Fund HoldingsContext Capital Management, LLC

Total Portfolio Value
$3.88B
Total Bought
$163.15M
Total Sold
$226.34M
Net Transaction
-$63.19M
Filing Period:
Securities
SharesValue ($K)
Q3 2025
Q4 2025
Change
Q3 2025
Q4 2025
Weight (%)
Change
STRATEGY INC(MSTR)0000187,5474.83%+187,547
MARA HOLDINGS INC(MARA)0000120,5283.11%+120,528
FLUENCE ENERGY INC(FLNC)000093,6202.41%+93,620
CLEANSPARK INC(CLSK)000081,2142.09%+81,214
PENNYMAC CORP(PMT)000078,5532.02%+78,553
SUPER MICRO COMPUTER INC(SMCI)00028,54086,8912.24%+58,351
APPLIED DIGITAL CORP(APLD)000057,0951.47%+57,095
TANDEM DIABETES CARE INC(TNDM)00027,37482,7012.13%+55,327
UPSTART HLDGS INC(UPST)000052,7271.36%+52,727
CENTRUS ENERGY CORP(LEU)000052,2331.35%+52,233
PAGERDUTY INC(PD)0004,91055,1661.42%+50,256
ENOVIS CORPORATION(ENOV)000080,8302.08%+80,830
ENPHASE ENERGY INC(ENPH)000047,4171.22%+47,417
OMEROS CORP(OMER)000036,2700.93%+36,270
RAMACO RES INC000032,4880.84%+32,488
TRAVERE THERAPEUTICS INC(TVTX)00052,49281,9912.11%+29,499
CERENCE INC000050,7291.31%+50,729
GREEN PLAINS INC(GPRE)000028,9590.75%+28,959
ALIGNMENT HEALTHCARE INC(ALHC)000028,1660.73%+28,166
CELCUITY INC(CELC)00012,40837,9430.98%+25,535
BEYOND MEAT INC000024,0590.62%+24,059
AFFIRM HLDGS INC(AFRM)000023,0650.59%+23,065
T1 ENERGY INC(TE)000017,9490.46%+17,949
ASTRONICS CORP(ATRO)000017,7190.46%+17,719
SOLARIS ENERGY INFRAS INC(SEI)000015,7890.41%+15,789
ARRAY TECHNOLOGIES INC00042,04057,2361.47%+15,195
IRONWOOD PHARMACEUTICALS INC000039,8021.03%+39,802
ANI PHARMACEUTICALS INC(ANIP)000012,6200.33%+12,620
AMPHASTAR PHARMACEUTICALS IN(AMPH)000029,3890.76%+29,389
ALBEMARLE CORP550,000550,000020,83432,6650.84%+11,831
PORCH GROUP INC(PRCH)00029,49441,2381.06%+11,744
SOLARIS ENERGY INFRAS INC(SEI)000024,1140.62%+24,114
CONMED CORP(CNMD)000103,844114,6522.95%+10,808
RIVIAN AUTOMOTIVE INC(RIVN)00060,29269,9421.80%+9,650
WOLFSPEED INC(WOLF)00009,4690.24%+9,469
HERTZ CORP00008,8850.23%+8,885
GREEN PLAINS INC(GPRE)00008,8340.23%+8,834
CENTURY ALUM CO(CENX)00062,39371,0181.83%+8,626
M3-BRIGADE ACQUISITION VI CO0791,300+791,30007,9130.20%+7,913
HERBALIFE LTD(HLF)00007,8300.20%+7,830
DRUGS MADE IN AMER ACQ II CO
USD ORD SHS
0750,000+750,00007,4250.19%+7,425
WAYFAIR INC(W)00045,98353,0371.37%+7,053
SPRING VY ACQUISITION CORP I
SHS CL A
0641,420+641,42006,5170.17%+6,517
HALL CHADWICK ACQUISITION CO0650,000+650,00006,5130.17%+6,513
BITCOIN INFRASTRUCTURE ACQUI
UNIT 11/06/2030
0600,000+600,00005,9760.15%+5,976
NOVANTA INC(NOVT)0100,000+100,00005,4980.14%+5,498
RIVIAN AUTOMOTIVE INC(RIVN)000037,2670.96%+37,267
REDWOOD TRUST INC000018,1650.47%+18,165
CANTOR EQUITY PARTNERS V INC0500,000+500,00005,1250.13%+5,125
MESHFLOW ACQUISITION CORP0500,000+500,00005,0000.13%+5,000
MCKINLEY ACQUISITION CORP0500,000+500,00004,9850.13%+4,985
SILICON VY ACQUISITION CORP
UNIT 12/08/2030
0500,000+500,00004,9730.13%+4,973
CROWN RESV ACQUISITION CORP
ORD SHS CL A
0500,000+500,00004,9700.13%+4,970
ZOETIS INC(ZTS)037,100+37,10004,6680.12%+4,668
TALON CAP CORP
ORD SHS CL A
0450,000+450,00004,5500.12%+4,550
CRANE HBR ACQUISITION CORP I
UNIT 12/09/2030
0450,000+450,00004,5320.12%+4,532
SC II ACQUISITION CORP0425,000+425,00004,2800.11%+4,280
GSR IV ACQUISITION CORP0400,000+400,00003,9960.10%+3,996
LAUNCHPAD CADENZA ACQUISITIO
UNIT 12/15/2030
0400,000+400,00003,9920.10%+3,992
AMERICAN DRIVE ACQUISITION C
UNIT 12/04/2030
0400,000+400,00003,9880.10%+3,988
IRON HORSE ACQUISIT CORP II0400,000+400,00003,9780.10%+3,978
BTC DEV CORP0350,000+350,00003,5040.09%+3,504
CSLM DIGITA ASSET ACQ CORP I
USD CL A ORD SHS
0350,000+350,00003,4830.09%+3,483
ETSY INC(ETSY)00003,4770.09%+3,477
COREWEAVE INC(CRWV)047,800+47,80003,4230.09%+3,423
SPHERE ENTERTAINMENT CO(SPHR)0007,58010,9750.28%+3,395
ALPHATEC HLDGS INC(ATEC)00015,67518,7950.48%+3,120
HARVARD AVE ACQUISITION CORP0300,000+300,00002,9790.08%+2,979
INSIGHT DIGITAL PARTNERS II0300,000+300,00002,9730.08%+2,973
DYNAMIX CORP III0300,000+300,00002,9670.08%+2,967
EVOLUTION GLOBAL ACQUISITION0300,000+300,00002,9610.08%+2,961
TGE VALUE CREATIVE SOLUTIONS0275,000+275,00002,7340.07%+2,734
EVENTBRITE INC000022,6210.58%+22,621
NEW AMER ACQUISITION I CORP0250,000+250,00002,6030.07%+2,603
BLUEROCK ACQUISITION CORP0250,000+250,00002,5000.06%+2,500
ITHAX ACQUISITION CORP III0250,000+250,00002,4940.06%+2,494
VIKING ACQUISITION CORP I0250,000+250,00002,4750.06%+2,475
SAFEGUARD ACQUISITION CORP0200,000+200,00002,0170.05%+2,017
OTG ACQUISITION CORP. I0200,000+200,00002,0000.05%+2,000
AA MISSION ACQUISITION CORP
ORD SHS CL A
0200,000+200,00001,9920.05%+1,992
TWELVE SEAS INVT CO III
UNIT 11/21/2030
0200,000+200,00001,9900.05%+1,990
GALATA ACQUISITION CORP II0200,000+200,00001,9880.05%+1,988
TAILWIND 2.0 ACQUISITION COR
ORD SHS CL A
0200,000+200,00001,9700.05%+1,970
GOSSAMER BIO INC00020,83522,7340.59%+1,899
LAKE SUPERIOR ACQUISITION CO0175,000+175,00001,7360.04%+1,736
SOLAREDGE TECHNOLOGIES INC(SEDG)00043,70545,2911.17%+1,586
IMMUNOCORE HLDGS PLC(IMCR)000065,0131.68%+65,013
BAIN CAP GSS INVT CORP
ORD CL A
0150,000+150,00001,5120.04%+1,512
TRAILBLAZER ACQUISITION CORP0150,000+150,00001,5020.04%+1,502
HIGHVIEW MERGER CORP0150,000+150,00001,5000.04%+1,500
RANGE CAP ACQUISITION CORP I
CL A ORD SHS
0150,000+150,00001,4960.04%+1,496
APEX TREAS CORP
ORD SHS CL A
0149,800+149,80001,4820.04%+1,482
CHENGHE ACQUISITION III CO0136,151+136,15101,3570.03%+1,357
CIPHER MINING INC(CIFR)0005,9036,9850.18%+1,082
FUTURECREST ACQUISITION CORP0100,000+100,00001,0100.03%+1,010
TXNM ENERGY INC(TXNM)000037,6470.97%+37,647
SOCIAL COMM PARTNERS CORP
UNIT 11/24/2030
0100,000+100,00001,0000.03%+1,000
MILUNA ACQUISITION CORP0100,000+100,00009910.03%+991
COLLEGIUM PHARMACEUTICAL INC(COLL)00003,6870.10%+3,687
GROUPON INC000018,4940.48%+18,494
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