Oxford Asset Management Llp Portfolio Stock Holdings

According to the SEC 13F filed on August 14, 2026, Oxford Asset Management Llp disclosed 345 stock positions valued at approximately $203.33M as of quarter-end June 30, 2026. The largest holdings include SPDR SERIES TRUST, TJX COS INC NEW, and PROCTER & GAMBLE CO.

Report Period
June 30, 2026
No. of Stocks
345
Portfolio Value
$203.33M
Holdings by Sector
Oxford Asset Management Llp Portfolio Holdings in Q2 2026
CompanySymbolSectorPortfolio %SharesChange (Shares)Change %Value
SPDR SERIES TRUSTXBIOther8.55%109,917+109,917+100.00%$17,394,365
TJX COS INC NEWTJXConsumer Cyclical1.40%18,801+18,801+100.00%$2,848,352
PROCTER & GAMBLE COPGConsumer Defensive1.40%19,367+19,367+100.00%$2,839,977
HILTON WORLDWIDE HLDGS INCHLTConsumer Cyclical1.37%8,433+8,433+100.00%$2,786,769
JANUS HENDERSON GROUP PLCJHGOther1.30%50,810+36,713+260.43%$2,639,580
CATALYST PHARMACEUTICALS INCCPRXHealthcare1.09%70,212+70,212+100.00%$2,206,763
NUVALENT INCNUVLHealthcare1.08%17,735+17,735+100.00%$2,190,273
TAYLOR MORRISON HOME CORPTMHCConsumer Cyclical1.07%30,333+30,333+100.00%$2,176,089
PAYCHEX INCPAYXTechnology1.05%21,680+21,680+100.00%$2,131,794
ADOBE INCADBETechnology1.04%10,286+10,286+100.00%$2,108,836
CROSS CTRY HEALTHCARE INCCCRNHealthcare1.03%159,066+159,066+100.00%$2,101,262
BOEING COBAIndustrials1.00%9,403+9,403+100.00%$2,035,467
COPART INCCPRTIndustrials1.00%72,054+72,054+100.00%$2,031,202
TRUBRIDGE INCTBRGHealthcare0.99%76,873+76,873+100.00%$2,014,841
KINDER MORGAN INC DELKMIEnergy0.99%62,871+62,871+100.00%$2,009,986
EXELON CORPEXCUtilities0.98%42,573+42,573+100.00%$1,984,753
MICRON TECHNOLOGY INCMUTechnology0.93%1,638+1,638+100.00%$1,890,727
NEXTERA ENERGY INCNEEUtilities0.89%20,513+20,513+100.00%$1,800,426
INTUITINTUTechnology0.89%6,896+6,896+100.00%$1,799,856
DUKE ENERGY CORP NEWDUKUtilities0.88%14,171+14,171+100.00%$1,793,765
SHERWIN WILLIAMS COSHWBasic Materials0.84%4,958+4,958+100.00%$1,707,139
NUCOR CORPNUEBasic Materials0.80%7,293+7,293+100.00%$1,624,516
CANADIAN PACIFIC KANSAS CITYCPIndustrials0.78%18,393+18,393+100.00%$1,593,753
ORACLE CORPORCLTechnology0.74%10,278+10,278+100.00%$1,506,241
AIR PRODUCTS AND CHEMICALS IAPDBasic Materials0.73%5,094+5,094+100.00%$1,493,459
ALPHABET INCGOOGLCommunication Services0.73%4,136+4,136+100.00%$1,478,082
OPEN LENDING CORPLPROFinancial Services0.72%473,428+473,428+100.00%$1,472,361
BLOCK INCSQTechnology0.66%17,721+17,721+100.00%$1,346,796
THE CIGNA GROUPCIHealthcare0.66%4,853+4,853+100.00%$1,337,875
CAPITAL ONE FINL CORPCOFFinancial Services0.61%6,184+6,184+100.00%$1,240,634
Showing 30 of 345 holdings in the latest reporting period.