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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 4 of 15  ·  288 positions
# Ticker Company Sector Shares Value ↓ % Port Status
61 ORC ORCHID IS CAP INC Real Estate 209,184 $1.5M 0.03% SOLD
62 MPC MARATHON PETE CORP Energy 9,006 $1.5M 0.03% SOLD
63 DX DYNEX CAP INC Real Estate 102,018 $1.4M 0.03% SOLD
64 EIX EDISON INTL Utilities 23,362 $1.4M 0.03% SOLD
65 SEIC SEI INVTS CO Financial Services 17,000 $1.4M 0.03% SOLD
66 UNP UNION PAC CORP Industrials 5,910 $1.4M 0.03% SOLD
67 XERS XERIS BIOPHARMA HOLDINGS Healthcare 174,102 $1.4M 0.03% SOLD
68 CIVITAS RESOURCES INC 50,342 $1.4M 0.03% SOLD
69 IBB ISHARES TR 8,010 $1.4M 0.03% SOLD
70 OMC OMNICOM GROUP INC Communication Services 16,488 $1.3M 0.03% SOLD
71 ANF ABERCROMBIE & FITCH CO Consumer Cyclical 10,550 $1.3M 0.03% SOLD
72 IPGP IPG PHOTONICS CORP Technology 18,277 $1.3M 0.03% SOLD
73 ALGT ALLEGIANT TRAVEL CO Industrials 14,721 $1.3M 0.03% SOLD
74 RIVN RIVIAN AUTOMOTIVE INC Consumer Cyclical 63,441 $1.3M 0.02% SOLD
75 MD PEDIATRIX MEDICAL GROUP INC Healthcare 58,318 $1.2M 0.02% SOLD
76 PFG PRINCIPAL FINANCIAL GROUP Financial Services 14,091 $1.2M 0.02% SOLD
77 CVNA CARVANA CO Consumer Cyclical 2,905 $1.2M 0.02% SOLD
78 OC OWENS CORNING NEW Industrials 10,954 $1.2M 0.02% SOLD
79 FLNC FLUENCE ENERGY INC Utilities 61,504 $1.2M 0.02% SOLD
80 XLU SELECT SECTOR SPDR TR 28,388 $1.2M 0.02% SOLD
Page 4 of 15  ·  288 positions
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%