Fund Holdings

OXFORD ASSET MANAGEMENT LLP

Filing Period:
Securities
SharesValue ($K)
Q4 2025
Q1 2026
Change
Q4 2025
Q1 2026
Weight (%)
Change
SPDR SERIES TRUST
ST STR SP BIOT
097,266+97,266012,423,7865.35%+12,423,786
WIX COM LTD
SHS
056,542+56,54205,092,7382.19%+5,092,738
BOSTON SCIENTIFIC CORP(BSX)059,288+59,28803,720,3221.60%+3,720,322
SYSCO CORP(SYY)040,695+40,69502,902,7741.25%+2,902,774
MICRON TECHNOLOGY INC(MU)08,477+8,47702,863,8701.23%+2,863,870
VIPER ENERGY INC(VNOM)051,405+51,40502,415,5211.04%+2,415,521
META PLATFORMS INC(META)04,185+4,18502,394,3641.03%+2,394,364
EQT CORP(EQT)035,552+35,55202,262,5290.97%+2,262,529
CHEVRON CORPORATION(CVX)010,342+10,34202,139,7600.92%+2,139,760
DAY ONE BIOPHARMACEUTICALS I
COM
099,747+99,74702,138,5760.92%+2,138,576
GREAT LAKES DREDGE & DOCK CO0121,883+121,88302,072,0110.89%+2,072,011
AES CORP(AES)0146,607+146,60702,065,6930.89%+2,065,693
TERNS PHARMACEUTICALS INC039,090+39,09002,060,8250.89%+2,060,825
OLAPLEX HLDGS INC(OLPX)0978,392+978,39201,986,1360.86%+1,986,136
CISCO SYS INC(CSCO)025,362+25,36201,967,8380.85%+1,967,838
SM ENERGY COMPANY(SM)062,836+62,83601,959,2260.84%+1,959,226
CAPITAL ONE FINL CORP(COF)010,543+10,54301,923,3590.83%+1,923,359
AMERICAN INTL GROUP INC023,533+23,53301,770,8580.76%+1,770,858
WILLIAMS COS INC(WMB)024,140+24,14001,756,9090.76%+1,756,909
BARRICK MNG CORP(B)042,441+42,44101,731,1680.75%+1,731,168
CITIGROUP INC(C)014,673+14,67301,664,0650.72%+1,664,065
FIDELITY NATL INFORMATION SV(FIS)033,884+33,88401,589,4980.68%+1,589,498
UBER TECHNOLOGIES INC(UBER)020,089+20,08901,445,0020.62%+1,445,002
VISTRA CORP(VST)08,999+8,99901,352,8200.58%+1,352,820
HOME DEPOT INC(HD)04,096+4,09601,347,1330.58%+1,347,133
KINROSS GOLD CORP(KGC)043,264+43,26401,320,4170.57%+1,320,417
SUPER MICRO COMPUTER INC(SMCI)057,874+57,87401,317,7910.57%+1,317,791
BOX INC(BOX)053,064+53,06401,254,4330.54%+1,254,433
NORTHERN OIL & GAS INC(NOG)042,348+42,34801,237,8320.53%+1,237,832
COMCAST CORP NEW(CCZ)042,384+42,38401,216,8450.52%+1,216,845
GEN DIGITAL INC(GEN)062,424+62,42401,175,4440.51%+1,175,444
FRONTDOOR INC(FTDR)021,344+21,34401,128,2440.49%+1,128,244
TEXAS PACIFIC LAND CORPORATI(TPL)02,356+2,35601,118,0630.48%+1,118,063
VERTEX PHARMACEUTICALS INC(VRTX)02,499+2,49901,115,9030.48%+1,115,903
VENTURE GLOBAL INC(VG)069,794+69,79401,099,9530.47%+1,099,953
ADMA BIOLOGICS INC0121,741+121,74101,096,8860.47%+1,096,886
IAMGOLD CORP(IAG)057,907+57,90701,089,8100.47%+1,089,810
INTERNATIONAL PAPER CO(IP)029,544+29,54401,054,7210.45%+1,054,721
PAN AMERN SILVER CORP(PAAS)019,132+19,13201,045,1810.45%+1,045,181
SNOWFLAKE INC(SNOW)06,901+6,90101,040,8090.45%+1,040,809
DOLLAR GEN CORP(DG)08,703+8,70301,033,3070.45%+1,033,307
DOCUSIGN INC(DOCU)021,464+21,46401,017,6080.44%+1,017,608
VISA INC(V)03,362+3,36201,016,1310.44%+1,016,131
MCKESSON CORP(MCK)01,158+1,15801,002,0870.43%+1,002,087
NEWMONT CORP(NEM)09,247+9,24701,000,9880.43%+1,000,988
FEDEX CORP(FDX)02,810+2,81001,000,8660.43%+1,000,866
LAS VEGAS SANDS CORP(LVS)018,546+18,5460999,2580.43%+999,258
ANTERO RESOURCES CORP(AR)022,988+22,9880975,6110.42%+975,611
CENTENE CORP DEL(CNC)029,022+29,0220950,1800.41%+950,180
PERMIAN RESOURCES CORP(PR)043,764+43,7640933,0480.40%+933,048
EXPAND ENERGY CORPORATION(EXE)08,307+8,3070911,9420.39%+911,942
DIAMONDBACK ENERGY INC(FANG)04,598+4,5980909,4380.39%+909,438
ON24 INC
COM
0111,985+111,9850907,0790.39%+907,079
ABM INDS INC023,474+23,4740904,2180.39%+904,218
SMITHFIELD FOODS INC(SFD)032,286+32,2860903,0390.39%+903,039
REVOLUTION MEDICINES INC(RVMD)09,233+9,2330897,9090.39%+897,909
DARLING INGREDIENTS INC(DAR)014,459+14,4590894,2890.39%+894,289
REGIONS FINANCIAL CORP NEW(RF)034,199+34,1990893,2780.38%+893,278
LENNAR CORP(LEN)010,075+10,0750874,9130.38%+874,913
TRANE TECHNOLOGIES PLC(TT)02,082+2,0820867,6530.37%+867,653
EVEREST GROUP LTD(EG)02,622+2,6220857,0010.37%+857,001
GENERAL MTRS CO(GM)011,474+11,4740854,8130.37%+854,813
DEVON ENERGY CORP NEW(DVN)016,687+16,6870839,6900.36%+839,690
CONSTELLATION ENERGY CORP(CEG)03,001+3,0010838,0290.36%+838,029
ALAMOS GOLD INC018,837+18,8370836,9280.36%+836,928
BIOMARIN PHARMACEUTICAL INC(BMRN)014,777+14,7770834,7530.36%+834,753
KINDER MORGAN INC DEL(KMI)024,790+24,7900831,2090.36%+831,209
LUMEN TECHNOLOGIES INC(LUMN)0118,413+118,4130822,9700.35%+822,970
LOCKHEED MARTIN CORP(LMT)01,357+1,3570820,1570.35%+820,157
INGRAM MICRO HLDG CORP(INGM)034,543+34,5430805,1970.35%+805,197
COPART INC(CPRT)023,800+23,8000790,1600.34%+790,160
EXXON MOBIL CORP04,601+4,6010780,6060.34%+780,606
OTIS WORLDWIDE CORP(OTIS)010,064+10,0640775,7330.33%+775,733
LEIDOS HOLDINGS INC(LDOS)04,905+4,9050762,8260.33%+762,826
AMPLIFY ENERGY CORP NEW0121,351+121,3510757,2300.33%+757,230
PRIMO BRANDS CORPORATION(PRMB)040,108+40,1080755,2340.33%+755,234
HALLIBURTON CO(HAL)019,147+19,1470746,5420.32%+746,542
PARKER-HANNIFIN CORP(PH)0832+8320744,8400.32%+744,840
KBR INC(KBR)020,181+20,1810743,8720.32%+743,872
BOOKING HOLDINGS INC(BKNG)0176+1760741,0160.32%+741,016
BAYTEX ENERGY CORP(BTE)0165,144+165,1440738,1940.32%+738,194
ONESTREAM INC
CL A
030,350+30,3500728,4000.31%+728,400
CBIZ INC(CBZ)027,001+27,0010724,9770.31%+724,977
ENCOMPASS HEALTH CORP(EHC)07,399+7,3990715,7050.31%+715,705
NIQ GLOBAL INTELLIGENCE PLC(NIQ)062,561+62,5610711,3190.31%+711,319
OLLIES BARGAIN OUTLET HLDGS(OLLI)07,641+7,6410703,2780.30%+703,278
ANAPTYSBIO INC012,676+12,6760703,0110.30%+703,011
TOLL BROTHERS INC(TOL)05,132+5,1320700,3640.30%+700,364
ZYMEWORKS INC(ZYME)027,812+27,8120696,4120.30%+696,412
FIRST HORIZON CORPORATION(FHN)030,577+30,5770695,9330.30%+695,933
ROSS STORES INC(ROST)03,146+3,1460681,5180.29%+681,518
TRACTOR SUPPLY CO(TSCO)014,975+14,9750678,3670.29%+678,367
ABBOTT LABORATORIES06,595+6,5950677,1090.29%+677,109
ALPHABET INC(GOOG)02,344+2,3440674,0410.29%+674,041
GILEAD SCIENCES INC(GILD)04,744+4,7440661,1710.28%+661,171
KEYCORP(KEY)032,260+32,2600646,8130.28%+646,813
THE TRADE DESK INC(TTD)028,113+28,1130637,8840.27%+637,884
UPWORK INC(UPWK)058,040+58,0400636,1180.27%+636,118
SERVICENOW INC(NOW)06,052+6,0520632,7370.27%+632,737
SMITH & WESSON BRANDS INC043,695+43,6950626,1490.27%+626,149
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