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CAXTON CORP

Q1 2026 · Filed 2026-05-14
Market Value
$352M
-59.0%
Holdings
9
-2
New Purchases
1
Added To
2
Closed
3
Reduced
0
Top 10 Concentration
100.0%
Turnover
44.4%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
KYTX 46.04% 20.57% +25.47% $162M
ALXO 11.93% 0.00% +11.93% $42M
XFOR 18.26% 7.25% +11.00% $64M
LXEO 22.74% 16.14% +6.60% $80M
GLD 0.93% 0.32% +0.61% $3M
BRK-B 0.10% 0.04% +0.06% $348K

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
SYRE 0.00% 34.06% -34.06% $0
CMPX 0.00% 18.46% -18.46% $0
CNTX 0.00% 3.15% -3.15% $0

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 1 $348K 0.1%
Large Cap 1 $3M 0.9%
Mid Cap 1 $0 0.0%
Small Cap 2 $242M 68.8%
Micro Cap 4 $106M 30.2%

Portfolio Analytics

Avg Market Cap
$133.9B
Median Market Cap
$380M
Avg P/E
14.5
Median P/E
14.5
Avg Dividend Yield
—%
Avg Beta
1.16
# Stocks
8
# ETFs / Funds
1

Top Holdings (9 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 KYTX 46.04% 18,773 $162M $8,630.05 -$14M
2 LXEO 22.74% 13,943 $80M $5,739.94 -$58M
3 XFOR 18.26% 15,557 $64M $4,129.91 $2M
4 ALXO 11.93% 20,946 $42M $2,004.97 +20,946 NEW
5 GLD 0.93% 7,623 $3M $430.27 $520K +659 +9.5%
6 BRK-B 0.10% 727 $348K $479.15 -$8K +17 +2.4%
7 CMPX —% -$158M -29,495 -100.0% SOLD
8 SYRE —% -$292M -8,919 -100.0% SOLD
9 CNTX —% -$27M -18,403 -100.0% SOLD

New Positions

SymbolValue% Port
ALXO $42M 11.93%

Sold Out Positions

SymbolValue% Port
CMPX —%
SYRE —%
CNTX —%
View SEC EDGAR Filings for CAXTON CORP →

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms