CIK: 0001878495
申报总市值
US$7923.2万
申报季度: 2025-09-30 · 持股只数: 152
ATW SPAC MANAGEMENT LLC在最新一期 13F 报告中披露了 152 项持股，申报期为 2025-09-30，总持股市值约为 US$7923.2万，季度换手率为 83.6%。
目前行业板块分类约覆盖此投资组合披露价值的 0%；其余部分（例如未匹配板块的标的、期权或其他证券类型）尚未纳入板块分类范围。
减仓 G1148A101
-59.7% -US$18.0亿
减仓 G2847J104
-12.3% -US$5.8亿
减仓 TBMC
0.0% -US$9.5亿
清仓 G01490112
清仓 G04537117
新建仓 G4R12K123
ATW SPAC MANAGEMENT 本季的棋譜已經不能用「換手」來形容，而是直接掀桌重來——三檔合計超過12%的舊重倉全部砍光，再將另一檔從5.24%壓到剩1.68%，同時間快狠準建倉四檔新部位，每檔比重都精細控制在2%上下。這不是避險也不是加碼，而是徹底拆解原有核心持股，改打「平均主義」的資金分散陣型。說白了，就是不願再賭單一標的翻身的機會，寧可每條魚都沾一點，也不要被一條大魚拖下水。
這套操作完全無視當前的AI狂潮或Fed動向，賭的根本是SPAC生態內部的資金輪動：舊的合併案結束或破局後，錢必須盡快轉進下一批潛力標的。他們用極高週轉率快速切換，卡位的是新一輪併購啟動的節奏。勝負手只有一個：新買的這幾檔裡能不能孵出一、兩檔成功併購的案例，否則高週轉就只是白忙一場，白白貢獻手續費。
最大罩門是「籌碼太散沒有錨」。每檔持股都只有2%左右，等於管理層對任何一檔都沒有護盤意願；市場一翻臉，這些股票根本沒有大戶撐腰，極容易引爆多殺多式的流動性崩跌。更麻煩的是，高達83.58的週轉率等於是持續在市場上繳交易稅和價差，一旦資金行情退潮，這套策略只會讓淨值愈轉愈薄，完全沒有緩衝空間。
由 AI 根据公开 SEC 申报资料生成，仅反映过去持仓，不应视为投资建议。
| # | 代码 | 标的名称 | 资产子类别 | 占比 | 占比变动 | 持仓量变化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | YCY-UN | AA Mission Acquisition Corp. II | 股票-其他 | 8.62% | — | -7.15% | |
| 2 | ✓ | Horizon Space Acquisition Ii | 股票-其他 | 7.52% | — | — | |
| 3 | ✓ | Drugs Made In Amer Acqutn Co | 股票-其他 | 6.48% | -3.05% | -12.28% | |
| 4 | ✓ | A Spac Iii Acquisition CORP | 股票-其他 | 5.08% | — | — | |
| 5 | ✓ | Rising Dragon Acquisition Co | 股票-其他 | 4.70% | — | — | |
| 6 | ✓ | 股票-其他 | 4.05% | — | — | ||
| 7 | ✓ | Future Vision Ii Acquisition | 股票-其他 | 3.82% | — | — | |
| 8 | ✓ | Charlton Aria Acquisition Co | 股票-其他 | 3.62% | — | -9.28% | |
| 9 | ✓ | 股票-其他 | 2.56% | +2.56% | NEW | ||
| 10 | ✓ | Otg Acquisition CORP. I | 股票-其他 | 2.22% | +2.22% | NEW | |
| 11 | ✓ | Emmis Acquisition CORP. | 股票-其他 | 2.21% | +2.21% | NEW | |
| 12 | ✓ | Best Spac I Acquisition CORP | 股票-其他 | 2.08% | +2.08% | NEW | |
| 13 | TBMC | Trailblazer Merger CORP I | 股票-其他 | 1.97% | -2.22% | — | |
| 14 | ✓ | Starry Sea Acquisition Corp | 股票-其他 | 1.92% | +1.92% | NEW | |
| 15 | ✓ | 股票-其他 | 1.89% | +1.89% | NEW | ||
| 16 | ✓ | Cohen Circle Acquisit CORP I | 股票-其他 | 1.79% | +1.79% | NEW | |
| 17 | ✓ | Stonebridge Acquisition Ii C | 股票-其他 | 1.73% | +1.73% | NEW | |
| 18 | ✓ | Black Hawk Acquisition CORP | 股票-其他 | 1.68% | -3.56% | -59.74% | |
| 19 | ✓ | A Paradise Acquisition CORP | 股票-其他 | 1.57% | +1.57% | NEW | |
| 20 | ✓ | 股票-其他 | 1.54% | +1.54% | NEW | ||
| 21 | ✓ | Blue Wtr Acquisition CORP. I | 股票-其他 | 1.41% | +1.41% | NEW | |
| 22 | ✓ | 股票-其他 | 1.31% | +1.31% | NEW | ||
| 23 | ✓ | 股票-其他 | 1.28% | +1.28% | NEW | ||
| 24 | ✓ | Silver Pegasus Acquisition C | 股票-其他 | 1.28% | +1.28% | NEW | |
| 25 | ✓ | 股票-其他 | 1.28% | +1.28% | NEW | ||
| 26 | ✓ | American Exceptionalism Acqu | 股票-其他 | 1.28% | +1.28% | NEW | |
| 27 | ✓ | 股票-其他 | 1.26% | +1.26% | NEW | ||
| 28 | ✓ | 股票-其他 | 1.09% | +1.09% | NEW | ||
| 29 | ✓ | 股票-其他 | 1.05% | +1.05% | NEW | ||
| 30 | ✓ | Blue Acquisition CORP. | 股票-其他 | 1.03% | +1.03% | NEW | |
| 31 | ✓ | 股票-其他 | 0.97% | +0.97% | NEW | ||
| 32 | ✓ | 股票-其他 | 0.96% | +0.96% | NEW | ||
| 33 | ✓ | Bain Cap Gss Invt CORP | 股票-其他 | 0.96% | +0.96% | NEW | |
| 34 | ✓ | Nmp Acquisition CORP | 股票-其他 | 0.94% | +0.94% | NEW | |
| 35 | ✓ | Texas Ventures Acquisition I | 股票-其他 | 0.88% | +0.88% | NEW | |
| 36 | ✓ | Columbus Circle Cap CORP. I | 股票-其他 | 0.80% | +0.80% | NEW | |
| 37 | ✓ | Oxley Bridge Acq LTD | 股票-其他 | 0.80% | +0.80% | NEW | |
| 38 | ✓ | Galata Acquisition CORP Ii | 股票-其他 | 0.79% | +0.79% | NEW | |
| 39 | ✓ | 股票-其他 | 0.70% | +0.70% | NEW | ||
| 40 | ✓ | Indigo Acquisition CORP | 股票-其他 | 0.66% | +0.66% | NEW | |
| 41 | ✓ | Spring Vy Acquisition CORP I | 股票-其他 | 0.65% | +0.65% | NEW | |
| 42 | ✓ | M3-brigade Acquisition Vi Co | 股票-其他 | 0.64% | +0.64% | NEW | |
| 43 | ✓ | Highview Merger CORP | 股票-其他 | 0.64% | +0.64% | NEW | |
| 44 | ✓ | 股票-其他 | 0.63% | +0.63% | NEW | ||
| 45 | ✓ | 股票-其他 | 0.63% | +0.63% | NEW | ||
| 46 | ✓ | 股票-其他 | 0.63% | +0.63% | NEW | ||
| 47 | ✓ | 股票-其他 | 0.62% | — | -39.75% | ||
| 48 | ✓ | Kochav Defense Acqui Co S | 股票-其他 | 0.59% | — | — | |
| 49 | ✓ | 股票-其他 | 0.51% | — | — | ||
| 50 | ✓ | Eqv Ventures Ac CORP. Ii | 股票-其他 | 0.50% | — | — |
Q3 2026表现
—
近4个季度表现
—
基于可用的0个月历史数据
基于可获取价格的持仓（占申报价值的0%）计算
暂无足够的行业对照数据
| 季度 | 持股只数 | 总市值 | 稳定性 | 主要持股 |
|---|---|---|---|---|
| 2025-09-30 | 152 | US$7923.2万 | 84 | |
| 2025-06-30 | 124 | US$6529.1万 | 0 | |
| 2025-03-31 | 117 | US$5992.5万 | 100 | |
| 2024-12-31 | 130 | US$7380.7万 | 0 | |
| 2024-09-30 | 155 | US$9534.1万 | 0 | |
| 2024-06-30 | 162 | US$8413.2万 | 0 | |
| 2024-03-31 | 169 | US$8413.0万 | 0 | |
| 2023-12-31 | 176 | US$7006.3万 | 0 | |
| 2023-09-30 | 185 | US$7019.9万 | 0 | |
| 2023-06-30 | 205 | US$1.4亿 | 0 | |
| 2023-03-31 | 183 | US$3.1亿 | 0 | 128201D237961B367022R |
| 2022-12-31 | 207 | US$4.3亿 | 0 | 1G0703K228201D337961B |
| 2022-09-30 | 308 | US$6.3亿 | 0 | |
| 2022-06-30 | 313 | US$7.0亿 | 0 | |
| 2022-03-31 | 290 | US$7.4亿 | 0 | |
| 2021-12-31 | 175 | US$6.5亿 | 0 | |
| 2021-09-30 | 156 | US$5.4亿 | 0 | |
| 2021-06-30 | 129 | US$3.9亿 | 0 |
Atw Spac Management LLC 在 2025-09-30 最显著的持仓异动： 清仓: Ai Transn Acquisition CORP; 清仓: Archimedes Tech Spac Partner; 新建仓: ; 清仓: Eureka Acquisition CORP; 新建仓: Otg Acquisition CORP. I.
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | TBMC | Trailblazer Merger CORP I | -2.2% | — | 减仓 |
| 2 | ✓ | Drugs Made In Amer Acqutn Co | -3.1% | -12.28% | 减仓 |
| 3 | ✓ | Black Hawk Acquisition CORP | -3.6% | -59.74% | 减仓 |
| 4 | ✓ | Ai Transn Acquisition CORP | — | EXIT | 清仓 |
| 5 | ✓ | Archimedes Tech Spac Partner | — | EXIT | 清仓 |
| 6 | ✓ | — | NEW | 新建仓 | |
| 7 | ✓ | Eureka Acquisition CORP | — | EXIT | 清仓 |
| 8 | ✓ | Otg Acquisition CORP. I | — | NEW | 新建仓 |
| 9 | ✓ | Emmis Acquisition CORP. | — | NEW | 新建仓 |
| 10 | ✓ | Best Spac I Acquisition CORP | — | NEW | 新建仓 |
| 11 | ✓ | Starry Sea Acquisition Corp | — | NEW | 新建仓 |
| 12 | ✓ | — | NEW | 新建仓 | |
| 13 | ✓ | Cohen Circle Acquisit CORP I | — | NEW | 新建仓 |
| 14 | ✓ | Stonebridge Acquisition Ii C | — | NEW | 新建仓 |
| 15 | ✓ | — | EXIT | 清仓 | |
| 16 | ✓ | — | EXIT | 清仓 | |
| 17 | ✓ | Columbus Acquisition CORP | — | EXIT | 清仓 |
| 18 | ✓ | A Paradise Acquisition CORP | — | NEW | 新建仓 |
| 19 | ✓ | — | NEW | 新建仓 | |
| 20 | ✓ | Blue Wtr Acquisition CORP. I | — | NEW | 新建仓 |
| 21 | ✓ | — | NEW | 新建仓 | |
| 22 | ✓ | Silver Pegasus Acquisition C | — | NEW | 新建仓 |
| 23 | ✓ | — | NEW | 新建仓 | |
| 24 | ✓ | — | NEW | 新建仓 | |
| 25 | ✓ | American Exceptionalism Acqu | — | NEW | 新建仓 |
| 26 | ✓ | — | NEW | 新建仓 | |
| 27 | FGMC | Fg Merger Ii CORP | — | EXIT | 清仓 |
| 28 | ✓ | — | NEW | 新建仓 | |
| 29 | ✓ | — | NEW | 新建仓 | |
| 30 | ✓ | Blue Acquisition CORP. | — | NEW | 新建仓 |
| 31 | ✓ | Aifeex Nexus Acquisition Cor | — | EXIT | 清仓 |
| 32 | ✓ | — | NEW | 新建仓 | |
| 33 | ✓ | — | NEW | 新建仓 | |
| 34 | ✓ | Bain Cap Gss Invt CORP | — | NEW | 新建仓 |
| 35 | ✓ | Nmp Acquisition CORP | — | NEW | 新建仓 |
| 36 | ✓ | Flag Ship Acquisition CORP | — | EXIT | 清仓 |
| 37 | ✓ | Texas Ventures Acquisition I | — | NEW | 新建仓 |
| 38 | BZAI | Blaize Holdings INC | — | EXIT | 清仓 |
| 39 | ✓ | Columbus Circle Cap CORP. I | — | NEW | 新建仓 |
| 40 | ✓ | Oxley Bridge Acq LTD | — | NEW | 新建仓 |
| 41 | ✓ | Galata Acquisition CORP Ii | — | NEW | 新建仓 |
| 42 | ✓ | — | NEW | 新建仓 | |
| 43 | ✓ | Indigo Acquisition CORP | — | NEW | 新建仓 |
| 44 | ✓ | Spring Vy Acquisition CORP I | — | NEW | 新建仓 |
| 45 | ✓ | Highview Merger CORP | — | NEW | 新建仓 |
| 46 | ✓ | M3-brigade Acquisition Vi Co | — | NEW | 新建仓 |
| 47 | ✓ | — | NEW | 新建仓 | |
| 48 | ✓ | — | NEW | 新建仓 | |
| 49 | ✓ | — | NEW | 新建仓 | |
| 50 | EMCGR | Embrace Change Acquisition Corp | — | EXIT | 清仓 |
| 季度 | 申报日期 | 类型 | EDGAR |
|---|---|---|---|
| 2025-09-30 | 2025-11-12 | 13F-HR | 在 EDGAR 上查看 |
| 2025-06-30 | 2025-08-12 | 13F-HR | 在 EDGAR 上查看 |
| 2025-03-31 | 2025-05-14 | 13F-HR | 在 EDGAR 上查看 |
| 2024-12-31 | 2025-02-12 | 13F-HR | 在 EDGAR 上查看 |
| 2024-09-30 | 2024-11-12 | 13F-HR | 在 EDGAR 上查看 |
| 2024-06-30 | 2024-08-14 | 13F-HR | 在 EDGAR 上查看 |
| 2024-03-31 | 2024-05-15 | 13F-HR | 在 EDGAR 上查看 |
| 2023-12-31 | 2024-02-13 | 13F-HR | 在 EDGAR 上查看 |
| 2023-09-30 | 2023-11-14 | 13F-HR | 在 EDGAR 上查看 |
| 2023-06-30 | 2023-08-11 | 13F-HR | 在 EDGAR 上查看 |
| 2023-03-31 | 2023-07-25 | 修正案 | 在 EDGAR 上查看 |
| 2023-03-31 | 2023-05-15 | 13F-HR | 在 EDGAR 上查看 |
| 2022-12-31 | 2023-02-14 | 13F-HR | 在 EDGAR 上查看 |
| 2022-09-30 | 2022-11-14 | 13F-HR | 在 EDGAR 上查看 |
| 2022-06-30 | 2022-08-10 | 13F-HR | 在 EDGAR 上查看 |
| 2022-03-31 | 2022-05-16 | 13F-HR | 在 EDGAR 上查看 |
| 2021-12-31 | 2022-02-14 | 13F-HR | 在 EDGAR 上查看 |
| 2021-09-30 | 2021-11-09 | 13F-HR | 在 EDGAR 上查看 |
| 2021-06-30 | 2021-08-16 | 13F-HR | 在 EDGAR 上查看 |
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