CAXTON ASSOCIATES LP

CIK 872573 · عرض على SEC EDGAR ↗

قيمة المحفظة
$3.2B
#1119 من 9443 حسب قيمة 13F · أعلى 11.9%
المراكز
477
حتى تاريخ
31 ديسمبر، 2024 البيانات اعتبارًا من Q4 2024
وزن أكبر 10 مقتنيات
63,18%
وزن أكبر 25 مقتنية
79,03%
المراكز فوق 1%
19
العدد الفعلي للمراكز
9,3

استنادًا إلى ممتلكات الأسهم الطويلة فقط في نموذج 13F (النقد والسندات والمراكز القصيرة غير مكشوفة)

مراكز جديدة
477
زيادة
0
انخفض
0
مغلق
0

مكشوفات خيارات البيع الاسمية: 0,0% خيارات بيع يُبلغ نموذج 13F عن مراكز الخيارات بالقيمة الاسمية الأساسية - قد تشمل التحوطات، وليست بالضرورة رهانات هبوطية

على هذه الصفحة

توزيع القطاعات

Consumer Discretionary
28,0%
Retail
18,8%
Technology
16,5%
Healthcare
7,3%
Energy
3,2%
Communication Services
3,1%
Financial Services
2,9%
Real Estate
2,4%
Industrials
2,4%
Materials
1,5%
Consumer Staples
1,3%
Communications
1,0%
Utilities
0,9%
Financials
0,9%
Consumer products
0,6%
Telecommunication
0,3%
Diversified Consumer Services
0,1%
Logistics & Transportation
0,1%
Paper & Forest
0,0%
أخرى/غير معينة
8,5%

المحفظة الكاملة 477 المراكز

النوع فترة متتالية اتجاه 8 أرباع
TSLA Tesla, Inc. - Common Stock $850890880 26,79% 2107000 صعود ×1
AMZN Amazon.com, Inc. - Common Stock $532061118 16,75% 2425184 صعود ×1
AMD Advanced Micro Devices, Inc. - Common Stock $132873590 4,18% 1100038 صعود ×1
ADBE Adobe Inc. - Common Stock $115727525 3,64% 260249 صعود ×1
CDNS Cadence Design Systems, Inc. - Common Stock $79937083 2,52% 266049 صعود ×1
CNC Centene Corporation Common Stock $66708455 2,10% 1101163 صعود ×1
BSX Boston Scientific Corporation Common Stock $62622699 1,97% 701105 صعود ×1
NFLX Netflix, Inc. - Common Stock $58477723 1,84% 65608 صعود ×1
BRKB $54393600 1,71% 120000 صعود ×1
NVDA NVIDIA Corporation - Common Stock $52731923 1,66% 392672 صعود ×1
ISRG Intuitive Surgical, Inc. - Common Stock $52196000 1,64% 100000 صعود ×1
Z Zillow Group, Inc. - Class C Capital Stock $51835000 1,63% 700000 صعود ×1
ANSS $40479600 1,27% 120000 صعود ×1
TECK Teck Resources Ltd Ordinary Shares $40185779 1,27% 991507 صعود ×1
DFS $37978252 1,20% 219236 صعود ×1
HCP $37161810 1,17% 1086285 صعود ×1
PYPL PayPal Holdings, Inc. - Common Stock $34140000 1,07% 400000 صعود ×1
WDAY Workday, Inc. - Class A Common Stock $32253750 1,02% 125000 صعود ×1
MNST Monster Beverage Corporation - Common Stock $31648636 1,00% 602143 صعود ×1
ACI Albertsons Companies, Inc. Class A Common Stock $31424000 0,99% 1600000 عقد خيار الشراء صعود ×1
HES $31416829 0,99% 236199 صعود ×1
DXCM DexCom, Inc. - Common Stock $23331000 0,73% 300000 صعود ×1
K $20854714 0,66% 257561 صعود ×1
ADSK Autodesk, Inc. - Common Stock $19812648 0,62% 67032 صعود ×1
ANET Arista Networks, Inc. Common Stock $18951805 0,60% 171463 صعود ×1
CME CME Group Inc. - Class A Common Stock $15395223 0,48% 66293 صعود ×1
SNREY $15340228 0,48% 356087 صعود ×1
UAL United Airlines Holdings, Inc. - Common Stock $14288945 0,45% 147157 صعود ×1
QRVO Qorvo, Inc. - Common Stock $13989846 0,44% 200055 صعود ×1
MSFT Microsoft Corporation - Common Stock $13829415 0,44% 32810 صعود ×1
FANG Diamondback Energy, Inc. - Common Stock $13754511 0,43% 83956 صعود ×1
FSLR First Solar, Inc. - Common Stock $12336800 0,39% 70000 صعود ×1
WMB Williams Companies, Inc. (The) Common Stock $11599594 0,37% 214331 صعود ×1
RBLX Roblox Corporation Class A Common Stock $11572000 0,36% 200000 صعود ×1
ACI Albertsons Companies, Inc. Class A Common Stock $11177340 0,35% 569111 صعود ×1
ETR Entergy Corporation Common Stock $10872436 0,34% 143398 صعود ×1
KMI Kinder Morgan, Inc. Common Stock $10272424 0,32% 374906 صعود ×1
MPC Marathon Petroleum Corporation Common Stock $9839633 0,31% 70535 صعود ×1
HAL Halliburton Company Common Stock $8921093 0,28% 328102 صعود ×1
CHX $8189818 0,26% 301207 صعود ×1
LBRT Liberty Energy Inc. Class A common stock $7569915 0,24% 380589 صعود ×1
EXE Expand Energy Corporation - Common Stock $7270933 0,23% 73038 صعود ×1
VST Vistra Corp. Common Stock $6788581 0,21% 49239 صعود ×1
NRG NRG Energy, Inc. Common Stock $5572709 0,18% 61768 صعود ×1
X $4989766 0,16% 146801 صعود ×1
TMUS T-Mobile US, Inc. - Common Stock $4978124 0,16% 22553 صعود ×1
GPOR Gulfport Energy Corporation Common Shares $4784227 0,15% 25973 صعود ×1
XOM Exxon Mobil Corporation Common Stock $4681877 0,15% 43524 صعود ×1
GDDY GoDaddy Inc. Class A Common Stock $4460957 0,14% 22602 صعود ×1
HLT Hilton Worldwide Holdings Inc. Common Stock $4301573 0,14% 17404 صعود ×1
RRC Range Resources Corporation Common Stock $4230169 0,13% 117570 صعود ×1
SITC SITE Centers Corp. Common Stock $4150363 0,13% 271443 صعود ×1
VRSN VeriSign, Inc. - Common Stock $4046068 0,13% 19550 صعود ×1
TSM Taiwan Semiconductor Manufacturing Company Ltd. $3951380 0,12% 20008 صعود ×1
MAR Marriott International - Class A Common Stock $3891492 0,12% 13951 صعود ×1
CNP CenterPoint Energy, Inc (Holding Co) Common Stock $3712410 0,12% 117000 صعود ×1
VLO Valero Energy Corporation Common Stock $3629645 0,11% 29608 صعود ×1
CCJ Cameco Corporation Common Stock $3597300 0,11% 70000 صعود ×1
ALK Alaska Air Group, Inc. Common Stock $3304711 0,10% 51038 صعود ×1
CSCO Cisco Systems, Inc. - Common Stock $3138014 0,10% 53007 صعود ×1
FICO Fair Isaac Corporation Common Stock $3028205 0,10% 1521 صعود ×1
BAC Bank of America Corporation Common Stock $2983634 0,09% 67887 صعود ×1
BKNG Booking Holdings Inc. - Common Stock $2951241 0,09% 594 صعود ×1
XOP $2912140 0,09% 22000 صعود ×1
MSI Motorola Solutions, Inc. Common Stock $2814981 0,09% 6090 صعود ×1
CVX Chevron Corporation Common Stock $2803378 0,09% 19355 صعود ×1
EQNR Equinor ASA $2795420 0,09% 118000 صعود ×1
GNW Genworth Financial Inc Common Stock $2736725 0,09% 391520 صعود ×1
OTIS Otis Worldwide Corporation Common Stock $2690876 0,08% 29056 صعود ×1
TWLO Twilio Inc. Class A Common Stock $2671305 0,08% 24716 صعود ×1
RNG RingCentral, Inc. Class A Common Stock $2663386 0,08% 76075 صعود ×1
SKYW SkyWest, Inc. - Common Stock $2635121 0,08% 26317 صعود ×1
FTDR Frontdoor, Inc. - Common Stock $2630174 0,08% 48110 صعود ×1
CNK Cinemark Holdings Inc Cinemark Holdings, Inc. Common Stock $2604458 0,08% 84069 صعود ×1
MSCI MSCI Inc. Common Stock $2574643 0,08% 4291 صعود ×1
AVGO Broadcom Inc. - Common Stock $2558354 0,08% 11035 صعود ×1
ATAT Atour Lifestyle Holdings Limited - American Depositary Shares $2539330 0,08% 94434 صعود ×1
META Meta Platforms, Inc. - Class A Common Stock $2535844 0,08% 4331 صعود ×1
JBLU JetBlue Airways Corporation - Common Stock $2512889 0,08% 319706 صعود ×1
CFG Citizens Financial Group, Inc. Common Stock $2470077 0,08% 56446 صعود ×1
EPR EPR Properties Common Stock $2457806 0,08% 55506 صعود ×1
RDDT Reddit, Inc. Class A Common Stock $2453234 0,08% 15010 صعود ×1
EAT Brinker International, Inc. Common Stock $2444322 0,08% 18477 صعود ×1
TDS Telephone and Data Systems, Inc. Common Shares $2422663 0,08% 71025 صعود ×1
VIRT Virtu Financial, Inc. Class A Common Stock $2354844 0,07% 65999 صعود ×1
SE Sea Limited American Depositary Shares, each representing one Class A Ordinary Share $2307993 0,07% 21753 صعود ×1
SPB Spectrum Brands Holdings, Inc. Common Stock $2302437 0,07% 27251 صعود ×1
BCO Brinks Company (The) Common Stock $2286038 0,07% 24642 صعود ×1
CHH Choice Hotels International, Inc. Common Stock $2273526 0,07% 16013 صعود ×1
PRGS Progress Software Corporation - Common Stock $2254646 0,07% 34607 صعود ×1
MDLZ Mondelez International, Inc. - Class A Common Stock $2216640 0,07% 37111 صعود ×1
SLM SLM Corporation - Common Stock $2186515 0,07% 79279 صعود ×1
ENVA Enova International, Inc. Common Stock $2170052 0,07% 22633 صعود ×1
LU Lufax Holding Ltd American Depositary Shares, each representing two (2) Ordinary Shares $2147078 0,07% 898359 صعود ×1
AOS A.O. Smith Corporation Common Stock $2119285 0,07% 31070 صعود ×1
IDCC InterDigital, Inc. - Common Stock $2114841 0,07% 10917 صعود ×1
VRSK Verisk Analytics, Inc. - Common Stock $2073437 0,07% 7528 صعود ×1
MTTR $2050358 0,06% 432565 صعود ×1
FOXA Fox Corporation - Class A Common Stock $2041380 0,06% 42021 صعود ×1
SATS EchoStar Corporation - Common stock $2026009 0,06% 88472 صعود ×1

أكبر الرهانات الجديدة

مراكز جديدة تم فتحها هذا الربع، الأكبر أولاً.

الأمان القيمة الأسهم % من المحفظة
TSLA $850890880 2107000 26,79%
AMZN $532061118 2425184 16,75%
AMD $132873590 1100038 4,18%
ADBE $115727525 260249 3,64%
CDNS $79937083 266049 2,52%
CNC $66708455 1101163 2,10%
BSX $62622699 701105 1,97%
NFLX $58477723 65608 1,84%
BRKB $54393600 120000 1,71%
NVDA $52731923 392672 1,66%
ISRG $52196000 100000 1,64%
Z $51835000 700000 1,63%
ANSS $40479600 120000 1,27%
TECK $40185779 991507 1,27%
DFS $37978252 219236 1,20%