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Kepos Capital LP

Q3 2023 · 13F-HR

Kepos Capital LPholdings as filed

Filed 2023-11-14 · accession 0001512020-23-000014

$565,327
Reported value
287
Positions
2023-09-30
Period end
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Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
922908553VNQVanguard ETF/USA$107,76319.1%1,424,300CommonSOLE
00507V109AIYActivision Blizzard Inc$60,86010.8%650,000CommonSOLE
530307305LBRDKLiberty Broadband Corp$36,5286.46%400,000CommonSOLE
971378104WSCWillScot Mobile Mini Holdings Corp$22,8754.05%550,000CommonSOLE
G79407105Screaming Eagle Acquisition Corp$19,3513.42%1,850,000CommonSOLE
20607U108CNDAConcord Acquisition Corp II$16,4482.91%1,600,000CommonSOLE
03769M106APOApollo Global Management Inc$15,7082.78%175,000CommonSOLE
872590104TMUSDeutsche Telekom AG$14,0052.48%100,000CommonSOLE
G83752108SVIIFSpring Valley Acquisition Corp II$9,1461.62%850,000CommonSOLE
31620M106FISFidelity National Information Services Inc$9,1201.61%165,000CommonSOLE
015857105AQNAlgonquin Power & Utilities Corp$8,9951.59%1,519,611CommonSOLE
88605L107Thunder Bridge Capital Partners IV Inc$7,6881.36%750,000CommonSOLE
38287A101Gores Holdings IX Inc$7,5851.34%730,000CommonSOLE
90353T100UBERUber Technologies Inc$6,8991.22%150,000CommonSOLE
03852U106ARMKAramark$6,8891.22%275,000CommonSOLE
29103K100FLDFTAC Emerald Acquisition Corp$6,7991.20%650,000CommonSOLE
928563402VMWAVMware Inc$6,4031.13%38,460CommonSOLE
49177J102KVUEJohnson & Johnson$6,0241.07%300,000CommonSOLE
12572Q105CMECME Group Inc$6,0071.06%30,000CommonSOLE
17144M102Churchill Capital Corp VII$5,7481.02%550,000CommonSOLE
148806102CTLTEURCatalent Inc$5,6911.01%125,000CommonSOLE
G8192N103Auxo Capital Managers LLC$5,3730.95%500,000CommonSOLE
126650100CVSCVS Health Corp$5,2370.93%75,000CommonSOLE
007903107AMDAdvanced Micro Devices Inc$5,1410.91%50,000CommonSOLE
82489T104SWAVUSDShockwave Medical Inc$4,9780.88%25,000CommonSOLE
464288588MBBiShares ETFs/USA$4,3690.77%49,200CommonSOLE
12541W209CHRWCH Robinson Worldwide Inc$4,3070.76%50,000CommonSOLE
12521H107CF Acquisition Corp VII$4,2940.76%400,000CommonSOLE
G3218G109EVe Mobility Acquisition Corp$4,2720.76%400,000CommonSOLE
379577208GMEDGlobus Medical Inc$4,2200.75%85,000CommonSOLE
G8956E109TortoiseEcofin Acquisition Corp III$4,1920.74%400,000CommonSOLE
254687106DISWalt Disney Co/The$4,0530.72%50,000CommonSOLE
62886E108VYXNCR Corp$4,0460.72%150,000CommonSOLE
29260Y1090C3Silver Lake Group LLC$3,9800.70%200,000CommonSOLE
G71704129Pono Capital Three Inc$3,8730.69%365,000CommonSOLE
G33033104KDKAres Acquisition Corp II$3,8510.68%375,000CommonSOLE
083690107Berenson Acquisition Corp I$3,8370.68%370,000CommonSOLE
934423104WBDWarner Bros Discovery Inc$3,8010.67%350,000CommonSOLE
G1995D109CRTAFCartica Acquisition Corp$3,7730.67%350,000CommonSOLE
35671D857FCXFreeport-McMoRan Inc$3,7290.66%100,000CommonSOLE
81786A1077GC & Co Holdings Inc$3,4880.62%330,000CommonSOLE
G5784H106MANUManchester United Plc$3,4630.61%175,000CommonSOLE
00751Y106AAPAdvance Auto Parts Inc$3,3560.59%60,000CommonSOLE
02079K107GOOGAlphabet Inc$3,2960.58%25,000CommonSOLE
68404L201OPCHMadison Dearborn Partners LLC$3,2350.57%100,000CommonSOLE
09227Q100BLKBBlackbaud Inc$3,1640.56%45,000CommonSOLE
531229722LLYVK*Liberty Media Corp$3,0760.54%95,840CommonSOLE
G2R18K105CSTAFConstellation Acquisition Corp I$2,9670.52%275,000CommonSOLE
G7330C102RCF Acquisition Corp$2,7350.48%250,000CommonSOLE
87256C101TKOEndeavor Group Holdings Inc$2,7320.48%32,500CommonSOLE
72942P104Plutonian Acquisition Corp$2,6430.47%250,000CommonSOLE
36118W102Future Health ESG Corp$2,6380.47%250,000CommonSOLE
84465L105Southport Acquisition Corp$2,5910.46%244,745CommonSOLE
094235108BLMNBloomin' Brands Inc$2,4590.43%100,000CommonSOLE
G8708L104CTORTenX Keane Acquisition$2,4230.43%225,000CommonSOLE
013091103ACIAlbertsons Cos Inc$2,3890.42%105,000CommonSOLE
46625H365JP Morgan ETNs/USA$2,2900.41%92,717CommonSOLE
958102105WDCWestern Digital Corp$2,2590.40%49,500CommonSOLE
G1962Y102Catcha Investment Corp$2,2000.39%200,000CommonSOLE
28201D109EF Hutton Acquisition Corp I$2,1200.38%200,000CommonSOLE
G5346G125L Catterton Asia Acquisition Corp$2,0320.36%190,471CommonSOLE
296424104ESHAESH Acquisition Corp$1,8250.32%180,300CommonSOLE
48242W106KBRKBR Inc$1,6550.29%28,075CommonSOLE
G0232F109ALCYFAlchemy Investments Acquisition Corp 1$1,4920.26%144,400CommonSOLE
70450Y103PYPLPayPal Holdings Inc$1,4620.26%25,000CommonSOLE
531229789LM0CLiberty Media Corp$1,2730.23%50,000CommonSOLE
55933J203MXMagnachip Semiconductor Corp$1,2470.22%150,000CommonSOLE
G33032106Ares Acquisition Corp$1,0760.19%100,000CommonSOLE
10258P102LUCKBowlero Corp$9620.17%100,000CommonSOLE
31809Y103FinServ Acquisition Corp II$9600.17%92,600CommonSOLE
34619V103Forest Road Acquisition Corp II$9590.17%92,600CommonSOLE
37954Y871URAGlobal X ETFs/USA$9520.17%35,201CommonSOLE
06690B107PNSTQBanyan Acquisition Corp$9160.16%86,500CommonSOLE
917313108USIOUsio Inc$8750.15%500,000CommonSOLE
929160109VMCVulcan Materials Co$8560.15%4,236CommonSOLE
464288513HYGiShares ETFs/USA$8040.14%10,900CommonSOLE
86260J102SWAGStran & Co Inc$7510.13%600,000CommonSOLE
74113T105PRSTPresto Automation Inc$6730.12%470,768CommonSOLE
02156V109OKLOAltC Acquisition Corp$6230.11%60,200CommonSOLE
382550101GTGoodyear Tire & Rubber Co/The$6220.11%50,000CommonSOLE
030420103AWKAmerican Water Works Co Inc$6000.11%4,844CommonSOLE
67079K100SMRNuScale Power Corp$5920.10%120,859CommonSOLE
G6546R101Northern Revival Acquisition Corp$5410.10%50,000CommonSOLE
G0085J117ADSEAds-Tec Energy PLC$5150.09%73,300CommonSOLE
464287242LQDiShares ETFs/USA$5000.09%4,900CommonSOLE
776696106ROPRoper Technologies Inc$4670.08%964CommonSOLE
H5919C104ONONOn Holding AG$4170.07%15,000CommonSOLE
278865100ECLEcolab Inc$4010.07%2,368CommonSOLE
45167R104IEXIDEX Corp$3940.07%1,892CommonSOLE
09174P105Bitcoin Depot Inc$3680.07%139,835CommonSOLE
98419M100XYLXylem Inc/NY$3670.06%4,029CommonSOLE
65339F101NEENextEra Energy Inc$3490.06%6,085CommonSOLE
26614N102DDDuPont de Nemours Inc$3370.06%4,521CommonSOLE
03879J100ABUSArbutus Biopharma Corp$3160.06%155,691CommonSOLE
00846U101AAgilent Technologies Inc$3100.05%2,775CommonSOLE
459867123IMAQRInternational Media Acquisition Corp$3020.05%3,460,502CommonSOLE
29364G103ETREntergy Corp$3010.05%3,253CommonSOLE
G1195N121Bluescape Opportunities Acquisition Corp$2970.05%29,600CommonSOLE
920253101VMIValmont Industries Inc$2870.05%1,195CommonSOLE
26441C204DUKDuke Energy Corp$2850.05%3,229CommonSOLE
281020107EIXEdison International$2800.05%4,430CommonSOLE
25746U109DDominion Energy Inc$2700.05%6,046CommonSOLE
30161N101EXCExelon Corp$2680.05%7,103CommonSOLE
G83752132SVIRFSpring Valley Acquisition Corp II$2570.05%1,350,000CommonSOLE
015658107ASTLAlgoma Steel Group Inc$2570.05%37,800CommonSOLE
88160R101TSLATesla Inc$2450.04%981CommonSOLE
896239100TRMBTrimble Inc$2390.04%4,432CommonSOLE
744573106PEGPublic Service Enterprise Group Inc$2290.04%4,031CommonSOLE
41150T207Harbor Custom Development Inc$2230.04%50,000CommonSOLE
029899101AWRAmerican States Water Co$2180.04%2,776CommonSOLE
784305104HTOSJW Group$2110.04%3,504CommonSOLE
G60409110MTALEURMetals Acquisition Ltd$2100.04%17,500CommonSOLE
17143W101Churchill Capital Corp VI$2090.04%20,000CommonSOLE
686688102ORAOrmat Technologies Inc$2070.04%2,964CommonSOLE
565849106MRO*Marathon Oil Corp$2060.04%7,695CommonSOLE
209115104EDConsolidated Edison Inc$2060.04%2,403CommonSOLE
130788102CWTCalifornia Water Service Group$2050.04%4,336CommonSOLE
G51502105JCIJohnson Controls International plc$2020.04%3,799CommonSOLE
816851109SRESempra$1960.03%2,876CommonSOLE
68347P103OPALOPAL Fuels Inc$1960.03%23,900CommonSOLE
25278X109FANGDiamondback Energy Inc$1880.03%1,214CommonSOLE
535555106LNNLindsay Corp$1870.03%1,589CommonSOLE
18539C204CWENClearway Energy Group LLC$1850.03%8,730CommonSOLE
012653101ALBAlbemarle Corp$1840.03%1,082CommonSOLE
03834B127APCXWAppTech Payments Corp$1790.03%240,963CommonSOLE
41068X100HASIHannon Armstrong Sustainable Infrastructure Capital Inc$1730.03%8,180CommonSOLE
G4236L120GFAIWGuardforce AI Co Ltd$1730.03%493,370CommonSOLE
G0751N103ABYEURAtlantica Sustainable Infrastructure PLC$1720.03%9,013CommonSOLE
53814L108LTHM1EURLivent Corp$1640.03%8,915CommonSOLE
723787107PXDEURPioneer Natural Resources Co$1430.03%622CommonSOLE
89346D107TACTransAlta Corp$1310.02%15,123CommonSOLE
N0796A100ALLGFAllego NV$1290.02%58,200CommonSOLE
97655B125WINVRWinVest Acquisition Corp$1200.02%1,603,868CommonSOLE
11284V105Brookfield Renewable Partners LP$1160.02%4,863CommonSOLE
00766T100ACMAECOM$1060.02%1,277CommonSOLE
M7S64L107PGYWWPagaya Technologies Ltd$1060.02%301,472CommonSOLE
28474P201Electra Battery Materials Corp$1050.02%170,000CommonSOLE
235851102DHRDanaher Corp$980.02%444CommonSOLE
831865209AOSA O Smith Corp$960.02%1,457CommonSOLE
056525108BMIBadger Meter Inc$960.02%669CommonSOLE
941848103WATWaters Corp$930.02%340CommonSOLE
942749102WTSWatts Water Technologies Inc$930.02%536CommonSOLE
596680108MSEXMiddlesex Water Co$910.02%1,379CommonSOLE
88162G103TTEKTetra Tech Inc$860.02%568CommonSOLE
G7500M104RNWReNew Energy Global PLC$840.01%15,540CommonSOLE
18539C105NY4BClearway Energy Group LLC$820.01%4,099CommonSOLE
353514102FELEFranklin Electric Co Inc$780.01%877CommonSOLE
29670G102WTRGEssential Utilities Inc$780.01%2,275CommonSOLE
058586108BLDPBallard Power Systems Inc$760.01%20,638CommonSOLE
29275Y102ENSEnerSys$750.01%792CommonSOLE
00438Y123Accretion Acquisition Corp$730.01%840,222CommonSOLE
61218C103MNTKMontauk Renewables Inc$710.01%7,740CommonSOLE
746228303PCYOPure Cycle Corp$700.01%7,255CommonSOLE
64107A113NPWR/WSNet Power Inc$690.01%16,000CommonSOLE
N0796A118Allego NV$690.01%164,436CommonSOLE
185634102CLNNEURClene Inc$650.01%131,322CommonSOLE
G7823S101SATLSatellogic Inc$640.01%55,000CommonSOLE
127537207CDZICadiz Inc$610.01%18,357CommonSOLE
501242101KLICKulicke & Soffa Industries Inc$610.01%1,261CommonSOLE
G4828B118WELWFIntegrated Wellness Acquisition Corp$580.01%154,350CommonSOLE
553745126MSPRWMSP Recovery Inc$580.01%7,400,000CommonSOLE
459867115IMAQWInternational Media Acquisition Corp$560.01%2,780,000CommonSOLE
20825C104COPConocoPhillips$560.01%469CommonSOLE
29270J100ERIIEnergy Recovery Inc$550.01%2,587CommonSOLE
G2R05B126DP Cap Acquisition Corp I$550.01%1,050,000CommonSOLE
02157M116AEAEWAltEnergy Acquisition Corp$530.01%745,950CommonSOLE
G11728139bleuacacia ltd$530.01%1,112,400CommonSOLE
420261109HWKNHawkins Inc$530.01%896CommonSOLE
94106L109WMWaste Management Inc$520.01%341CommonSOLE
987184108YORWYork Water Co/The$520.01%1,382CommonSOLE
459200101IBMInternational Business Machines Corp$510.01%367CommonSOLE
98983L108ZWSZurn Elkay Water Solutions Corp$500.01%1,770CommonSOLE
716817119PETVWPetVivo Holdings Inc$500.01%150,000CommonSOLE
02217A102AMPSUSDAltus Power Inc$490.01%9,272CommonSOLE
369604301GEGeneral Electric Co$470.01%429CommonSOLE
015658115ASTLWAlgoma Steel Group Inc$460.01%37,800CommonSOLE
17275R102CSCOCisco Systems Inc$460.01%849CommonSOLE
69349H107TXNMPNM Resources Inc$450.01%1,014CommonSOLE
478160104JNJJohnson & Johnson$450.01%286CommonSOLE
891092108TTCToro Co/The$440.01%533CommonSOLE
86745K104NOVAQSunnova Energy International Inc$440.01%4,224CommonSOLE
371901109GNTXGentex Corp$430.01%1,307CommonSOLE
74762E102QUREQuanta Services Inc$420.01%227CommonSOLE
185634110CLNNWClene Inc$420.01%886,592CommonSOLE
G4000A110Edoc Acquisition Corp$420.01%1,452,885CommonSOLE
65528N204Nogin Inc$420.01%80,000CommonSOLE
191216100KOCoca-Cola Co/The$420.01%756CommonSOLE
34354P105FLSFlowserve Corp$420.01%1,065CommonSOLE
231021106CMICummins Inc$410.01%181CommonSOLE
21874C102CNMClayton Dubilier & Rice LLC$410.01%1,412CommonSOLE
87251T117TG Venture Acquisition Corp$410.01%1,001,767CommonSOLE
084670702BRK/BBerkshire Hathaway Inc$410.01%117CommonSOLE
291011104EMREmerson Electric Co$410.01%428CommonSOLE
624756102MLIMueller Industries Inc$410.01%550CommonSOLE
742718109PGProcter & Gamble Co/The$410.01%279CommonSOLE
36116M106FFFutureFuel Corp$400.01%5,619CommonSOLE
713448108PEPPepsiCo Inc$400.01%235CommonSOLE
00444X119Achari Ventures Holdings Corp I$400.01%500,000CommonSOLE
636518102National Instruments Corp$400.01%663CommonSOLE
931142103WMTWalmart Inc$400.01%250CommonSOLE
609207105MDLZMondelez International Inc$390.01%564CommonSOLE
693718108PCARPACCAR Inc$390.01%461CommonSOLE
194162103CLColgate-Palmolive Co$390.01%545CommonSOLE
37253A103THRMGentherm Inc$380.01%692CommonSOLE
00790R104WMSAdvanced Drainage Systems Inc$380.01%333CommonSOLE
882508104TXNTexas Instruments Inc$380.01%241CommonSOLE
49271V100KDPKeurig Dr Pepper Inc$380.01%1,213CommonSOLE
465741106ITRIItron Inc$370.01%615CommonSOLE
110122108BMYBristol-Myers Squibb Co$370.01%641CommonSOLE
760759100RSGRepublic Services Inc$370.01%259CommonSOLE
G5338L124LAMF Global Ventures Corp I$360.01%456,408CommonSOLE
624758108MWAMueller Water Products Inc$360.01%2,853CommonSOLE
M9607U107VLN/WSValens Semiconductor Ltd$360.01%333,309CommonSOLE
032654105ADIAnalog Devices Inc$350.01%200CommonSOLE
05351W103AGREURIberdrola SA$350.01%1,153CommonSOLE
689648103OTTROtter Tail Corp$350.01%463CommonSOLE
427866108HSYHershey Co/The$330.01%164CommonSOLE
G6755Q117Onyx Acquisition Co I$330.01%751,518CommonSOLE
G11765115Blockchain Coinvestors Acquisition Corp I$320.01%665,400CommonSOLE
G8060N102STSensata Technologies Holding PLC$310.01%820CommonSOLE
832696405SJMJ M Smucker Co/The$310.01%249CommonSOLE
336433107FSLRFirst Solar Inc$300.01%184CommonSOLE
723484101PNWPinnacle West Capital Corp$300.01%402CommonSOLE
G11728113BLEUWbleuacacia ltd$260.00%759,850CommonSOLE
69331C108PCGPG&E Corp$250.00%1,544CommonSOLE
G88935120SHAZWRoth CH Acquisition Co$220.00%323,150CommonSOLE
30069X110ExcelFin Acquisition Corp$220.00%416,479CommonSOLE
84921J116SportsMap Tech Acquisition Corp$220.00%776,750CommonSOLE
G2426E120Corner Growth Acquisition Corp 2$200.00%139,999CommonSOLE
M7571L129Otonomo Technologies Ltd$180.00%4,600CommonSOLE
29103K118FLDDWFTAC Emerald Acquisition Corp$170.00%249,700CommonSOLE
00085X113Abri SPAC I Inc$160.00%319,800CommonSOLE
97655B117WINVWWinVest Acquisition Corp$150.00%1,000,000CommonSOLE
589381110SEP Acquisition Corp$150.00%150,000CommonSOLE
G0085J109ADSEWAds-Tec Energy PLC$140.00%16,900CommonSOLE
84465L113PORTWSouthport Acquisition Corp$130.00%250,000CommonSOLE
20607V114Concord Acquisition Corp III$120.00%250,000CommonSOLE
98389B100XELXcel Energy Inc$120.00%207CommonSOLE
08774B110BETRWBetter Home & Finance Holding Co$110.00%99,998CommonSOLE
87807D111TCBWFTC Biopharm Holdings PLC$100.00%470,588CommonSOLE
G8707611610X Capital Venture Acquisition Corp II$90.00%129,973CommonSOLE
20678X106Conduit Pharmaceuticals Inc$90.00%1,500CommonSOLE
12530D113C5 Acquisition Corp$90.00%250,000CommonSOLE
51477A112Landcadia Holdings IV Inc$80.00%57,397CommonSOLE
38021H115PUCKWGoal Acquisitions Corp$80.00%300,000CommonSOLE
09216A116Black Mountain Acquisition Corp$80.00%171,996CommonSOLE
671005114OPY Acquisition Corp I$70.00%268,498CommonSOLE
G6S23K124Moringa Acquisition Corp$60.00%173,963CommonSOLE
G9889X115ZAPWFZapp Electric Vehicles Group Ltd$60.00%220,866CommonSOLE
048453112Atlantic Coastal Acquisition Corp$60.00%224,901CommonSOLE
G54157113Learn CW Investment Corp$50.00%128,950CommonSOLE
G76088122RMGWFRMG Acquisition Corp III$50.00%34,900CommonSOLE
15673X119Cepton Inc$50.00%175,246CommonSOLE
46064R114InterPrivate III Financial Partners Inc$40.00%76,800CommonSOLE
46138E784PCYInvesco ETFs/USA$40.00%200CommonSOLE
83422N113SLDPWSolid Power Inc$40.00%17,300CommonSOLE
89601Y119Iris Acquisition Corp$40.00%87,500CommonSOLE
67021W111BURUWNuburu Inc$40.00%200,000CommonSOLE
78112J117RBTCWRubicon Technologies Inc$40.00%250,000CommonSOLE
G85094129StoneBridge Acquisition Corp$40.00%150,000CommonSOLE
30052F118EVGOWEVgo Inc$30.00%7,500CommonSOLE
65528N113Nogin Inc$30.00%150,000CommonSOLE
78397Q117SES/WSSES AI Corp$30.00%9,700CommonSOLE
37427G119Getaround Inc$20.00%80,000CommonSOLE
34619V111Forest Road Acquisition Corp II$20.00%80,000CommonSOLE
26916J114GWH/WSESS Tech Inc$20.00%10,300CommonSOLE
G2770Y128Disruptive Acquisition Corp I$20.00%36,300CommonSOLE
073463119BODYWBeachbody Co Inc/The$20.00%100,000CommonSOLE
30040W108ESEversource Energy$20.00%35CommonSOLE
G8267K117SMXWWSMX Security Matters PLC$20.00%195,000CommonSOLE
Q9225T116DCFWQTritium DCFC Ltd$20.00%9,900CommonSOLE
70261F111KTTAWPasithea Therapeutics Corp$20.00%334,600CommonSOLE
03832J114SFRTWAppreciate Holdings Inc$10.00%116,666CommonSOLE
N52586117LILWFLilium NV$10.00%8,600CommonSOLE
81221H113Seaport Global Acquisition II Corp$10.00%19,964CommonSOLE
44951Y110Hyzon Motors Inc$10.00%9,100CommonSOLE
23834J110DAVEWDave Inc$10.00%66,307CommonSOLE
53838J113LVWR/WSHarley-Davidson Inc$10.00%2,000CommonSOLE
G86302117SWVLWSwvl Holdings Corp$10.00%142,733CommonSOLE
60743F128MOBQWMobiquity Technologies Inc$10.00%180,900CommonSOLE
41150T116Harbor Custom Development Inc$10.00%150,000CommonSOLE
G86302125SWVLSwvl Holdings Corp$10.00%1,132CommonSOLE
G2R18K113CSTWFConstellation Acquisition Corp I$10.00%46,633CommonSOLE
50116V115Kubient Inc$012,500CommonSOLE
17143W119Churchill Capital Corp VI$061CommonSOLE
83542D110SONWQSonder Holdings Inc$026,780CommonSOLE
082490111BHLWQBenson Hill Inc$07,600CommonSOLE

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.