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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 16 of 38  ·  755 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 MMM 3M CO Industrials 9,611.0 $1.4M 0.03% NEW $145.23 +4.4%
302 PUMP PROPETRO HLDG CORP Energy 96,048.0 $1.4M 0.03% +34K +55.2% $14.41 +18.2%
303 VZ VERIZON COMMUNICATIONS INC Communication Services 27,470.0 $1.4M 0.03% -40K -59.2% $50.20 -4.7%
304 NSIT INSIGHT ENTERPRISES INC Technology 20,571.0 $1.4M 0.03% $67.01 +39.6%
305 PWR QUANTA SVCS INC Industrials 2,500.0 $1.4M 0.03% NEW $549.02 +29.3%
306 NOVT NOVANTA INC Technology 11,535.0 $1.4M 0.03% NEW $118.11 +31.1%
307 GPOR GULFPORT ENERGY CORP Energy 6,423.0 $1.4M 0.03% -4K -36.2% $211.57 -15.4%
308 FLR FLUOR CORP Industrials 29,033.0 $1.4M 0.03% -9K -23.8% $46.65 -4.4%
309 SMPL SIMPLY GOOD FOODS CO Consumer Defensive 93,925.0 $1.3M 0.03% +10K +11.7% $14.35 -22.1%
310 CRBG COREBRIDGE FINL INC Financial Services 56,180.0 $1.3M 0.03% NEW $23.86 +15.9%
311 COHR COHERENT CORP Technology 5,551.0 $1.3M 0.03% -19K -77.8% $238.21 +58.7%
312 DORM DORMAN PRODS INC Consumer Cyclical 12,663.0 $1.3M 0.03% -2K -13.7% $104.36 +13.7%
313 EXPAND ENERGY CORPORATION 12,037.0 $1.3M 0.03% +8K +200.7% $109.78
314 WBD PUT WARNER BROS DISCOVERY INC Communication Services 48,100.0 $1.3M 0.03% NEW $27.46 -0.1%
315 HCA HCA HEALTHCARE INC Healthcare 2,761.0 $1.3M 0.03% NEW $473.24 -17.0%
316 RKLB ROCKET LAB CORP Industrials 20,328.0 $1.3M 0.03% -8K -28.7% $64.22 +109.1%
317 DD DUPONT DE NEMOURS INC Basic Materials 28,357.0 $1.3M 0.03% NEW $45.80 +2.9%
318 APEI AMERICAN PUB ED INC Consumer Defensive 22,731.0 $1.3M 0.03% +17K +282.5% $56.88 -9.3%
319 LH LABCORP HOLDINGS INC Healthcare 4,845.0 $1.3M 0.03% -2K -29.1% $266.81 -4.1%
320 JPM JPMORGAN CHASE & CO Financial Services 4,389.0 $1.3M 0.03% NEW $294.16 +3.0%
Page 16 of 38  ·  755 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 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%