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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 12 of 13  ·  250 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 GEN GEN DIGITAL INC Technology 9,643.0 $240K 0.01% NEW $24.89 +17.8%
222 CLDT CHATHAM LODGING TR Real Estate 18,033.0 $239K 0.00% NEW $13.23 +4.3%
223 FORM FORMFACTOR INC Technology 1,475.0 $236K 0.00% NEW $159.93 -32.7%
224 VCEL VERICEL CORP Healthcare 5,271.0 $235K 0.00% NEW $44.49 -2.9%
225 ORI OLD REP INTL CORP Financial Services 5,718.0 $234K 0.00% NEW $40.92 +2.9%
226 GEO GEO GROUP INC Industrials 7,863.0 $232K 0.00% NEW $29.55 +8.8%
227 MRTN MARTEN TRANS LTD Industrials 13,307.0 $231K 0.00% NEW $17.35 -16.5%
228 IRIDIUM COMMUNICATIONS INC 4,207.0 $231K 0.00% NEW $54.85
229 BKU BANKUNITED INC Financial Services 4,759.0 $231K 0.00% NEW $48.45 -4.4%
230 ULCC FRONTIER GROUP HLDGS INC Industrials 28,995.0 $229K 0.00% NEW $7.91 -24.5%
231 AGM FEDERAL AGRIC MTG CORP Financial Services 1,129.0 $225K 0.00% NEW $199.27 +10.2%
232 COPX GLOBAL X FDS 2,908.0 $224K 0.00% NEW $76.97 +25.2%
233 CTRN CITI TRENDS INC Consumer Cyclical 3,861.0 $223K 0.00% NEW $57.84 +20.6%
234 AEIS ADVANCED ENERGY INDS Industrials 595.0 $222K 0.00% NEW $372.87 -26.1%
235 IIIV I3 VERTICALS INC Technology 10,380.0 $222K 0.00% NEW $21.36 -20.5%
236 GAP GAP INC Consumer Cyclical 11,821.0 $221K 0.00% NEW $18.68 +7.8%
237 ARQT ARCUTIS BIOTHERAPEUTICS INC Healthcare 8,374.0 $220K 0.00% NEW $26.22 -5.2%
238 MSTR STRATEGY INC Technology 2,523.0 $219K 0.00% NEW $86.93 +45.9%
239 OGN ORGANON & CO Healthcare 15,621.0 $212K 0.00% NEW $13.54 +1.6%
240 AGYS AGILYSYS INC Technology 2,008.0 $210K 0.00% NEW $104.50 +9.7%
Page 12 of 13  ·  250 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%