MondegarAI
Kepos Capital LP

Q1 2025 · 13F-HR

Kepos Capital LPholdings as filed

Filed 2025-05-13 · accession 0001512020-25-000004

$120,697
Reported value
53
Positions
2025-03-31
Period end
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Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
G7633M104DRDBRoman DBDR Acquisition Corp II$15,95913.2%1,591,100CommonSOLE
G38648104GIGGigCapital7 Corp$15,40312.8%1,514,600CommonSOLE
G3106N109FTWEQV Ventures Acquisition Corp$12,99810.8%1,284,399CommonSOLE
G4R103107GSR III Acquisition Corp$9,9808.27%996,975CommonSOLE
G32901103FACTFact II Acquisition Corp$9,7778.10%975,700CommonSOLE
G01558108ALDFAldel Financial II Inc$9,4787.85%937,458CommonSOLE
G5S87A105LPBBLaunch Two Acquisition Corp$8,3826.94%828,300CommonSOLE
G6439S109NTWONewbury Street II Acquisition Corp$8,1676.77%811,800CommonSOLE
12572Q105CMECME Group Inc$7,9596.59%30,000CommonSOLE
00510N102TICAcuren Corp$7,0065.80%630,000CommonSOLE
G9675P102WLACWillow Lane Acquisition Corp$5,2904.38%527,900CommonSOLE
G3852D123GSHRUGesher Acquisition Corp II$1,0820.90%107,900CommonSOLE
G1153L109Black Spade Acquisition II Co$6890.57%67,500CommonSOLE
G6717R104OACCOaktree Acquisition Corp III Life Sciences$5630.47%55,000CommonSOLE
G5501C109CUBLionheart Holdings$5140.43%50,000CommonSOLE
G26745102POLEAndretti Acquisition Corp II$5070.42%50,000CommonSOLE
G7134A104PLMKPlum Acquisition Corp IV$5020.42%50,000CommonSOLE
G52258111KFIIK&F Growth Acquisition Corp II$4980.41%50,000CommonSOLE
G4405D107HVIIHennessy Capital Investment Corp VII$4940.41%50,000CommonSOLE
G2003N105BEAGBold Eagle Acquisition Corp$4570.38%45,000CommonSOLE
G4035N103GPATGP-Act III Acquisition Corp$4380.36%42,500CommonSOLE
G20315100ALFCenturion Acquisition Corp$4370.36%42,500CommonSOLE
G33033104KDKAres Acquisition Corp II$3900.32%35,000CommonSOLE
G5451A103LEGTLegato Merger Corp III$3150.26%30,000CommonSOLE
G75389109RFAIRF Acquisition Corp II$3110.26%30,000CommonSOLE
G70077105PCSCPerceptive Capital Solutions Corp$3100.26%30,000CommonSOLE
G4036C106GRAFGraf Global Corp$3070.25%30,000CommonSOLE
G8431T101SIMASIM Acquisition Corp I$3070.25%30,000CommonSOLE
G93Y09107Vine Hill Capital Investment Corp$3050.25%30,000CommonSOLE
G93A7H104VACHVoyager Acquisition Corp$3050.25%30,000CommonSOLE
G7633M112DRDBWRoman DBDR Acquisition Corp II$2550.21%795,550CommonSOLE
G4R103131GSR III Acquisition Corp$1990.16%135,283CommonSOLE
G3106N117EQV Ventures Acquisition Corp$1490.12%408,133CommonSOLE
G38648120GIGGWGigCapital7 Corp$1400.12%1,464,600CommonSOLE
G01558124ALDFWAldel Financial II Inc$1330.11%443,729CommonSOLE
G83752132SVIRFSpring Valley Acquisition Corp II$1050.09%1,231,300CommonSOLE
G32901129FACTWFact II Acquisition Corp$990.08%466,100CommonSOLE
G3730H114Cohen Circle Acquisition Corp I$880.07%49,000CommonSOLE
G5S87A113LPBBWLaunch Two Acquisition Corp$880.07%389,150CommonSOLE
G6439S117NTWOWNewbury Street II Acquisition Corp$820.07%373,000CommonSOLE
G9675P110Willow Lane Acquisition Corp$630.05%248,950CommonSOLE
G07041117COOTWAustralian Oilseeds Holdings Ltd$330.03%1,129,568CommonSOLE
G0705H111BDMDWBaird Medical Investment Holdings Ltd$310.03%416,479CommonSOLE
185634110CLNNWClene Inc$280.02%886,592CommonSOLE
553745126MSPRWMSP Recovery Inc$230.02%7,400,000CommonSOLE
M9607U107VLN/WSValens Semiconductor Ltd$150.01%333,309CommonSOLE
23834J110DAVEWDave Inc$120.01%66,307CommonSOLE
G1281K114SLXNWSilexion Therapeutics Corp$80.01%100,000CommonSOLE
70261F111KTTAWPasithea Therapeutics Corp$60.00%334,600CommonSOLE
G8267K117SMXWWSMX Security Matters PLC$60.00%195,000CommonSOLE
G9889X115ZAPWFZapp Electric Vehicles Group Ltd$20.00%220,866CommonSOLE
G86302117SWVLWSwvl Holdings Corp$20.00%133,333CommonSOLE
83542D110SONWQSonder Holdings Inc$026,780CommonSOLE

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.