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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

22Q1 调仓2021-12-31 → 2022-03-31 · 共 150 项建仓 58增持 35减持 13清仓 44

方向

标的

Δ市值

现股数(环比)

清仓

SPY SPDR S&P 500 ETF TR

-$474.9M

0 -100%

增持

— UNITED STATES STL CORP

+$53.5M

40,035,000 +26%

清仓

— NUANCE COMMUNICATIONS INC

-$33.8M

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。

建仓

— ETSY INC

+$33.7M

20,750,000

清仓

— NUANCE COMMUNICATIONS INC

-$32.2M

0 -100%

建仓

— FTI CONSULTING INC

+$31.0M

19,500,000

减持

— SOUTHWEST AIRLS CO

-$30.5M

11,000,000 -68%

增持

— LIBERTY MEDIA CORP DEL

+$29.7M

21,600,000 +227%

清仓

— NATERA INC

-$29.4M

0 -100%

建仓

— ENCORE CAP EUROPE FIN LTD

+$25.6M

17,000,000

清仓

— IHS MARKIT LTD

-$25.2M

0 -100%

清仓

— XILINX INC

-$25.0M

0 -100%

清仓

— PALO ALTO NETWORKS INC

-$23.9M

0 -100%

增持

— LIBERTY MEDIA CORP DEL

+$23.5M

84,367,000 +33%

建仓

— LUMENTUM HLDGS INC

+$20.9M

12,500,000

清仓

— CRIXUS BH3 ACQUISITION CO

-$19.9M

0 -100%

建仓

— CRIXUS BH3 ACQUISITION CO

+$19.5M

1,980,000

建仓

— CITRIX SYS INC

+$17.7M

175,000

建仓

— APOLLO STRATEGIC GRWT CPTL I

+$17.1M

1,743,210

清仓

— APOLLO STRATEGIC GROWTH CAPT

-$17.0M

0 -100%

清仓

— ATHENE HOLDING LTD

-$16.1M

0 -100%

建仓

— CNX RES CORP

+$15.6M

9,000,000

建仓

— PARSONS CORP DEL

+$13.8M

13,000,000

清仓

— CARNIVAL CORP

-$13.1M

0 -100%

增持

— BLOOMIN BRANDS INC

+$13.1M

30,031,000 +23%

建仓

— GUIDEWIRE SOFTWARE INC

+$12.7M

12,000,000

增持

— AVAYA HLDGS CORP

+$12.4M

24,500,000 +123%

清仓

— VOCERA COMMUNICATIONS INC

-$11.5M

0 -100%

清仓

XBI SPDR SER TR

-$11.2M

0 -100%

增持

W WAYFAIR INC

+$11.1M

110,000 +1900%

建仓

— ZYNGA INC

+$11.1M

1,200,000

清仓

— CYRUSONE INC

-$10.8M

0 -100%

减持

BYND BEYOND MEAT INC

-$10.7M

75,000 -66%

建仓

— HOUGHTON MIFFLIN HARCOURT CO

+$10.5M

500,000

建仓

— ALARM COM HLDGS INC

+$10.3M

11,975,000

建仓

— COUPA SOFTWARE INC

+$10.1M

99,000

增持

— LIVENT CORP

+$9.5M

11,915,000 +27%

减持

— GUESS INC

-$8.8M

230,000 -61%

减持

— ARCH RESOURCES INC

+$8.8M

12,110,000 -14%

清仓

— NATIONAL VISION HLDGS INC

-$8.1M

0 -100%

清仓

— COHERENT INC

-$8.0M

0 -100%

建仓

— ANAPLAN INC

+$7.8M

120,000

建仓

— SHAW COMMUNICATIONS INC

+$7.8M

200,000

减持

AAL AMERICAN AIRLS GROUP INC

-$7.6M

62,700 -87%

增持

— CERNER CORP

+$7.5M

140,000 +133%

增持

— CINEMARK HLDGS INC

+$7.4M

37,795,000 +12%

增持

— ALLSCRIPTS HEALTHCARE SOLUTI

+$7.3M

14,825,000 +16%

增持

BKNG BOOKING HOLDINGS INC

+$7.2M

9,577 +51%

建仓

— NEXTERA ENERGY INC

+$7.1M

85,000

建仓

— NIELSEN HLDGS PLC

+$6.8M

250,000

建仓

BTU PEABODY ENGR CORP

+$6.7M

275,000

建仓

LCII LCI INDS

+$6.7M

65,000

减持

— VROOM INC

-$6.6M

650,000 -16%

清仓

BLMN BLOOMIN BRANDS INC

-$6.3M

0 -100%

增持

— WAYFAIR INC

-$6.2M

47,855,000 +25%

建仓

— CORNERSTONE BLDG BRANDS INC

+$6.1M

250,000

建仓

DVA DAVITA INC

+$6.0M

53,000

建仓

— MIDDLEBY CORP

+$6.0M

4,335,000

减持

— AMERICAN AIRLINES GROUP INC

-$5.9M

2,590,000 -62%

建仓

— TRISTATE CAP HLDGS INC

+$5.8M

173,676

建仓

— BOTTOMLINE TECH DEL INC

+$5.7M

100,000

增持

— MIMECAST LTD

+$5.6M

170,000 +70%

减持

— BLACKLINE INC

-$5.5M

8,000,000 -20%

增持

— ISTAR INC

+$5.3M

23,520,000 +27%

增持

— HEALTHCARE TR AMER INC

+$5.2M

207,566 +419%

减持

— FISKER INC

-$5.1M

705,000 -22%

建仓

— PEOPLES UNITED FINANCIAL INC

+$5.0M

250,000

清仓

— STATE AUTO FINL CORP

-$4.9M

0 -100%

建仓

ZD ZIFF DAVIS INC

+$4.8M

50,000

清仓

— PENN NATL GAMING INC

-$4.8M

0 -100%

增持

— LCI INDS

+$4.3M

23,975,000 +48%

建仓

— FLAGSTAR BANCORP INC

+$4.2M

100,000

建仓

CALM CAL MAINE FOODS INC

+$4.2M

76,000

增持

— AEROJET ROCKETDYNE HLDGS INC

+$4.1M

5,565,000 +117%

清仓

— INTERCEPT PHARMACEUTICALS IN

-$4.1M

0 -100%

增持

ALRM ALARM COM HLDGS INC

+$4.1M

125,000 +150%

增持

— GUESS INC

+$4.0M

35,564,000 +16%

清仓

— CHIMERIX INC

-$3.9M

0 -100%

增持

— CARNIVAL CORP

+$3.6M

41,124,000 +5%

清仓

— FTS INTERNATIONAL INC

-$3.5M

0 -100%

建仓

— BEYOND MEAT INC

+$3.5M

5,690,000

建仓

— PREFERRED APT CMNTYS INC

+$3.5M

140,000

建仓

— SOUTH JERSEY INDS INC

+$3.5M

100,000

建仓

NTRA NATERA INC

+$3.3M

80,000

增持

DXCM DEXCOM INC

+$3.2M

10,765 +152%

建仓

ETSY ETSY INC

+$3.1M

25,000

清仓

— STERLING BANCORP DEL

-$3.0M

0 -100%

建仓

PSN PARSONS CORP DEL

+$2.9M

75,000

增持

— COUPA SOFTWARE INC

-$2.8M

26,025,000 +13%

建仓

— CEDAR REALTY TRUST INC

+$2.8M

100,000

清仓

— SCIPLAY CORPORATION

-$2.8M

0 -100%

清仓

— CIT GROUP INC

-$2.5M

0 -100%

清仓

— DONNELLEY R R & SONS CO

-$2.5M

0 -100%

清仓

FLR FLUOR CORP NEW

-$2.4M

0 -100%

清仓

— SPRINGWORKS THERAPEUTICS INC

-$2.4M

0 -100%

增持

UBER UBER TECHNOLOGIES INC

+$2.4M

106,000 +217%

建仓

FHN FIRST HORIZON CORPORATION

+$2.3M

100,000

建仓

— RENEWABLE ENERGY GROUP INC

+$2.3M

37,613

清仓

EXPE EXPEDIA GROUP INC

-$2.2M

0 -100%

建仓

— TENNECO INC

+$2.2M

120,000

增持

— AMYRIS INC

+$2.1M

1,818,700 +69%

建仓

BMBL BUMBLE INC

+$2.1M

71,100

建仓

— AVAYA HLDGS CORP

+$2.0M

160,000

清仓

ALDX ALDEYRA THERAPEUTICS INC

-$2.0M

0 -100%

清仓

— INDEPENDENCE HLDG CO NEW

-$2.0M

0 -100%

建仓

— BENTLEY SYS INC

+$2.0M

2,000,000

清仓

PPC PILGRIMS PRIDE CORP

-$2.0M

0 -100%

建仓

— UMPQUA HLDGS CORP

+$1.9M

100,000

减持

— REALOGY HLDGS CORP

-$1.9M

310,000 -23%

增持

TDS TELEPHONE & DATA SYS INC

+$1.8M

115,875 +473%

清仓

— CHEGG INC

-$1.8M

0 -100%

减持

— LEAP THERAPEUTICS INC

-$1.8M

250,000 -63%

建仓

— PRUDENTIAL BANCORP INC NEW

+$1.6M

100,000

建仓

— ACTIVISION BLIZZARD INC

+$1.6M

20,000

建仓

— SIRIUS XM HOLDINGS INC

+$1.6M

241,400

清仓

— CASPER SLEEP INC

-$1.5M

0 -100%

清仓

MDRX ALLSCRIPTS HEALTHCARE SOLUTN

-$1.4M

0 -100%

建仓

CF CF INDS HLDGS INC

+$1.3M

12,799

清仓

— WARBURG PINCUS CAPTAL CORP I

-$1.2M

0 -100%

清仓

— LIVENT CORP

-$1.2M

0 -100%

增持

EEFT EURONET WORLDWIDE INC

+$1.2M

21,200 +62%

建仓

OPEN OPENDOOR TECHNOLOGIES INC

+$1.2M

137,800

减持

— UNITED STATES STL CORP NEW

+$1.2M

570,000 -33%

建仓

— MANDIANT INC

+$1.1M

50,000

增持

— OMNICELL COM

-$1.1M

20,325,000 +28%

建仓

— APTINYX INC

+$1.1M

470,500

增持

MTN VAIL RESORTS INC

+$1.0M

13,734 +75%

清仓

— PAE INC

-$993.0K

0 -100%

减持

CNK CINEMARK HLDGS INC

-$991.0K

400,000 -18%

清仓

— WORLD WRESTLING ENTMT INC

-$987.0K

0 -100%

增持

— SPIRIT OF TEX BANCSHARES INC

+$968.0K

50,000 +316%

增持

— AMERICAN NATIONAL GROUP INC

+$958.0K

30,112 +20%

建仓

— INTRICON CORP

+$954.0K

40,000

清仓

CMTL COMTECH TELECOMMUNICATIONS C

-$948.0K

0 -100%

建仓

— OAK STR HEALTH INC

+$941.0K

35,000

清仓

— ARENA PHARMACEUTICALS INC

-$929.0K

0 -100%

增持

IMAX IMAX CORP

+$909.0K

425,000 +6%

建仓

KSS KOHLS CORP

+$907.0K

15,000

建仓

SKIN THE BEAUTY HEALTH COMPANY

+$843.0K

50,000

建仓

— TURQUOISE HILL RES LTD

+$751.0K

20,000

增持

— ATLAS CORP

+$722.0K

281,000 +17%

建仓

PRCH PORCH GROUP INC

+$699.0K

100,600

增持

— INVESTORS BANCORP INC NEW

+$670.0K

400,000 +14%

清仓

TBCH TURTLE BEACH CORP

-$668.0K

0 -100%

增持

— AYALA PHARMACEUTICALS INC

-$659.0K

172,867 +9%

增持

UAA UNDER ARMOUR INC

+$642.0K

100,000 +100%

清仓

— CONNECT BIOPHARMA HLDGS LTD

-$627.0K

0 -100%

清仓

— AHREN ACQUISITION CORP

-$606.0K

0 -100%

建仓

— AHREN ACQUISITION CORP

+$601.0K

60,550

建仓

TGTX TG THERAPEUTICS INC

+$594.0K

62,500