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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

21Q4 调仓2021-09-30 → 2021-12-31 · 共 150 项建仓 67增持 18减持 24清仓 41

方向

标的

Δ市值

现股数(环比)

建仓

SPY SPDR S&P 500 ETF TR

+$474.9M

1,000,000

清仓

— NCL CORP LTD

-$120.5M

0 -100%

建仓

— CARNIVAL CORP

+$82.9M

39,124,000

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

— WAYFAIR INC

-$51.8M

38,355,000 -35%

增持

— LIBERTY MEDIA CORP DEL

+$41.2M

63,367,000 +59%

建仓

— ARCH RESOURCES INC

+$37.3M

14,110,000

清仓

— KANSAS CITY SOUTHERN

-$24.4M

0 -100%

减持

— BLOOMIN BRANDS INC

-$21.6M

24,506,000 -20%

清仓

— WORKIVA INC

-$20.9M

0 -100%

建仓

— UNITED STATES STL CORP NEW

+$20.3M

854,000

建仓

— CRIXUS BH3 ACQUISITION CO

+$19.9M

1,980,000

增持

— OMNICELL COM

+$19.7M

15,825,000 +146%

减持

— WORLD WRESTLING ENTMT INC

-$19.2M

15,771,000 -29%

建仓

— LCI INDS

+$18.0M

16,225,000

建仓

— APOLLO STRATEGIC GROWTH CAPT

+$17.0M

1,743,210

减持

— UNITED STATES STL CORP

-$16.2M

31,785,000 -25%

减持

— NUANCE COMMUNICATIONS INC

-$15.8M

14,740,000 -32%

清仓

EXC EXELON CORP

-$15.3M

0 -100%

减持

— NUANCE COMMUNICATIONS INC

-$15.2M

11,400,000 -32%

建仓

— BLACKLINE INC

+$15.1M

10,000,000

减持

— AMERICAN AIRLINES GROUP INC

-$14.8M

6,840,000 -57%

建仓

— FISKER INC

+$14.2M

900,000

减持

— NATERA INC

-$13.5M

11,443,000 -20%

清仓

— SQUARE INC

-$12.8M

0 -100%

清仓

— NORWEGIAN CRUISE LINE HLDG L

-$12.4M

0 -100%

清仓

— GALATA ACQUISITION CORP

-$12.4M

0 -100%

建仓

— GALATA ACQUISITION CORP

+$12.2M

1,237,500

建仓

— AVAYA HLDGS CORP

+$11.7M

11,000,000

建仓

— LIBERTY MEDIA CORP DEL

+$11.4M

6,600,000

建仓

XBI SPDR SER TR

+$11.2M

100,000

建仓

— CYRUSONE INC

+$10.8M

120,000

增持

— SOUTHWEST AIRLS CO

+$10.7M

34,000,000 +46%

清仓

— STAMPS COM INC

-$10.7M

0 -100%

增持

— ISTAR INC

+$10.4M

18,520,000 +38%

清仓

— CIMAREX ENERGY CO

-$10.1M

0 -100%

清仓

TXNM PNM RES INC

-$9.9M

0 -100%

减持

— CINEMARK HLDGS INC

-$9.3M

33,795,000 -6%

增持

BYND BEYOND MEAT INC

+$9.1M

220,000 +340%

增持

— VOCERA COMMUNICATIONS INC

+$8.9M

177,000 +216%

建仓

— NATIONAL VISION HLDGS INC

+$8.1M

4,800,000

建仓

— MIMECAST LTD

+$8.0M

100,000

建仓

CNK CINEMARK HLDGS INC

+$7.9M

490,000

减持

— PALO ALTO NETWORKS INC

-$7.2M

11,400,000 -33%

清仓

— WILLIS TOWERS WATSON PLC LTD

-$7.0M

0 -100%

减持

— XILINX INC

+$6.9M

118,000 -2%

建仓

— AMYRIS INC

+$5.8M

1,078,700

减持

JBLU JETBLUE AWYS CORP

-$5.8M

25,000 -94%

清仓

— COLUMBIA PPTY TR INC

-$5.7M

0 -100%

清仓

— CLOUDERA INC

-$5.7M

0 -100%

增持

— COUPA SOFTWARE INC

+$5.6M

23,025,000 +54%

建仓

— CERNER CORP

+$5.6M

60,000

增持

— GUESS INC

+$5.5M

585,000 +48%

减持

BKNG BOOKING HOLDINGS INC

-$5.5M

6,357 -27%

建仓

— INVESTORS BANCORP INC NEW

+$5.3M

350,000

增持

IMAX IMAX CORP

+$5.2M

400,000 +300%

建仓

— PENN NATL GAMING INC

+$4.8M

2,000,000

增持

— VROOM INC

+$4.7M

775,000 +370%

建仓

ALRM ALARM COM HLDGS INC

+$4.2M

50,000

清仓

LUV SOUTHWEST AIRLS CO

-$4.1M

0 -100%

建仓

— VONAGE HLDGS CORP

+$4.1M

197,400

增持

— REALOGY HLDGS CORP

+$4.1M

400,000 +167%

建仓

— CHIMERIX INC

+$3.9M

602,800

清仓

MRVI MARAVAI LIFESCIENCES HLDGS I

-$3.7M

0 -100%

建仓

— FTS INTERNATIONAL INC

+$3.5M

133,816

清仓

KDP KEURIG DR PEPPER INC

-$3.5M

0 -100%

清仓

— CORNERSTONE ONDEMAND INC

-$3.4M

0 -100%

清仓

— SCORE MEDIA & GAMING INC

-$3.4M

0 -100%

建仓

— ATLAS CORP

+$3.4M

240,000

增持

— GUESS INC

+$3.4M

30,564,000 +6%

建仓

— BLUEROCK RESIDENTIAL GWT REI

+$3.3M

125,000

减持

— COHERENT INC

-$3.2M

30,000 -33%

清仓

— MONMOUTH REAL ESTATE INVT CO

-$3.2M

0 -100%

清仓

— ITAMAR MED LTD

-$3.0M

0 -100%

增持

MCHP MICROCHIP TECHNOLOGY INC.

-$2.8M

107,990 +36%

清仓

— MISONIX INC

-$2.8M

0 -100%

建仓

— DONNELLEY R R & SONS CO

+$2.5M

217,737

建仓

FLR FLUOR CORP NEW

+$2.4M

98,600

建仓

— SPRINGWORKS THERAPEUTICS INC

+$2.4M

38,500

建仓

— ARCH RESOURCES INC

+$2.3M

25,000

增持

— AMERICAN NATIONAL GROUP INC

+$2.2M

25,079 +91%

减持

— ATHENE HOLDING LTD

+$2.2M

192,700 -4%

减持

— SCIPLAY CORPORATION

-$2.2M

200,000 -17%

建仓

— LEAP THERAPEUTICS INC

+$2.2M

677,000

减持

AAL AMERICAN AIRLS GROUP INC

-$2.0M

487,700 -7%

增持

— CARNIVAL CORP

-$2.0M

651,700 +8%

建仓

— ATHIRA PHARMA INC

+$2.0M

153,600

建仓

ALDX ALDEYRA THERAPEUTICS INC

+$2.0M

500,000

清仓

— COMMUNITY BANKERS TR CORP

-$2.0M

0 -100%

减持

— LIVENT CORP

-$1.9M

9,415,000 -11%

清仓

— ORTHO CLINICAL DIAGNOSTICS H

-$1.8M

0 -100%

建仓

BILL BILL COM HLDGS INC

+$1.8M

7,413

减持

— IHS MARKIT LTD

+$1.8M

189,297 -5%

建仓

— CHEGG INC

+$1.8M

1,800,000

清仓

— ACCELERON PHARMA INC

-$1.7M

0 -100%

减持

— AEROJET ROCKETDYNE HLDGS INC

-$1.6M

2,565,000 -31%

建仓

AXSM AXSOME THERAPEUTICS INC

+$1.6M

43,000

清仓

FIVN FIVE9 INC

-$1.6M

0 -100%

建仓

EEFT EURONET WORLDWIDE INC

+$1.6M

13,100

建仓

TARA PROTARA THERAPEUTICS INC

+$1.5M

229,231

建仓

CHGG CHEGG INC

+$1.5M

50,000

清仓

— KENSINGTON CAPITAL ACQUISITI

-$1.5M

0 -100%

建仓

— CASPER SLEEP INC

+$1.5M

220,000

建仓

UBER UBER TECHNOLOGIES INC

+$1.4M

33,400

减持

— CIT GROUP INC

-$1.4M

48,041 -35%

建仓

SNAP SNAP INC

+$1.4M

28,728

建仓

— AYALA PHARMACEUTICALS INC

+$1.3M

158,232

建仓

— HEALTHCARE TR AMER INC

+$1.3M

40,000

建仓

— WARBURG PINCUS CAPTAL CORP I

+$1.2M

126,000

清仓

DELL DELL TECHNOLOGIES INC

-$1.0M

0 -100%

清仓

— RICE ACQUISITION CORP II

-$1.0M

0 -100%

建仓

— OPIANT PHARMACEUTICALS INC

+$1.0M

30,000

减持

— ALLSCRIPTS HEALTHCARE SOLUTI

-$995.0K

12,825,000 -24%

建仓

— PAE INC

+$993.0K

100,000

清仓

— ALPHA HEALTHCARE ACQU CORP I

-$993.0K

0 -100%

清仓

— AXONPRIME INFRSTCTR AQSTN CO

-$990.0K

0 -100%

清仓

— FRONTIER INVESTMENT CORP

-$985.0K

0 -100%

清仓

— NIGHTDRAGON ACQUISITION CORP

-$953.0K

0 -100%

建仓

CMTL COMTECH TELECOMMUNICATIONS C

+$948.0K

40,000

减持

TDS TELEPHONE & DATA SYS INC

-$934.0K

20,232 -71%

建仓

— ARENA PHARMACEUTICALS INC

+$929.0K

10,000

清仓

MX MAGNACHIP SEMICONDUCTOR CORP

-$888.0K

0 -100%

增持

DXCM DEXCOM INC

+$878.0K

4,265 +65%

建仓

— KENSINGTON CAPITAL ACQUISITI

+$850.0K

86,500

建仓

— VASCULAR BIOGENICS LTD

+$837.0K

425,000

清仓

GKOS GLAUKOS CORP

-$824.0K

0 -100%

增持

PPC PILGRIMS PRIDE CORP

+$811.0K

70,000 +75%

清仓

— CIIG CAPITAL PARTNERS II INC

-$756.0K

0 -100%

清仓

— FTAC HERA ACQUISITION CORP

-$747.0K

0 -100%

清仓

— GORES HLDGS VIII INC

-$739.0K

0 -100%

增持

— INTERCEPT PHARMACEUTICALS IN

+$726.0K

250,000 +11%

清仓

— KKR ACQUISITION HOLDING I CO

-$719.0K

0 -100%

清仓

— RXR ACQUISITION CORP

-$709.0K

0 -100%

建仓

TBCH TURTLE BEACH CORP

+$668.0K

30,000

建仓

— RICE ACQUISITION CORP II

+$649.0K

64,875

建仓

— FIFTH WALL ACQUISITN CORP II

+$644.0K

64,835

建仓

— CIIG CAPITAL PARTNERS II INC

+$640.0K

64,875

建仓

— FTAC HERA ACQUISITION CORP

+$633.0K

64,835

建仓

— NIGHTDRAGON ACQUISITION CORP

+$632.0K

64,835

建仓

— FRONTIER INVESTMENT CORP

+$629.0K

64,875

建仓

— CONNECT BIOPHARMA HLDGS LTD

+$627.0K

121,707

建仓

— ALPHA HEALTHCARE ACQU CORP I

+$624.0K

64,875

建仓

— AHREN ACQUISITION CORP

+$606.0K

60,550

建仓

— KKR ACQUISITION HOLDING I CO

+$606.0K

62,250

减持

TGNA TEGNA INC

-$534.0K

120,000 -14%

清仓

— ALPHA PARTNERS TECH MERGR CO

-$494.0K

0 -100%

建仓

— EVEREST CONSOLIDATOR ACQ COR

+$440.0K

43,250

建仓

— HUNT COMPANIES ACQUISITIO

+$439.0K

43,250

建仓

— INTELLIGENT MEDI ACQSITN COR

+$439.0K

43,250

清仓

— BRAINSTORM CELL THERAPEUTICS

-$439.0K

0 -100%

建仓

— GAMES & ESPORTS EXPRNC ACQ C

+$437.0K

43,250