Grace Brescia
@Context Capital Management, Llc
Latest period2024 - Q3ReportedManaged Assets$3.678BTotal holdings284
Assets growth rate32.28%Assets growth rate (2-Q avg)32.42%Continuous growth in asset value2 quarters
Portfolio positions
This chart displays the top 10 holdings in Context Capital Management, Llc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 284 positions.
Assets under management
The assets under management (AUM) of Context Capital Management, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 2 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 3.678B in assets, with a quarterly growth rate of 32.28% and a 2-quarter average growth rate of 32.42%. The portfolio is managed by Grace Brescia, and others.
Portfolio holdings
Investment | Portfolio % | Reported Value | Recent Activity |
---|---|---|---|
7731⤦Rocketlab Usa Inc
| 3.05% | $112.033M 53,333 shares@ $2100.63 avg price | Increased 87.23% |
7061⤦Peloton Interactive Inc
| 2.47% | $90.837M 68,920 shares@ $1318.0 avg price | Increased 95.25% |
8330⤦Snap Inc
| 2.19% | $80.34M 99,988 shares@ $803.5 avg price | Increased 127.31% |
5949⤦Microstrategy Inc
| 2.15% | $79.08M 57,902 shares@ $1365.75 avg price | Increased 27.54% |
8855⤦3d Sys Corp Del
| 1.92% | $70.597M 83,924 shares@ $841.2 avg price | Increased 4.73% |
9441⤦Wayfair Inc
| 1.73% | $63.487M 67,840 shares@ $935.84 avg price | Decreased -0.88% |
5502⤦Lumentum Hldgs Inc
| 1.68% | $61.625M 62,500 shares@ $986.0 avg price | Increased 37.67% |
0082⤦Affirm Hldgs Inc
| 1.61% | $59.171M 66,484 shares@ $890.0 avg price | Increased 9.96% |
6534⤦Nextera Energy Partners Lp
| 1.42% | $52.19M 55,655 shares@ $937.75 avg price | Increased 2.59% |
9842⤦Xometry Inc
| 1.42% | $52.151M 61,535 shares@ $847.5 avg price | Increased 8.54% |