SEC 13F Intelligence

Managers / Q2 2022 · view latest →

Exos Asset Management LLC

CIK 0001834630 · 35 W 35TH ST, FLOOR 5, NEW YORK, NY, 10001 · 6468140996

Reported Value
$192M
Q2 2022
Positions
307
Filings on Record
14
2019–present window
Filed
Aug 12, 2022
original filing

Summary

Exos Asset Management LLC reported $192M in U.S.-listed holdings across 307 positions for Q2 2022.

Its largest position, E Mergetechnologyacquisi A, represents 2.9% of the portfolio.

Compared with Q1 2022, the fund opened 43 new positions and exited 63.

Portfolio Metrics

Turnover
+16.5%
vs prior filed quarter
Top-10 Concentration
+23.4%
share of reported value
Largest Position
+2.9%
E Mergetechnologyacquisi A
New / Exited
43 / 63
positions this quarter

Methodology: turnover is min(value bought, value sold) ÷ average reported value across the two quarters — value-based, so market moves inflate it slightly versus a share-based measure. Concentration and largest position are shares of the filing’s total reported value, options excluded, with multiple share classes and repeated sub-manager rows for the same issuer combined into one position — the same rule the holdings table uses by default. New/exited counts compare against the prior filed quarter. All figures derive solely from the fund’s 13F filings.

Reported Value by Quarter

13F Reported Value
Q4 ’20: $61MQ4 ’20Q1 ’21: $127MQ2 ’21: $193MQ2 ’21Q3 ’21: $190MQ1 ’22: $234MQ1 ’22Q2 ’22: $192MQ1 ’24: $169MQ1 ’24Q2 ’24: $87MQ4 ’24: $433,434Q4 ’24Q1 ’25: $2,319Q2 ’25: $0Q2 ’25Q3 ’25: $0filingsflow.com

Portfolio Composition

By security type
Other: 96.5%Common Stock: 3.5%Equity WRT: 0.0%
  • Other · 96.5% · $186M
  • Common Stock · 3.5% · $7M
  • Equity WRT · 0.0% · $61,000

Quarter-over-Quarter Changes full breakdown →

vs Q1 2022 (amended baseline)

IssuerMoveShare ΔShares nowValue ΔValue now
SOCIALCAPITALSUVRETTAHO-ANEW+208.2K208.2K+$2M$2M
SOCIALCAPITALSUVRETTAHO-ANEW+102.2K102.2K+$1M$1M
AURAFATPROJECTSACQUISITONNEW+101.1K101.1K+$1M$1M
KENSINGTONCAPITALACQUISITNEW+103.4K103.4K+$994,000$994,000
TALON1ACQUISITIONCORP-ANEW+98.4K98.4K+$990,000$990,000
HUMANCOACQUISITIONCORPNEW+100.0K100.0K+$988,000$988,000
TARGETGLOBALACQUISITION-ANEW+78.4K78.4K+$777,000$777,000
SCREAMINGEAGLEACQ-CLASSANEW+80.3K80.3K+$770,000$770,000

Value changes conflate price moves with buying and selling — share changes are the real signal. Share counts are not split-adjusted.

Holdings — Q2 2022

301 positions
#IssuerClass% PortfolioValueShares
1E.MERGETECHNOLOGYACQUISI-ACOM2.89%$6M556.5K
2THUNDERBRIDGECAPITALPAR-ACOM2.73%$5M537.7K
3CCNEUBERGERPRINCIPALII-ACOM2.68%$5M516.9K
4SOCIALCAPITALSUVRETTAHO-ACOM2.51%$5M493.3K
5GORESTECHNOLOGYPRTNRII-ACOM2.36%$5M464.1K
6REDBALLACQUISITIONCORP-ACOM2.28%$4M439.9K
7CARTESIANGROWTHCORP-ACOM2.10%$4M411.3K
8GORESHOLDINGSVIIINC-ACOM2.09%$4M411.2K
9INDEPENDENCEHDSCORP-CLACOM1.89%$4M370.6K
10GORESTECHNOLOGYPARTNERS-ACOM1.84%$4M362.4K
11JAWSHURRICANEACQUISITION-ACOM1.80%$3M356.8K
12PERIDOTACQUISITIONCORP-ACOM1.59%$3M311.4K
13LIVEOAKCRESTVIEWCLIMATE-ACOM1.55%$3M311.0K
14FTACHERAACQUISITIONCORP-ACOM1.54%$3M302.7K
15DPCMCAPITALINC-CLASSACOM1.53%$3M298.0K
16HAMILTONLANEALL-CLASSACOM1.42%$3M278.2K
17CHURCHILLCAPITALCORPVI-ACOM1.35%$3M264.4K
18KKRACQUISITIONHOLDINGSI-ACOM1.30%$3M255.4K
19LEGATOMERGERCORPIICOM1.24%$2M240.5K
20INTERPRIVATEIIIFINANCIAL-ACOM1.24%$2M242.7K
21PROOFACQUISITIONCORPI-ACOM1.18%$2M230.1K
22FORESTROADACQUISITIONCO-ACOM1.18%$2M231.6K
23JUNIPERIICORP-CLASSACOM1.17%$2M227.1K
24LANDCADIAHOLDINGSIVINC-ACOM1.17%$2M229.8K
25LEADEDGEGROWTHOPPORTUNI-ACOM1.10%$2M215.2K
26WARBURGPINCUSCAPITALI-BCOM1.09%$2M214.1K
27FORUMMERGERIVCORP-ACOM1.09%$2M214.5K
28PRIMEIMPACTACQUI-CLACOM1.09%$2M209.2K
29ELLIOTTOPPORTUNITYIICOR-ACOM1.08%$2M213.1K
30WARBURGPINCUSCAPITALCOR-ACOM1.08%$2M211.0K
31SCIENCESTRATEGICACQUISIT-ACOM1.07%$2M209.5K
32ARESACQUISITIONCORP-ACOM1.02%$2M200.0K
33JAWSMUSTANGACQUISITIONC-ACOM1.01%$2M196.8K
34KHOSLAVENTURESACQUISITIONCOM0.97%$2M191.9K
35KHOSLAVENTURESACQUISITIO-ACOM0.97%$2M191.8K
36LONGVIEWACQUISITIONCORP-ACOM0.94%$2M185.9K
37DECARBONIZATIONPLUSACQUI-ACOM0.94%$2M182.5K
38PONTEMCORP-CLASSACOM0.92%$2M180.1K
39GORESHOLDINGIXINC-CLACOM0.87%$2M173.0K
40SIMONPROPERTYGROUPACQUI-ACOM0.81%$2M159.5K
41TWELVESEASINVTMNTCOII-ACOM0.80%$2M156.8K
42CARNEYTECHNOLOGYACQU-CLACOM0.80%$2M155.5K
43IGACQUISITIONCORP-CLASSACOM0.80%$2M154.8K
44TISHMANSPEYERINNOVATIONCOUnit0.69%$1M135.2K
45OKLOALTCACQUISITIONCORP-CLACOM0.69%$1M137.2K
46ALPHAHEALTHCAREACQUISITI-ACOM0.69%$1M136.6K
47FINTECHACQUISITIONCORPV-ACOM0.68%$1M131.9K
48FINTECHACQUISITIONCORP-ACOM0.66%$1M129.2K
49ACROPOLISINFRASTRUCTURE-ACOM0.66%$1M130.7K
50PNSTQBANYANACQUISITIONCORP-ACOM0.62%$1M119.9K
51SILVERSPIKEACQUISITION-ACOM0.62%$1M121.0K
52CHURCHILLCAPITALCORPVII-ACOM0.62%$1M121.1K
53ATLASCRESTINVESTMENTCOR-ACOM0.61%$1M119.8K
54LIVEOAKMOBILITYACQUISIT-ACOM0.61%$1M119.0K
55PROPERTYSOLUTIONSACQUISI-ACOM0.59%$1M115.1K
56CROWNPROPTECHACQUISITION-ACOM0.58%$1M113.4K
57TWO-CLASSACOM0.57%$1M113.2K
58KENSINGTONCAPITALACQ-ACOM0.57%$1M111.7K
59HENNESSYCAPITALINVEST-CLACOM0.55%$1M110.0K
60EXCELFINACQUISITIONCORP-ACOM0.54%$1M104.9K
61MUDRICKCAPITALACQUISITIO-ACOM0.54%$1M103.1K
62MOTIVECAPITALCORPII-CLACOM0.54%$1M104.6K
63HORIZONACQUISCORPII-CLACOM0.53%$1M103.7K
64GORESHOLDINGSVIIIINC-CLACOM0.52%$1M102.1K
65AURAFATPROJECTSACQUISITONUnit0.52%$1M101.1K
66KENSINGTONCAPITALACQUISITUnit0.52%$994,000103.4K
67TALON1ACQUISITIONCORP-ACOM0.51%$990,00098.4K
68HUMANCOACQUISITIONCORPUnit0.51%$988,000100.0K
69AURORAACQUISITIONCORP-ACOM0.51%$980,000100.1K
70CRUCIBLEACQUISITIONCORP-ACOM0.49%$939,00095.5K
71SARISSACAPITALACQUISITI-ACOM0.48%$918,00092.9K
72FIRSTRESERVESUSTAINABLE-ACOM0.43%$821,00084.0K
73GLENFARNEMERGERCORP-ACOM0.43%$821,00084.3K
74LAZARDGROWTHACQUISITIONCOCOM0.43%$820,00083.7K
75M3-BRIGADEACQUISITION-CLACOM0.41%$782,00078.4K
76TARGETGLOBALACQUISITION-ACOM0.40%$777,00078.4K
77SCREAMINGEAGLEACQ-CLASSACOM0.40%$770,00080.3K
78PINETECHNOLOGYACQUISI-CLACOM0.40%$766,00078.4K
79JAWSJUGGERNAUTACQUISITIO-ACOM0.40%$763,00078.4K
80JACKSONACQUISITIONCO-CLACOM0.39%$759,00077.1K
81GRAFACQUISITIONCORPIVCOM · Unit0.39%$753,00077.4K
82ROSSACQUISITIONCORPII-ACOM0.39%$752,00076.5K
83RMGACQUISITIONCORPIII-ACOM0.39%$751,00076.4K
84DA32LIFESCIENCETECHACQ-ACOM0.38%$736,00075.9K
85FGMERGERCORPCOM0.38%$725,00072.9K
86BCLSACQUISITIONCORP-CLACOM0.36%$697,00070.4K
87GXACQUISITIONCORPII-ACOM0.35%$683,00069.9K
88ADVANCEDMERGERPARTNERSI-ACOM0.35%$676,00069.1K
89POWER&DIGITALACQUISITIO-ACOM0.35%$673,00068.6K
90SUPERNOVAPARTNERSACQUISI-ACOM0.35%$665,00068.0K
91INTERPRIVATEIIACQU-CLASSACOM0.34%$660,00067.4K
92CCNEUBERGERPRINCIPALIII-ACOM0.34%$649,00065.9K
93FRAZIERLIFESCIENCESACQUI-ACOM0.33%$633,00064.1K
94AEQUIACQUISITIONCORP-CLACOM0.32%$618,00062.5K
95PIVOTALINVESTMENTCORPIII-ACOM0.31%$603,00061.5K
96GSQUAREDASCENDIIINC-ACOM0.31%$600,00061.2K
97INTERPRIVATEIVINFRATECH-ACOM0.29%$559,00057.1K
98MONUMENTCIRCLEACQUI-CLACOM0.29%$558,00056.8K
99FUSIONACQUISITIONCORPII-ACOM0.29%$553,00056.3K
100ESMACQUISITIONCORP-ACOM0.27%$511,00052.2K

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q3 2025$01Nov 13, 202513F-HRchanges · EDGAR ↗
Q2 2025$01Aug 14, 202513F-HRchanges · EDGAR ↗
Q1 2025$2,3193May 15, 202513F-HRchanges · EDGAR ↗
Q4 2024$433,43439Feb 13, 202513F-HRchanges · EDGAR ↗
Q3 2024Under review58Nov 13, 202413F-HRchanges · EDGAR ↗
Q2 2024$87M147Aug 14, 202413F-HRchanges · EDGAR ↗
Q1 2024$169M189May 15, 202413F-HRchanges · EDGAR ↗
Q2 2022$192M307Aug 12, 202213F-HRchanges · EDGAR ↗
Q1 2022$234M334Apr 13, 202213F-HRchanges · EDGAR ↗
Q3 2021$190M463Oct 25, 202113F-HRchanges · EDGAR ↗
Q2 2021$193M827Jul 23, 202113F-HRchanges · EDGAR ↗
Q1 2021$127M442May 5, 202113F-HRchanges · EDGAR ↗
Q4 2020$61M245Feb 16, 202113F-HRchanges · EDGAR ↗

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.