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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
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 Monex Group Inc 228,891.0 $339K 0.55% -33K -12.7% $1.48
2 Graf Global Corp 27,000.0 $289K 0.47% -3K -10.0% $10.70
3 Dave Inc 56,307.0 $17K 0.03% -10K -15.1% $0.30

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%