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Portfolio (Quarterly) Guide ↗

CAXTON ASSOCIATES LLP

· CIK 0002051323
13F Portfolio $5.1B AUM Filed Feb 13, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 752 New
Page 35 of 38  ·  752 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
681 AMN AMN HEALTHCARE SVCS INC Healthcare 14,660.0 $231K 0.01% NEW $15.76 +62.8%
682 BCO BRINKS CO Industrials 1,973.0 $230K 0.01% NEW $116.73 -10.2%
683 SOLENO THERAPEUTICS INC 4,959.0 $230K 0.00% NEW $46.30
684 CTKB CYTEK BIOSCIENCES INC Healthcare 45,376.0 $229K 0.00% NEW $5.05 -21.6%
685 AES AES CORP Utilities 15,830.0 $227K 0.00% NEW $14.34 +2.4%
686 HD HOME DEPOT INC Consumer Cyclical 658.0 $226K 0.00% NEW $344.10 -8.8%
687 NDSN NORDSON CORP Industrials 935.0 $225K 0.00% NEW $240.43 +19.3%
688 APEI AMERICAN PUB ED INC Consumer Defensive 5,943.0 $225K 0.00% NEW $37.80 +36.5%
689 BWMN BOWMAN CONSULTING GROUP LTD Industrials 6,798.0 $224K 0.00% NEW $33.02 -5.9%
690 PACS PACS GROUP INC Financial Services 5,813.0 $223K 0.00% NEW $38.39 -1.6%
691 SNAP SNAP INC Communication Services 27,624.0 $223K 0.00% NEW $8.07 -30.3%
692 SHOO MADDEN STEVEN LTD Consumer Cyclical 5,353.0 $223K 0.00% NEW $41.64 -2.8%
693 NBTB NBT BANCORP INC Financial Services 5,358.0 $222K 0.00% NEW $41.52 +10.5%
694 INGERSOLL RAND INC 2,799.0 $222K 0.00% NEW $79.22
695 NABL N-ABLE INC Technology 29,619.0 $222K 0.00% NEW $7.48 -52.4%
696 LIBERTY MEDIA CORP DEL 2,243.0 $221K 0.00% NEW $98.51
697 EVTC EVERTEC INC Technology 7,579.0 $220K 0.00% NEW $29.09 -15.3%
698 MCD MCDONALDS CORP Consumer Cyclical 715.0 $219K 0.00% NEW $305.63 -7.0%
699 OCUL OCULAR THERAPEUTIX INC Healthcare 17,932.0 $218K 0.00% NEW $12.14 -32.3%
700 GFF GRIFFON CORP Industrials 2,950.0 $217K 0.00% NEW $73.65 +14.9%
Page 35 of 38  ·  752 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
Consumer Cyclical 29.6%
Technology 27.7%
Energy 11.9%
Basic Materials 8.8%
Healthcare 6.7%
Communication Services 5.8%
Financial Services 3.3%
Industrials 3.2%
Real Estate 1.9%
Consumer Defensive 0.6%