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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

22Q3 调仓2022-06-30 → 2022-09-30 · 共 144 项建仓 27增持 40减持 27清仓 50

方向

标的

Δ市值

现股数(环比)

清仓

— LIBERTY MEDIA CORP DEL

-$45.3M

0 -100%

清仓

— SOUTHWEST AIRLS CO

-$43.5M

0 -100%

减持

— LIBERTY MEDIA CORP DEL

-$40.7M

51,000,000 -42%

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。

增持

— ALLEGHANY CORP MD

+$31.1M

43,000 +617%

建仓

— ATLAS AIR WORLDWIDE HLDGS IN

+$26.8M

280,000

清仓

— CARNIVAL CORP

-$26.5M

0 -100%

建仓

— AVALARA INC

+$25.7M

280,000

清仓

— ETSY INC

-$19.8M

0 -100%

清仓

— AMERICAN CAMPUS CMNTYS INC

-$19.3M

0 -100%

增持

— LIVENT CORP

+$19.3M

14,415,000 +21%

清仓

— CITRIX SYS INC

-$18.5M

0 -100%

增持

— ZENDESK INC

+$17.7M

330,000 +230%

清仓

— APOLLO STRATEGIC GRWT CPTL I

-$17.1M

0 -100%

清仓

— CNX RES CORP

-$16.9M

0 -100%

清仓

— SAILPOINT TECHNOLOGIES HLDGS

-$15.9M

0 -100%

建仓

— CARNIVAL CORP

+$15.2M

14,834,000

清仓

— PS BUSINESS PKS INC CALIF

-$13.1M

0 -100%

建仓

— INTEGRA LIFESCIENCES HLDGS C

+$12.5M

14,250,000

增持

— GUESS INC

+$12.3M

1,256,000 +250%

减持

— LCI INDS

-$11.7M

12,225,000 -50%

建仓

— CHANGE HEALTHCARE INC

+$11.7M

425,266

建仓

— STORE CAP CORP

+$11.0M

350,000

建仓

— PING IDENTITY HLDG CORP

+$10.7M

380,525

建仓

— VMWARE INC

+$10.6M

100,000

增持

— SHAW COMMUNICATIONS INC

+$9.9M

700,000 +94%

减持

— GUIDEWIRE SOFTWARE INC

-$9.5M

9,750,000 -50%

减持

LCII LCI INDS

-$9.4M

60,000 -57%

清仓

— BLACKLINE INC

-$8.8M

0 -100%

建仓

— SIGNIFY HEALTH INC

+$8.0M

275,000

建仓

— MERIDIAN BIOSCIENCE INC

+$7.9M

250,000

增持

LUV SOUTHWEST AIRLS CO

+$7.7M

318,700 +431%

减持

— TWITTER INC

-$7.3M

3,000,000 -71%

减持

— CINEMARK HLDGS INC

-$6.9M

37,155,000 -2%

清仓

— CDK GLOBAL INC

-$6.8M

0 -100%

清仓

— VONAGE HLDGS CORP

-$6.6M

0 -100%

减持

— WAYFAIR INC

-$6.5M

17,855,000 -35%

清仓

— CORNERSTONE BLDG BRANDS INC

-$6.1M

0 -100%

增持

— SWITCH INC

+$6.1M

437,400 +70%

清仓

— JOHN BEAN TECHNOLOGIES CORP

-$6.0M

0 -100%

增持

TGNA TEGNA INC

+$6.0M

650,000 +84%

减持

— LUMENTUM HLDGS INC

-$5.9M

11,000,000 -21%

减持

— OMNICELL COM

-$5.8M

18,825,000 -7%

减持

— AKAMAI TECHNOLOGIES INC

-$5.7M

6,500,000 -42%

建仓

SIMO SILICON MOTION TECHNOLOGY CO

+$5.7M

88,000

增持

— UNITED STATES STL CORP NEW

+$5.6M

870,000 +53%

建仓

— BTRS HOLDINGS INC

+$5.6M

600,200

清仓

— PLANTRONICS INC NEW

-$5.6M

0 -100%

建仓

— TWITTER INC

+$4.8M

5,200,000

建仓

— BLACKLINE INC

+$4.5M

5,500,000

清仓

ZD ZIFF DAVIS INC

-$4.5M

0 -100%

清仓

ETSY ETSY INC

-$4.4M

0 -100%

减持

— MIDDLEBY CORP

-$4.4M

14,750,000 -21%

增持

MCHP MICROCHIP TECHNOLOGY INC.

+$4.3M

299,390 +24%

清仓

— GCP APPLIED TECHNOLOGIES INC

-$3.8M

0 -100%

清仓

— BIOHAVEN PHARMACTL HLDG CO L

-$3.6M

0 -100%

清仓

— WELBILT INC

-$3.6M

0 -100%

增持

— AMYRIS INC

+$3.6M

1,550,000 +201%

增持

W WAYFAIR INC

+$3.5M

315,550 +152%

建仓

— GLOBAL BLOOD THERAPEUTICS IN

+$3.4M

50,000

增持

— PARSONS CORP DEL

+$3.4M

17,000,000 +26%

减持

— NCL CORP LTD

-$3.3M

3,250,000 -52%

增持

— ENCORE CAP EUROPE FIN LTD

-$3.2M

20,000,000 +5%

减持

PSN PARSONS CORP DEL

-$3.1M

25,000 -75%

清仓

— TURNING POINT THERAPEUTICS I

-$3.0M

0 -100%

建仓

— FORMA THERAPEUTICS HLDGS INC

+$3.0M

150,000

建仓

— ACTIVISION BLIZZARD INC

+$3.0M

40,000

增持

— YAMANA GOLD INC

+$2.8M

700,000 +900%

建仓

— SEAGEN INC

+$2.7M

20,000

清仓

LULU LULULEMON ATHLETICA INC

-$2.7M

0 -100%

清仓

BMBL BUMBLE INC

-$2.7M

0 -100%

增持

NTRA NATERA INC

+$2.6M

212,500 +12%

减持

BKNG BOOKING HOLDINGS INC

-$2.5M

8,651 -10%

清仓

— KARUNA THERAPEUTICS INC

-$2.5M

0 -100%

增持

— BLUEROCK RESIDENTIAL GWT REI

+$2.5M

210,000 +76%

增持

— FLAGSTAR BANCORP INC

+$2.5M

201,764 +68%

减持

— WORLD WRESTLING ENTMT INC

+$2.5M

13,732,000 -5%

清仓

— SOUTH JERSEY INDS INC

-$2.4M

0 -100%

减持

— ENVESTNET INC

-$2.4M

10,000,000 -20%

增持

— LHC GROUP INC

+$2.3M

100,000 +11%

减持

— REALOGY GRP LLC/REALOGY CO

-$2.3M

12,250,000 -17%

增持

— EBIX INC

+$2.2M

131,000 +555%

增持

— ATLAS CORP

+$2.1M

226,000 +126%

增持

BILL BILL COM HLDGS INC

+$1.9M

47,395 +21%

清仓

CLDX CELLDEX THERAPEUTICS INC NEW

-$1.9M

0 -100%

清仓

— IVERIC BIO INC

-$1.9M

0 -100%

建仓

— NATIONAL VISION HLDGS INC

+$1.9M

1,500,000

增持

— FTI CONSULTING INC

+$1.8M

25,000,000 +14%

增持

— CARNIVAL CORP

+$1.7M

800,000 +78%

建仓

— 1LIFE HEALTHCARE INC

+$1.7M

100,000

清仓

RLMD RELMADA THERAPEUTICS INC

-$1.7M

0 -100%

建仓

— ENVISTA HOLDINGS CORPORATION

+$1.6M

1,000,000

建仓

— TURQUOISE HILL RES LTD

+$1.6M

40,000

增持

— TENNECO INC

+$1.6M

370,000 +32%

增持

CNK CINEMARK HLDGS INC

-$1.6M

935,000 +9%

清仓

— PRUDENTIAL BANCORP INC NEW

-$1.5M

0 -100%

建仓

— AERIE PHARMACEUTICALS INC

+$1.5M

100,000

增持

— UMPQUA HLDGS CORP

+$1.5M

185,580 +86%

增持

— MONEYGRAM INTL INC

+$1.5M

333,889 +67%

清仓

AMLX AMYLYX PHARMACEUTICALS INC

-$1.4M

0 -100%

清仓

— HEALTHCARE TR AMER INC

-$1.4M

0 -100%

建仓

— FORD MTR CO DEL

+$1.4M

1,500,000

减持

OMCL OMNICELL COM

-$1.4M

3,800 -75%

增持

TDS TELEPHONE & DATA SYS INC

+$1.3M

320,000 +60%

减持

AXSM AXSOME THERAPEUTICS INC

-$1.3M

15,000 -70%

减持

MIDD MIDDLEBY CORP

-$1.2M

10,000 -50%

清仓

TVTX TRAVERE THERAPEUTICS INC

-$1.2M

0 -100%

清仓

— MANDIANT INC

-$1.1M

0 -100%

增持

— TWITTER INC

+$1.1M

50,000 +67%

减持

UPWK UPWORK INC

-$1.0M

68,880 -28%

减持

— ALLSCRIPTS HEALTHCARE SOLUTI

-$1.0M

15,325,000 -6%

清仓

— CONTRAFECT CORP

-$931.0K

0 -100%

清仓

PLRX PLIANT THERAPEUTICS INC

-$881.0K

0 -100%

清仓

CNX CNX RES CORP

-$823.0K

0 -100%

增持

— COVETRUS INC

+$822.0K

96,409 +68%

增持

TYL TYLER TECHNOLOGIES INC

+$790.0K

19,200 +8%

清仓

QCOM QUALCOMM INC

-$639.0K

0 -100%

清仓

— AHREN ACQUISITION CORP

-$601.0K

0 -100%

建仓

SSTI SHOTSPOTTER INC

+$589.0K

20,500

清仓

— LEAP THERAPEUTICS INC

-$575.0K

0 -100%

减持

UBER UBER TECHNOLOGIES INC

+$566.0K

180,875 -12%

清仓

GFI GOLD FIELDS LTD

-$547.0K

0 -100%

清仓

FHN FIRST HORIZON CORPORATION

-$546.0K

0 -100%

清仓

— VASCULAR BIOGENICS LTD

-$541.0K

0 -100%

增持

— AVAYA HLDGS CORP

-$539.0K

2,070,000 +22%

建仓

IART INTEGRA LIFESCIENCES HLDGS C

+$529.0K

12,500

建仓

PPTA PERPETUA RESOURCES CORP

+$524.0K

258,100

清仓

TARA PROTARA THERAPEUTICS INC

-$461.0K

0 -100%

增持

UAA UNDER ARMOUR INC

+$446.0K

255,000 +70%

增持

— UNITED STATES STL CORP

+$394.0K

41,035,000 +2%

清仓

CABA CABALETTA BIO INC

-$261.0K

0 -100%

增持

— ANYWHERE REAL ESTATE INC

+$237.0K

150,000 +50%

减持

AKAM AKAMAI TECHNOLOGIES INC

-$221.0K

14,300 -5%

减持

SNAP SNAP INC

-$213.0K

25,000 -29%

清仓

CHGG CHEGG INC

-$188.0K

0 -100%

清仓

— AYALA PHARMACEUTICALS INC

-$181.0K

0 -100%

增持

— LXP INDUSTRIAL TRUST

+$169.0K

80,000 +52%

清仓

— INTERCEPT PHARMACEUTICALS IN

-$138.0K

0 -100%

增持

IMAX IMAX CORP

-$130.0K

200,000 +14%

增持

— ENVESTNET INC

-$117.0K

30,000 +9%

减持

— NATERA INC

+$114.0K

15,168,000 -9%

清仓

— APOLLO STRATEGIC GRWT CPTL I

-$91.0K

0 -100%

增持

BMRN BIOMARIN PHARMACEUTICAL INC

+$87.0K

22,730 +2%

减持

— OAK STR HEALTH INC

-$75.0K

30,000 -39%

清仓

— ATHIRA PHARMA INC

-$64.0K

0 -100%