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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 9 of 15  ·  288 positions
# Ticker Company Sector Shares Value ↓ % Port Status
161 JNJ JOHNSON & JOHNSON Healthcare 2,016 $417K 0.01% SOLD
162 INCY INCYTE CORP Healthcare 4,203 $415K 0.01% SOLD
163 WOR WORTHINGTON ENTERPRISES INC Industrials 7,957 $410K 0.01% SOLD
164 NX QUANEX BLDG PRODS CORP Industrials 26,547 $408K 0.01% SOLD
165 FOXF FOX FACTORY HLDG CORP Consumer Cyclical 23,680 $405K 0.01% SOLD
166 IMKTA INGLES MKTS INC Consumer Defensive 5,829 $400K 0.01% SOLD
167 MRSH MARSH & MCLENNAN COS INC Financial Services 2,141 $397K 0.01% SOLD
168 INVH INVITATION HOMES INC Real Estate 14,229 $395K 0.01% SOLD
169 CTO CTO RLTY GROWTH INC NEW Real Estate 21,460 $395K 0.01% SOLD
170 RBRK RUBRIK INC. Technology 5,049 $386K 0.01% SOLD
171 SINCLAIR INC 24,856 $380K 0.01% SOLD
172 TTC TORO CO Industrials 4,720 $372K 0.01% SOLD
173 EXPI EXP WORLD HLDGS INC Real Estate 41,019 $371K 0.01% SOLD
174 ANYWHERE REAL ESTATE INC 26,180 $371K 0.01% SOLD
175 IDCC INTERDIGITAL INC Technology 1,163 $370K 0.01% SOLD
176 NRDS NERDWALLET INC Financial Services 26,317 $357K 0.01% SOLD
177 KBR KBR INC Industrials 8,852 $356K 0.01% SOLD
178 SEALED AIR CORP NEW 8,529 $353K 0.01% SOLD
179 PATH UIPATH INC Technology 21,430 $351K 0.01% SOLD
180 HPE HEWLETT PACKARD ENTERPRISE Technology 14,327 $344K 0.01% SOLD
Page 9 of 15  ·  288 positions
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%