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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 17 of 22  ·  427 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 K2 CAP ACQUISITION CORP 225,000.0 $46K 0.00% NEW $0.20
322 DYOR INSIGHT DIGITAL PARTNERS II Financial Services 150,000.0 $46K 0.00% NEW $0.31 +3196.3%
323 INFLECTION PT ACQUISITION CO 100,000.0 $45K 0.00% NEW $0.45
324 SPACE ASSET ACQUISITION CORP 50,000.0 $45K 0.00% NEW $0.90
325 ILLUMINATION ACQUISITIO CORP 93,333.0 $45K 0.00% NEW $0.48
326 GLOBA TERRA ACQUISITION COR 525,000.0 $45K 0.00% NEW $0.09
327 VNME VENDOME ACQUISITION CORP I Financial Services 150,000.0 $44K 0.00% NEW $0.29 +3441.4%
328 XSOLLA SPAC 1 192,500.0 $43K 0.00% NEW $0.22
329 COLLECTIVE ACQUISITION CORP 150,000.0 $42K 0.00% NEW $0.28
330 EMMIS ACQUISITION CORP. 300,000.0 $42K 0.00% NEW $0.14
331 DYNAMIX CORP III 150,000.0 $41K 0.00% NEW $0.28
332 HARVARD AVE ACQUISITION CORP 300,000.0 $41K 0.00% NEW $0.14
333 OTG ACQUISITION CORP. I 100,000.0 $40K 0.00% NEW $0.40
334 INFINITE EAGLE ACQUISITION C 200,000.0 $39K 0.00% NEW $0.20
335 BLUEROCK ACQUISITION CORP 83,333.0 $38K 0.00% NEW $0.45
336 ENERGY TRANSITION SPL OPPORT 125,000.0 $38K 0.00% NEW $0.30
337 INDIGO ACQUISITION CORP 300,000.0 $38K 0.00% NEW $0.12
338 M EVO GBL ACQUISITION CORP I 100,000.0 $37K 0.00% NEW $0.37
339 KRAKACQUISITION CORPORATION 75,000.0 $36K 0.00% NEW $0.48
340 TITAN ACQUISITION CORP 50,000.0 $36K 0.00% NEW $0.71
Page 17 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%