Context Capital Management, LLC

CIK 0001301396 · LAJOLLA, CA · Quarter end: 2026-06-30 · Filed on: 2026-07-23 · Open the SEC source

Context Capital Management, LLC reported 427 positions worth $5.15B as of June 30, 2026 (13F filed July 23, 2026). Largest holding: IBIT (3.7%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$5.15B
2026 Q2
Positions
427
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
26.0%
Est. Net Flow (Q)
2026 Q2
10 / 427 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1IBITISHARES BITCOIN TRUST ETFPUT$191.3M3.72%5,746,100
2ECHO 3.875 11-30-30ECHOSTAR CORPSH$172.1M3.34%55,084,217
3MMYT 0 07-01-30MAKEMYTRIP LIMITED MAURITIUSSH$150.8M2.93%165,350,000
4GME 0 04-01-30GAMESTOP CORPSH$144.6M2.81%141,600,000
5SMCI 3.5 03-01-29SUPER MICRO COMPUTER INCSH$139.9M2.72%151,372,000
6ENOV 3.875 10-15-28ENOVIS CORPORATIONSH$115.4M2.24%119,688,000
7MARA 0 03-01-30MARA HOLDINGS INCSH$110.2M2.14%109,800,000
8PTON 5.5 12-01-29PELOTON INTERACTIVE INCSH$108.5M2.11%66,886,000
9GME 0 06-15-32GAMESTOP CORPSH$103.3M2.01%101,500,000
10TDOC 1.25 06-01-27TELADOC HEALTH INCSH$102.8M2.00%105,459,000

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does Context Capital Management, LLC hold as of Q2 2026?

Context Capital Management, LLC reported 427 positions worth $5.15B in its Q2 2026 13F filing. Largest positions: IBIT (3.7%), ECHO 3.875 11-30-30 (3.3%), MMYT 0 07-01-30 (2.9%), GME 0 04-01-30 (2.8%) and SMCI 3.5 03-01-29 (2.7%).

What did Context Capital Management, LLC buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did Context Capital Management, LLC sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.