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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 8  ·  149 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 Axiom Intelligence Acquisition Corp 1 50,000.0 $507K 0.83% NEW $10.14
42 CEPV Cantor Equity Partners V Inc Financial Services 50,000.0 $505K 0.82% NEW $10.10 +1.6%
43 Range Capital Acquisition Corp II 50,000.0 $500K 0.82% NEW $10.00
44 TDWD Tailwind 2.0 Acquisition Corp Financial Services 50,000.0 $496K 0.81% NEW $9.92 +0.6%
45 X3 Acquisition Corp Ltd 50,000.0 $492K 0.80% NEW $9.84
46 DNMX Dynamix Corp III Financial Services 48,900.0 $485K 0.79% NEW $9.92 +0.7%
47 Pioneer Acquisition I Corp 47,100.0 $478K 0.78% NEW $10.15
48 OBA Oxley Bridge Acquisition Ltd Financial Services 47,100.0 $478K 0.78% NEW $10.15 +0.4%
49 McKinley Acquisition Corp 47,100.0 $472K 0.77% NEW $10.02
50 GP-Act III Acquisition Corp 42,500.0 $461K 0.75% $10.85
51 Centurion Acquisition Corp 42,500.0 $457K 0.75% $10.75
52 Fact II Acquisition Corp 43,500.0 $457K 0.75% $10.51
53 TRG Latin America Acquisitions Corp 40,000.0 $398K 0.65% NEW $9.95
54 Iron Horse Acquisition II Corp 40,000.0 $398K 0.65% NEW $9.95
55 Illumination Acquisition Corp I 40,000.0 $397K 0.65% NEW $9.93
56 Sizzle Acquisition Corp II 37,200.0 $382K 0.62% NEW $10.27
57 Soulpower Acquisition Corp 37,200.0 $381K 0.62% NEW $10.24
58 Voyager Acquisition Corp 30,000.0 $360K 0.59% $12.00
59 Bitcoin Infrastructure Acquisition Corp Ltd 35,000.0 $347K 0.57% NEW $9.91
60 BBCQ Bleichroeder Acquisition Corp II Financial Services 34,600.0 $347K 0.57% NEW $10.03 +3.2%
Page 3 of 8  ·  149 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%