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Portfolio (Quarterly) Guide ↗

Context Capital Management, LLC

· CIK 0001301396
13F Portfolio $5.1B AUM 427 positions Filed Jul 23, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 427 New
Page 13 of 22  ·  427 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 PROCAP ACQUISITION CORP 100,000.0 $1.0M 0.02% NEW $10.28
242 LWAC LIGHTWAVE ACQUISITION CORP Financial Services 100,000.0 $1.0M 0.02% NEW $10.22 +1.2%
243 YORKVILLE ACQUISITION CORP. 100,000.0 $1.0M 0.02% NEW $10.21
244 MMTX MILUNA ACQUISITION CORP Financial Services 100,000.0 $1.0M 0.02% NEW $10.11 +0.5%
245 ARCHIMEDES TECH SPAC PTNRS I 100,000.0 $1.0M 0.02% NEW $10.01
246 SCPQ SOCIAL COMM PARTNERS CORP Financial Services 100,000.0 $997K 0.02% NEW $9.97 +0.7%
247 WILLOW LANE ACQUISITION CRP 75,000.0 $767K 0.01% NEW $10.23
248 GIGCAPITAL9 CORP 75,000.0 $745K 0.01% NEW $9.93
249 TVA TEXAS VENTURES ACQUISITION I Financial Services 70,000.0 $738K 0.01% NEW $10.55 -0.2%
250 HENNESSY CAP INVT CORP VII 60,000.0 $627K 0.01% NEW $10.45
251 PUT XANADU QUANTUM TECHNOLO LTD 50,400.0 $610K 0.01% NEW $12.11
252 BLUE WTR ACQUISITION CORP. I 50,000.0 $516K 0.01% NEW $10.32
253 ACTIVATE ENERGY ACQUISIT COR 50,000.0 $500K 0.01% NEW $10.00
254 FACT II ACQUISITION CORP 740,596.0 $444K 0.01% NEW $0.60
255 BAND BANDWIDTH INC Technology 5,800.0 $367K 0.01% NEW $63.30 -19.3%
256 D. BORAL ARC ACQ I CORP. 149,300.0 $270K 0.01% NEW $1.81
257 RICE ACQUISITION CORP 3 25,000.0 $262K 0.01% NEW $10.50
258 ARMADA ACQUISITION CORP II 225,000.0 $191K 0.00% NEW $0.85
259 SPRING VY ACQUISITION CORP I 92,565.0 $164K 0.00% NEW $1.77
260 SILICON VY ACQUISITION CORP 200,000.0 $148K 0.00% NEW $0.74
Page 13 of 22  ·  427 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 74.5%
Healthcare 9.5%
Industrials 9.4%
Real Estate 2.5%
Consumer Cyclical 2.0%
Technology 1.6%
Energy 0.5%