MondegarAI
Kepos Capital LP

Q1 2026 · 13F-HR

Kepos Capital LPholdings as filed

Filed 2026-05-12 · accession 0001512020-26-000008

$61,295
Reported value
149
Positions
2026-03-31
Period end
View analyzed profile →PRO

The Brief · Kepos Capital LP · Q1 2026

AI · grounded in 13F

Kepos Capital LP established a new position in Praetorian Acquisition Corp PTOR worth $2,182. The fund also added new stakes in Drugs Made In America Acquisition II Corp DMIIU for $2,108 and ClearThink 1 Acquisition Corp CTAAU for $1,998. Conversely, the fund closed its position in EQV Ventures Acquisition Corp FTW and trimmed its holding in Dave Inc DAVEW by 15.08%.

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
12572Q105CMECME Group Inc$8,86114.5%30,000CommonSOLE
G7S17G103PTORPraetorian Acquisition Corp$2,1823.56%222,699CommonSOLE
G2851K120DMIIUDrugs Made In America Acquisition II Corp$2,1083.44%210,000CommonSOLE
G2294A127CTAAUClearThink 1 Acquisition Corp$1,9983.26%200,000CommonSOLE
G9833K102XSLLXsolla SPAC 1$1,8192.97%185,000CommonSOLE
G0R38M127AACIUArmada Acquisition Corp III$1,4942.44%150,000CommonSOLE
G63113123MZYX/UMOZAYYX Acquisition Corp$1,3922.27%140,000CommonSOLE
G3864J100GIWGigCapital8 Corp$1,3022.12%130,600CommonSOLE
G3865B106GIXXUGigCapital9 Corp$1,2532.04%125,000CommonSOLE
G3106Q102EVACEQV Ventures Acquisition Corp II$1,0091.65%99,999CommonSOLE
G7341A129PAACUProem Acquisition Corp I$1,0001.63%100,000CommonSOLE
G5226B105KTWOK2 Capital Acquisition Corp$9871.61%100,000CommonSOLE
G4940M109IRABIris Acquisition Corp II$9821.60%100,000CommonSOLE
G53426105LAFALaFayette Acquisition Corp$9541.56%95,700CommonSOLE
G8274J103SORNSoren Acquisition Corp$9391.53%94,998CommonSOLE
G1R59W127BHAVUBHAV Acquisition Corp$8981.47%90,000CommonSOLE
G1871M124CAQUUCambridge Acquisition Corp$8471.38%85,000CommonSOLE
G5490M100LWACLightwave Acquisition Corp$8131.33%80,000CommonSOLE
G5235S123KCAC/UKensington Capital Acquisition Corp VI$8031.31%80,000CommonSOLE
G71702123PONOUPono Capital Four Inc$7981.30%80,000CommonSOLE
G5331N101KYIVVEON Amsterdam BV$7761.27%76,674CommonSOLE
G81306121SVAQSilicon Valley Acquisition Corp$7721.26%78,100CommonSOLE
G1368E106BLUWBlue Water Acquisition Corp III$7701.26%75,000CommonSOLE
G04819101ENHAA Paradise Acquisition Corp$7631.24%75,000CommonSOLE
G3226F127EVOXUEvolution Global Acquisition Corp$7621.24%75,000CommonSOLE
G0679A126ACAAUAverin Capital Acquisition Corp$7501.22%75,000CommonSOLE
G00582125AACOUAbony Acquisition Corp I$7461.22%75,000CommonSOLE
G6071J102MEVOM Evo Global Acquisition Corp II$7211.18%73,200CommonSOLE
G2616F101BCARD Boral ARC Acquisition I Corp$7081.16%70,000CommonSOLE
G6439S109NTWONewbury Street II Acquisition Corp$5790.94%55,000CommonSOLE
G6032N101MESHMeshflow Acquisition Corp$5390.88%54,498CommonSOLE
G5501C109CUBLionheart Holdings$5380.88%50,000CommonSOLE
G26745102POLEAndretti Acquisition Corp II$5320.87%50,000CommonSOLE
G5S87A105LPBBLaunch Two Acquisition Corp$5310.87%50,000CommonSOLE
G01558108ALDFAldel Financial II Inc$5280.86%50,000CommonSOLE
G7134A104PLMKPlum Acquisition Corp IV$5280.86%50,000CommonSOLE
G52258111KFIIK&F Growth Acquisition Corp II$5220.85%50,000CommonSOLE
G0081J103AEAQActivate Energy Acquisition Corp$5200.85%52,600CommonSOLE
G0R91M105ADACAmerican Drive Acquisition Co$5150.84%52,001CommonSOLE
G04104108APXTApex Treasury Corp$5130.84%51,573CommonSOLE
G0750N104AXINAxiom Intelligence Acquisition Corp 1$5070.83%50,000CommonSOLE
G1828S109CEPVCantor Equity Partners V Inc$5050.82%50,000CommonSOLE
G7375J103RNGTRange Capital Acquisition Corp II$5000.82%50,000CommonSOLE
G8662J111TDWDTailwind 2.0 Acquisition Corp$4960.81%50,000CommonSOLE
G9831H101XCBEX3 Acquisition Corp Ltd$4920.80%50,000CommonSOLE
G2949T109DNMXDynamix Corp III$4850.79%48,900CommonSOLE
G6858G107OBAOxley Bridge Acquisition Ltd$4780.78%47,100CommonSOLE
G7117W107PACHPioneer Acquisition I Corp$4780.78%47,100CommonSOLE
G6005T101MKLYMcKinley Acquisition Corp$4720.77%47,100CommonSOLE
G4035N103GPATGP-Act III Acquisition Corp$4610.75%42,500CommonSOLE
G32901103FACTFact II Acquisition Corp$4570.75%43,500CommonSOLE
G20315100ALFCenturion Acquisition Corp$4570.75%42,500CommonSOLE
G9037S125TRGSUTRG Latin America Acquisitions Corp$3980.65%40,000CommonSOLE
46283H202IRHOUIron Horse Acquisition II Corp$3980.65%40,000CommonSOLE
G470AU126ILLUUIllumination Acquisition Corp I$3970.65%40,000CommonSOLE
G8193F109SZZLSizzle Acquisition Corp II$3820.62%37,200CommonSOLE
G82745103SOULSoulpower Acquisition Corp$3810.62%37,200CommonSOLE
G93A7H104VACHVoyager Acquisition Corp$3600.59%30,000CommonSOLE
G1170E104BBCQBleichroeder Acquisition Corp II$3470.57%34,600CommonSOLE
G1143H101BIXIBitcoin Infrastructure Acquisition Corp Ltd$3470.57%35,000CommonSOLE
N20967118CNCKMonex Group Inc$3390.55%228,891CommonSOLE
74102N119FTW/WSPresidio Production Co$3240.53%400,000CommonSOLE
G8431T101SIMASIM Acquisition Corp I$3220.53%30,000CommonSOLE
G75389109RFAIRF Acquisition Corp II$3170.52%29,057CommonSOLE
G8T088109SSACSPACSphere Acquisition Corp$2970.48%30,000CommonSOLE
G9834D107XFLHXFLH Capital Corp$2960.48%30,000CommonSOLE
G3R41C102FGIIFG Imperii Acquisition Corp$2960.48%30,000CommonSOLE
G4036C106GRAFGraf Global Corp$2890.47%27,000CommonSOLE
G4365S128HACQUHCM IV Acquisition Corp$2510.41%25,000CommonSOLE
G3710B129GLED/UGalaxyEdge Acquisition Corp$2500.41%25,000CommonSOLE
G6001S107LPCVLaunchpad Cadenza Acquisition Corp I$2470.40%24,999CommonSOLE
G8254P103SCPQSocial Commerce Partners Corp$2470.40%25,000CommonSOLE
G0579E103ARTCArt Technology Acquisition Corp$2450.40%25,000CommonSOLE
G63221108MBVIM3-Brigade Acquisition VI Corp$2370.39%23,598CommonSOLE
G2584S101KOYNCSLM Digital Asset Acquisition Corp III Ltd$2370.39%23,600CommonSOLE
G1331A108BACCBlue Acquisition Corp$2340.38%22,900CommonSOLE
G32901129FACTWFact II Acquisition Corp$1860.30%466,100CommonSOLE
G3810N106GPACGeneral Purpose Acquisition Corp$1720.28%17,400CommonSOLE
G7633M112DRDBWRoman DBDR Acquisition Corp II$1690.28%795,550CommonSOLE
G5451A103LEGTLegato Merger Corp III$1650.27%15,000CommonSOLE
G87890102TVAIThayer Ventures Acquisition Corp II$1610.26%15,700CommonSOLE
G6717R104OACCOaktree Acquisition Corp III Life Sciences$1590.26%15,000CommonSOLE
G82617104SOCASolarius Capital Acquisition Corp$1480.24%14,600CommonSOLE
G01558124ALDFWAldel Financial II Inc$1420.23%443,729CommonSOLE
G8901A103TACHTitan Acquisition Corp$1400.23%13,600CommonSOLE
G6476A102NPACNew Providence Acquisition Corp III$1120.18%10,899CommonSOLE
G9675K129WLIIUWillow Lane Acquisition Corp II$1010.16%10,000CommonSOLE
G4977S102ITHAITHAX Acquisition Corp III$990.16%10,000CommonSOLE
G4814G105DYORInsight Digital Partners II$960.16%9,600CommonSOLE
G73944103RAAQReal Asset Acquisition Corp$860.14%8,200CommonSOLE
98390R102XNDUXanadu Quantum Technologies Ltd$820.13%10,640CommonSOLE
G3852D107GSHRGesher Acquisition Corp II$820.13%7,900CommonSOLE
G6439S117NTWOWNewbury Street II Acquisition Corp$780.13%373,000CommonSOLE
G1352R105BLRKBluerock Acquisition Corp$740.12%7,500CommonSOLE
G5S87A113LPBBWLaunch Two Acquisition Corp$610.10%389,150CommonSOLE
G1828R101CEPSCantor Equity Partners VI Inc$510.08%5,000CommonSOLE
G6791A100OTGAOTG Acquisition Corp I$460.08%4,600CommonSOLE
G82745137SOUL-RSoulpower Acquisition Corp$410.07%225,000CommonSOLE
G8193F133SZZLRSizzle Acquisition Corp II$390.06%225,000CommonSOLE
G5331N119KYIVWVEON Amsterdam BV$370.06%10,000CommonSOLE
G0705H111BDMDWBaird Medical Investment Holdings Ltd$330.05%416,479CommonSOLE
G0701G109BDCIBTC Development Corp$290.05%2,900CommonSOLE
G8901A111TACHWTitan Acquisition Corp$270.04%95,000CommonSOLE
G3864J118GIWWRGigCapital8 Corp$260.04%95,600CommonSOLE
G2616F119BCARWD Boral ARC Acquisition I Corp$240.04%39,900CommonSOLE
G73944111RAAQWReal Asset Acquisition Corp$230.04%17,500CommonSOLE
G7S17G129PTORWPraetorian Acquisition Corp$210.03%64,233CommonSOLE
G5226B113KTWORK2 Capital Acquisition Corp$200.03%96,400CommonSOLE
G9833K110XSLLWXsolla SPAC 1$180.03%89,150CommonSOLE
23834J110DAVEWDave Inc$170.03%56,307CommonSOLE
G07041117COOTWAustralian Oilseeds Holdings Ltd$160.03%800,000CommonSOLE
G1368E114BLUWWBlue Water Acquisition Corp III$160.03%35,350CommonSOLE
G1331A116BACCRBlue Acquisition Corp$140.02%47,100CommonSOLE
G87890110TVAIRThayer Ventures Acquisition Corp II$110.02%64,000CommonSOLE
G19307126CGCTWCARTESIAN GROWTH CORP III$110.02%15,000CommonSOLE
G7515A129RDAGWRepublic Digital Acquisition Co$100.02%22,500CommonSOLE
G6791A118OTGAWOTG Acquisition Corp I$100.02%37,700CommonSOLE
G2867S117IPODWDune Acquisition Corp II$100.02%35,475CommonSOLE
G3106Q128EVAC/WSEQV Ventures Acquisition Corp II$100.02%31,300CommonSOLE
G5490M126LWACWLightwave Acquisition Corp$90.01%35,350CommonSOLE
G8267K117SMXWWSMX Security Matters PLC$90.01%195,000CommonSOLE
M9607U107VLN/WSValens Semiconductor Ltd$90.01%333,309CommonSOLE
G3933N132GTERRGloba Terra Acquisition Corp$80.01%70,400CommonSOLE
G82617112SOCAWSolarius Capital Acquisition Corp$80.01%35,200CommonSOLE
G0750N112AXINRAxiom Intelligence Acquisition Corp 1$80.01%47,100CommonSOLE
G8274J111SORNWSoren Acquisition Corp$80.01%25,733CommonSOLE
G3933N124GTERWGloba Terra Acquisition Corp$70.01%52,800CommonSOLE
G6005T119MKLYRMcKinley Acquisition Corp$60.01%47,100CommonSOLE
G9009S111BLZRWTrailblazer Acquisition Corp$60.01%15,700CommonSOLE
G6476A110NPACWNew Providence Acquisition Corp III$60.01%30,000CommonSOLE
G3852D115GSHRWGesher Acquisition Corp II$60.01%25,000CommonSOLE
G9831H119XCBEWX3 Acquisition Corp Ltd$50.01%19,250CommonSOLE
G8T088117SSACRSPACSphere Acquisition Corp$50.01%28,800CommonSOLE
G6858G115OBAWWOxley Bridge Acquisition Ltd$50.01%23,550CommonSOLE
G8773E100BEBETGE Value Creative Solutions Corp$50.01%500CommonSOLE
G24243126COPL/WSCopley Acquisition Corp$40.01%23,650CommonSOLE
G7117W115PACHWPioneer Acquisition I Corp$40.01%23,550CommonSOLE
70261F111KTTAWPasithea Therapeutics Corp$40.01%334,600CommonSOLE
G8662J129TDWDRTailwind 2.0 Acquisition Corp$40.01%24,000CommonSOLE
G6757R113ONCHW1RT Acquisition Corp$30.00%5,875CommonSOLE
G2584S119KOYNWCSLM Digital Asset Acquisition Corp III Ltd$30.00%11,800CommonSOLE
G63221116MBVIWM3-Brigade Acquisition VI Corp$30.00%7,866CommonSOLE
G2254C113CCIIWCohen Circle Acquisition Corp II$30.00%5,000CommonSOLE
G1281K114SLXNWSilexion Therapeutics Corp$20.00%100,000CommonSOLE
G0579E111ARTCWArt Technology Acquisition Corp$20.00%6,025CommonSOLE
G8T088133SSACWSPACSphere Acquisition Corp$10.00%14,400CommonSOLE
G86302117SWVLWSwvl Holdings Corp$10.00%133,333CommonSOLE
G7S17G111PTORUPraetorian Acquisition Corp$01CommonSOLE
G8274J129SORNUSoren Acquisition Corp$02CommonSOLE

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.