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CAXTON CORP

Q2 2025 · Filed 2025-08-14
Market Value
$7.8B
+84.3%
Holdings
11
-1
New Purchases
1
Added To
3
Closed
2
Reduced
1
Top 10 Concentration
100.0%
Turnover
27.3%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
ELVN 3.37% 0.00% +3.37% $263M
RZLT 91.89% 90.57% +1.32% $7.2B
GLD 0.02% 0.01% +0.01% $2M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
BCAX 1.31% 3.38% -2.07% $102M
CRDF 0.00% 0.99% -0.99% $0
LXEO 0.89% 1.47% -0.57% $70M
CMPX 1.45% 1.96% -0.50% $113M
ACET 0.00% 0.31% -0.31% $0
KYTX 0.91% 1.05% -0.14% $71M
CNTX 0.15% 0.27% -0.11% $12M
BRK-B 0.00% 0.01% -0.00% $307K

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 1 $307K 0.0%
Large Cap 1 $2M 0.0%
Mid Cap 1 $263M 3.4%
Small Cap 4 $7.4B 95.0%
Micro Cap 4 $125M 1.6%

Portfolio Analytics

Avg Market Cap
$109.5B
Median Market Cap
$380M
Avg P/E
14.5
Median P/E
14.5
Avg Dividend Yield
—%
Avg Beta
0.91
# Stocks
10
# ETFs / Funds
1

Top Holdings (11 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 RZLT 91.89% 1,603,986 $7.2B $4,460.00 $3.3B +285,019 +21.6%
2 ELVN 3.37% 13,097 $263M $20,060.78 +13,097 NEW
3 CMPX 1.45% 43,465 $113M $2,600.02 $30M
4 BCAX 1.31% 10,941 $102M $9,290.10 -$41M
5 KYTX 0.91% 22,981 $71M $3,070.01 $26M
6 LXEO 0.89% 17,332 $70M $4,019.96 $8M -519 -2.9%
7 CNTX 0.15% 18,403 $12M $655.22 $795K
8 GLD 0.02% 4,952 $2M $304.83 $1M +3,654 +281.5%
9 BRK-B —% 632 $307K $485.82 $58K +165 +35.3%
10 ACET —% -$13M -17,488 -100.0% SOLD
11 CRDF —% -$42M -13,287 -100.0% SOLD

New Positions

SymbolValue% Port
ELVN $263M 3.37%

Sold Out Positions

SymbolValue% Port
ACET —%
CRDF —%
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