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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 18 of 37  ·  730 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
341 AVT AVNET INC Technology 15,853.0 $1.4M 0.03% -22K -58.1% $88.82 +3.1%
342 GO GROCERY OUTLET HLDG CORP Consumer Defensive 140,355.0 $1.4M 0.03% -35K -19.8% $9.98 +16.6%
343 EGBN EAGLE BANCORPORATION INC Financial Services 49,246.0 $1.4M 0.03% -13K -21.0% $28.39 -3.0%
344 PEG PUBLIC SVC ENTERPRISE GROUP Utilities 17,122.0 $1.4M 0.03% +5K +39.9% $81.16 -9.7%
345 WST WEST PHARMACEUTICAL SVSC INC Healthcare 3,866.0 $1.4M 0.03% +2K +165.3% $359.00 -2.5%
346 ATEX ANTERIX INC Communication Services 13,432.0 $1.4M 0.03% NEW $102.94 -9.0%
347 PSEC PROSPECT CAP CORP Financial Services 592,554.0 $1.4M 0.03% +459K +343.8% $2.31 -0.3%
348 DHI D R HORTON INC Consumer Cyclical 8,374.0 $1.4M 0.03% -2K -18.4% $162.88 -10.2%
349 AFL AFLAC INC Financial Services 11,593.0 $1.4M 0.03% +2K +25.0% $117.25 -0.1%
350 NEOG NEOGEN CORP Healthcare 149,164.0 $1.3M 0.03% -24K -13.8% $8.99 +31.3%
351 OII OCEANEERING INTL INC Energy 32,859.0 $1.3M 0.03% +5K +17.0% $40.52 +22.9%
352 NOW SERVICENOW INC Technology 13,408.0 $1.3M 0.03% -7K -35.8% $99.28 +36.8%
353 ARCB ARCBEST CORP Industrials 9,261.0 $1.3M 0.03% NEW $143.54 -3.4%
354 SHW SHERWIN WILLIAMS CO Basic Materials 3,789.0 $1.3M 0.02% NEW $344.32 +0.7%
355 ADP AUTOMATIC DATA PROCESSING IN Industrials 5,796.0 $1.3M 0.02% -9K -59.5% $223.95 +27.4%
356 AN AUTONATION INC Consumer Cyclical 6,972.0 $1.3M 0.02% +471.0 +7.2% $185.79 +6.7%
357 ROG ROGERS CORP Technology 7,824.0 $1.3M 0.02% NEW $163.73 -21.2%
358 GTM ZOOMINFO TECHNOLOGIES INC Technology 436,608.0 $1.3M 0.02% NEW $2.93 +40.1%
359 VISN VISTANCE NETWORKS INC Technology 100,036.0 $1.3M 0.02% NEW $12.78 -10.2%
360 VOYA VOYA FINANCIAL INC Financial Services 14,071.0 $1.3M 0.02% +806.0 +6.1% $90.53 +12.5%
Page 18 of 37  ·  730 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%