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Portfolio (Quarterly) Guide ↗

CAXTON CORP

· CIK 0001388551
13F Portfolio $4M AUM Filed Feb 13, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 11 New
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 GLD SPDR GOLD TR Financial Services 6,964.0 $2.8M 64.50% NEW $396.31 +6.0%
2 BERKSHIRE HATHAWAY INC DEL 710.0 $357K 8.34% NEW $502.49
3 SYRE SPYRE THERAPEUTICS INC Healthcare 8,919.0 $292K 6.83% NEW $32.76 +125.9%
4 MIND MEDICINE MINDMED INC 15,688.0 $210K 4.91% NEW $13.39
5 KYTX KYVERNA THERAPEUTICS INC Healthcare 18,773.0 $176K 4.12% NEW $9.40 -5.7%
6 CMPX COMPASS THERAPEUTICS INC Healthcare 29,495.0 $158K 3.70% NEW $5.37 -64.7%
7 LXEO LEXEO THERAPEUTICS INC Healthcare 13,943.0 $138K 3.23% NEW $9.93 -48.8%
8 XFOR X4 PHARMACEUTICALS INC Healthcare 15,557.0 $62K 1.45% NEW $4.00 -1.5%
9 INHIBIKASE THERAPEUTICS INC 28,453.0 $58K 1.36% NEW $2.05
10 SAB BIOTHERAPEUTICS INC 10,527.0 $39K 0.92% NEW $3.74
11 CNTX CONTEXT THERAPEUTICS INC Healthcare 18,403.0 $27K 0.63% NEW $1.47 +46.9%

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
Financial Services 76.4%
Healthcare 23.6%