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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 9 of 14  ·  275 positions
# Ticker Company Sector Shares Value ↓ % Port Status
161 BK BANK NEW YORK MELLON CORP Financial Services 2,978 $353K 0.01% SOLD
162 SRE SEMPRA Utilities 3,612 $351K 0.01% SOLD
163 IOSP INNOSPEC INC Basic Materials 4,726 $345K 0.01% SOLD
164 BSX BOSTON SCIENTIFIC CORP Healthcare 5,445 $342K 0.01% SOLD
165 WY WEYERHAEUSER CO Real Estate 13,865 $339K 0.01% SOLD
166 LINE LINEAGE INC Real Estate 10,334 $339K 0.01% SOLD
167 POR PORTLAND GEN ELEC CO Utilities 6,406 $338K 0.01% SOLD
168 DGII DIGI INTL INC Technology 6,963 $336K 0.01% SOLD
169 ORLY OREILLY AUTOMOTIVE INC Consumer Cyclical 3,598 $332K 0.01% SOLD
170 PII POLARIS INC Consumer Cyclical 6,091 $332K 0.01% SOLD
171 SSNC SS&C TECH HLDGS Technology 4,797 $324K 0.01% SOLD
172 ISRG INTUITIVE SURGICAL INC Healthcare 696 $321K 0.01% SOLD
173 REYN REYNOLDS CONSUMER PRODS INC Consumer Cyclical 14,918 $316K 0.01% SOLD
174 VRRM VERRA MOBILITY CORP Technology 22,081 $316K 0.01% SOLD
175 ECVT ECOVYST INC Basic Materials 24,323 $313K 0.01% SOLD
176 SITE CTRS CORP 57,555 $311K 0.01% SOLD
177 DAKT DAKTRONICS INC Technology 15,659 $306K 0.01% SOLD
178 GWRE GUIDEWIRE SOFTWARE INC Technology 2,000 $299K 0.01% SOLD
179 ATRC ATRICURE INC Healthcare 10,472 $299K 0.01% SOLD
180 COF CAPITAL ONE FINL CORP Financial Services 1,635 $298K 0.01% SOLD
Page 9 of 14  ·  275 positions
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%