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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 18 of 22  ·  427 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
341 CCII COHEN CIRCLE ACQUISIT CORP I Financial Services 50,000.0 $36K 0.00% NEW $0.71 +1354.0%
342 CSLM DIGITA ASSET ACQ CORP I 175,000.0 $35K 0.00% NEW $0.20
343 FIGX CAP ACQUISITION CORP. 125,000.0 $35K 0.00% NEW $0.28
344 ARTIUS II ACQUISITION INC 162,191.0 $34K 0.00% NEW $0.21
345 OYSTER ENTERPRISES II ACQUIS 250,782.0 $34K 0.00% NEW $0.14
346 OXLEY BRIDGE ACQ LTD 150,000.0 $32K 0.00% NEW $0.22
347 1RT ACQUISITION CORP. 62,500.0 $32K 0.00% NEW $0.51
348 PONO CAP FOUR INC 150,000.0 $32K 0.00% NEW $0.21
349 IRIS ACQUISITION CORP II 125,000.0 $31K 0.00% NEW $0.25
350 BTC DEV CORP 87,500.0 $31K 0.00% NEW $0.35
351 SOCIAL COMM PARTNERS CORP 50,000.0 $30K 0.00% NEW $0.61
352 EINRIDE AB 50,000.0 $30K 0.00% NEW $0.60
353 ITHAX ACQUISITION CORP III 125,000.0 $30K 0.00% NEW $0.24
354 COLLECTIVE ACQUISITION CORP 74,700.0 $30K 0.00% NEW $0.40
355 QDRO ACQUISITION CORP 100,000.0 $30K 0.00% NEW $0.29
356 TWELVE SEAS INVT CO III 200,000.0 $29K 0.00% NEW $0.14
357 BLACK SPADE ACQUISITION III 66,867.0 $27K 0.00% NEW $0.40
358 TEXAS VENTURES ACQUISITION I 50,000.0 $27K 0.00% NEW $0.53
359 HIGHVIEW MERGER CORP 75,000.0 $26K 0.00% NEW $0.35
360 APEX TREAS CORP 74,900.0 $26K 0.00% NEW $0.35
Page 18 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%