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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 7 of 8  ·  149 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 SMX Security Matters PLC 195,000.0 $9K 0.01% $0.05
122 Valens Semiconductor Ltd 333,309.0 $9K 0.01% $0.03
123 Axiom Intelligence Acquisition Corp 1 47,100.0 $8K 0.01% NEW $0.17
124 Globa Terra Acquisition Corp 70,400.0 $8K 0.01% NEW $0.11
125 Solarius Capital Acquisition Corp 35,200.0 $8K 0.01% NEW $0.23
126 Soren Acquisition Corp 25,733.0 $8K 0.01% NEW $0.31
127 Globa Terra Acquisition Corp 52,800.0 $7K 0.01% NEW $0.13
128 Gesher Acquisition Corp II 25,000.0 $6K 0.01% NEW $0.24
129 McKinley Acquisition Corp 47,100.0 $6K 0.01% NEW $0.13
130 New Providence Acquisition Corp III 30,000.0 $6K 0.01% NEW $0.20
131 Trailblazer Acquisition Corp 15,700.0 $6K 0.01% NEW $0.38
132 Oxley Bridge Acquisition Ltd 23,550.0 $5K 0.01% NEW $0.21
133 TGE Value Creative Solutions Corp 500.0 $5K 0.01% NEW $10.00
134 SPACSphere Acquisition Corp 28,800.0 $5K 0.01% NEW $0.17
135 X3 Acquisition Corp Ltd 19,250.0 $5K 0.01% NEW $0.26
136 Pasithea Therapeutics Corp 334,600.0 $4K 0.01% $0.01
137 Copley Acquisition Corp 23,650.0 $4K 0.01% NEW $0.17
138 Pioneer Acquisition I Corp 23,550.0 $4K 0.01% NEW $0.17
139 Tailwind 2.0 Acquisition Corp 24,000.0 $4K 0.01% NEW $0.17
140 CCII Cohen Circle Acquisition Corp II Financial Services 5,000.0 $3K 0.01% NEW $0.60 +1603.3%
Page 7 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%