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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 10 of 22  ·  427 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 VACI VIKING ACQUISITION CORP I Financial Services 250,000.0 $2.6M 0.05% NEW $10.22 +0.0%
182 NWAX NEW AMER ACQUISITION I CORP Financial Services 250,000.0 $2.5M 0.05% NEW $10.15 +0.3%
183 GORES HOLDINGS XI INC 250,000.0 $2.5M 0.05% NEW $10.15
184 WPAC WHITE PEARL ACQUISITION CORP Financial Services 250,000.0 $2.5M 0.05% NEW $10.02 -0.1%
185 BLRK BLUEROCK ACQUISITION CORP Financial Services 250,000.0 $2.5M 0.05% NEW $9.98 +0.9%
186 ITHA ITHAX ACQUISITION CORP III Financial Services 250,000.0 $2.5M 0.05% NEW $9.98 +0.6%
187 IRIS ACQUISITION CORP II 250,000.0 $2.5M 0.05% NEW $9.93
188 CLEARTHINK 1 ACQUISITION COR 250,000.0 $2.5M 0.05% NEW $9.91
189 ENERGY TRANSITION SPL OPPORT 250,000.0 $2.5M 0.05% NEW $9.88
190 CYTOKINETICS INC 1,386,000.0 $2.4M 0.05% NEW $1.70
191 D. BORAL ARC ACQ I CORP. 205,099.0 $2.1M 0.04% NEW $10.43
192 FACT II ACQUISITION CORP 200,000.0 $2.1M 0.04% NEW $10.63
193 COPL COPLEY ACQUISITION CORP Financial Services 200,000.0 $2.1M 0.04% NEW $10.43 +0.7%
194 DAAQ DIGITAL ASSET ACQUISITION CO Financial Services 200,000.0 $2.1M 0.04% NEW $10.38 +0.2%
195 INFLECTION PT ACQUISIT CORP 200,000.0 $2.1M 0.04% NEW $10.34
196 EGH ACQUISITION CORP. 200,000.0 $2.1M 0.04% NEW $10.29
197 INDIGO ACQUISITION CORP 200,000.0 $2.0M 0.04% NEW $10.25
198 AA MISSION ACQUISITION CORP 200,000.0 $2.0M 0.04% NEW $10.16
199 OTG ACQUISITION CORP. I 200,000.0 $2.0M 0.04% NEW $10.15
200 IEAG INFINITE EAGLE ACQUISITION C Financial Services 200,000.0 $2.0M 0.04% NEW $10.12 +1.1%
Page 10 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%