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Portfolio (Quarterly) Guide ↗

Context Capital Management, LLC

· CIK 0001301396
13F Portfolio $5.1B AUM 427 positions Filed Jul 23, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 427 New
Page 22 of 22  ·  427 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
421 MURANO GLOBAL INVT PLC 67,500.0 $1K NEW $0.01
422 BANZAI INTERNATIONAL INC 80,979.0 $794.0 NEW $0.01
423 CELULARITY INC 150,000.0 $675.0 NEW $0.00
424 MOOLEC SCIENCE SA 32,653.0 $477.0 NEW $0.01
425 KEEN VISION ACQUISITION CORP 3,092.0 $63.0 NEW $0.02
426 AKAMAI TECHNOLOGIES INC NEW
427 ETSY INC NEW
Page 22 of 22  ·  427 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 74.5%
Healthcare 9.5%
Industrials 9.4%
Real Estate 2.5%
Consumer Cyclical 2.0%
Technology 1.6%
Energy 0.5%