%+186,886NEW
216QUREUNIQURE NV$1.8M0.11%+72,345+206.7%
217UMACUNUSUAL MACHS INC$1.7M0.11%+137,626NEW
218CGONCG ONCOLOGY INC$1.7M0.11%-12,154-32.7%
219CARRCARRIER GLOBAL CORPORATION$1.7M0.11%+29,639NEW
220TNETTRINET GROUP INC$1.7M0.11%+11,158+32.4%
221BLKBBLACKBAUD INC$1.6M0.11%+25,917+155.5%
222ITTITT INC$1.6M0.11%+8,533NEW
223SHOOMADDEN STEVEN LTD$1.6M0.10%+47,274NEW
224KVYOKLAVIYO INC$1.6M0.10%-92,491-52.9%
225CNNECANNAE HLDGS INC$1.6M0.10%+140,638NEW
226SYYSYSCO CORP$1.6M0.10%+4,956+28.5%
227VIKVIKING HOLDINGS LTD$1.5M0.10%+20,418NEW
228ANNXANNEXON INC$1.5M0.10%-90,346-25.2%
229SYRESPYRE THERAPEUTICS INC$1.4M0.09%-8,505-23.7%
230430TERNS PHARMACEUTICALS INC$1.4M0.09%-43,975-62.7%
231PPCPILGRIMS PRIDE CORP$1.4M0.09%+36,451NEW
232EWZISHARES INC$1.3M0.09%+35,000NEW
233CGEMCULLINAN THERAPEUTICS INC$1.3M0.09%+94,444NEW
234CHHCHOICE HOTELS INTL INC$1.3M0.09%+12,909NEW
235CDZICADIZ INC$1.3M0.09%+76,867+39.8%
236CLDXCELLDEX THERAPEUTICS INC NEW$1.3M0.09%+41,233NEW
237LMNRLIMONEIRA CO$1.3M0.08%+96,429NEW
238BSXBOSTON SCIENTIFIC CORP$1.3M0.08%+20,462NEW
239LEGNLEGEND BIOTECH CORP$1.3M0.08%+69,586NEW
240PGPROCTER & GAMBLE CO$1.2M0.08%+8,520NEW
241TNDMTANDEM DIABETES CARE INC$1.2M0.08%+63,812NEW
242SIBNSI BONE INC$1.2M0.08%+51,012+114.6%
243EWWISHARES INC$1.1M0.07%+15,000NEW
244SNYSANOFI SA$1.1M0.07%+22,936NEW
245BBYBEST BUY INC$1.1M0.07%-74,260-81.7%
246TALKTALKSPACE INC$1.0M0.07%+200,000NEW
247AVAHAVEANNA HEALTHCARE HLDGS INC$1.0M0.07%+159,106NEW
248SLVISHARES SILVER TR$1.0M0.07%-35,000-70.0%
249POOLPOOL CORP$1.0M0.07%+5,026NEW
250KTOSKRATOS DEFENSE & SEC SOLUTIO$1.0M0.07%-2,910-16.9%
251CNTACENTESSA PHARMACEUTICALS PLC$1.0M0.07%-47,481-65.2%
252OMCLOMNICELL COM$975K0.06%+29,204NEW
253AVGOBROADCOM INC$972K0.06%-11,946-79.2%
254MDLZMONDELEZ INTL INC$970K0.06%+16,837NEW
255LQDALIQUIDIA CORPORATION$957K0.06%+5,696+29.0%
256RKTROCKET COS INC$948K0.06%+21,672+48.3%
257RYAMRAYONIER ADVANCED MATLS INC$939K0.06%+53,089+167.2%
258IRTCIRHYTHM HOLDINGS INC$939K0.06%+2,983+60.0%
259ACHCACADIA HEALTHCARE COMPANY IN$936K0.06%+40,000NEW
260SESSES AI CORPORATION$902K0.06%+602,148+179.3%
261CBRLCRACKER BARREL OLD CTRY STOR$899K0.06%+31,983NEW
262PHRPHREESIA INC$899K0.06%+52,448+95.7%
263BOBSBOBS DISC FURNITURE INC$894K0.06%+76,071NEW
264PFEPFIZER INC$894K0.06%+31,828NEW
265RHRH$881K0.06%-4,355-40.9%
266ZZILLOW GROUP INC$850K0.06%+20,531NEW
267SHOPSHOPIFY INC$824K0.05%+6,946NEW
268DASHDOORDASH INC$791K0.05%+5,270NEW
269FBINFORTUNE BRANDS INNOVATIONS I$759K0.05%+19,478NEW
270ADPTADAPTIVE BIOTECHNOLOGIES COR$748K0.05%+53,884NEW
271KRYSKRYSTAL BIOTECH INC$742K0.05%+2,874NEW
272LASRNLIGHT INC$737K0.05%-15,273-54.1%
273EWBCEAST WEST BANCORP INC$708K0.05%-29,552-81.7%
274NRIXNURIX THERAPEUTICS INC$700K0.05%-2,536-5.3%
275GPKGRAPHIC PACKAGING HLDG CO$689K0.04%+69,294NEW
276PFGCPERFORMANCE FOOD GROUP CO$664K0.04%-6,062-43.9%
277COHRCOHERENT CORP$661K0.04%-938-25.3%
278GNRCGENERAC HLDGS INC$640K0.04%+3,277NEW
279UUNITY SOFTWARE INC$637K0.04%-86,764-74.9%
280FNFABRINET$634K0.04%+1,215NEW
281DDSDILLARDS INC$596K0.04%+1,042NEW
282GLNGGOLAR LNG LTD$590K0.04%+10,899NEW
283OCULOCULAR THERAPEUTIX INC$579K0.04%+68,349NEW
284CATCATERPILLAR INC$541K0.04%+764NEW
285ECLECOLAB INC$528K0.03%+1,985NEW
286CMGCHIPOTLE MEXICAN GRILL INC$527K0.03%-50,878-75.5%
287HHYATT HOTELS CORP$502K0.03%-6,205-64.0%
288MNSTMONSTER BEVERAGE CORP NEW$500K0.03%+6,904NEW
289WOLFWOLFSPEED INC$497K0.03%+20,358+201.2%
290FFORD MTR CO$489K0.03%-6,827-13.9%
291MRCYMERCURY SYS INC$482K0.03%-140,829-95.5%
292FISFIDELITY NATL INFORMATION SV$478K0.03%+10,198NEW
293DTDYNATRACE INC$478K0.03%-211,740-94.2%
294HSTHOST HOTELS & RESORTS INC$468K0.03%+24,446NEW
295AMSCAMERICAN SUPERCONDUCTOR CORP$468K0.03%+13,833NEW
296BKEBUCKLE INC$465K0.03%+9,241NEW
297BXBLACKSTONE INC$460K0.03%+4,000NEW
298CAGCONAGRA BRANDS INC$457K0.03%+29,100NEW
299TRVTRAVELERS COMPANIES INC$457K0.03%+1,566NEW
300TSLATESLA INC$446K0.03%-6,338-84.1%
301TTITETRA TECHNOLOGIES INC DEL$439K0.03%-13,920-21.3%
302LBLANDBRIDGE COMPANY LLC$435K0.03%-120,613-95.0%
303UBERUBER TECHNOLOGIES INC$432K0.03%-258-4.1%
304INTCINTEL CORP$425K0.03%-99,688-91.2%
305RITMRITHM CAPITAL CORP$424K0.03%+44,710NEW
306GPCRSTRUCTURE THERAPEUTICS INC$420K0.03%+8,714NEW
307NTRANATERA INC$417K0.03%-2,745-56.8%
308CELCCELCUITY INC$415K0.03%+3,637NEW
309TVTXTRAVERE THERAPEUTICS INC$415K0.03%+3,117+28.7%
310ARHSARHAUS INC$401K0.03%+59,134NEW
311HIMSHIMS & HERS HEALTH INC$399K0.03%+19,228NEW
312ELANELANCO ANIMAL HEALTH INC$398K0.03%-52,694-76.0%
313CTASCINTAS CORP$384K0.03%+2,269NEW
314IDYAIDEAYA BIOSCIENCES INC$362K0.02%-35,096-76.4%
315EYPTEYEPOINT INC$359K0.02%+27,861NEW
316VEEVVEEVA SYS INC$353K0.02%+2,008NEW
317AMDADVANCED MICRO DEVICES INC$323K0.02%+1,588NEW
318KDPKEURIG DR PEPPER INC$323K0.02%+12,254NEW
319BHVNBIOHAVEN LTD$313K0.02%+23,378+171.4%
320BBARRICK MNG CORP$307K0.02%-121,051-94.2%
321AMTAMERICAN TOWER CORP$306K0.02%+1,775NEW
322CZRCAESARS ENTERTAINMENT INC NE$294K0.02%-31,846-74.1%
323CMICUMMINS INC$294K0.02%+546NEW
324ORAORMAT TECHNOLOGIES INC$289K0.02%-355-12.1%
325DARDARLING INGREDIENTS INC$275K0.02%+4,448NEW
326LZM/WSLIFEZONE METALS LIMITED$275K0.02%HELD
327VTRSVIATRIS INC$270K0.02%-46,148-69.8%
328OXYOCCIDENTAL PETE CORP$269K0.02%+4,142NEW
329SKYCHAMPION HOMES INC$266K0.02%+3,572NEW
330TLTISHARES TR$260K0.02%+3,000NEW
331CMPXCOMPASS THERAPEUTICS INC$258K0.02%+48,740NEW
332EMREMERSON ELEC CO$253K0.02%+1,928NEW
333NCLHNORWEGIAN CRUISE LINE HLDGS$246K0.02%+13,149NEW
334CFCF INDUSTRIES HOLD$241K0.02%+1,857NEW
335VRTVERTIV HOLDINGS CO$237K0.02%+947NEW
336DFTXDEFINIUM THERAPEUTICS INC$237K0.02%+12,551NEW
337DELLDELL TECHNOLOGIES INC$237K0.02%+1,445NEW
338PENNPENN ENTERTAINMENT INC$234K0.02%+15,544NEW
339TOLTOLL BROTHERS INC$234K0.02%-7,752-81.9%
340BTUPEABODY ENGR CORP$233K0.02%-10,657-60.1%
341DVADAVITA INC$233K0.02%+1,514NEW
342VRDNVIRIDIAN THERAPEUTICS INC$225K0.01%-50,289-81.4%
343KRSP/WSRICE ACQUISITION CORP 3$221K0.01%HELD
344IRINGERSOLL RAND INC$217K0.01%+2,712NEW
345KMBKIMBERLY-CLARK CORP$212K0.01%+2,202NEW
346XYZBLOCK INC$208K0.01%+3,461NEW
347APDAIR PRODUCTS AND CHEMICALS I$205K0.01%+704NEW
348ADTNADTRAN HOLDINGS INC$170K0.01%HELD
349GDRXGOODRX HLDGS INC$33K0.00%-230,071-93.2%
350FBYDWFALCONS BEYOND GLOBAL INC$24K0.00%HELD
351SES/WSSES AI CORPORATION$2K0.00%HELD
352SPYSPDR S&P 500 ETF TR-140,000EXITED
353CVXCHEVRON CORP NEW-239,885EXITED
354FYBRFRONTIER COMMUNICATIONS PARE-956,395EXITED
355EXKEXACT SCIENCES CORP-330,000EXITED
356CYBRCYBERARK SOFTWARE LTD-73,823EXITED
357KMIKINDER MORGAN INC DEL-942,600EXITED
358TEAMATLASSIAN CORPORATION-154,988EXITED
359BACBANK AMERICA CORP-383,251EXITED
360CVLTCOMMVAULT SYS INC-157,815EXITED
361HUBSHUBSPOT INC-43,875EXITED
362FFIVF5 INC-64,186EXITED
363HO1HOLOGIC INC-210,000EXITED
3648QRCONFLUENT INC-450,000EXITED
365NRGNRG ENERGY INC-80,000EXITED
366NSCNORFOLK SOUTHN CORP-40,745EXITED
367EVREVERCORE INC-32,661EXITED
368BLBLACKLINE INC-199,544EXITED
369APPNAPPIAN CORP-295,603EXITED
370NEENEXTERA ENERGY INC-122,303EXITED
371APOAPOLLO GLOBAL MGMT INC-64,607EXITED
372ADSKAUTODESK INC-30,606EXITED
373ASMLASML HOLDING N V-8,048EXITED
374SYU1SYNOVUS FINL CORP-169,341EXITED
375CFGCITIZENS FINL GROUP INC-135,527EXITED
376DIODDIODES INC-156,060EXITED
377QUREQUANTA SVCS INC-18,235EXITED
378AKAMAKAMAI TECHNOLOGIES INC-86,006EXITED
379SMTCSEMTECH CORP-94,424EXITED
380AVTAVNET INC-142,265EXITED
381TFCTRUIST FINL CORP-133,908EXITED
382MDBMONGODB INC-15,413EXITED
383SLABSILICON LABORATORIES INC-49,232EXITED
384EDCONSOLIDATED EDISON INC-62,232EXITED
385TERTERADYNE INC-31,725EXITED
386AMANTERO MIDSTREAM CORP-333,639EXITED
387DAYDAYFORCE INC-82,330EXITED
388CRMSALESFORCE INC-21,317EXITED
389WDCWESTERN DIGITAL CORP-32,099EXITED
390ROGROGERS CORP-59,626EXITED
391SOLSSOLSTICE ADVANCED MATLS INC-106,446EXITED
392MKSIMKS INC.-31,897EXITED
393XLCSELECT SECTOR SPDR TR-42,383EXITED
394NMRKNEWMARK GROUP INC-287,140EXITED
395XLRESELECT SECTOR SPDR TR-123,395EXITED
396CMCSACOMCAST CORP NEW-158,742EXITED
397IBKRINTERACTIVE BROKERS GROUP IN-72,686EXITED
398NAVNNAVAN INC-273,306EXITED
399SDASEALED AIR CORP NEW-112,400EXITED
400DUKDUKE ENERGY CORP NEW-39,509EXITED
401NXTNEXTPOWER INC-52,867EXITED
402BURLBURLINGTON STORES INC-15,564EXITED
403CDTXCIDARA THERAPEUTICS INC-20,000EXITED
404AVDLAVADEL PHARMACEUTICALS PLC-200,000EXITED
405CNPCENTERPOINT ENERGY INC-110,822EXITED
406TYLTYLER TECHNOLOGIES INC-9,092EXITED
407FICOFAIR ISAAC CORP-2,396EXITED
408STEPSTEPSTONE GROUP INC-62,443EXITED
409PBFPBF ENERGY INC-147,325EXITED
410WWAYFAIR INC-39,413EXITED
411GDGENERAL DYNAMICS CORP-11,665EXITED
412NVTNVENT ELECTRIC PLC-38,072EXITED
413SPGIS&P GLOBAL INC-7,398EXITED
414MCKMCKESSON CORP-4,664EXITED
415MCDMCDONALDS CORP-12,384EXITED
416LHLABCORP HOLDINGS INC-15,046EXITED
417ONON SEMICONDUCTOR CORP-67,641EXITED
418RNAGBPAVIDITY BIOSCIENCES INC-50,000EXITED
419ORCLORACLE CORP-18,459EXITED
420MRVLMARVELL TECHNOLOGY INC-42,058EXITED
42162CPIPER SANDLER COMPANIES-10,381EXITED
422VTRVENTAS INC-45,121EXITED
423HLNEHAMILTON LANE INC-25,628EXITED
424GSKGSK PLC-67,804EXITED
425HLIHOULIHAN LOKEY INC-18,221EXITED
426KLICKULICKE & SOFFA INDS INC-69,184EXITED
427IYTISHARES TR-41,356EXITED
428PSMTPRICESMART INC-25,047EXITED
429EMEEMCOR GROUP INC-5,020EXITED
430VIAVIA TRANSN INC-94,372EXITED
431WCCWESCO INTL INC-10,876EXITED
432DNNDENISON MINES CORP-994,608EXITED
433XLUSELECT SECTOR SPDR TR-60,594EXITED
434APGEAPOGEE THERAPEUTICS INC-33,264EXITED
435BKBANK NEW YORK MELLON CORP-21,584EXITED
436IQVIQVIA HLDGS INC-11,009EXITED
437VIAVVIAVI SOLUTIONS INC-139,215EXITED
438CCL1EURCARNIVAL CORP-79,691EXITED
439BWXTBWX TECHNOLOGIES INC-14,044EXITED
440JHGJANUS HENDERSON GROUP PLC-50,000EXITED
441MANMANPOWERGROUP INC WIS-79,642EXITED
442INCYINCYTE CORP-23,747EXITED
443UHSUNIVERSAL HLTH SVCS INC-10,758EXITED
444DBCINVESCO DB COMMDY INDX TRCK-100,000EXITED
445BRZEBRAZE INC-63,711EXITED
446MCHPMICROCHIP TECHNOLOGY INC.-33,637EXITED
447GLDSPDR GOLD TR-5,274EXITED
448ROKROCKWELL AUTOMATION INC-5,363EXITED
449BFHBREAD FINANCIAL HOLDINGS INC-28,064EXITED
450EHCENCOMPASS HEALTH CORP-19,182EXITED
451ICHRICHOR HOLDINGS-105,189EXITED
452MRXMAREX GROUP PLC-50,000EXITED
453PRIMPRIMORIS SVCS CORP-15,439EXITED
454KGSKODIAK GAS SVCS INC-50,468EXITED
455BRKRBRUKER CORP-39,407EXITED
4568ZVASPEN INSURANCE HOLDINGS LTD-50,000EXITED
457STESTERIS PLC-7,304EXITED
458BLNDBLEND LABS INC-555,987EXITED
459GPREGREEN PLAINS INC-170,297EXITED
460PODDINSULET CORP-5,546EXITED
461HXLHEXCEL CORP NEW-21,212EXITED
462URBNURBAN OUTFITTERS INC-20,469EXITED
463WAYWAYSTAR HLDG CORP-46,315EXITED
464GGGGRACO INC-18,219EXITED
465EPAMEPAM SYS INC-7,275EXITED
466HBMHUDBAY MINERALS INC-74,365EXITED
467LVSLAS VEGAS SANDS CORP-21,754EXITED
468ULTAULTA BEAUTY INC-2,315EXITED
469HSYHERSHEY CO-7,632EXITED
470CRICARTERS INC-41,506EXITED
471DRVNDRIVEN BRANDS HLDGS INC-89,957EXITED
472ADUSADDUS HOMECARE CORP-12,088EXITED
473CVECENOVUS ENERGY INC-74,823EXITED
474DKNGDRAFTKINGS INC NEW-35,417EXITED
475RDDTREDDIT INC-5,294EXITED
476MAZEMAZE THERAPEUTICS INC-29,134EXITED
477BDXBECTON DICKINSON & CO-6,161EXITED
478NVONOVO-NORDISK A S-23,154EXITED
479GHGUARDANT HEALTH INC-10,811EXITED
480MSFTMICROSOFT CORP-2,267EXITED
481IONSIONIS PHARMACEUTICALS INC-13,726EXITED
482MEDPMEDPACE HLDGS INC-1,921EXITED
483AAOIAPPLIED OPTOELECTRONICS INC-30,743EXITED
484WVEWAVE LIFE SCIENCES LTD-61,831EXITED
485XENEXENON PHARMACEUTICALS INC-23,317EXITED
486VKTXVIKING THERAPEUTICS INC-27,860EXITED
487BKDBROOKDALE SR LIVING INC-88,528EXITED
488ALHCALIGNMENT HEALTHCARE INC-48,176EXITED
489CHECHEMED CORP NEW-2,215EXITED
490XLVSELECT SECTOR SPDR TR-6,000EXITED
491RHPRYMAN HOSPITALITY PPTYS INC-9,733EXITED
492PVLAPALVELLA THERAPEUTICS INC NE-8,707EXITED
493HQYHEALTHEQUITY INC-9,746EXITED
494TFXTELEFLEX INCORPORATED-7,296EXITED
495LIVNLIVANOVA PLC-14,321EXITED
496XLPSELECT SECTOR SPDR TR-11,182EXITED
497EATBRINKER INTL INC-5,498EXITED
498MASIMASIMO CORP-5,681EXITED
499CWHCAMPING WORLD HLDGS INC-74,501EXITED
500DISDISNEY WALT CO-6,008EXITED

Source: SEC EDGAR · accession 0001172661-26-002084. 13F discloses long positions only — shorts, foreign equities, and options are excluded.