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Context Capital Management, LLC

Location
LAJOLLA, CA
Portfolio Value
Small $287,465,531
Diversification
Diversified
Filing Date
Global Rank
#3,167 / 8,232 ▲ 916
Top Industry
Shell Companies 98.1%
3Y Alpha vs SPY
-13.2%
Period ended 2 months ago
Filed May 7, 2026 · 38d
24 quarters · since Mar 2020

Clone Performance

Jun 2023–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio
+24.4%
SPY
+76.3%
Annualised alpha
-13.2%
Max drawdown
−31.2%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

102 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025
Top Position
2.8%
−1.2 pts
Top 5
12.0%
−5.6 pts
Top 10
21.5%
−9.5 pts
HHI
133
Jun 2023 → Mar 2026 · range 133 – 10,000
Diversified−65

Portfolio Trend

24 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026
Sector % Portfolio Value
Financial Services 97.0% $278,873,811
Energy 1.9% $5,454,720
Unclassified 1.1% $3,137,000

Last Quarter's Activity

Export CSV
Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased
No qualifying positions this quarter.

Trimmed

Positions the filer reduced
6 positions
Ticker Δ Shares Shares Value Open

New Positions

Positions the filer opened this quarter
25 positions
Ticker Shares Value Open

Sold Out

Positions the filer fully exited
4 positions
Ticker Shares Value Open

Portfolio Positions

Export CSV View 13F filing
102 positions · $287,465,531 total · as of Mar 31, 2026
Showing 1–50 of 102 positions by value · page 1 of 3
Ticker Company Shares Value (USD) % of Portfolio History