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

22Q2 调仓2022-03-31 → 2022-06-30 · 共 150 项建仓 52增持 35减持 18清仓 45

方向

标的

Δ市值

现股数(环比)

减持

— CARNIVAL CORP

-$60.0M

23,624,000 -43%

清仓

— ARCH RESOURCES INC

-$46.1M

0 -100%

建仓

— PALO ALTO NETWORKS INC

+$42.2M

22,500,000

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。

清仓

— ISTAR INC

-$40.2M

0 -100%

减持

— WAYFAIR INC

-$33.6M

27,355,000 -43%

增持

— SOUTHWEST AIRLS CO

+$28.5M

36,750,000 +234%

清仓

— COUPA SOFTWARE INC

-$25.5M

0 -100%

清仓

— AVAYA HLDGS CORP

-$24.1M

0 -100%

建仓

— NATERA INC

+$20.7M

16,668,000

建仓

— AMERICAN CAMPUS CMNTYS INC

+$19.3M

300,000

增持

— LIBERTY MEDIA CORP DEL

-$16.4M

87,367,000 +4%

建仓

— SAILPOINT TECHNOLOGIES HLDGS

+$15.9M

254,349

增持

— MIDDLEBY CORP

+$15.3M

18,750,000 +333%

建仓

— LHC GROUP INC

+$14.0M

90,000

减持

— ETSY INC

-$13.9M

17,250,000 -17%

清仓

— MIMECAST LTD

-$13.5M

0 -100%

建仓

— IMAX CORP

+$13.4M

15,003,000

建仓

— PS BUSINESS PKS INC CALIF

+$13.1M

70,000

清仓

— CERNER CORP

-$13.1M

0 -100%

建仓

— AKAMAI TECHNOLOGIES INC

+$12.4M

11,250,000

建仓

— PROGRESS SOFTWARE CORP

+$11.2M

11,250,000

清仓

— ZYNGA INC

-$11.1M

0 -100%

建仓

— REALOGY GRP LLC/REALOGY CO

+$11.0M

14,750,000

建仓

— ENVESTNET INC

+$10.8M

12,500,000

清仓

— HOUGHTON MIFFLIN HARCOURT CO

-$10.5M

0 -100%

建仓

— TWITTER INC

+$10.4M

10,500,000

清仓

— ALARM COM HLDGS INC

-$10.3M

0 -100%

清仓

— COUPA SOFTWARE INC

-$10.1M

0 -100%

清仓

— AEROJET ROCKETDYNE HLDGS INC

-$8.8M

0 -100%

增持

LCII LCI INDS

+$8.8M

138,500 +113%

增持

— FTI CONSULTING INC

+$8.7M

22,000,000 +13%

建仓

— SWITCH INC

+$8.6M

257,400

清仓

ALRM ALARM COM HLDGS INC

-$8.3M

0 -100%

清仓

— ANAPLAN INC

-$7.8M

0 -100%

建仓

— ZENDESK INC

+$7.4M

100,101

减持

— FISKER INC

-$7.4M

200,000 -72%

减持

— GUESS INC

-$7.0M

33,064,000 -7%

减持

— AMYRIS INC

-$7.0M

515,000 -72%

建仓

— CDK GLOBAL INC

+$6.8M

125,000

清仓

— NIELSEN HLDGS PLC

-$6.8M

0 -100%

增持

W WAYFAIR INC

-$6.7M

125,000 +14%

建仓

— NCL CORP LTD

+$6.6M

6,750,000

建仓

— JOHN BEAN TECHNOLOGIES CORP

+$6.0M

6,450,000

增持

CNK CINEMARK HLDGS INC

+$6.0M

860,000 +115%

清仓

DVA DAVITA INC

-$6.0M

0 -100%

清仓

— INVESTORS BANCORP INC NEW

-$6.0M

0 -100%

增持

— SHAW COMMUNICATIONS INC

+$5.9M

360,000 +80%

建仓

TYL TYLER TECHNOLOGIES INC

+$5.9M

17,700

清仓

— TRISTATE CAP HLDGS INC

-$5.8M

0 -100%

清仓

— AMERICAN NATIONAL GROUP INC

-$5.7M

0 -100%

清仓

— BOTTOMLINE TECH DEL INC

-$5.7M

0 -100%

增持

— GUIDEWIRE SOFTWARE INC

+$5.6M

19,500,000 +63%

增持

— ALLSCRIPTS HEALTHCARE SOLUTI

-$5.6M

16,325,000 +10%

清仓

DXCM DEXCOM INC

-$5.5M

0 -100%

增持

— NEXTERA ENERGY INC

+$5.3M

167,500 +97%

增持

— PLANTRONICS INC NEW

+$5.2M

140,000 +1300%

增持

MCHP MICROCHIP TECHNOLOGY INC.

+$5.1M

240,590 +104%

减持

— HEALTHCARE TR AMER INC

-$5.1M

50,000 -76%

减持

IMAX IMAX CORP

-$5.1M

175,000 -59%

建仓

— ALLEGHANY CORP MD

+$5.0M

6,000

清仓

— PEOPLES UNITED FINANCIAL INC

-$5.0M

0 -100%

增持

TGNA TEGNA INC

+$4.7M

354,000 +192%

增持

— LIBERTY MEDIA CORP DEL

+$4.2M

26,100,000 +21%

清仓

CALM CAL MAINE FOODS INC

-$4.2M

0 -100%

建仓

— CARNIVAL CORP

+$3.9M

450,000

减持

— ANYWHERE REAL ESTATE INC

-$3.9M

100,000 -68%

建仓

— GCP APPLIED TECHNOLOGIES INC

+$3.8M

120,000

减持

— WORLD WRESTLING ENTMT INC

-$3.7M

14,408,000 -9%

建仓

— BIOHAVEN PHARMACTL HLDG CO L

+$3.6M

25,000

清仓

BYND BEYOND MEAT INC

-$3.6M

0 -100%

建仓

— WELBILT INC

+$3.6M

150,000

清仓

— AMERICAN AIRLINES GROUP INC

-$3.6M

0 -100%

建仓

GWRE GUIDEWIRE SOFTWARE INC

+$3.5M

50,000

清仓

— BEYOND MEAT INC

-$3.5M

0 -100%

清仓

— PREFERRED APT CMNTYS INC

-$3.5M

0 -100%

清仓

— DISCOVERY INC

-$3.5M

0 -100%

增持

NTRA NATERA INC

+$3.5M

190,000 +138%

减持

— ATLAS CORP

-$3.1M

100,000 -64%

建仓

— TURNING POINT THERAPEUTICS I

+$3.0M

40,000

清仓

— CEDAR REALTY TRUST INC

-$2.8M

0 -100%

清仓

EEFT EURONET WORLDWIDE INC

-$2.8M

0 -100%

建仓

LULU LULULEMON ATHLETICA INC

+$2.7M

10,000

增持

— TENNECO INC

+$2.6M

280,000 +133%

建仓

— KARUNA THERAPEUTICS INC

+$2.5M

20,000

建仓

MIDD MIDDLEBY CORP

+$2.5M

20,000

增持

— VONAGE HLDGS CORP

+$2.3M

350,387 +67%

清仓

— RENEWABLE ENERGY GROUP INC

-$2.3M

0 -100%

建仓

LUV SOUTHWEST AIRLS CO

+$2.2M

60,000

增持

BILL BILL COM HLDGS INC

+$2.1M

39,300 +309%

建仓

LYV LIVE NATION ENTERTAINMENT IN

+$2.1M

25,000

建仓

— MONEYGRAM INTL INC

+$2.0M

200,443

清仓

— BENTLEY SYS INC

-$2.0M

0 -100%

建仓

UPWK UPWORK INC

+$2.0M

95,600

减持

— ATHIRA PHARMA INC

-$2.0M

21,000 -86%

建仓

— IVERIC BIO INC

+$1.9M

200,000

建仓

BMRN BIOMARIN PHARMACEUTICAL INC

+$1.8M

22,200

减持

FHN FIRST HORIZON CORPORATION

-$1.8M

25,000 -75%

增持

— AVAYA HLDGS CORP

+$1.8M

1,700,000 +963%

清仓

— VROOM INC

-$1.7M

0 -100%

增持

MTN VAIL RESORTS INC

+$1.7M

24,234 +76%

建仓

OMCL OMNICELL COM

+$1.7M

15,000

增持

CLDX CELLDEX THERAPEUTICS INC NEW

+$1.7M

72,000 +835%

建仓

RLMD RELMADA THERAPEUTICS INC

+$1.7M

87,400

清仓

— ACTIVISION BLIZZARD INC

-$1.6M

0 -100%

减持

CHGG CHEGG INC

-$1.5M

10,000 -78%

建仓

— ENVESTNET INC

+$1.5M

27,500

建仓

AMLX AMYLYX PHARMACEUTICALS INC

+$1.4M

73,400

建仓

AKAM AKAMAI TECHNOLOGIES INC

+$1.4M

15,000

增持

— LUMENTUM HLDGS INC

-$1.3M

14,000,000 +12%

清仓

CF CF INDS HLDGS INC

-$1.3M

0 -100%

清仓

— SPIRIT OF TEX BANCSHARES INC

-$1.3M

0 -100%

建仓

PATK PATRICK INDS INC

+$1.3M

25,000

增持

ETSY ETSY INC

+$1.3M

60,000 +140%

增持

BTU PEABODY ENGR CORP

+$1.3M

375,000 +36%

增持

— CNX RES CORP

+$1.2M

11,500,000 +28%

清仓

OPEN OPENDOOR TECHNOLOGIES INC

-$1.2M

0 -100%

建仓

— COVETRUS INC

+$1.2M

57,409

建仓

TVTX TRAVERE THERAPEUTICS INC

+$1.2M

47,700

清仓

AAL AMERICAN AIRLS GROUP INC

-$1.1M

0 -100%

增持

PSN PARSONS CORP DEL

+$1.1M

100,000 +33%

建仓

— TWITTER INC

+$1.1M

30,000

建仓

JBTM JOHN BEAN TECHNOLOGIES CORP

+$1.1M

10,000

增持

— ENCORE CAP EUROPE FIN LTD

+$1.1M

19,000,000 +12%

增持

— GUESS INC

+$1.1M

358,500 +56%

清仓

— APTINYX INC

-$1.1M

0 -100%

减持

— SOUTH JERSEY INDS INC

-$1.1M

70,000 -30%

减持

SNAP SNAP INC

-$986.0K

35,000 -13%

增持

TDS TELEPHONE & DATA SYS INC

+$970.0K

200,000 +73%

清仓

— INTRICON CORP

-$954.0K

0 -100%

建仓

— CONTRAFECT CORP

+$931.0K

306,300

清仓

KSS KOHLS CORP

-$907.0K

0 -100%

增持

AXSM AXSOME THERAPEUTICS INC

+$899.0K

50,500 +102%

建仓

MDRX ALLSCRIPTS HEALTHCARE SOLUTN

+$890.0K

60,000

建仓

PLRX PLIANT THERAPEUTICS INC

+$881.0K

110,000

清仓

SKIN THE BEAUTY HEALTH COMPANY

-$843.0K

0 -100%

增持

— CITRIX SYS INC

+$841.0K

190,375 +9%

建仓

CNX CNX RES CORP

+$823.0K

50,000

增持

— SIRIUS XM HOLDINGS INC

+$755.0K

383,900 +59%

清仓

— TURQUOISE HILL RES LTD

-$751.0K

0 -100%

减持

— BLUEROCK RESIDENTIAL GWT REI

-$724.0K

119,053 -18%

减持

TARA PROTARA THERAPEUTICS INC

-$712.0K

157,349 -31%

清仓

PRCH PORCH GROUP INC

-$699.0K

0 -100%

建仓

BL BLACKLINE INC

+$666.0K

10,000

建仓

QCOM QUALCOMM INC

+$639.0K

5,000

增持

BMBL BUMBLE INC

+$620.0K

95,200 +34%

建仓

— WARBURG PINCUS CAPTAL CORP I

+$618.0K

63,000

建仓

— WARBURG PINCUS CAPTAL CORP I

+$617.0K

63,000

清仓

TGTX TG THERAPEUTICS INC

-$594.0K

0 -100%

清仓

— IMMUNIC INC

-$565.0K

0 -100%

增持

— PARSONS CORP DEL

+$553.0K

13,500,000 +4%