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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 4 of 8  ·  149 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 Monex Group Inc 228,891.0 $339K 0.55% -33K -12.7% $1.48
62 Presidio Production Co 400,000.0 $324K 0.53% NEW $0.81
63 SIM Acquisition Corp I 30,000.0 $322K 0.53% $10.73
64 RF Acquisition Corp II 29,057.0 $317K 0.52% $10.91
65 SPACSphere Acquisition Corp 30,000.0 $297K 0.48% NEW $9.90
66 FGII FG Imperii Acquisition Corp Financial Services 30,000.0 $296K 0.48% NEW $9.87 +0.3%
67 XFLH Capital Corp 30,000.0 $296K 0.48% NEW $9.87
68 Graf Global Corp 27,000.0 $289K 0.47% -3K -10.0% $10.70
69 HCM IV Acquisition Corp 25,000.0 $251K 0.41% NEW $10.04
70 GalaxyEdge Acquisition Corp 25,000.0 $250K 0.41% NEW $10.00
71 LPCV Launchpad Cadenza Acquisition Corp I Financial Services 24,999.0 $247K 0.40% NEW $9.88 +0.9%
72 SCPQ Social Commerce Partners Corp Financial Services 25,000.0 $247K 0.40% NEW $9.88 +0.6%
73 Art Technology Acquisition Corp 25,000.0 $245K 0.40% NEW $9.80
74 CSLM Digital Asset Acquisition Corp III Ltd 23,600.0 $237K 0.39% NEW $10.04
75 M3-Brigade Acquisition VI Corp 23,598.0 $237K 0.39% NEW $10.04
76 BACC Blue Acquisition Corp Financial Services 22,900.0 $234K 0.38% NEW $10.22 +2.1%
77 Fact II Acquisition Corp 466,100.0 $186K 0.30% $0.40
78 General Purpose Acquisition Corp 17,400.0 $172K 0.28% NEW $9.89
79 Roman DBDR Acquisition Corp II 795,550.0 $169K 0.28% $0.21
80 Legato Merger Corp III 15,000.0 $165K 0.27% $11.00
Page 4 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%