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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 31 of 37  ·  730 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
601 CHYM CHIME FINL INC Financial Services 17,683.0 $362K 0.01% NEW $20.48 +61.9%
602 EXPAND ENERGY CORPORATION 3,960.0 $361K 0.01% -8K -67.1% $91.19
603 SYNA SYNAPTICS INC Technology 2,879.0 $358K 0.01% -2K -44.0% $124.23 -23.0%
604 INVH INVITATION HOMES INC Real Estate 11,837.0 $358K 0.01% NEW $30.21 -1.1%
605 EXPO EXPONENT INC Industrials 6,078.0 $357K 0.01% +3K +81.8% $58.76 +19.7%
606 DDD 3D SYS CORP DEL Technology 118,230.0 $357K 0.01% NEW $3.02 +9.3%
607 APP APPLOVIN CORP Technology 692.0 $357K 0.01% NEW $515.23 -40.2%
608 COLM COLUMBIA SPORTSWEAR CO Consumer Cyclical 5,708.0 $353K 0.01% $61.82 -5.9%
609 EQT EQT CORP Energy 6,600.0 $351K 0.01% +1K +24.7% $53.17 +3.0%
610 SSD SIMPSON MFG INC Industrials 1,659.0 $347K 0.01% NEW $209.35 -11.7%
611 BOOT BOOT BARN HLDGS INC Consumer Cyclical 2,111.0 $347K 0.01% -12K -85.2% $164.27 -2.8%
612 ALV AUTOLIV INC Consumer Cyclical 2,977.0 $346K 0.01% -7K -68.9% $116.17 +6.3%
613 LADR LADDER CAP CORP Real Estate 34,544.0 $344K 0.01% NEW $9.95 -0.9%
614 CRUS CIRRUS LOGIC INC Technology 2,307.0 $343K 0.01% -5K -70.0% $148.53 -25.7%
615 CMCO COLUMBUS MCKINNON CORP N Y Industrials 22,574.0 $342K 0.01% -3K -11.9% $15.13 +18.8%
616 HMN HORACE MANN EDUCATORS CORP N Financial Services 6,595.0 $341K 0.01% -9K -57.6% $51.65 -0.4%
617 POWL POWELL INDS INC Industrials 1,188.0 $340K 0.01% NEW $286.36 -33.0%
618 ORCL ORACLE CORP Technology 2,318.0 $340K 0.01% -682.0 -22.7% $146.55 +1.6%
619 ABM ABM INDS INC Industrials 7,607.0 $337K 0.01% -11K -59.5% $44.24 +8.0%
620 HWKN HAWKINS INC Basic Materials 2,366.0 $336K 0.01% -3K -54.2% $142.10 -16.6%
Page 31 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%