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Andrew Law / Caxton

Tier 3 · directional-only · 31-DEC-2025 → 31-MAR-2026

AUM $4,024,354 · 7 positions · top-10 100.0% · SEC filing history →

13FScore 64/100 — cloning their disclosed top holdings over ~4.6y returned +11%/yr vs S&P +11%/yr (alpha +1%/yr), ahead of the market in 53% of quarters. Cloneable 13F equity book only — excludes hedges/shorts/non-US.

New positions

Issuer% bookValueConvictionBusiness
$ALXO · ALX ONCOLOGY HLDGS INC1.0%$41,996Med

Added to (≥+25% shares)

Issuer% bookΔ sharesConvictionBusiness
none

Top holdings now

Issuer% bookBusiness
$GQ9 · SPDR GOLD TR81.5%Physical gold bullion ETF (GLD)
$BRK.B · BERKSHIRE HATHAWAY INC DEL8.7%Buffett conglomerate — insurance, railroads, utilities, equities
$KYTX · KYVERNA THERAPEUTICS INC4.0%Cell therapy biotech for autoimmune diseases
$LXEO · LEXEO THERAPEUTICS INC2.0%Gene therapy biotech (cardiac, CNS diseases)
$XFOR · X4 PHARMACEUTICALS INC1.6%Biotech for rare immune diseases
$IKT · INHIBIKASE THERAPEUTICS INC1.2%Neurodegenerative disease therapeutics biotech
$ALXO · ALX ONCOLOGY HLDGS INC1.0%

Generated 2026-06-27 · Alpha-Investor tracker