Fund Holdings — OXFORD ASSET MANAGEMENT LLP

Total Portfolio Value
$282.06M
Total Bought
$217.59M
Total Sold
$239.45M
Net Transaction
-$21.87M
Filing Period:
Securities
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SharesValue ($K)
Q3 2025
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Q4 2025
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Change
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Q3 2025
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Q4 2025
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Weight (%)
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Change
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NETFLIX INC(NFLX)041,270+41,27003,8691.37%+3,869
MARVELL TECHNOLOGY INC(MRVL)038,630+38,63003,2831.16%+3,283
JANUS HENDERSON GROUP PLC053,673+53,67302,5530.91%+2,553
CONFLUENT INC078,821+78,82102,3840.85%+2,384
DIAMOND HILL INVT GROUP INC
COM NEW
014,059+14,05902,3830.84%+2,383
SEALED AIR CORP NEW(SDA)057,042+57,04202,3630.84%+2,363
ALEXANDER & BALDWIN INC NEW0114,194+114,19402,3570.84%+2,357
SEMRUSH HLDGS INC
CL A COM
0198,023+198,02302,3540.83%+2,354
NORDSON CORP(NDSN)09,733+9,73302,3400.83%+2,340
CSG SYS INTL INC030,408+30,40802,3320.83%+2,332
JAMF HLDG CORP0178,997+178,99702,3290.83%+2,329
DENNYS CORP0372,003+372,00302,3140.82%+2,314
AMICUS THERAPEUTICS INC
COM
26,615168,514+141,8992102,4000.85%+2,190
UNITEDHEALTH GROUP INC(UNH)06,410+6,41002,1160.75%+2,116
SHERWIN WILLIAMS CO(SHW)06,422+6,42202,0810.74%+2,081
EVENTBRITE INC41,274489,063+447,7891042,1760.77%+2,072
KROGER CO(KR)032,537+32,53702,0330.72%+2,033
CIDARA THERAPEUTICS INC08,357+8,35701,8460.65%+1,846
MAXIMUS INC(MMS)019,856+19,85601,7140.61%+1,714
UBER TECHNOLOGIES INC(UBER)020,463+20,46301,6720.59%+1,672
CLEANSPARK INC(CLSK)0164,957+164,95701,6690.59%+1,669
VAIL RESORTS INC(MTN)012,283+12,28301,6310.58%+1,631
EXACT SCIENCES CORP(EXK)015,835+15,83501,6080.57%+1,608
FORGE GLOBAL HOLDINGS INC034,914+34,91401,5560.55%+1,556
AT&T INC(T)060,115+60,11501,4930.53%+1,493
WYNN RESORTS LTD(WYNN)012,107+12,10701,4570.52%+1,457
VEEVA SYS INC(VEEV)06,505+6,50501,4520.51%+1,452
APPLIED MATLS INC05,596+5,59601,4380.51%+1,438
DOXIMITY INC(DOCS)030,664+30,66401,3580.48%+1,358
SYMBOTIC INC(SYM)022,777+22,77701,3550.48%+1,355
OTIS WORLDWIDE CORP(OTIS)015,343+15,34301,3400.48%+1,340
AGILENT TECHNOLOGIES INC(A)09,653+9,65301,3130.47%+1,313
WILLIAMS COS INC(WMB)021,185+21,18501,2730.45%+1,273
BEST BUY INC(BBY)018,686+18,68601,2510.44%+1,251
GE AEROSPACE(GE)04,014+4,01401,2360.44%+1,236
HEICO CORP NEW(HEI)03,666+3,66601,1860.42%+1,186
BROADCOM INC(AVGO)1,0474,346+3,2993451,5040.53%+1,159
STRYKER CORPORATION(SYK)03,238+3,23801,1380.40%+1,138
MOSAIC CO NEW(MOS)046,586+46,58601,1220.40%+1,122
ESCO TECHNOLOGIES INC(ESE)05,660+5,66001,1060.39%+1,106
FLUOR CORP NEW(FLR)027,518+27,51801,0910.39%+1,091
CARRIER GLOBAL CORPORATION(CARR)020,427+20,42701,0790.38%+1,079
SIRIUSXM HOLDINGS INC(SIRI)22,34478,197+55,8535201,5640.55%+1,043
DATADOG INC(DDOG)07,247+7,24709860.35%+986
CARDINAL HEALTH INC(CAH)04,795+4,79509850.35%+985
MCDONALDS CORP(MCD)03,203+3,20309790.35%+979
ENDEAVOUR SILVER CORP(EXK)0102,488+102,48809630.34%+963
BOX INC(BOX)031,880+31,88009540.34%+954
PAYPAL HLDGS INC(PYPL)016,064+16,06409380.33%+938
CLOROX CO DEL(CLX)09,272+9,27209350.33%+935
GULF IS FABRICATION INC078,036+78,03609340.33%+934
SKYWORKS SOLUTIONS INC(SWKS)014,629+14,62909280.33%+928
MARATHON PETE CORP(MPC)05,680+5,68009240.33%+924
DELL TECHNOLOGIES INC(DELL)07,302+7,30209190.33%+919
CHEWY INC(CHWY)11,51741,688+30,1714661,3780.49%+912
GITLAB INC(GTLB)15,95943,115+27,1567191,6180.57%+899
ANTERO MIDSTREAM CORP(AM)049,716+49,71608840.31%+884
CF INDS HLDGS INC(CF)011,347+11,34708780.31%+878
VIRIDIAN THERAPEUTICS INC(VRDN)028,121+28,12108750.31%+875
MARA HOLDINGS INC(MARA)096,949+96,94908710.31%+871
EATON CORP PLC(ETN)02,725+2,72508680.31%+868
IAMGOLD CORP(IAG)051,825+51,82508550.30%+855
MARSH & MCLENNAN COS INC(MRSH)04,606+4,60608550.30%+855
SIGNET JEWELERS LIMITED
SHS
010,181+10,18108440.30%+844
CORE & MAIN INC(CNM)016,096+16,09608370.30%+837
CASEYS GEN STORES INC(CASY)01,508+1,50808330.30%+833
ANDERSEN GROUP INC032,142+32,14208330.30%+833
AECOM(ACM)08,738+8,73808330.30%+833
LOAR HOLDINGS INC(LOAR)012,225+12,22508310.29%+831
MEDLINE INC(MDLN)019,285+19,28508100.29%+810
HILLENBRAND INC025,198+25,19807990.28%+799
HEALTHEQUITY INC(HQY)08,606+8,60607880.28%+788
FS KKR CAP CORP(FSK)29,95683,384+53,4284471,2350.44%+788
INTERNATIONAL MNY EXPRESS IN(IMXI)051,164+51,16407860.28%+786
OLYMPIC STEEL INC018,242+18,24207800.28%+780
HASBRO INC(HAS)09,510+9,51007800.28%+780
GRUPO AEROMEXICO SAB DE CV(AERO)035,229+35,22907740.27%+774
FIRST FNDTN INC
COM
0123,012+123,01207580.27%+758
D R HORTON INC(DHI)05,217+5,21707510.27%+751
TASEKO MINES LTD(TGB)46,510167,376+120,8661979470.34%+751
ALKERMES PLC(ALKS)026,767+26,76707490.27%+749
REV GROUP INC012,271+12,27107460.26%+746
DYCOM INDS INC(DY)02,194+2,19407410.26%+741
ASANA INC(ASAN)053,890+53,89007390.26%+739
CENTRAL BANCOMPANY(CBC)030,598+30,59807380.26%+738
COSTCO WHSL CORP NEW(COST)6591,558+8996101,3440.48%+734
TERAWULF INC(WULF)063,209+63,20907260.26%+726
COMMERCE BANCSHARES INC(CBSH)013,763+13,76307200.26%+720
CADENCE BANK016,774+16,77407190.25%+719
SILVERCORP METALS INC(SVM)085,148+85,14807100.25%+710
CARNIVAL CORP023,010+23,01007030.25%+703
CISCO SYS INC(CSCO)09,054+9,05406970.25%+697
SOLENO THERAPEUTICS INC015,021+15,02106950.25%+695
COMERICA INC07,975+7,97506930.25%+693
VERTEX PHARMACEUTICALS INC(VRTX)01,522+1,52206900.24%+690
PULTE GROUP INC(PHM)05,863+5,86306870.24%+687
ASTRIA THERAPEUTICS INC052,517+52,51706870.24%+687
LAS VEGAS SANDS CORP(LVS)9,62518,460+8,8355181,2020.43%+684
CATERPILLAR INC(CAT)01,181+1,18106770.24%+677
LUMEXA IMAGING HOLDINGS INC(LMRI)036,193+36,19306700.24%+670
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OXFORD ASSET MANAGEMENT LLP — 13F Holdings — Q4 2025 | TickerTrail