CONTEXT CAPITAL MANAGEMENT, LLC

PrivateCIK: 1301396
Location

LAJOLLA, CA

427
Positions
$5.15B
Total AUM (reported)
3.88B
Total Shares

Allocation by class

TOTAL AUM$5.15B427 positions
NOTE 6/1$230.19M4.5%
SHS BEN INT$191.29M3.7%
NOTE 4/0$179.30M3.5%
NOTE 3.875%11/3$172.14M3.3%
NOTE 7/0$150.80M2.9%
NOTE 3/0$141.21M2.7%
NOTE 3.500% 3/0$139.94M2.7%

Portfolio Concentration

Top 310.0%4–1016.0%11–2524.2%Rest49.8%TOP 1026.0%0%100%
Top 3$514.23M10.0%
4–10$824.73M16.0%
11–25$1.25B24.2%
Rest$2.56B49.8%

Top 3 weight

10.0%

Top 10 weight

26.0%

Voting Authority Distribution

Total shares with voting rights: 3.88B

Sole

Full voting authority

3.88B

shares

% of voting shares100.0%
Shared

Joint voting authority

0.00

shares

% of voting shares0.0%
None

No voting authority

0.00

shares

% of voting shares0.0%

Investment Discretion (by position count)

Sole427
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings427
Rows:

ISHARES BITCOIN TRUST ETF

SOLE
SHS BEN INT
Shares5.75M
TypeSH
Market value$191.29M
3.72%
Sole
5.75M
Shared
0.00
None
0.00

ECHOSTAR CORP

SOLE
NOTE 3.875%11/3
Shares55.08M
TypePRN
Market value$172.14M
3.34%
Sole
55.08M
Shared
0.00
None
0.00

MAKEMYTRIP LIMITED MAURITIUS

SOLE
NOTE 7/0
Shares165.35M
TypePRN
Market value$150.80M
2.93%
Sole
165.35M
Shared
0.00
None
0.00

GAMESTOP CORP

SOLE
NOTE 4/0
Shares141.60M
TypePRN
Market value$144.64M
2.81%
Sole
141.60M
Shared
0.00
None
0.00

SUPER MICRO COMPUTER INC

SOLE
NOTE 3.500% 3/0
Shares151.37M
TypePRN
Market value$139.94M
2.72%
Sole
151.37M
Shared
0.00
None
0.00

ENOVIS CORPORATION

SOLE
NOTE 3.875%10/1
Shares119.69M
TypePRN
Market value$115.37M
2.24%
Sole
119.69M
Shared
0.00
None
0.00

MARA HOLDINGS INC

SOLE
NOTE 3/0
Shares109.80M
TypePRN
Market value$110.16M
2.14%
Sole
109.80M
Shared
0.00
None
0.00

PELOTON INTERACTIVE INC

SOLE
NOTE 5.500%12/0
Shares66.89M
TypePRN
Market value$108.52M
2.11%
Sole
66.89M
Shared
0.00
None
0.00

GAMESTOP CORP

SOLE
NOTE 6/1
Shares101.50M
TypePRN
Market value$103.33M
2.01%
Sole
101.50M
Shared
0.00
None
0.00

TELADOC HEALTH INC

SOLE
NOTE 1.250% 6/0
Shares105.46M
TypePRN
Market value$102.77M
2.00%
Sole
105.46M
Shared
0.00
None
0.00

STRATEGY INC

SOLE
NOTE 12/0
Shares115.72M
TypePRN
Market value$100.01M
1.94%
Sole
115.72M
Shared
0.00
None
0.00

RIVIAN AUTOMOTIVE INC

SOLE
NOTE 4.625% 3/1
Shares82.06M
TypePRN
Market value$97.46M
1.89%
Sole
82.06M
Shared
0.00
None
0.00

ALPHABET INC

SOLE
DEP SHS RP1/20 A
Shares1.80M
TypeSH
Market value$91.60M
1.78%
Sole
1.80M
Shared
0.00
None
0.00

SNAP INC

SOLE
NOTE 0.500% 5/0
Shares111.53M
TypePRN
Market value$91.15M
1.77%
Sole
111.53M
Shared
0.00
None
0.00

APPLIED DIGITAL CORP

SOLE
NOTE 2.750% 6/0
Shares22.74M
TypePRN
Market value$90.77M
1.76%
Sole
22.74M
Shared
0.00
None
0.00

PACIRA BIOSCIENCES INC

SOLE
NOTE 2.125% 5/1
Shares88.81M
TypePRN
Market value$88.73M
1.72%
Sole
88.81M
Shared
0.00
None
0.00

ALPHABET INC

SOLE
DEP SHS RP1/20 B
Shares1.75M
TypeSH
Market value$88.03M
1.71%
Sole
1.75M
Shared
0.00
None
0.00

CENTURY ALUM CO

SOLE
NOTE 2.750% 5/0
Shares34.82M
TypePRN
Market value$85.98M
1.67%
Sole
34.82M
Shared
0.00
None
0.00

AMPHASTAR PHARMACEUTICALS IN

SOLE
NOTE 2.000% 3/1
Shares93.63M
TypePRN
Market value$85.20M
1.66%
Sole
93.63M
Shared
0.00
None
0.00

SUPER MICRO COMPUTER INC

SOLE
7 DEP CM SR A WI
Shares1.52M
TypeSH
Market value$79.24M
1.54%
Sole
1.52M
Shared
0.00
None
0.00

JOBY AVIATION INC

SOLE
NOTE 0.750% 2/1
Shares84M
TypePRN
Market value$76.61M
1.49%
Sole
84M
Shared
0.00
None
0.00

DOORDASH INC

SOLE
NOTE 5/1
Shares74.75M
TypePRN
Market value$73.72M
1.43%
Sole
74.75M
Shared
0.00
None
0.00

PORCH GROUP INC

SOLE
DEBT 9.000% 5/1
Shares47.48M
TypePRN
Market value$68.86M
1.34%
Sole
47.48M
Shared
0.00
None
0.00

CERENCE INC

SOLE
NOTE 1.500% 7/0
Shares71.53M
TypePRN
Market value$65.64M
1.28%
Sole
71.53M
Shared
0.00
None
0.00

SOLARIS ENERGY INFRAS INC

SOLE
NOTE 4.750% 5/0
Shares20.07M
TypePRN
Market value$64.83M
1.26%
Sole
20.07M
Shared
0.00
None
0.00
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