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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 35 of 37  ·  730 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
681 FICO FAIR ISAAC CORP Technology 194.0 $232K 0.00% -1K -86.5% $1194.78 -5.1%
682 TXG 10X GENOMICS INC Healthcare 6,044.0 $232K 0.00% -9K -58.5% $38.34 +67.6%
683 MRTN MARTEN TRANS LTD Industrials 13,307.0 $231K 0.00% NEW $17.35 -16.7%
684 IRIDIUM COMMUNICATIONS INC 4,207.0 $231K 0.00% NEW $54.85
685 BKU BANKUNITED INC Financial Services 4,759.0 $231K 0.00% NEW $48.45 -4.1%
686 EXEL EXELIXIS INC Healthcare 4,218.0 $230K 0.00% -1K -19.4% $54.41 +3.1%
687 ULCC FRONTIER GROUP HLDGS INC Industrials 28,995.0 $229K 0.00% NEW $7.91 -24.5%
688 ASTE ASTEC INDS INC Industrials 3,696.0 $226K 0.00% -11K -74.0% $61.19 -28.1%
689 AGM FEDERAL AGRIC MTG CORP Financial Services 1,129.0 $225K 0.00% NEW $199.27 +9.5%
690 COPX GLOBAL X FDS 2,908.0 $224K 0.00% NEW $76.97 +24.1%
691 CTRN CITI TRENDS INC Consumer Cyclical 3,861.0 $223K 0.00% NEW $57.84 +19.5%
692 AEIS ADVANCED ENERGY INDS Industrials 595.0 $222K 0.00% NEW $372.87 -24.1%
693 IIIV I3 VERTICALS INC Technology 10,380.0 $222K 0.00% NEW $21.36 -20.6%
694 CSCO CISCO SYS INC Technology 1,883.0 $221K 0.00% -43K -95.8% $117.46 -4.3%
695 GAP GAP INC Consumer Cyclical 11,821.0 $221K 0.00% NEW $18.68 +13.2%
696 ARQT ARCUTIS BIOTHERAPEUTICS INC Healthcare 8,374.0 $220K 0.00% NEW $26.22 -4.1%
697 MSTR STRATEGY INC Technology 2,523.0 $219K 0.00% NEW $86.93 +41.7%
698 SEB SEABOARD CORP DEL Industrials 49.0 $219K 0.00% -280.0 -85.1% $4464.33 -9.8%
699 ROP ROPER TECHNOLOGIES INC Industrials 645.0 $218K 0.00% $338.39 +22.1%
700 ULTA ULTA BEAUTY INC Consumer Cyclical 479.0 $216K 0.00% -547.0 -53.3% $450.98 +20.4%
Page 35 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%