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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 5 of 13  ·  250 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 RLJ RLJ LODGING TR Real Estate 102,083.0 $1.2M 0.02% NEW $11.85 -2.4%
82 CACC CREDIT ACCEP CORP MICH Financial Services 1,899.0 $1.2M 0.02% NEW $636.74 -5.1%
83 VICR VICOR CORP Technology 3,159.0 $1.2M 0.02% NEW $379.78 -48.8%
84 INN SUMMIT HOTEL PPTYS Real Estate 168,830.0 $1.2M 0.02% NEW $7.01 -11.6%
85 HTLD HEARTLAND EXPRESS INC Industrials 75,514.0 $1.1M 0.02% NEW $15.22 -19.3%
86 UPWK UPWORK INC Industrials 126,729.0 $1.1M 0.02% NEW $8.36 +4.5%
87 WTI W & T OFFSHORE INC Energy 335,185.0 $1.1M 0.02% NEW $3.15 +14.3%
88 RAMP LIVERAMP HLDGS INC Technology 27,806.0 $1.0M 0.02% NEW $37.64 +0.2%
89 APPS DIGITAL TURBINE INC Technology 79,833.0 $1.0M 0.02% NEW $12.90 -16.0%
90 ZEVRA THERAPEUTICS INC 70,048.0 $1.0M 0.02% NEW $14.34
91 LFST LIFESTANCE HEALTH GROUP INC Healthcare 93,254.0 $999K 0.02% NEW $10.71 +14.7%
92 LWLG LIGHTWAVE LOGIC INC Basic Materials 103,074.0 $975K 0.02% NEW $9.46 -37.2%
93 RXO RXO INC Industrials 35,130.0 $969K 0.02% NEW $27.59 -21.7%
94 ALK ALASKA AIR GROUP INC Industrials 18,242.0 $952K 0.02% NEW $52.20 -17.0%
95 ROKU ROKU INC Communication Services 6,776.0 $936K 0.02% NEW $138.14 +15.7%
96 PEGA PEGASYSTEMS INC Technology 30,332.0 $909K 0.02% NEW $29.97 +13.4%
97 BLMN BLOOMIN BRANDS INC Consumer Cyclical 97,076.0 $887K 0.02% NEW $9.14 +20.8%
98 VIRT VIRTU FINL INC Financial Services 14,891.0 $887K 0.02% NEW $59.57 +9.5%
99 SEI SOLARIS ENERGY INFRAS INC Energy 10,813.0 $870K 0.02% NEW $80.46 -34.3%
100 ALLY ALLY FINL INC Financial Services 18,820.0 $865K 0.02% NEW $45.95 -7.3%
Page 5 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%