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Portfolio (Quarterly) Guide ↗

CAXTON ASSOCIATES LLP

· CIK 0002051323
13F Portfolio $5.3B AUM 730 positions Filed Aug 14, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 250 New 226 Added 221 Reduced 275 Exited
Page 8 of 12  ·  226 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 NTAP NETAPP INC Technology 10,810.0 $1.7M 0.03% +9K +416.5% $154.76 +21.1%
142 MMM 3M CO Industrials 10,254.0 $1.7M 0.03% +643.0 +6.7% $161.91 +10.8%
143 ALGN ALIGN TECHNOLOGY INC Healthcare 9,148.0 $1.5M 0.03% +4K +73.5% $168.66 -5.4%
144 DNA GINKGO BIOWORKS HOLDINGS INC Healthcare 154,647.0 $1.5M 0.03% +86K +124.8% $9.91 -23.9%
145 KBH KB HOME Consumer Cyclical 24,420.0 $1.5M 0.03% +2K +10.5% $62.59 -8.8%
146 CIM CHIMERA INVT CORP Real Estate 113,055.0 $1.5M 0.03% +43K +61.4% $13.34 -13.0%
147 TJX TJX COS INC NEW Consumer Cyclical 9,568.0 $1.4M 0.03% +5K +95.5% $151.50 -7.9%
148 HIG HARTFORD INSURANCE GROUP INC Financial Services 10,928.0 $1.4M 0.03% +2K +20.1% $132.52 +4.3%
149 PCRX PACIRA BIOSCIENCES INC Healthcare 56,917.0 $1.4M 0.03% +22K +61.2% $25.37 +0.6%
150 ROCK GIBRALTAR INDS INC Industrials 31,979.0 $1.4M 0.03% +1K +4.1% $45.10 +2.0%
151 ASH ASHLAND INC Basic Materials 21,873.0 $1.4M 0.03% +932.0 +4.5% $65.89 +11.9%
152 PEG PUBLIC SVC ENTERPRISE GROUP Utilities 17,122.0 $1.4M 0.03% +5K +39.9% $81.16 -9.7%
153 WST WEST PHARMACEUTICAL SVSC INC Healthcare 3,866.0 $1.4M 0.03% +2K +165.3% $359.00 -2.9%
154 PSEC PROSPECT CAP CORP Financial Services 592,554.0 $1.4M 0.03% +459K +343.8% $2.31 +1.7%
155 AFL AFLAC INC Financial Services 11,593.0 $1.4M 0.03% +2K +25.0% $117.25 -0.9%
156 OII OCEANEERING INTL INC Energy 32,859.0 $1.3M 0.03% +5K +17.0% $40.52 +23.2%
157 AN AUTONATION INC Consumer Cyclical 6,972.0 $1.3M 0.02% +471.0 +7.2% $185.79 +5.9%
158 VOYA VOYA FINANCIAL INC Financial Services 14,071.0 $1.3M 0.02% +806.0 +6.1% $90.53 +11.1%
159 HCA HCA HEALTHCARE INC Healthcare 3,224.0 $1.3M 0.02% +463.0 +16.8% $389.89 +10.0%
160 TWO HARBORS INVENTMENT CORPO 97,899.0 $1.2M 0.02% +6K +6.8% $12.41
Page 8 of 12  ·  226 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 35.9%
Communication Services 15.6%
Industrials 11.4%
Consumer Cyclical 9.8%
Energy 8.0%
Financial Services 6.8%
Basic Materials 4.4%
Healthcare 3.8%
Consumer Defensive 1.9%
Real Estate 1.6%