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Context Capital Management, LLC

Location
LAJOLLA, CA
Portfolio Value
Small $297,988,933
Diversification
Diversified
Filing Date
Global Rank
#3,431 / 8,586 ▲ 759
Top Industry
Shell Companies 98.2%
3Y Alpha vs SPY
-13.4%
Period ended 3 months ago
Filed May 7, 2026 · 40d
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
+25.4%
SPY
+78.1%
Annualised alpha
-13.4%
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

106 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025
Top Position
2.7%
−1.1 pts
Top 5
11.5%
−5.2 pts
Top 10
20.8%
−8.8 pts
HHI
128
Jun 2023 → Mar 2026 · range 128 – 10,000
Diversified−59

Portfolio Trend

24 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026
Sector % Portfolio Value
Financial Services 97.1% $289,397,213
Energy 1.8% $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
106 positions · $297,988,933 total · as of Mar 31, 2026
Showing 51–100 of 106 positions by value · page 2 of 3
Ticker Company Shares Value (USD) % of Portfolio History