Caxton Corp.
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 14, 2026), Caxton Corp. reported 7 stock positions worth $4.0 million. Its top holding was SPDR Gold Shares (GLD) at 81.5% of the portfolio, followed by Berkshire Hathaway Class B (BRK.B, 8.7%) and Kyverna Therapeutics (KYTX, 4.0%). Compared with Q4 2025, it opened 1 new position, sold out of 5 and added to 2. The biggest buy was SPDR Gold Shares (GLD, shares +9%) and the biggest sale an exit from Spyre Therapeutics (SYRE).
- Most Recent 13F
- Q2 2026
- Location
- Princeton, NJ
- CIK
- 0001388551
- Portfolio Value
- $4.0M (Q1 2026)
- SEC Filing
- 0000919574-26-003017 ↗ filed May 14, 2026
Holdings Value
Holdings 7 stocks · $4.0M
| GLD SPDR Gold Shares | 81.50% | 7,623 | $3.3M | Add +9.5% |
| BRK.B Berkshire Hathaway Inc. Class B | 8.66% | 727 | $348K | Add +2.4% |
| KYTX Kyverna Therapeutics Inc. | 4.03% | 18,773 | $162K | No change |
| LXEO Lexeo Therapeutics Inc. | 1.99% | 13,943 | $80K | No change |
| XFOR X4 Pharmaceuticals Inc. | 1.60% | 15,557 | $64K | No change |
| IKT Inhibikase Therapeutics Inc. | 1.19% | 28,453 | $48K | No change |
| ALXO Alx Oncology Holdings Inc. | 1.04% | 20,946 | $42K | New |
Portfolio Sells Q4 2025 → Q1 2026
| SYRE Spyre Therapeutics Inc. | Sold out | 0.00% | −6.83 |
| MIND MEDICINE MINDMED INC | Sold out | 0.00% | −4.91 |
| CMPX Compass Therapeutics Inc. | Sold out | 0.00% | −3.70 |
| SABS Sab Biotherapeutics Inc. | Sold out | 0.00% | −0.92 |
| CNTX Context Therapeutics Inc. | Sold out | 0.00% | −0.63 |
Portfolio Buys Q4 2025 → Q1 2026
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 |