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Portfolio (Quarterly) Guide ↗

CAXTON ASSOCIATES LLP

· CIK 0002051323
13F Portfolio $4.4B AUM 755 positions Filed May 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 291 New 191 Added 238 Reduced 288 Exited
Page 10 of 10  ·  191 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 DAKT DAKTRONICS INC Technology 15,659.0 $306K 0.01% +2K +15.1% $19.55 +0.9%
182 ATRC ATRICURE INC Healthcare 10,472.0 $299K 0.01% +4K +52.1% $28.53 +1.0%
183 ENOV ENOVIS CORPORATION Industrials 12,884.0 $293K 0.01% +3K +30.4% $22.75 +8.1%
184 WD WALKER & DUNLOP INC Financial Services 6,110.0 $271K 0.01% +1K +27.0% $44.38 +12.1%
185 NTST NETSTREIT CORP Real Estate 14,085.0 $265K 0.01% +3K +25.0% $18.83 +9.5%
186 ERII ENERGY RECOVERY INC Industrials 25,731.0 $259K 0.01% +7K +37.2% $10.07 -14.4%
187 MCD MCDONALDS CORP Consumer Cyclical 770.0 $239K 0.01% +55.0 +7.7% $310.79 -8.6%
188 UTZ UTZ BRANDS INC Consumer Defensive 29,880.0 $237K 0.01% +7K +30.5% $7.92 -2.5%
189 BLK BLACKROCK INC Financial Services 241.0 $232K 0.01% +51.0 +26.8% $961.71 +10.6%
190 NCNO NCINO INC Technology 13,812.0 $207K 0.01% +4K +44.4% $14.98 +5.7%
191 HLIT HARMONIC INC Technology 15,937.0 $143K 0.00% +3K +21.2% $8.98 +41.4%
Page 10 of 10  ·  191 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 38.6%
Communication Services 18.7%
Industrials 11.5%
Consumer Cyclical 8.8%
Financial Services 5.1%
Energy 4.4%
Healthcare 4.0%
Basic Materials 2.8%
Consumer Defensive 2.4%
Utilities 1.8%