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Portfolio (Quarterly) Guide ↗

Kepos Capital LP

· CIK 0001512020
13F Portfolio $61M AUM 149 positions Filed May 12, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 118 New 3 Reduced 6 Exited
Page 3 of 6  ·  118 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 McKinley Acquisition Corp 47,100.0 $472K 0.77% NEW $10.02
42 Iron Horse Acquisition II Corp 40,000.0 $398K 0.65% NEW $9.95
43 TRG Latin America Acquisitions Corp 40,000.0 $398K 0.65% NEW $9.95
44 Illumination Acquisition Corp I 40,000.0 $397K 0.65% NEW $9.93
45 Sizzle Acquisition Corp II 37,200.0 $382K 0.62% NEW $10.27
46 Soulpower Acquisition Corp 37,200.0 $381K 0.62% NEW $10.24
47 BBCQ Bleichroeder Acquisition Corp II Financial Services 34,600.0 $347K 0.57% NEW $10.03 +3.2%
48 Bitcoin Infrastructure Acquisition Corp Ltd 35,000.0 $347K 0.57% NEW $9.91
49 Presidio Production Co 400,000.0 $324K 0.53% NEW $0.81
50 SPACSphere Acquisition Corp 30,000.0 $297K 0.48% NEW $9.90
51 FGII FG Imperii Acquisition Corp Financial Services 30,000.0 $296K 0.48% NEW $9.87 +0.3%
52 XFLH Capital Corp 30,000.0 $296K 0.48% NEW $9.87
53 HCM IV Acquisition Corp 25,000.0 $251K 0.41% NEW $10.04
54 GalaxyEdge Acquisition Corp 25,000.0 $250K 0.41% NEW $10.00
55 LPCV Launchpad Cadenza Acquisition Corp I Financial Services 24,999.0 $247K 0.40% NEW $9.88 +0.9%
56 SCPQ Social Commerce Partners Corp Financial Services 25,000.0 $247K 0.40% NEW $9.88 +0.6%
57 Art Technology Acquisition Corp 25,000.0 $245K 0.40% NEW $9.80
58 CSLM Digital Asset Acquisition Corp III Ltd 23,600.0 $237K 0.39% NEW $10.04
59 M3-Brigade Acquisition VI Corp 23,598.0 $237K 0.39% NEW $10.04
60 BACC Blue Acquisition Corp Financial Services 22,900.0 $234K 0.38% NEW $10.22 +2.1%
Page 3 of 6  ·  118 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 96.0%
Communication Services 4.0%