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Context Capital Management, LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Context Capital Management, LLC
报告期 2026-03-31 · CIK 0001301396
持仓数
392
前50大市值合计
$3.30B
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
24Q3
24Q2
24Q1
23Q4
25Q2 调仓
2025-03-31 → 2025-06-30 · 共 150 项
建仓 63
增持 31
减持 29
清仓 27
方向
标的
Δ市值
现股数(环比)
建仓
—
PELOTON INTERACTIVE INC
+$123.5M
67,110
建仓
—
PACIRA BIOSCIENCES INC
+$73.8M
75,174
减持
—
GROUPON INC
-$64.7M
1,250
-98%
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
减持
—
3D SYS CORP DEL
-$61.1M
12,036
-85%
清仓
—
COHERUS BIOSCIENCES INC
-$57.4M
0
-100%
清仓
—
XOMETRY INC
-$48.8M
0
-100%
建仓
—
TXNM ENERGY INC
+$37.9M
29,115
建仓
—
SHIFT4 PMTS INC
+$34.6M
300,000
清仓
—
EXACT SCIENCES CORP
-$34.1M
0
-100%
建仓
—
PROS HOLDINGS INC
+$32.3M
29,883
增持
—
PURECYCLE TECHNOLOGIES INC
+$30.2M
45,910
+39%
建仓
—
VISHAY INTERTECHNOLOGY INC
+$28.8M
32,044
清仓
—
PLUG PWR INC
-$27.5M
0
-100%
增持
—
IMMUNOCORE HLDGS PLC
+$26.1M
78,641
+58%
增持
—
WAYFAIR INC
+$25.2M
32,600
+85%
建仓
—
PG&E CORP
+$24.9M
25,000
增持
—
WAYFAIR INC
+$24.2M
80,879
+16%
建仓
—
BLOOM ENERGY CORP
+$23.1M
16,350
减持
—
PROS HOLDINGS INC
-$22.0M
2,772
-89%
增持
—
SAREPTA THERAPEUTICS INC
+$21.9M
42,484
+347%
建仓
—
QXO INC
+$21.1M
340,000
建仓
—
UGI CORP NEW
+$20.7M
15,000
清仓
—
HEALTH CATALYST INC
-$20.4M
0
-100%
清仓
—
EXACT SCIENCES CORP
-$19.3M
0
-100%
增持
—
MICROSTRATEGY INC
+$19.1M
39,149
+1%
建仓
—
PORCH GROUP INC
+$18.9M
15,000
建仓
—
ALIBABA GROUP HLDG LTD
+$18.5M
14,500
增持
—
RIVIAN AUTOMOTIVE INC
+$18.4M
48,163
+68%
增持
—
TELADOC HEALTH INC
+$17.0M
108,000
+20%
清仓
—
ARTIVION INC
-$16.6M
0
-100%
建仓
—
PENNYMAC CORP
+$16.1M
15,902
减持
—
GROUPON INC
-$15.8M
18,606
-47%
建仓
—
FLUOR CORP
+$15.8M
12,000
建仓
—
SOLARIS ENERGY INFRAS INC
+$14.7M
11,000
建仓
—
HAEMONETICS CORP MASS
+$14.5M
14,500
减持
—
FACT II ACQUISITION CORP
-$13.9M
300,000
-82%
建仓
—
TRIP COM GROUP LTD
+$13.5M
12,100
增持
—
BLOOM ENERGY CORP
+$13.1M
49,306
+8%
增持
—
WOLFSPEED INC
-$11.9M
43,650
+20%
清仓
—
WAYFAIR INC
-$11.7M
0
-100%
增持
—
ENOVIS CORPORATION
+$11.1M
34,912
+53%
减持
—
RIVIAN AUTOMOTIVE INC
-$10.9M
33,250
-27%
清仓
—
FIRSTENERGY CORP
-$10.6M
0
-100%
增持
—
EVOLENT HEALTH INC
+$9.6M
52,914
+22%
增持
—
FARO TECHNOLOGIES INC
+$9.5M
29,180
+15%
减持
—
BANDWIDTH INC
-$9.0M
9,552
-55%
清仓
—
TILRAY BRANDS INC
-$8.9M
0
-100%
建仓
—
CARDLYTICS INC
+$8.3M
20,536
增持
—
SOLAREDGE TECHNOLOGIES INC
+$7.2M
66,695
+12%
增持
—
TANDEM DIABETES CARE INC
+$6.8M
21,243
+47%
清仓
—
EZCORP INC
-$6.4M
0
-100%
清仓
—
OMEROS CORP
-$6.2M
0
-100%
建仓
—
SIZZLE ACQUISITION CORP. II
+$6.0M
600,000
建仓
—
SOULPOWER ACQUISITION CORP
+$6.0M
582,480
增持
—
SEMTECH CORP
+$5.7M
7,700
+15%
减持
—
SOUTHERN CO
-$5.6M
2,500
-67%
建仓
—
REPUBLIC DIGITAL ACQUISITION
+$5.1M
500,000
建仓
—
WEN ACQUISITION CORP
+$5.1M
483,500
减持
—
GREEN PLAINS INC
-$5.1M
45,754
-12%
减持
—
ARES MANAGEMENT CORPORATION
-$5.1M
200,000
-38%
建仓
—
KARYOPHARM THERAPEUTICS INC
+$5.0M
8,871
增持
—
ARRAY TECHNOLOGIES INC
+$5.0M
33,408
+14%
清仓
—
SEA LTD
-$4.9M
0
-100%
建仓
—
BLOCK INC
+$4.8M
5,000
减持
—
ARBOR REALTY TRUST INC
-$4.6M
33,190
-12%
增持
—
BRIDGEBIO PHARMA INC
+$4.6M
72,704
+3%
清仓
—
SUNRUN INC
-$4.4M
0
-100%
增持
—
SPHERE ENTERTAINMENT CO
+$4.4M
4,000
+300%
清仓
—
WAYFAIR INC
-$4.4M
0
-100%
清仓
—
CSG SYS INTL INC
-$4.3M
0
-100%
减持
—
MICROCHIP TECHNOLOGY INC.
-$4.2M
50,000
-67%
建仓
—
IONIS PHARMACEUTICALS INC
+$4.2M
4,000
增持
—
PELOTON INTERACTIVE INC
+$4.2M
50,128
+7%
减持
—
GSR III ACQUISITION CORP
-$4.1M
87,870
-82%
建仓
—
ARMADA ACQUISITION CORP II
+$4.0M
400,000
增持
—
SSR MINING IN
+$4.0M
40,096
+7%
建仓
—
CIPHER MINING INC
+$3.8M
3,000
增持
—
ALPHATEC HLDGS INC
+$3.8M
15,036
+34%
清仓
—
DEXCOM INC
-$3.7M
0
-100%
清仓
—
SEA LTD
-$3.7M
0
-100%
建仓
—
KOCHAV DEFENSE ACQUI CO
+$3.6M
350,000
建仓
—
CANTOR EQUITY PARTNERS III I
+$3.2M
300,000
建仓
—
BERTO ACQUISITION CORP
+$3.1M
300,000
减持
—
IRONWOOD PHARMACEUTICALS INC
-$3.1M
32,077
-5%
建仓
—
COLUMBUS CIRCLE CAP CORP. I
+$3.1M
290,000
建仓
—
CAL REDWOOD ACQUISITION CORP
+$3.1M
300,000
建仓
—
REAL ASSET ACQUISITION CORP
+$3.0M
300,000
建仓
—
OXLEY BRIDGE ACQ LTD
+$3.0M
300,000
增持
—
REDFIN CORP
+$3.0M
33,431
+8%
减持
—
EQV VENTURES ACQUISITION COR
-$3.0M
190,720
-61%
增持
—
SUPER MICRO COMPUTER INC
+$2.9M
12,175
+20%
建仓
—
CANTOR EQUITY PARTNERS II IN
+$2.8M
250,000
增持
—
EVENTBRITE INC
+$2.7M
40,114
+11%
减持
—
HCM II ACQUISITION CORP
-$2.5M
54,800
-82%
建仓
—
OYSTER ENTERPRISES II ACQUIS
+$2.5M
250,782
建仓
—
AXIOM INTELLIGENCE AC CORP 1
+$2.5M
250,000
建仓
—
FIGX CAP ACQUISITION CORP.
+$2.5M
250,000
减持
—
KKR & CO INC
-$2.4M
600,000
-14%
减持
—
STARWOOD PPTY TR INC
-$2.4M
19,262
-11%
清仓
—
NEXTERA ENERGY INC
-$2.4M
0
-100%
增持
—
WOLFSPEED INC
+$2.4M
18,263
+76%
增持
—
EVERGY INC
+$2.3M
7,800
+34%
清仓
—
RAPID7 INC
-$2.2M
0
-100%
建仓
—
AMC NETWORKS INC
+$2.1M
2,500
建仓
—
DIGITAL ASSET ACQUISITION CO
+$2.1M
200,000
建仓
—
EGH ACQUISITION CORP.
+$2.0M
200,000
建仓
—
PERIMETER ACQUISITION CORP I
+$2.0M
200,000
减持
—
APPLIED OPTOELECTRONICS INC
+$2.0M
30,931
-15%
建仓
—
TEXAS VENTURES ACQUISITION I
+$2.0M
200,000
清仓
—
VOYAGER ACQUISITION CORP
-$2.0M
0
-100%
建仓
—
COPLEY ACQUISITION CORP
+$2.0M
200,000
减持
—
KOSMOS ENERGY LTD
-$1.9M
6,000
-23%
建仓
—
OMEROS CORP
+$1.9M
2,459
清仓
—
CUTERA INC
-$1.9M
0
-100%
减持
—
SILVERBOX CORP IV
-$1.8M
262,951
-43%
建仓
—
COINBASE GLOBAL INC
+$1.7M
1,500
建仓
—
CRANE HBR ACQUISITION CORP
+$1.7M
170,548
减持
—
CANTOR EQUITY PARTNERS I INC
-$1.7M
115,123
-62%
建仓
—
YORKVILLE ACQUISITION CORP.
+$1.7M
150,000
建仓
—
ARTIUS II ACQUISITION INC
+$1.6M
162,191
清仓
—
ARTIUS II ACQUISITION INC
-$1.6M
0
-100%
减持
—
NIO INC
-$1.6M
3,933
-34%
增持
—
NEW MTN FIN CORP
+$1.5M
66,582
+3%
减持
—
BOEING CO
+$1.5M
550,000
-8%
建仓
—
PIONEER ACQUISITION I CORP
+$1.5M
150,000
建仓
—
FORTUNA MNG CORP
+$1.3M
1,000
减持
—
XEROX HOLDINGS CORP
-$1.2M
2,000
-50%
清仓
—
CANTOR EQUITY PARTNERS INC
-$1.1M
0
-100%
建仓
—
PROCAP ACQUISITION CORP
+$1.1M
100,000
减持
IBIT
ISHARES BITCOIN TRUST ETF
-$1.1M
144,000
-32%
增持
—
EQUINOX GOLD CORP
-$1.0M
49,086
+8%
减持
—
MIRUM PHARMACEUTICALS INC
+$1.0M
17,895
-5%
建仓
—
GORES HLDGS X INC
+$1.0M
100,000
建仓
—
NEW PROVIDENCE ACQUISITION C
+$1.0M
100,000
建仓
—
INFLECTION PT ACQUISITION CO
+$1.0M
100,000
减持
—
CAPITAL SOUTHWEST CORP
-$1.0M
24,300
-5%
增持
—
TRAVERE THERAPEUTICS INC
+$1.0M
37,978
+8%
建仓
—
SIDDHI ACQUISITION CORP
+$1.0M
100,000
建仓
—
WINTERGREEN ACQUISITION CORP
+$1.0M
100,000
建仓
—
TITAN ACQUISITION CORP
+$1.0M
100,000
建仓
—
LIGHTWAVE ACQUISITION CORP
+$1.0M
100,000
建仓
—
DUNE ACQUISITION CORP II
+$1.0M
100,000
建仓
—
BLUE ACQUISITION CORP.
+$1.0M
100,000
建仓
—
CARTESIAN GROWTH CORP III
+$1.0M
100,000
清仓
—
ACCOLADE INC
-$983.1K
0
-100%
建仓
—
WORKIVA INC
+$928.8K
1,000
减持
—
HENNESSY CAP INVT CORP VII
-$836.5K
100,000
-47%
清仓
—
CUTERA INC
-$788.3K
0
-100%
清仓
VG
VENTURE GLOBAL INC
-$768.0K
0
-100%
增持
—
AMPHASTAR PHARMACEUTICALS IN
+$676.2K
27,200
+6%
