MondegarAI
Context Capital Management, LLC

Q1 2025 · 13F-HR

Context Capital Management, LLCholdings as filed

Filed 2025-05-05 · accession 0001301396-25-000003

$2.58B
Reported value
208
Positions
2025-03-31
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
207410AH4CNMD 2.25 06/15/27CONMED CORP$99.7M3.86%105,850CommonSOLE
87918AAF2TDOC 1.25 06/01/27TELADOC HEALTH INC$82.9M3.21%90,000CommonSOLE
88554DAD8DDD 0 11/15/263D SYS CORP DEL$71.6M2.77%78,407CommonSOLE
94419LAP6W 3.25 09/15/27WAYFAIR INC$68.2M2.64%69,571CommonSOLE
399473AH0GRPN 6.25 03/15/27 *GROUPON INC$66.5M2.57%63,443CommonSOLE
647551AE0NMFC 7.5 10/15/25NEW MTN FIN CORP$65.3M2.53%64,482CommonSOLE
10806XAD4BBIO 2.25 02/01/29BRIDGEBIO PHARMA INC$63.5M2.46%70,404CommonSOLE
29446YAC0EQXCN 4.75 10/15/28EQUINOX GOLD CORP$60.2M2.33%45,412CommonSOLE
093712AK3BE 3 06/01/28BLOOM ENERGY CORP$60.0M2.32%45,806CommonSOLE
83417MAD6SEDG 0 09/15/25SOLAREDGE TECHNOLOGIES INC$57.8M2.24%59,500CommonSOLE
19249HAB9COHERUS BIOSCIENCES INC$57.4M2.22%58,249CommonSOLE
594972AL5MSTR 0.875 03/15/31MICROSTRATEGY INC$54.9M2.13%38,800CommonSOLE
91680MAB3UPST 0.25 08/15/26UPSTART HLDGS INC$53.4M2.07%57,058CommonSOLE
98423FAB5XMTR 1 02/01/27XOMETRY INC$48.8M1.89%50,187CommonSOLE
156431AQ1CENTURY ALUM CO$48.5M1.88%39,678CommonSOLE
76954AAB9RIVN 4.625 03/15/29RIVIAN AUTOMOTIVE INC$44.7M1.73%45,750CommonSOLE
70614WAB6PTON 0 02/15/26PELOTON INTERACTIVE INC$44.3M1.72%46,791CommonSOLE
393222AK0GPRE 2.25 03/15/27GREEN PLAINS INC$43.4M1.68%51,892CommonSOLE
45258DAB1IMCR 2.5 02/01/30IMMUNOCORE HLDGS PLC$42.1M1.63%49,850CommonSOLE
038923BA5ABR 7.5 08/01/25ARBOR REALTY TRUST INC$37.7M1.46%37,690CommonSOLE
784730AB9SSRMCN 2.5 04/01/39SSR MINING IN$37.6M1.46%37,596CommonSOLE
097023204BA 6 10/15/27BOEING CO$35.9M1.39%600,000CommonSOLE
30050BAH4EVH 3.5 12/01/29EVOLENT HEALTH INC$35.6M1.38%43,477CommonSOLE
89422GAA5TVTX 2.25 03/01/29TRAVERE THERAPEUTICS INC$35.3M1.37%35,293CommonSOLE
48251W500KKR 6.25 03/01/28 DKKR & CO INC$34.6M1.34%700,000CommonSOLE
30063PAC9EXAS 0.375 03/01/28EXACT SCIENCES CORP$34.1M1.32%38,750CommonSOLE
399473AF4GRPN 1.125 03/15/26GROUPON INC$34.1M1.32%35,376CommonSOLE
606710AA9MITK 0.75 02/01/26MITEK SYS INC$33.9M1.31%34,750CommonSOLE
29975EAD1EB 0.75 09/15/26EVENTBRITE INC$33.2M1.29%36,114CommonSOLE
604749AB7MIRM 4 05/01/29MIRUM PHARMACEUTICALS INC$30.7M1.19%18,895CommonSOLE
46333XAH1IRWD 1.5 06/15/26IRONWOOD PHARMACEUTICALS INC$30.2M1.17%33,927CommonSOLE
03823UAE2APPLIED OPTOELECTRONICS INC$28.5M1.10%36,431CommonSOLE
32076VAD5AGCN 0.375 01/15/27FIRST MAJESTIC SILVER CORP$28.4M1.10%30,211CommonSOLE
74623VAB9PCT 7.25 08/15/30PURECYCLE TECHNOLOGIES INC$27.5M1.07%33,075CommonSOLE
72919PAD5PLUG PWR INC$27.5M1.07%28,495CommonSOLE
75737FAE8RDFN 0.5 04/01/27REDFIN CORP$27.2M1.05%30,931CommonSOLE
311642AB8FARO TECHNOLOGIES INC$26.0M1.01%25,275CommonSOLE
140501AE7CSWC 5.125 11/15/29CAPITAL SOUTHWEST CORP$25.0M0.97%25,650CommonSOLE
76954AAD5RIVN 3.625 10/15/30RIVIAN AUTOMOTIVE INC$24.9M0.96%28,663CommonSOLE
74346YAG8PRO 2.25 09/15/27PROS HOLDINGS INC$24.7M0.96%26,070CommonSOLE
194014AB2ENOV 3.875 10/15/28ENOVIS CORPORATION$23.4M0.91%22,850CommonSOLE
225447AD3WOLF 1.75 05/01/26WOLFSPEED INC$23.1M0.90%36,450CommonSOLE
85571BBA2STWD 6.75 07/15/27STARWOOD PPTY TR INC$23.1M0.89%21,762CommonSOLE
03209RAB9AMPH 2 03/15/29AMPHASTAR PHARMACEUTICALS IN$22.9M0.89%25,700CommonSOLE
04271TAB6ARRY 1 12/01/28ARRAY TECHNOLOGIES INC$21.6M0.84%29,334CommonSOLE
04546CAB2ASRT 6.5 09/01/27ASSERTIO HOLDINGS INC$21.2M0.82%23,380CommonSOLE
156727AD1CRNC 1.5 07/01/28CERENCE INC$20.7M0.80%29,170CommonSOLE
42225TAB3HEALTH CATALYST INC$20.4M0.79%20,491CommonSOLE
30063PAB1EXAS 0.375 03/15/27EXACT SCIENCES CORP$19.3M0.75%21,015CommonSOLE
94419LAR2W 3.5 11/15/28WAYFAIR INC$18.9M0.73%17,600CommonSOLE
670002AD6NVAX 5 12/15/27NOVAVAX INC$17.9M0.69%19,538CommonSOLE
G32901103FACTFACT II ACQUISITION CORP$17.0M0.66%1,700,000CommonSOLE
05988JAD5BAND 0.5 04/01/28BANDWIDTH INC$17.0M0.66%21,052CommonSOLE
228903AB6ARTIVION INC$16.6M0.64%14,790CommonSOLE
03990B309ARES 6.75 10/01/27 BARES MANAGEMENT CORPORATION$15.7M0.61%325,000CommonSOLE
59064RAA7MLAB 1.375 08/15/25MESA LABS INC$15.7M0.61%16,047CommonSOLE
698884AE3PAR 1.5 10/15/27PAR TECHNOLOGY CORP$15.0M0.58%14,012CommonSOLE
19260QAF4COIN 0.25 04/01/30COINBASE GLOBAL INC$14.9M0.58%16,000CommonSOLE
38341PAA0GOSS 5 06/01/27GOSSAMER BIO INC$14.6M0.57%25,850CommonSOLE
45781MAD3INVA 2.125 03/15/28INNOVIVA INC$14.3M0.55%14,751CommonSOLE
875372AD6TNDM 1.5 03/15/29 2024TANDEM DIABETES CARE INC$13.7M0.53%14,500CommonSOLE
14161WAB1CARDLYTICS INC$13.2M0.51%14,070CommonSOLE
758075AF2RWT 7.75 06/15/27REDWOOD TRUST INC$12.7M0.49%12,851CommonSOLE
550424AE5LAZR 11.5 01/15/30LUMINAR TECHNOLOGIES INC$12.5M0.48%26,114CommonSOLE
29664WAB1ESPR 4 11/15/25ESPERION THERAPEUTICS INC NE$12.2M0.47%12,440CommonSOLE
816850AH4SEMTECH CORP$12.2M0.47%6,700CommonSOLE
94419LAF8W 1 08/15/26WAYFAIR INC$11.7M0.45%12,500CommonSOLE
69331C306PCG 6 12/01/27 APG&E CORP$11.4M0.44%255,000CommonSOLE
65339F119NEE 7.234 11/01/27NEXTERA ENERGY INC$11.4M0.44%250,000CommonSOLE
02081GAB8ATEC 0.75 08/01/26ALPHATEC HLDGS INC$11.1M0.43%11,185CommonSOLE
92347MAB6VERI 1.75 11/15/26VERITONE INC$11.0M0.43%26,194CommonSOLE
337932AR8FE 4 05/01/26FIRSTENERGY CORP$10.6M0.41%10,500CommonSOLE
46438F101IBITISHARES BITCOIN TRUST ETF$9.9M0.38%211,000CommonSOLE
86800UAB0SMCI 3.5 03/01/29SUPER MICRO COMPUTER INC$9.9M0.38%10,175CommonSOLE
56400PAQ5MANNKIND CORP$9.3M0.36%8,060CommonSOLE
88688TAC4TLRY 5.2 06/15/27TILRAY BRANDS INC$8.9M0.34%9,400CommonSOLE
803607AD2SRPT 1.25 09/15/27SAREPTA THERAPEUTICS INC$8.8M0.34%9,500CommonSOLE
842587DP9SO 3.875 12/15/25SOUTHERN CO$8.4M0.32%7,500CommonSOLE
98986MAD5ZYXI 5 05/15/26ZYNEX INC$8.3M0.32%11,000CommonSOLE
761299AB2TVTX 2.5 09/15/25TRAVERE THERAPEUTICS INC$7.9M0.30%8,000CommonSOLE
08862EAB5BYND 0 03/15/27BEYOND MEAT INC$7.6M0.29%66,075CommonSOLE
62914VAK2NIO 4.625 10/15/30NIO INC$7.6M0.29%10,863CommonSOLE
595017302MCHP 7.5 03/15/28MICROCHIP TECHNOLOGY INC.$7.5M0.29%150,000CommonSOLE
42824C208HPE 7.625 09/01/27HEWLETT PACKARD ENTERPRISE C$7.2M0.28%150,000CommonSOLE
G7134A104PLMKPLUM ACQUISITION CORP IV$7.0M0.27%700,000CommonSOLE
30034WAD8EVRG 4.5 12/15/27EVERGY INC$6.8M0.26%5,800CommonSOLE
302301AE6EZCORP INC$6.4M0.25%6,426CommonSOLE
682143AG7OMER 5.25 02/15/26OMEROS CORP$6.2M0.24%6,709CommonSOLE
500688AH9KOS 3.125 03/15/30KOSMOS ENERGY LTD$6.0M0.23%7,771CommonSOLE
70932AAF0PMT 5.5 03/15/26PENNYMAC CORP$6.0M0.23%6,012CommonSOLE
15189TBD8CNP 4.25 08/15/26CENTERPOINT ENERGY INC$5.4M0.21%5,000CommonSOLE
29975EAB5EB 5 12/01/25EVENTBRITE INC$5.4M0.21%5,460CommonSOLE
G4R103107GSR III ACQUISITION CORP$5.0M0.19%500,000CommonSOLE
G3106N109FTWEQV VENTURES ACQUISITION COR$5.0M0.19%490,720CommonSOLE
81141RAG5SEALTD 0.25 09/15/26SEA LTD$4.9M0.19%5,270CommonSOLE
G81354105SBXDSILVERBOX CORP IV$4.7M0.18%462,951CommonSOLE
83304AAH9SNAP 0.125 03/01/28SNAP INC$4.7M0.18%5,538CommonSOLE
86771WAD7RUN 4 03/01/30SUNRUN INC$4.4M0.17%6,191CommonSOLE
94419LAM3W 0.625 10/01/25WAYFAIR INC$4.4M0.17%4,500CommonSOLE
62914VAJ5NIO 3.875 10/15/29NIO INC$4.4M0.17%6,000CommonSOLE
126349AH2CSGS 3.875 09/15/28CSG SYS INTL INC$4.3M0.17%4,000CommonSOLE
550424AD7LAZR 9 01/15/30LUMINAR TECHNOLOGIES INC$4.3M0.17%8,835CommonSOLE
G8431T101SIMASIM ACQUISITION CORP. I$3.8M0.15%370,000CommonSOLE
252131AM9DXCM 0.375 05/15/28DEXCOM INC$3.7M0.14%4,140CommonSOLE
743312AD2PRGS 3.5 03/01/30PROGRESS SOFTWARE CORP$3.7M0.14%3,500CommonSOLE
81141RAF7SEALTD 2.375 12/01/25SEA LTD$3.7M0.14%2,500CommonSOLE
G43658106IMSRHCM II ACQUISITION CORP$3.2M0.12%300,000CommonSOLE
69352PAS2PPL 2.875 03/15/28PPL CAP FDG INC$3.1M0.12%2,795CommonSOLE
G1827K107CEPOCANTOR EQUITY PARTNERS I INC$3.1M0.12%300,000CommonSOLE
G3415K127FERAUFIFTH ERA ACQUISITION CORP I$3.0M0.12%300,000CommonSOLE
19459JAC8COLL 2.875 02/15/29COLLEGIUM PHARMACEUTICAL INC$2.8M0.11%2,607CommonSOLE
G2847J120DMAAUDRUGS MADE IN AMER ACQUTN CO$2.5M0.10%250,000CommonSOLE
65339F663NEE 7.299 06/01/27NEXTERA ENERGY INC$2.4M0.09%50,000CommonSOLE
40131MAD1GH 1.25 02/15/31GUARDANT HEALTH INC$2.4M0.09%2,292CommonSOLE
977852AD4WOLF 1.875 12/01/29WOLFSPEED INC$2.3M0.09%10,391CommonSOLE
57164YAF4VAC 3.25 12/15/27MARRIOTT VACATIONS WORLDWIDE$2.3M0.09%2,500CommonSOLE
55024UAF6LITE 0.5 06/15/28LUMENTUM HLDGS INC$2.3M0.09%2,500CommonSOLE
98421MAE6XRX 3.75 03/15/30XEROX HOLDINGS CORP$2.3M0.09%4,000CommonSOLE
26441CBY0DUK 4.125 04/15/26DUKE ENERGY CORP NEW$2.2M0.08%2,000CommonSOLE
753422AH7RPD 1.25 03/15/29RAPID7 INC$2.2M0.08%2,500CommonSOLE
G93A7H104VACHVOYAGER ACQUISITION CORP$2.0M0.08%198,200CommonSOLE
232109AD0CUTERA INC$1.9M0.07%35,814CommonSOLE
977852AB8WOLF 0.25 02/15/28WOLFSPEED INC$1.9M0.07%7,485CommonSOLE
G4405D107HVIIHENNESSY CAP INVT CORP VII$1.9M0.07%187,500CommonSOLE
753422AF1RPD 0.25 03/15/27RAPID7 INC$1.8M0.07%2,000CommonSOLE
011642AB1ALRM 0 01/15/26ALARM COM HLDGS INC$1.7M0.07%1,750CommonSOLE
G0509J107AACBUARTIUS II ACQUISITION INC$1.6M0.06%162,191CommonSOLE
852234AK9XYZ 0.25 11/01/27BLOCK INC$1.6M0.06%1,810CommonSOLE
292554AP7ECPG 4 03/15/29ENCORE CAP GROUP INC$1.6M0.06%1,750CommonSOLE
23282WAC4CYTK 3.5 07/01/27CYTOKINETICS INC$1.6M0.06%1,386CommonSOLE
48123VAE2ZD 1.75 11/01/26ZIFF DAVIS INC$1.3M0.05%1,400CommonSOLE
G5S87A105LPBBLAUNCH TWO ACQUISITION CORP.$1.3M0.05%125,000CommonSOLE
252131AK3DXCM 0.25 11/15/25DEXCOM INC$1.2M0.05%1,250CommonSOLE
55826TAB8SPHR 3.5 12/01/28SPHERE ENTERTAINMENT CO$1.2M0.05%1,000CommonSOLE
G4491L104CEPNCANTOR EQUITY PARTNERS INC$1.1M0.04%100,000CommonSOLE
G6486E128NHICUNEWHOLD INVT CORP III$1.0M0.04%100,000CommonSOLE
00437EAB8ACCOLADE INC$983,1250.04%1,000CommonSOLE
15677JAD0DAY 0.25 03/15/26DAYFORCE INC$960,0000.04%1,000CommonSOLE
232109AG3CUTERA INC$788,3220.03%14,735CommonSOLE
G1000R101AAMAA MISSION ACQUISITION CORP$782,2500.03%75,000CommonSOLE
92333F101VGVENTURE GLOBAL INC$768,0500.03%74,568CommonSOLE
85205TAQ3SPR 3.25 11/01/28SPIRIT AEROSYSTEMS INC$759,6560.03%555CommonSOLE
90187BAB7TWO 6.25 01/15/26TWO HARBORS INVENTMENT CORPO$482,3550.02%486CommonSOLE
232109AB4CUTERA INC$263,2500.01%4,500CommonSOLE
G32901129FACTWFACT II ACQUISITION CORP$170,0000.01%850,000CommonSOLE
G43658122IMSRWHCM II ACQUISITION CORP$120,7500.00%175,000CommonSOLE
09174P113BTMWWBITCOIN DEPOT INC$66,9750.00%956,793CommonSOLE
G7134A120PLMKWPLUM ACQUISITION CORP IV$57,6450.00%350,000CommonSOLE
G81354121SBXD/WSSILVERBOX CORP IV$54,0100.00%154,317CommonSOLE
G3034H141EMCRFEMBRACE CHANGE ACQUISITN COR$51,0000.00%300,000CommonSOLE
73245B115SBCWWSBC MED GROUP HLDGS INC$48,0860.00%258,389CommonSOLE
G4R103131GSR III ACQUISITION CORP$46,2590.00%31,469CommonSOLE
G3106N117EQV VENTURES ACQUISITION COR$44,1670.00%121,007CommonSOLE
29103K118FLDDWFOLD HLDGS INC$42,1430.00%56,950CommonSOLE
G4405D115HVIIRHENNESSY CAP INVT CORP VII$38,2680.00%187,500CommonSOLE
G2311X134CLRRFCLIMATEROCK$36,8650.00%168,490CommonSOLE
37961B112GLOBAL BLOCKCHAIN ACQUI CORP$36,8000.00%400,000CommonSOLE
G6256B114SMNRWDENALI CAPITAL ACQUISITN COR$35,8160.00%605,000CommonSOLE
066644113BANNIX ACQUISITION CORP$34,4840.00%320,484CommonSOLE
066644121BANNIX ACQUISITION CORP$31,1280.00%110,385CommonSOLE
G1995D117CRTWFCARTICA ACQUISITION CORP$25,0000.00%100,000CommonSOLE
G8431T119SIMAWSIM ACQUISITION CORP. I$23,5210.00%241,250CommonSOLE
G9877L115CHARRCHARLTON ARIA ACQUISITION CO$20,0000.00%100,000CommonSOLE
G5391L110LVRWFLAVORO LTD$19,5290.00%235,863CommonSOLE
40472A128EONR/WSEON RESOURCES INC$17,7940.00%296,581CommonSOLE
98400V119XBPEWXBP EUROPE HOLDINGS INC$16,7870.00%357,933CommonSOLE
G0135E126AIMWFAIMFINITY INVESTMENT CORP I$15,5400.00%200,000CommonSOLE
44934N116IBACRIB ACQUISITION CORP$15,0200.00%200,000CommonSOLE
G93A7H112VACHWVOYAGER ACQUISITION CORP$15,0200.00%100,000CommonSOLE
G5S87A113LPBBWLAUNCH TWO ACQUISITION CORP.$14,0680.00%62,500CommonSOLE
G20315118ALFUWCENTURION ACQUISITION CORP$13,1640.00%79,882CommonSOLE
G3777K111GCLWWGCL GLOBAL HLDGS LTD$12,6250.00%250,000CommonSOLE
36170N115GCTS/WSGCT SEMICONDUCTOR HLDG INC$12,4640.00%172,160CommonSOLE
G9R16L118VMCWFVALUENCE MERGER CORP I$11,8570.00%75,000CommonSOLE
738920115ASBPWASPIRE BIOPHARMA HLDGS INC$11,8470.00%175,000CommonSOLE
37961B120GLOBAL BLOCKCHAIN ACQUI CORP$11,0000.00%400,000CommonSOLE
G5451A111LEGT/WSLEGATO MERGER CORP III$10,0000.00%50,000CommonSOLE
27877D112ECD AUTOMOTIVE DESIGN INC$9,9360.00%540,000CommonSOLE
G50716102NVNINVNI GROUP LIMITED$8,5680.00%40,000CommonSOLE
G3034H125EMCWFEMBRACE CHANGE ACQUISITN COR$8,3700.00%300,000CommonSOLE
84445C118SLND/WSSOUTHLAND HLDGS INC$8,2920.00%51,732CommonSOLE
09973D113BRLSWBOREALIS FOODS INC$8,2870.00%75,340CommonSOLE
G0232F133ALCWFALCHEMY INVTS ACQUISITN CORP$7,8150.00%50,000CommonSOLE
52328E113LDTDFLEDDARTECH HLDGS INC$7,7490.00%127,872CommonSOLE
G29201111ECXWWECARX HOLDINGS INC$7,0450.00%117,430CommonSOLE
151190113CELUWCELULARITY INC$6,0000.00%150,000CommonSOLE
69882P110PPYAWPAPAYA GRWT OPPORTUNITY CORP$5,6250.00%250,000CommonSOLE
88165K119TVGNWTEVOGEN BIO HLDGS INC$5,2410.00%97,250CommonSOLE
G1000R127AA MISSION ACQUISITION CORP$4,9870.00%75,000CommonSOLE
G7410G114RMSGWREAL MESSENGER CORP.$4,8410.00%87,700CommonSOLE
G49219127IVAWFINVESTCORP AI ACQUISITION CO$4,2400.00%212,035CommonSOLE
G1281K114SLXNWSILEXION THERAPEUTICS CORP$3,9150.00%51,183CommonSOLE
45784G119ZCARWZOOMCAR HLDGS INC$3,7890.00%274,598CommonSOLE
14159C111CDIOWCARDIO DIAGNOSTICS HOLDGS IN$3,2600.00%81,500CommonSOLE
36119D111FTIIWFUTURETECH II ACQUISITION CO$3,1500.00%150,000CommonSOLE
G8403L110SVUWFSRIVARU HOLDING LIMITED$2,6790.00%454,100CommonSOLE
G0411D115APLMWAPOLLOMICS INC$2,5370.00%298,500CommonSOLE
G2311X118CLRWFCLIMATEROCK$2,5000.00%100,000CommonSOLE
00373V118ABVEWABOVE FOOD INGREDIENTS INC$2,2100.00%100,000CommonSOLE
06682J118BNZIWBANZAI INTERNATIONAL INC$1,9030.00%80,979CommonSOLE
71902K113CEROWCERO THERAPEUTICS HLDGS INC$1,7690.00%122,013CommonSOLE
08178Q119BENFWBENEFICIENT$1,5330.00%210,024CommonSOLE
G5501C117CUBWWLIONHEART HOLDINGS$1,4000.00%10,000CommonSOLE
26145B114DFLIWDRAGONFLY ENERGY HOLDINGS CO$1,2670.00%50,700CommonSOLE
20678X114CDTTWCONDUIT PHARMACEUTICALS INC$1,1820.00%128,500CommonSOLE
G27617110FASWFDIGIASIA CORP$5470.00%18,236CommonSOLE
G52443127KVACWKEEN VISION ACQUISITION CORP$1000.00%3,092CommonSOLE
44862P117HYCROFT MINING HOLDING CORP$560.00%22,500CommonSOLE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.