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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 5 of 8  ·  149 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 Thayer Ventures Acquisition Corp II 15,700.0 $161K 0.26% NEW $10.25
82 Oaktree Acquisition Corp III Life Sciences 15,000.0 $159K 0.26% $10.60
83 Solarius Capital Acquisition Corp 14,600.0 $148K 0.24% NEW $10.14
84 Aldel Financial II Inc 443,729.0 $142K 0.23% $0.32
85 TACH Titan Acquisition Corp Financial Services 13,600.0 $140K 0.23% NEW $10.29 +0.6%
86 New Providence Acquisition Corp III 10,899.0 $112K 0.18% NEW $10.28
87 Willow Lane Acquisition Corp II 10,000.0 $101K 0.17% NEW $10.10
88 ITHA ITHAX Acquisition Corp III Financial Services 10,000.0 $99K 0.16% NEW $9.90 +0.8%
89 Insight Digital Partners II 9,600.0 $96K 0.16% NEW $10.00
90 RAAQ Real Asset Acquisition Corp Financial Services 8,200.0 $86K 0.14% NEW $10.49 +9.3%
91 Xanadu Quantum Technologies Ltd 10,640.0 $82K 0.13% NEW $7.71
92 Gesher Acquisition Corp II 7,900.0 $82K 0.13% NEW $10.38
93 Newbury Street II Acquisition Corp 373,000.0 $78K 0.13% $0.21
94 BLRK Bluerock Acquisition Corp Financial Services 7,500.0 $74K 0.12% NEW $9.87 +0.9%
95 Launch Two Acquisition Corp 389,150.0 $61K 0.10% $0.16
96 CEPS Cantor Equity Partners VI Inc Financial Services 5,000.0 $51K 0.08% NEW $10.20 +0.0%
97 OTG Acquisition Corp I 4,600.0 $46K 0.07% NEW $10.00
98 Soulpower Acquisition Corp 225,000.0 $41K 0.07% NEW $0.18
99 Sizzle Acquisition Corp II 225,000.0 $39K 0.06% NEW $0.17
100 VEON Amsterdam BV 10,000.0 $37K 0.06% NEW $3.70
Page 5 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%