Fund Holdings — Context Capital Management, LLC

Total Portfolio Value
$3.24B
Total Bought
$450.86M
Total Sold
$145.02M
Net Transaction
+$305.84M
Filing Period:
Securities
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SharesValue ($K)
Q2 2025
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Q3 2025
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Change
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Q2 2025
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Q3 2025
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Weight (%)
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Change
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ECHOSTAR CORP(ECHO)0105,127,217+105,127,2170258,8767.98%+258,876
BLOOM ENERGY CORP(BE)00073,047212,3556.55%+139,308
GROUPON INC(GRPN)000068,0112.10%+68,011
PELOTON INTERACTIVE INC(PTON)000123,472173,5215.35%+50,049
SOLAREDGE TECHNOLOGIES INC(SEDG)000043,7051.35%+43,705
BLOOM ENERGY CORP(BE)00023,09864,0421.97%+40,944
SSR MINING IN00041,61073,5202.27%+31,911
BRIDGEBIO PHARMA INC(BBIO)00068,05196,7042.98%+28,653
EQUINOX GOLD CORP(EQX)00059,14987,7282.70%+28,579
NIO INC(NIO)0002,80129,5970.91%+26,796
RIVIAN AUTOMOTIVE INC(RIVN)00033,89460,2921.86%+26,398
SOUTHERN CO(SO)000021,1660.65%+21,166
ALBEMARLE CORP0550,000+550,000020,8340.64%+20,834
BRUKER CORP(BRKR)075,000+75,000020,3850.63%+20,385
TELADOC HEALTH INC(TDOC)00099,879119,3603.68%+19,482
CSG SYS INTL INC
NOTE
000016,6990.51%+16,699
TRAVERE THERAPEUTICS INC(TVTX)00036,27052,4921.62%+16,222
SUPER MICRO COMPUTER INC(SMCI)00012,74728,5400.88%+15,793
ARRAY TECHNOLOGIES INC(ARRY)00026,58242,0401.30%+15,458
CENTURY ALUM CO(CENX)00047,39162,3931.92%+15,001
CELCUITY INC(CELC)000012,4080.38%+12,408
EVOLENT HEALTH INC(EVH)000012,2560.38%+12,256
GLADSTONE CAP CORP(GLAD)000012,1300.37%+12,130
VERITONE INC(VERI)00010,02221,6980.67%+11,676
AEROVIRONMENT INC(AVAV)000011,1740.34%+11,174
PORCH GROUP INC(PRCH)00018,89929,4940.91%+10,595
MARA HOLDINGS INC(MARA)00009,6960.30%+9,696
SEMTECH CORP(SMTC)00017,82627,4430.85%+9,617
BEYOND MEAT INC(BYND)0005,58314,5700.45%+8,987
M3-BRIGADE ACQUISITION VI CO(MBVI)0880,000+880,00008,9060.27%+8,906
HAEMONETICS CORP MASS(HAE)00014,46023,1070.71%+8,647
EVOLENT HEALTH INC(EVH)00045,17053,3351.64%+8,165
DRUGS MADE IN AMER ACQ II CO
UNIT 09/16/2030
0750,000+750,00007,4590.23%+7,459
GREEN PLAINS INC(GPRE)00038,31945,6171.41%+7,298
FORTUNA MNG CORP
NOTE
0001,2688,3570.26%+7,089
GLOBA TERRA ACQUISITION COR
CL A ORD SHS
0700,000+700,00006,9860.22%+6,986
MITEK SYS INC00034,18141,1441.27%+6,963
TANDEM DIABETES CARE INC(TNDM)00020,50527,3740.84%+6,869
SPRING VY ACQUISITION CORP I
UNIT 09/04/2030
0646,003+646,00306,6410.20%+6,641
GOSSAMER BIO INC(GOSS)00014,65320,8350.64%+6,181
D. BORAL ARC ACQ I CORP.
SHS CL A
0600,000+600,00005,9580.18%+5,958
SOULPOWER ACQUISITION CORP(SOUL)0582,480+582,48005,8780.18%+5,878
HCM III ACQUISITION CORP(HCMA)0500,000+500,00005,0530.16%+5,053
NIO INC(NIO)0006,89311,9430.37%+5,050
MCKINLEY ACQUISITION CORP(MKLY)0500,000+500,00004,9950.15%+4,995
PAGERDUTY INC(PD)00004,9100.15%+4,910
WEN ACQUISITION CORP(WENN)0483,500+483,50004,8930.15%+4,893
GSR IV ACQUISITION CORP(GSRF)0450,000+450,00004,5610.14%+4,561
TALON CAP CORP
UNIT 08/27/2030
0450,000+450,00004,5220.14%+4,522
EQV VENTURES AC CORP. II
ORD SHS CL A
0450,000+450,00004,4780.14%+4,478
FIVE9 INC(FIVN)00004,4430.14%+4,443
CONMED CORP(CNMD)00099,604103,8443.20%+4,239
CANTOR EQUITY PARTNERS IV IN
SHS CL A
0400,000+400,00004,0740.13%+4,074
COHEN CIRCLE ACQUISIT CORP I
SHS CL A
0400,000+400,00004,0600.13%+4,060
3D SYS CORP DEL(DDD)00010,56514,3040.44%+3,739
BTC DEV CORP(BDCI)0350,000+350,00003,5350.11%+3,535
CSLM DIGITA ASSET ACQ CORP I
UNIT 08/12/2030
0350,000+350,00003,5350.11%+3,535
KOCHAV DEFENSE ACQUI CO
SHS CL A
0350,000+350,00003,5110.11%+3,511
PACIRA BIOSCIENCES INC(PCRX)00073,76177,0302.37%+3,268
TRAILBLAZER ACQUISITION CORP(BLZR)0300,000+300,00003,0680.09%+3,068
FIFTH ERA ACQUISITION CORP I(FERA)0300,000+300,00003,0510.09%+3,051
OTG ACQUISITION CORP. I(OTGA)0300,000+300,00003,0210.09%+3,021
SNAP INC(SNAP)00003,0100.09%+3,010
CAL REDWOOD ACQUISITION CORP(CRAQ)0300,000+300,00003,0000.09%+3,000
EMMIS ACQUISITION CORP.0300,000+300,00002,9960.09%+2,996
INDIGO ACQUISITION CORP(INAC)0300,000+300,00002,9910.09%+2,991
OXLEY BRIDGE ACQ LTD
USD CL A ORD SHS
0300,000+300,00002,9880.09%+2,988
VENDOME ACQUISITION CORP I(VNME)0300,000+300,00002,9820.09%+2,982
GROUPON INC00002,7590.09%+2,759
1RT ACQUISITION CORP.(ONCH)0250,000+250,00002,6130.08%+2,613
DRUGS MADE IN AMER ACQUTN CO
ORD SHS
0250,000+250,00002,5680.08%+2,568
OYSTER ENTERPRISES II ACQUIS
ORD SHS CL A
0250,782+250,78202,5130.08%+2,513
FIGX CAP ACQUISITION CORP.
USD CL A ORD SHS
0250,000+250,00002,4980.08%+2,498
AXIOM INTELLIGENCE AC CORP 1
ORD SHS CL A
0250,000+250,00002,4900.08%+2,490
MARRIOTT VACATIONS WORLDWIDE(VAC)0002,3344,7790.15%+2,445
PG&E CORP(PCG)255,000305,000+50,0009,58812,0110.37%+2,423
AMERICAN EXCEPTIONALISM ACQU
ORD CL A
0200,000+200,00002,1860.07%+2,186
FUTURECREST ACQUISITION CORP(FCRS)0200,000+200,00002,1200.07%+2,120
CIPHER MINING INC(CIFR)0003,8435,9030.18%+2,060
EGH ACQUISITION CORP.(EGHA)0200,000+200,00002,0080.06%+2,008
GALATA ACQUISITION CORP II(LATA)0200,000+200,00001,9960.06%+1,996
SPHERE ENTERTAINMENT CO(SPHR)0005,6267,5800.23%+1,954
WAYFAIR INC(W)00044,12045,9831.42%+1,863
HIGHVIEW MERGER CORP(HVMC)0150,000+150,00001,5180.05%+1,518
BAIN CAP GSS INVT CORP
UNIT 99/99/9999
0150,000+150,00001,5140.05%+1,514
PIONEER ACQUISITION I CORP(PACH)0150,000+150,00001,4930.05%+1,493
KARYOPHARM THERAPEUTICS INC0005,0206,3960.20%+1,376
CHENGHE ACQUISITION III CO(CHEC)0136,151+136,15101,3590.04%+1,359
ASSERTIO HOLDINGS INC00021,16622,3390.69%+1,172
FIRST MAJESTIC SILVER CORP(AG)00028,80629,9660.92%+1,160
MANNKIND CORP0008,0649,1960.28%+1,132
YORKVILLE ACQUISITION CORP.(MCGA)0100,000+100,00001,0660.03%+1,066
PROCAP ACQUISITION CORP(PCAP)0100,000+100,00001,0270.03%+1,027
NEWHOLD INVT CORP III
ORD SHS CL A
0100,000+100,00001,0180.03%+1,018
WINTERGREEN ACQUISITION CORP(WTG)0100,000+100,00001,0070.03%+1,007
BLUE ACQUISITION CORP.
ORD SHS CL A
0100,000+100,00001,0000.03%+1,000
LIGHTWAVE ACQUISITION CORP(LWAC)0100,000+100,00009950.03%+995
WISDOMTREE INC(WT)00009630.03%+963
ALPHATEC HLDGS INC(ATEC)00014,91015,6750.48%+765
NEXTERA ENERGY INC(NEE)250,000250,000011,06311,7580.36%+695
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