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Context Capital Management, LLC

Location
LAJOLLA, CA
Portfolio Value
Small $310,626,433
Diversification
Diversified
Filing Date
Global Rank
#3,370 / 8,605 ▲ 727 · as of Mar 2026
Top Industry
Shell Companies 97.9%
3Y Alpha vs SPY
-13.3%
Period ended 3 months ago
Filed May 7, 2026 · 2mo
24 quarters · since Mar 2020

Clone Performance

Jul 2023–Jul 2026 · vs SPY

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

Cloned portfolio
+24.5%
SPY
+76.5%
Annualised alpha
-13.3%
Max drawdown
−31.3%

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

112 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025
Top Position
2.6%
−1.0 pts
Top 5
11.1%
−4.9 pts
Top 10
19.9%
−8.3 pts
HHI
121
Jun 2023 → Mar 2026 · range 121 – 10,000
Diversified−56

Portfolio Trend

24 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026
Sector % Portfolio Value
Financial Services 96.9% $301,009,213
Energy 1.8% $5,454,720
Unclassified 1.0% $3,137,000
Industrials 0.3% $1,025,500

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
112 positions · $310,626,433 total · as of Mar 31, 2026
Showing 1–50 of 112 positions by value · page 1 of 3
Ticker Company Shares Value (USD) % of Portfolio History