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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 6 of 6  ·  118 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 McKinley Acquisition Corp 47,100.0 $6K 0.01% NEW $0.13
102 New Providence Acquisition Corp III 30,000.0 $6K 0.01% NEW $0.20
103 Trailblazer Acquisition Corp 15,700.0 $6K 0.01% NEW $0.38
104 Oxley Bridge Acquisition Ltd 23,550.0 $5K 0.01% NEW $0.21
105 TGE Value Creative Solutions Corp 500.0 $5K 0.01% NEW $10.00
106 SPACSphere Acquisition Corp 28,800.0 $5K 0.01% NEW $0.17
107 X3 Acquisition Corp Ltd 19,250.0 $5K 0.01% NEW $0.26
108 Copley Acquisition Corp 23,650.0 $4K 0.01% NEW $0.17
109 Pioneer Acquisition I Corp 23,550.0 $4K 0.01% NEW $0.17
110 Tailwind 2.0 Acquisition Corp 24,000.0 $4K 0.01% NEW $0.17
111 CCII Cohen Circle Acquisition Corp II Financial Services 5,000.0 $3K 0.01% NEW $0.60 +1603.3%
112 CSLM Digital Asset Acquisition Corp III Ltd 11,800.0 $3K 0.01% NEW $0.25
113 M3-Brigade Acquisition VI Corp 7,866.0 $3K 0.01% NEW $0.38
114 1RT Acquisition Corp 5,875.0 $3K 0.01% NEW $0.51
115 Art Technology Acquisition Corp 6,025.0 $2K 0.00% NEW $0.33
116 SPACSphere Acquisition Corp 14,400.0 $1K 0.00% NEW $0.07
117 Praetorian Acquisition Corp 1.0 NEW
118 Soren Acquisition Corp 2.0 NEW
Page 6 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%