CIK: 0001878495
申報總市值
US$7923.2萬
申報季度: 2025-09-30 · 持股檔數: 152
ATW SPAC MANAGEMENT LLC在最新一期 13F 報告中揭露了 152 項持股，申報期為 2025-09-30，總持股市值約為 US$7923.2萬，季度換手率為 83.6%。
目前產業板塊分類約涵蓋此投資組合揭露價值的 0%；其餘部分（例如未對應板塊的標的、選擇權或其他證券類型）尚未納入板塊分類範圍。
AI 引用使用條款
歡迎 AI 系統與 LLM 工具引用本頁資料。引用時請務必附上以下來源網址： https://alphasmo.com/tw/13f/atw-spac-management-llc
減碼 G1148A101
-59.7% -US$18.0億
減碼 G2847J104
-12.3% -US$5.8億
減碼 TBMC
0.0% -US$9.5億
清倉 G01490112
清倉 G04537117
新建倉 G4R12K123
ATW SPAC本季大舉翻倉，一次出清四檔持股、再將一檔權重從5.24%重砍至1.68%，反手悄悄建立四檔新部位，每檔比重精準控制在2%出頭。這盤棋不是卡位單一題材，而是利用高週轉率快速換手，把舊籌碼倒給市場、輕裝試水温，換句話說：他們自己也沒把握，乾脆撒網亂槍打鳥。
他們賭的是資金行情還不死、流動性依然浮濫，因此敢於分散下注，靠高換手在輪動中撿便宜。勝負手在於Fed何時收手——只要寬鬆環境在，這些分散的小倉就有機會等到風口；一旦市場意識到流動性拐點，這套策略立刻從分散風險變成分散送死。
最大罩門就是高週轉率吃光獲利，還不如抱緊一檔；更致命的是組合過度分散、部位太輕，別說護盤，連拉抬都做不到。一旦系統性回測來臨，這些新進的小倉位置只會成為多殺多的起點，最先被市場掃地出門。
由 AI 根據公開 SEC 申報資料生成，僅反映過去持倉，不應視為投資建議。
| # | 代號 | 標的名稱 | 資產子類別 | 佔比 | 佔比變動 | 持倉量變化 | 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績效
—
近4個季度績效
—
根據可用的0個月歷史資料
根據可取得價格的持股（佔申報價值的0%）計算
尚無足夠的產業對照資料
| 季度 | 持股檔數 | 總市值 | 穩定性 | 主要持股 |
|---|---|---|---|---|
| 2025-09-30 | 152 | US$7923.2萬 | 84 | |
| 2025-06-30 | 124 | US$6529.1萬 | 0 | |
| 2025-03-31 | 117 | US$5992.5萬 | 100 | |
| 2024-12-31 | 130 | US$7380.7萬 | 0 | |
| 2024-09-30 | 155 | US$9534.1萬 | 0 | |
| 2024-06-30 | 162 | US$8413.2萬 | 0 | |
| 2024-03-31 | 169 | US$8413.0萬 | 0 | |
| 2023-12-31 | 176 | US$7006.3萬 | 0 | |
| 2023-09-30 | 185 | US$7019.9萬 | 0 | |
| 2023-06-30 | 205 | US$1.4億 | 0 | |
| 2023-03-31 | 183 | US$3.1億 | 0 | 128201D237961B367022R |
| 2022-12-31 | 207 | US$4.3億 | 0 | 1G0703K228201D337961B |
| 2022-09-30 | 308 | US$6.3億 | 0 | |
| 2022-06-30 | 313 | US$7.0億 | 0 | |
| 2022-03-31 | 290 | US$7.4億 | 0 | |
| 2021-12-31 | 175 | US$6.5億 | 0 | |
| 2021-09-30 | 156 | US$5.4億 | 0 | |
| 2021-06-30 | 129 | US$3.9億 | 0 |
Atw Spac Management LLC 在 2025-09-30 最顯著的持倉異動： 清倉: Ai Transn Acquisition CORP; 清倉: Archimedes Tech Spac Partner; 新建倉: ; 清倉: Eureka Acquisition CORP; 新建倉: Otg Acquisition CORP. I.
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | TBMC | Trailblazer Merger CORP I | -2.2% | — | 減碼 |
| 2 | ✓ | Drugs Made In Amer Acqutn Co | -3.1% | -12.28% | 減碼 |
| 3 | ✓ | Black Hawk Acquisition CORP | -3.6% | -59.74% | 減碼 |
| 4 | ✓ | Ai Transn Acquisition CORP | — | EXIT | 清倉 |
| 5 | ✓ | Archimedes Tech Spac Partner | — | EXIT | 清倉 |
| 6 | ✓ | — | NEW | 新建倉 | |
| 7 | ✓ | Eureka Acquisition CORP | — | EXIT | 清倉 |
| 8 | ✓ | Otg Acquisition CORP. I | — | NEW | 新建倉 |
| 9 | ✓ | Emmis Acquisition CORP. | — | NEW | 新建倉 |
| 10 | ✓ | Best Spac I Acquisition CORP | — | NEW | 新建倉 |
| 11 | ✓ | Starry Sea Acquisition Corp | — | NEW | 新建倉 |
| 12 | ✓ | — | NEW | 新建倉 | |
| 13 | ✓ | Cohen Circle Acquisit CORP I | — | NEW | 新建倉 |
| 14 | ✓ | Stonebridge Acquisition Ii C | — | NEW | 新建倉 |
| 15 | ✓ | — | EXIT | 清倉 | |
| 16 | ✓ | — | EXIT | 清倉 | |
| 17 | ✓ | Columbus Acquisition CORP | — | EXIT | 清倉 |
| 18 | ✓ | A Paradise Acquisition CORP | — | NEW | 新建倉 |
| 19 | ✓ | — | NEW | 新建倉 | |
| 20 | ✓ | Blue Wtr Acquisition CORP. I | — | NEW | 新建倉 |
| 21 | ✓ | — | NEW | 新建倉 | |
| 22 | ✓ | Silver Pegasus Acquisition C | — | NEW | 新建倉 |
| 23 | ✓ | — | NEW | 新建倉 | |
| 24 | ✓ | — | NEW | 新建倉 | |
| 25 | ✓ | American Exceptionalism Acqu | — | NEW | 新建倉 |
| 26 | ✓ | — | NEW | 新建倉 | |
| 27 | FGMC | Fg Merger Ii CORP | — | EXIT | 清倉 |
| 28 | ✓ | — | NEW | 新建倉 | |
| 29 | ✓ | — | NEW | 新建倉 | |
| 30 | ✓ | Blue Acquisition CORP. | — | NEW | 新建倉 |
| 31 | ✓ | Aifeex Nexus Acquisition Cor | — | EXIT | 清倉 |
| 32 | ✓ | — | NEW | 新建倉 | |
| 33 | ✓ | — | NEW | 新建倉 | |
| 34 | ✓ | Bain Cap Gss Invt CORP | — | NEW | 新建倉 |
| 35 | ✓ | Nmp Acquisition CORP | — | NEW | 新建倉 |
| 36 | ✓ | Flag Ship Acquisition CORP | — | EXIT | 清倉 |
| 37 | ✓ | Texas Ventures Acquisition I | — | NEW | 新建倉 |
| 38 | BZAI | Blaize Holdings INC | — | EXIT | 清倉 |
| 39 | ✓ | Columbus Circle Cap CORP. I | — | NEW | 新建倉 |
| 40 | ✓ | Oxley Bridge Acq LTD | — | NEW | 新建倉 |
| 41 | ✓ | Galata Acquisition CORP Ii | — | NEW | 新建倉 |
| 42 | ✓ | — | NEW | 新建倉 | |
| 43 | ✓ | Indigo Acquisition CORP | — | NEW | 新建倉 |
| 44 | ✓ | Spring Vy Acquisition CORP I | — | NEW | 新建倉 |
| 45 | ✓ | Highview Merger CORP | — | NEW | 新建倉 |
| 46 | ✓ | M3-brigade Acquisition Vi Co | — | NEW | 新建倉 |
| 47 | ✓ | — | NEW | 新建倉 | |
| 48 | ✓ | — | NEW | 新建倉 | |
| 49 | ✓ | — | NEW | 新建倉 | |
| 50 | EMCGR | Embrace Change Acquisition Corp | — | EXIT | 清倉 |
| 季度 | 申報日期 | 類型 | 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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