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OXFORD ASSET MANAGEMENT LLP

Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 1438284

$203.3M

disclosed book value

364

positions

8.6%

largest position share

Positions, as of 2026-06-30

top 100 of 364 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held

#IssuerSharesValue% of book
1XBISPDR SERIES TRUST109,917$17.4M8.6%
2TJXTJX COS INC NEW18,801$2.8M1.4%
3PGPROCTER & GAMBLE CO19,367$2.8M1.4%
4HLTHILTON WORLDWIDE HLDGS INC8,433$2.8M1.4%
5JANUS HENDERSON GROUP PLC50,810$2.6M1.3%
6CATALYST PHARMACEUTICALS INC70,212$2.2M1.1%
7NUVALENT INC17,735$2.2M1.1%
8TMHC*TAYLOR MORRISON HOME CORP30,333$2.2M1.1%
9PAYXPAYCHEX INC21,680$2.1M1%
10ADBEADOBE INC10,286$2.1M1%
11CROSS CTRY HEALTHCARE INC159,066$2.1M1%
12BABOEING CO9,403$2.0M1%
13CPRTCOPART INC72,054$2.0M1%
14TRUBRIDGE INC76,873$2.0M1%
15KMIKINDER MORGAN INC DEL62,871$2.0M1%
16EXCEXELON CORP42,573$2.0M1%
17MUMICRON TECHNOLOGY INC1,638$1.9M0.9%
18NEENEXTERA ENERGY INC20,513$1.8M0.9%
19INTUINTUIT6,896$1.8M0.9%
20DUKDUKE ENERGY CORP NEW14,171$1.8M0.9%
21SHWSHERWIN WILLIAMS CO4,958$1.7M0.8%
22NUENUCOR CORP7,293$1.6M0.8%
23CPCANADIAN PACIFIC KANSAS CITY18,393$1.6M0.8%
24ORCLORACLE CORP10,278$1.5M0.7%
25APDAIR PRODUCTS AND CHEMICALS I5,094$1.5M0.7%
26GOOGLALPHABET INC4,136$1.5M0.7%
27OPEN LENDING CORP473,428$1.5M0.7%
28XYZBLOCK INC17,721$1.3M0.7%
29CITHE CIGNA GROUP4,853$1.3M0.7%
30COFCAPITAL ONE FINL CORP6,184$1.2M0.6%
31WFCWELLS FARGO & CO14,767$1.2M0.6%
32DHID R HORTON INC7,389$1.2M0.6%
33GDGENERAL DYNAMICS CORP3,370$1.2M0.6%
34AIGAMERICAN INTL GROUP INC15,558$1.2M0.6%
35NINISOURCE INC23,784$1.1M0.6%
36GAPGAP INC59,528$1.1M0.5%
37SEAGATE TECHNOLOGY HLDNGS PL1,106$1.1M0.5%
388HHAVANOS MED INC42,627$1.1M0.5%
39SFSTIFEL FINL CORP15,022$1.0M0.5%
40PFEPFIZER INC42,230$1.0M0.5%
41MMM3M CO6,085$985,2220.5%
42AGFIRST MAJESTIC SILVER CORP57,391$973,3510.5%
43KKRKKR & CO INC10,555$968,7380.5%
44RENEW ENERGY GLOBAL PLC153,995$962,4690.5%
45SCHWSCHWAB CHARLES CORP10,392$958,8700.5%
46GILDGILEAD SCIENCES INC7,457$942,1170.5%
47ALBALBEMARLE CORP6,977$942,1040.5%
48LENLENNAR CORP10,255$927,9750.5%
49PPLPPL CORP25,056$910,7860.4%
50HRLHORMEL FOODS CORP36,580$907,9160.4%
51NVENT ELEC PLC5,351$907,5830.4%
52ICEINTERCONTINENTAL EXCHANGE IN7,246$892,0550.4%
53DECKDECKERS OUTDOOR CORP8,915$885,1700.4%
54TGTTARGET CORP6,709$876,2620.4%
55TAPMOLSON COORS BEVERAGE CO22,400$872,7040.4%
56CMECME GROUP INC3,864$853,2870.4%
57PGRPROGRESSIVE CORP3,871$845,6200.4%
58MCDMCDONALDS CORP3,089$834,9880.4%
59DOWDOW HLDGS INC29,194$798,7480.4%
60REGNREGENERON PHARMACEUTICALS1,265$788,7780.4%
61AEMAGNICO EAGLE MINES LTD5,021$778,9080.4%
62HALHALLIBURTON CO22,629$768,2550.4%
63LHXL3HARRIS TECHNOLOGIES INC2,627$763,3800.4%
64QQNITY ELECTRONICS INC4,644$758,4120.4%
65ASOACADEMY SPORTS & OUTDOORS IN15,792$744,2770.4%
66TYLTYLER TECHNOLOGIES INC2,531$740,2160.4%
67PAASPAN AMERN SILVER CORP16,354$732,4960.4%
68SELECT MED HLDGS CORP43,929$725,2680.4%
69CHART INDS INC3,457$722,3060.4%
70MPWRMONOLITHIC PWR SYS INC522$721,5920.4%
71LYONDELLBASELL INDUSTRIES NV13,650$718,6730.4%
72OLAPLEX HLDGS INC350,140$717,7870.4%
73ROSTROSS STORES INC3,241$689,8470.3%
74NDAQNASDAQ INC8,734$688,4140.3%
75AAGILENT TECHNOLOGIES INC5,013$665,8770.3%
76MSCIMSCI INC1,184$663,0870.3%
77BRBROADRIDGE FINL SOLUTIONS IN4,797$656,9490.3%
78CVXCHEVRON CORPORATION3,963$656,9070.3%
79WDCWESTERN DIGITAL CORP1,023$653,4110.3%
80CTSHCOGNIZANT TECHNOLOGY SOLUTIO16,866$653,2200.3%
81AMGNAMGEN INC1,758$636,6070.3%
82CASYCASEYS GEN STORES INC800$635,8320.3%
83VKTXVIKING THERAPEUTICS INC16,221$632,7810.3%
84GMGENERAL MTRS CO8,174$630,0520.3%
85CBOECBOE GLOBAL MKTS INC2,523$612,2560.3%
86VSTVISTRA CORP3,818$605,6490.3%
87PSXPHILLIPS 663,509$593,1960.3%
88STELLAR BANCORP INC14,994$589,5640.3%
89CBRLCRACKER BARREL OLD CTRY STOR11,051$589,0180.3%
90BLKBLACKROCK INC610$586,5520.3%
91AZOAUTOZONE INC183$584,8570.3%
92AMPAMERIPRISE FINL INC1,263$579,4140.3%
93DVNDEVON ENERGY CORP NEW13,831$571,4970.3%
94DRIDARDEN RESTAURANTS INC2,752$566,9400.3%
95ACMAECOM8,120$566,7760.3%
96IDXXIDEXX LABS INC1,074$565,3970.3%
97HWMHOWMET AEROSPACE INC2,094$562,9930.3%
98BNYBANK OF NY MELLON CORP3,845$556,0250.3%
99CMICUMMINS INC770$549,1720.3%
100SYMSYMBOTIC INC12,202$548,4800.3%

Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.

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