OXFORD ASSET MANAGEMENT LLP

PrivateCIK: 1438284
Location

OXFORD, X0

📋 What this filing means

OXFORD ASSET MANAGEMENT LLP filed this quarterly 13F‑HR report disclosing 364 equity positions with a total reported market value of $203.33M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

364
Positions
$203.33M
Total AUM (reported)
5.64M
Total Shares

Allocation by class

TOTAL AUM$203.33M364 positions
COM$141.19M69.4%
ST STR SP BIOT$17.39M8.6%
CL A$10.37M5.1%
COM NEW$7.44M3.7%
ORD SHS$4.44M2.2%
COM CL A$3.42M1.7%
SHS$3.27M1.6%

Portfolio Concentration

Top 311.4%4–108.0%11–2513.5%Rest67.2%TOP 1019.3%0%100%
Top 3$23.08M11.4%
4–10$16.24M8.0%
11–25$27.39M13.5%
Rest$136.62M67.2%

Top 3 weight

11.4%

Top 10 weight

19.3%

Voting Authority Distribution

Total shares with voting rights: 5.64M

Sole

Full voting authority

5.64M

shares

% of voting shares100.0%
Shared

Joint voting authority

0.00

shares

% of voting shares0.0%
None

No voting authority

0.00

shares

% of voting shares0.0%

Investment Discretion (by position count)

Sole364
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings364
Rows:

SPDR SERIES TRUST

SOLE
ST STR SP BIOT
Shares109.92K
TypeSH
Market value$17.39M
8.55%
Sole
109.92K
Shared
0.00
None
0.00

TJX COS INC NEW

SOLE
COM
Shares18.80K
TypeSH
Market value$2.85M
1.40%
Sole
18.80K
Shared
0.00
None
0.00

PROCTER & GAMBLE CO

SOLE
COM
Shares19.37K
TypeSH
Market value$2.84M
1.40%
Sole
19.37K
Shared
0.00
None
0.00

HILTON WORLDWIDE HLDGS INC

SOLE
COM
Shares8.43K
TypeSH
Market value$2.79M
1.37%
Sole
8.43K
Shared
0.00
None
0.00

JANUS HENDERSON GROUP PLC

SOLE
ORD SHS
Shares50.81K
TypeSH
Market value$2.64M
1.30%
Sole
50.81K
Shared
0.00
None
0.00

CATALYST PHARMACEUTICALS INC

SOLE
COM
Shares70.21K
TypeSH
Market value$2.21M
1.09%
Sole
70.21K
Shared
0.00
None
0.00

NUVALENT INC

SOLE
COM
Shares17.73K
TypeSH
Market value$2.19M
1.08%
Sole
17.73K
Shared
0.00
None
0.00

TAYLOR MORRISON HOME CORP

SOLE
COM
Shares30.33K
TypeSH
Market value$2.18M
1.07%
Sole
30.33K
Shared
0.00
None
0.00

PAYCHEX INC

SOLE
COM
Shares21.68K
TypeSH
Market value$2.13M
1.05%
Sole
21.68K
Shared
0.00
None
0.00

ADOBE INC

SOLE
COM
Shares10.29K
TypeSH
Market value$2.11M
1.04%
Sole
10.29K
Shared
0.00
None
0.00

CROSS CTRY HEALTHCARE INC

SOLE
COM
Shares159.07K
TypeSH
Market value$2.10M
1.03%
Sole
159.07K
Shared
0.00
None
0.00

BOEING CO

SOLE
COM
Shares9.40K
TypeSH
Market value$2.04M
1.00%
Sole
9.40K
Shared
0.00
None
0.00

COPART INC

SOLE
COM
Shares72.05K
TypeSH
Market value$2.03M
1.00%
Sole
72.05K
Shared
0.00
None
0.00

TRUBRIDGE INC

SOLE
COM
Shares76.87K
TypeSH
Market value$2.01M
0.99%
Sole
76.87K
Shared
0.00
None
0.00

KINDER MORGAN INC DEL

SOLE
COM
Shares62.87K
TypeSH
Market value$2.01M
0.99%
Sole
62.87K
Shared
0.00
None
0.00

EXELON CORP

SOLE
COM
Shares42.57K
TypeSH
Market value$1.98M
0.98%
Sole
42.57K
Shared
0.00
None
0.00

MICRON TECHNOLOGY INC

SOLE
COM
Shares1.64K
TypeSH
Market value$1.89M
0.93%
Sole
1.64K
Shared
0.00
None
0.00

NEXTERA ENERGY INC

SOLE
COM
Shares20.51K
TypeSH
Market value$1.80M
0.89%
Sole
20.51K
Shared
0.00
None
0.00

INTUIT

SOLE
COM
Shares6.90K
TypeSH
Market value$1.80M
0.89%
Sole
6.90K
Shared
0.00
None
0.00

DUKE ENERGY CORP NEW

SOLE
COM NEW
Shares14.17K
TypeSH
Market value$1.79M
0.88%
Sole
14.17K
Shared
0.00
None
0.00

SHERWIN WILLIAMS CO

SOLE
COM
Shares4.96K
TypeSH
Market value$1.71M
0.84%
Sole
4.96K
Shared
0.00
None
0.00

NUCOR CORP

SOLE
COM
Shares7.29K
TypeSH
Market value$1.62M
0.80%
Sole
7.29K
Shared
0.00
None
0.00

CANADIAN PACIFIC KANSAS CITY

SOLE
COM
Shares18.39K
TypeSH
Market value$1.59M
0.78%
Sole
18.39K
Shared
0.00
None
0.00

ORACLE CORP

SOLE
COM
Shares10.28K
TypeSH
Market value$1.51M
0.74%
Sole
10.28K
Shared
0.00
None
0.00

AIR PRODUCTS AND CHEMICALS I

SOLE
COM
Shares5.09K
TypeSH
Market value$1.49M
0.73%
Sole
5.09K
Shared
0.00
None
0.00
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