CAXTON ASSOCIATES LLP

CIK: 0002051323Latest portfolio: $5.1B · Q4 2025

Holdings

750

Total Value

$5.1B

New Positions

328

Closed Positions

251

#StockSharesValue% PortfolioChangeType
1
TSLATESLA INC
2,168,231$975.0M19.09%+887K
2
AMDADVANCED MICRO DEVICES INC
2,205,081$472.0M9.24%NEW
3
BPBP PLC
10,409,750$361.0M7.07%NEW
4
BBARRICK MNG CORP
5,988,986$260.0M5.09%NEW
5
AMZNAMAZON COM INC
1,017,253$234.0M4.58%-536,764
6
AVGOBROADCOM INC
496,390$171.0M3.35%+491K
7
NVDANVIDIA CORPORATION
857,351$159.0M3.11%+709K
8
TECK/BTECK RESOURCES LTD
2,822,926$135.0M2.64%+2.1M
9
U6ZURANIUM ENERGY CORP
8,862,693$103.0M2.02%+4.6M
10
ISRGINTUITIVE SURGICAL INC
168,536$95.0M1.86%+168K
11
MSFTMICROSOFT CORP
185,697$89.0M1.74%-502,004
12
GOOGALPHABET INC
263,000$82.0M1.61%NEW
13
GOOGLALPHABET INC
250,731$78.0M1.53%+242K
14
GILDGILEAD SCIENCES INC
550,000$67.0M1.31%NEW
15
AAPLAPPLE INC
232,069$63.0M1.23%-1,920,449
16
DAYDAYFORCE INC
804,126$55.0M1.08%NEW
17
MUMICRON TECHNOLOGY INC
189,521$54.0M1.06%+134K
18
CCOCAMECO CORP
525,000$48.0M0.94%-37,500
19
FYBRFRONTIER COMMUNICATIONS
1,093,846$41.0M0.80%
20
HLTHILTON WORLDWIDE HLDGS INC
119,066$34.0M0.67%+106K
21
AMATAPPLIED MATLS INC
134,368$34.0M0.67%+89K
22
EXASEXACT SCIENCES CORP
331,682$33.0M0.65%+327K
23
TMUST-MOBILE US INC
159,699$32.0M0.63%+114K
24
ADBEADOBE INC
90,511$31.0M0.61%-1,085
25
CLSCELESTICA INC
107,700$31.0M0.61%NEWCall

Quarterly Changes

New Positions

Closed Positions

Increased Positions

NameSharesChange
U6Z8.9M+4.6M
TSLA2.2M+887K
NVDA857K+709K
LBRDK453K+449K
NUVB585K+393K
PCG323K+302K
ACHC407K+282K
FMC197K+182K
FSK535K+132K
NOG258K+113K

Decreased Positions

NameSharesChange
INTC28K-3380794
KWEB125K-749423
GNW164K-731040
HPE14K-602892
AMZN1.0M-536764
MSFT186K-502004
EWW412K-471023
VSTS303K-441501
DRH12K-250773
EOSE145K-164615

Sector Breakdown

TechnologyNaN% ($InfinityT)
Financial Services0.0% ($2.900028000160001e+265T)
Consumer Cyclical0.0% ($9.7500023400034e+259T)
Industrials0.0% ($2.8000220004000405e+202T)
Healthcare0.0% ($9.500067000330003e+166T)
Real Estate0.0% ($4.0004000400040004e+121T)
Unknown0.0% ($1.3500010300055e+114T)
Communication Services0.0% ($8.200078000480003e+93T)
Energy0.0% ($3.6100050005000396e+87T)
Consumer Defensive0.0% ($2.0002000200020003e+52T)
Basic Materials0.0% ($2.60000300030002e+43T)
Utilities0.0% ($5.000400020001001e+22T)

Filing History

QuarterFiling DatePortfolio ValueHoldings
Q4 2025Feb 13, 2026$5.1B752
Q3 2025Nov 17, 2025$4.2T674
Q2 2025Aug 15, 2025$3.9T672
Q1 2025May 16, 2025$2.9T740

Fund Information

CIK0002051323
Most Recent FilingFeb 13, 2026
Number of Filings4

CAXTON ASSOCIATES LLP is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $5.1B across 750 holdings. The largest position is TESLA INC (TSLA), representing 19.1% of the portfolio. Compared to the previous quarter, the fund opened 333 new positions and closed 255 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.