Caxton Corp.
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 15, 2025), Caxton Corp. reported 12 stock positions worth $5.1 million. Its top holding was Rezolute (RZLT) at 75.3% of the portfolio, followed by SPDR Gold Shares (GLD, 7.4%) and Berkshire Hathaway Class B (BRK.B, 4.9%). Compared with Q4 2024, it sold out of 3, added to 1 and reduced 1. The biggest buy was SPDR Gold Shares (GLD, shares +11%) and the biggest sale an exit from Xeris Biopharma (XERS).
- Most Recent 13F
- Q2 2026
- Location
- Princeton, NJ
- CIK
- 0001388551
- Portfolio Value
- $5.1M (Q1 2025)
- SEC Filing
- 0000919574-25-003127 ↗ filed May 15, 2025
Holdings Value
Holdings 12 stocks · $5.1M
| RZLT Rezolute Inc. | 75.28% | 1,318,967 | $3.8M | No change |
| GLD SPDR Gold Shares | 7.36% | 1,298 | $374K | Add +11.0% |
| BRK.B Berkshire Hathaway Inc. Class B | 4.90% | 467 | $249K | Reduce -58.8% |
| MIND MEDICINE MINDMED INC | 3.92% | 34,073 | $199K | No change |
| BCAX Bicara Therapeutics Inc. | 2.81% | 10,941 | $143K | No change |
| CMPX Compass Therapeutics Inc. | 1.63% | 43,465 | $83K | No change |
| LXEO Lexeo Therapeutics Inc. | 1.22% | 17,851 | $62K | No change |
| KYTX Kyverna Therapeutics Inc. | 0.87% | 22,981 | $44K | No change |
| CRDF Cardiff Oncology Inc. | 0.82% | 13,287 | $42K | No change |
| IKT Inhibikase Therapeutics Inc. | 0.71% | 16,393 | $36K | No change |
| ACET Adicet Bio Inc. | 0.26% | 17,488 | $13K | No change |
| CNTX Context Therapeutics Inc. | 0.22% | 18,403 | $11K | No change |
Portfolio Sells Q4 2024 → Q1 2025
| XERS Xeris Biopharma Holdings Inc. | Sold out | 0.00% | −41.06 |
| SPY SS SPDR S&P 500 ETF Trust-US | Sold out | 0.00% | −9.94 |
| GLYCOMIMETICS INC | Sold out | 0.00% | −0.31 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -58.8% | 4.90% | +1.81 |
Portfolio Buys Q4 2024 → Q1 2025
| GLD SPDR Gold Shares | Add +11.0% | 7.36% | +5.66 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 10 | $1.9M | SPCX, BRK.B, GOOGL, VOO, BX |
| Q1 2026 | 7 | $4.0M | GLD, BRK.B, KYTX, LXEO, XFOR |
| Q4 2025 | 11 | $4.3M | GLD, BRK.B, SYRE, MIND MEDICINE MINDMED INC, KYTX |
| Q3 2025 | 12 | $22.9M | RZLT, GLD, BRK.B, MIND MEDICINE MINDMED INC, ELVN |
| Q2 2025 | 11 | $9.9M | RZLT, GLD, BRK.B, ELVN, MIND MEDICINE MINDMED INC |
| Q1 2025 | 12 | $5.1M | RZLT, GLD, BRK.B, MIND MEDICINE MINDMED INC, BCAX |
| Q4 2024 | 15 | $16.6M | XERS, RZLT, SPY, BRK.B, GLD |
| Q3 2024 | 12 | $24.2M | XERS, RZLT, SPY, BRK.B, BCAX |
| Q2 2024 | 12 | $19.7M | XERS, RZLT, SPY, BRK.B, LXEO |
| Q1 2024 | 11 | $17.6M | XERS, RZLT, SPY, BRK.B, KYTX |