小隐寺数据中心

情绪

Reddit 热门散户社区提及与热度榜

机构

机构目录全部机构机构持仓机构真实持仓

事件

新股 IPO定价、上市与申报追踪内部人买卖高管与董事交易重大事件并购/高管/退市等重大报告举牌主动或被动披露

财务

季报10-Q 季度财报申报流年报10-K 年度财报申报流

公司

公司目录上市公司高管与档案

势力阵营即将上线校友与资本关系图谱

人物

明星投资人知名基金经理与持仓动向政客交易国会议员持仓披露

API 小隐寺主站

数据来源:SEC及其他第三方非公开数据库

DLD Asset Management, LP 13F 持仓明细(2026-03-31) · 小隐寺数据中心

DLD Asset Management, LP

报告期 2026-03-31 · CIK 0001578299

持仓数

357

前50大市值合计

$861.8M

报告期

2026-03-31

当前持仓调仓

组合演变前 6 大持仓 + 其他逐季市值($B) · 点图或下方季度看该季调仓

看某季调仓:

26Q1 25Q4 25Q3 25Q2 25Q1 24Q4 24Q3 24Q2 24Q1 23Q4 23Q3 23Q2 23Q1 22Q4 22Q3 22Q2 22Q1 21Q4 21Q3 21Q2

21Q3 调仓2021-06-30 → 2021-09-30 · 共 150 项建仓 48增持 32减持 8清仓 62

方向

标的

Δ市值

现股数(环比)

清仓

— SLACK TECHNOLOGIES INC

-$72.2M

0 -100%

建仓

— CINEMARK HLDGS INC

+$57.7M

36,120,000

清仓

— WORKDAY INC

-$45.8M

0 -100%

调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。

减持

— SOUTHWEST AIRLS CO

-$36.1M

23,224,000 -50%

清仓

— UNDER ARMOUR INC

-$34.7M

0 -100%

增持

— WAYFAIR INC

+$27.5M

58,912,000 +59%

建仓

— COUPA SOFTWARE INC

+$22.7M

15,000,000

清仓

— ALEXION PHARMACEUTICALS INC

-$22.1M

0 -100%

增持

— BLOOMIN BRANDS INC

+$20.7M

30,717,000 +53%

清仓

— NATIONAL VISION HLDGS INC

-$19.2M

0 -100%

清仓

— PRA HEALTH SCIENCES INC

-$18.3M

0 -100%

增持

— NCL CORP LTD

+$17.0M

56,197,000 +27%

清仓

— SPIRIT AIRLS INC

-$16.0M

0 -100%

清仓

— ROYAL CARIBBEAN GROUP

-$14.4M

0 -100%

清仓

— STEM INC

-$13.2M

0 -100%

建仓

— SQUARE INC

+$12.8M

6,300,000

建仓

— GALATA ACQUISITION CORP

+$12.4M

1,237,500

清仓

— PROOFPOINT INC

-$12.2M

0 -100%

增持

— ISTAR INC

+$11.9M

13,464,000 +61%

建仓

AAL AMERICAN AIRLS GROUP INC

+$10.8M

525,000

建仓

— STAMPS COM INC

+$10.7M

32,564

建仓

— OMNICELL COM

+$10.3M

6,420,000

建仓

— CIMAREX ENERGY CO

+$10.1M

116,006

清仓

— MAXIM INTEGRATED PRODS INC

-$8.9M

0 -100%

增持

— PALO ALTO NETWORKS INC

+$8.4M

17,095,000 +10%

清仓

— AKAMAI TECHNOLOGIES INC

-$8.4M

0 -100%

清仓

— TWITTER INC

-$8.3M

0 -100%

增持

— WORKIVA INC

+$7.9M

11,120,000 +31%

清仓

— GRACE W R & CO DEL NEW

-$7.7M

0 -100%

清仓

ALRM ALARM COM HLDGS INC

-$7.5M

0 -100%

清仓

CNK CINEMARK HLDGS INC

-$7.5M

0 -100%

清仓

— AT HOME GROUP INC

-$7.4M

0 -100%

增持

— LIVENT CORP

+$7.1M

10,525,000 +13%

增持

— ATHENE HOLDING LTD

+$7.1M

200,528 +101%

清仓

BIIB BIOGEN INC

-$7.0M

0 -100%

增持

— NUANCE COMMUNICATIONS INC

+$6.6M

16,840,000 +15%

增持

EXC EXELON CORP

+$6.4M

317,400 +58%

建仓

— AEROJET ROCKETDYNE HLDGS INC

+$6.3M

3,700,000

增持

— UNITED STATES STL CORP

+$5.8M

42,228,000 +15%

清仓

— VEREIT INC

-$5.7M

0 -100%

清仓

— QTS RLTY TR INC

-$5.4M

0 -100%

清仓

— CANADIAN PAC RY LTD

-$5.4M

0 -100%

清仓

CNI CANADIAN NATL RY CO

-$5.3M

0 -100%

建仓

BYND BEYOND MEAT INC

+$5.3M

50,000

清仓

— TALEND S A

-$5.2M

0 -100%

建仓

— STATE AUTO FINL CORP

+$5.1M

100,485

清仓

— CONSTELLATION PHARMCETICLS I

-$5.1M

0 -100%

建仓

— SCIPLAY CORPORATION

+$5.0M

240,000

清仓

— ATLAS CORP

-$5.0M

0 -100%

清仓

LCII LCI INDS

-$4.9M

0 -100%

增持

— ALLSCRIPTS HEALTHCARE SOLUTN

-$4.7M

16,840,000 +2%

清仓

— MACQUARIE INFRASTRUCTURE COR

-$4.6M

0 -100%

增持

— COLUMBIA PPTY TR INC

+$4.6M

300,200 +361%

增持

— KANSAS CITY SOUTHERN

+$4.5M

90,100 +29%

清仓

— CINCINNATI BELL INC NEW

-$4.2M

0 -100%

建仓

LUV SOUTHWEST AIRLS CO

+$4.1M

80,000

清仓

PANW PALO ALTO NETWORKS INC

-$4.1M

0 -100%

减持

— AMERICAN AIRLINES GROUP INC

-$4.0M

15,827,000 -12%

增持

— WORLD WRESTLING ENTMT INC

+$4.0M

22,356,000 +12%

建仓

— DISCOVERY INC

+$3.8M

150,000

增持

— NUANCE COMMUNICATIONS INC

+$3.8M

21,774,000 +7%

建仓

MRVI MARAVAI LIFESCIENCES HLDGS I

+$3.7M

75,000

建仓

— VROOM INC

+$3.6M

165,000

建仓

KDP KEURIG DR PEPPER INC

+$3.5M

101,200

建仓

— CORNERSTONE ONDEMAND INC

+$3.4M

60,000

建仓

— SCORE MEDIA & GAMING INC

+$3.4M

100,000

建仓

— INTERCEPT PHARMACEUTICALS IN

+$3.3M

225,200

建仓

— ITAMAR MED LTD

+$3.0M

100,000

减持

— NATERA INC

-$3.0M

14,261,000 -5%

建仓

— MISONIX INC

+$2.8M

110,000

建仓

TGNA TEGNA INC

+$2.8M

140,000

增持

BKNG BOOKING HOLDINGS INC

+$2.7M

8,728 +6%

建仓

— REALOGY HLDGS CORP

+$2.6M

150,000

清仓

— KNOLL INC

-$2.6M

0 -100%

建仓

— VOCERA COMMUNICATIONS INC

+$2.6M

56,000

建仓

— AMERICAN NATIONAL GROUP INC

+$2.5M

13,164

增持

MCHP MICROCHIP TECHNOLOGY INC.

+$2.4M

79,400 +21%

清仓

MSTR MICROSTRATEGY INC

-$2.3M

0 -100%

增持

— WILLIS TOWERS WATSON PLC LTD

+$2.3M

30,000 +48%

增持

— XILINX INC

+$2.1M

120,000 +9%

增持

— GUESS INC

-$2.0M

395,000 +1%

减持

— COHERENT INC

-$2.0M

44,912 -10%

增持

— STERLING BANCORP DEL

+$1.9M

124,510 +149%

建仓

— ORTHO CLINICAL DIAGNOSTICS H

+$1.8M

100,000

清仓

— MEREDITH CORP

-$1.7M

0 -100%

建仓

— INDEPENDENCE HLDG CO NEW

+$1.7M

35,000

建仓

— ACCELERON PHARMA INC

+$1.7M

10,000

清仓

RLMD RELMADA THERAPEUTICS INC

-$1.7M

0 -100%

增持

— NORWEGIAN CRUISE LINE HLDG L

+$1.7M

464,800 +27%

增持

— LIBERTY MEDIA CORP DEL

+$1.6M

39,867,000 +1%

清仓

— WELBILT INC

-$1.6M

0 -100%

建仓

FIVN FIVE9 INC

+$1.6M

10,000

建仓

— KENSINGTON CAPITAL ACQUISITI

+$1.5M

150,000

减持

MX MAGNACHIP SEMICONDUCTOR CORP

-$1.5M

50,000 -50%

清仓

— DISCOVERY INC

-$1.4M

0 -100%

建仓

DXCM DEXCOM INC

+$1.4M

2,582

建仓

PPC PILGRIMS PRIDE CORP

+$1.2M

40,000

建仓

— LIVENT CORP

+$1.2M

50,000

清仓

— WATFORD HLDGS LTD

-$1.2M

0 -100%

建仓

— WORLD WRESTLING ENTMT INC

+$1.1M

20,000

增持

TXNM PNM RES INC

+$1.1M

200,055 +11%

清仓

— THE LION ELECTRIC COMPANY

-$1.1M

0 -100%

建仓

DELL DELL TECHNOLOGIES INC

+$1.0M

10,000

建仓

UAA UNDER ARMOUR INC

+$1.0M

50,000

建仓

— ALPHA HEALTHCARE ACQU CORP I

+$993.0K

100,000

建仓

— AXONPRIME INFRSTCTR AQSTN CO

+$990.0K

100,000

建仓

— FRONTIER INVESTMENT CORP

+$985.0K

100,000

清仓

— DMY TECHNOLOGY GROUP INC IV

-$938.0K

0 -100%

减持

W WAYFAIR INC

-$935.0K

5,000 -29%

清仓

— STEM INC

-$902.0K

0 -100%

清仓

FLR FLUOR CORP NEW

-$885.0K

0 -100%

增持

IMAX IMAX CORP

+$824.0K

100,000 +100%

建仓

GKOS GLAUKOS CORP

+$824.0K

17,100

增持

EXPE EXPEDIA GROUP INC

+$822.0K

15,700 +47%

减持

— IHS MARKIT LTD

-$801.0K

200,000 -7%

清仓

SRPT SAREPTA THERAPEUTICS INC

-$778.0K

0 -100%

建仓

— CIIG CAPITAL PARTNERS II INC

+$756.0K

75,000

清仓

— LONGVIEW ACQUISITION CORP II

-$756.0K

0 -100%

清仓

— GORES HLDGS VIII INC

-$753.0K

0 -100%

建仓

— GORES HLDGS VIII INC

+$739.0K

75,000

清仓

— MOTIVE CAPITAL CORP

-$733.0K

0 -100%

清仓

— WARBURG PINCUS CAPTAL CORP I

-$730.0K

0 -100%

清仓

— CBRE ACQUISITION HLDGS INC

-$728.0K

0 -100%

清仓

— FTAC ATHENA ACQUISITION CORP

-$710.0K

0 -100%

清仓

MTBLY RENREN INC

-$704.0K

0 -100%

建仓

— SLAM CORP

+$702.0K

72,000

清仓

— ARCTOS NORTHSTAR ACQUIS CORP

-$701.0K

0 -100%

清仓

— DEEP LAKE CAPITAL ACQUSTN CO

-$697.0K

0 -100%

清仓

— STERIS PLC

-$650.0K

0 -100%

清仓

MPC MARATHON PETE CORP

-$604.0K

0 -100%

增持

— GUESS INC

+$603.0K

28,944,000 +14%

清仓

— EXFO INC

-$595.0K

0 -100%

增持

— MONMOUTH REAL ESTATE INVT CO

+$549.0K

170,000 +21%

清仓

— TCW SPECIAL PURPOSE ACQU COR

-$538.0K

0 -100%

增持

— CARNIVAL CORP

+$501.0K

604,800 +9%

建仓

— ALPHA PARTNERS TECH MERGR CO

+$494.0K

50,000

清仓

— LAZARD GROWTH ACQUISITION CO

-$489.0K

0 -100%

清仓

— ARCLIGHT CLEAN TRANSITION II

-$489.0K

0 -100%

清仓

— HIGHLAND TRANSCEND PARTNERS

-$486.0K

0 -100%

清仓

— G SQUARED ASCEND I INC

-$474.0K

0 -100%

建仓

— ARCLIGHT CLEAN TRANSITION II

+$468.0K

48,000

清仓

— ALTIMAR ACQUISITION CORP II

-$467.0K

0 -100%

清仓

— LIBERTY GLOBAL PLC

-$466.0K

0 -100%

建仓

— BRAINSTORM CELL THERAPEUTICS

+$439.0K

133,700

清仓

— POWER & DIGITAL INFRA ACQ CO

-$433.0K

0 -100%

减持

— CIT GROUP INC

-$402.0K

74,077 -10%

建仓

— SILVER SPIKE ACQUISITN CORP

+$361.0K

36,000

增持

MTN VAIL RESORTS INC

+$325.0K

7,039 +10%

增持

— COMMUNITY BANKERS TR CORP

+$296.0K

175,612 +17%

清仓

— MMA CAPITAL HOLDINGS INC

-$204.0K

0 -100%