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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

22Q4 调仓2022-09-30 → 2022-12-31 · 共 150 项建仓 22增持 35减持 22清仓 71

方向

标的

Δ市值

现股数(环比)

清仓

— ALLEGHANY CORP MD

-$36.1M

0 -100%

清仓

— AVALARA INC

-$25.7M

0 -100%

清仓

— ZENDESK INC

-$25.1M

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

FHN FIRST HORIZON CORPORATION

+$23.3M

950,000

清仓

— OMNICELL COM

-$20.2M

0 -100%

建仓

— HORIZON THERAPEUTICS PUB L

+$18.2M

160,000

清仓

— LHC GROUP INC

-$16.4M

0 -100%

减持

— UNITED STATES STL CORP

+$16.2M

39,735,000 -3%

建仓

— COUPA SOFTWARE INC

+$15.8M

200,000

清仓

— UNITED STATES STL CORP NEW

-$15.8M

0 -100%

清仓

— CARNIVAL CORP

-$15.2M

0 -100%

清仓

— SWITCH INC

-$14.7M

0 -100%

减持

— CRIXUS BH3 ACQUISITION CO

-$14.6M

500,000 -75%

增持

— GUESS INC

+$14.4M

1,588,500 +26%

增持

— VMWARE INC

+$13.9M

200,000 +100%

增持

CNK CINEMARK HLDGS INC

+$13.8M

2,896,100 +210%

增持

— AMYRIS INC

+$12.8M

11,329,900 +631%

建仓

— IONIS PHARMACEUTICALS INC

+$12.6M

13,750,000

建仓

— ALTRA INDL MOTION CORP

+$12.5M

210,000

增持

— ACTIVISION BLIZZARD INC

+$12.3M

200,000 +400%

增持

W WAYFAIR INC

+$12.2M

685,275 +117%

清仓

— NEXTERA ENERGY INC

-$12.1M

0 -100%

清仓

— CHANGE HEALTHCARE INC

-$11.7M

0 -100%

建仓

GEO GEO GROUP INC NEW

+$10.9M

1,000,000

减持

— LIBERTY MEDIA CORP DEL

-$10.9M

41,100,000 -19%

清仓

— PING IDENTITY HLDG CORP

-$10.7M

0 -100%

建仓

— TRANSOCEAN INC

+$10.7M

7,000,000

增持

MCHP MICROCHIP TECHNOLOGY INC.

+$9.6M

396,790 +33%

减持

— NATERA INC

-$9.4M

8,918,000 -41%

清仓

— FIGURE ACQUISITION CORP I

-$9.3M

0 -100%

建仓

— PG&E CORP

+$9.1M

63,000

减持

— CINEMARK HLDGS INC

-$8.9M

34,655,000 -7%

清仓

— REALOGY GRP LLC/REALOGY CO

-$8.7M

0 -100%

增持

LUV SOUTHWEST AIRLS CO

+$8.5M

544,990 +71%

增持

— CARNIVAL CORP

+$8.4M

1,745,000 +118%

清仓

— SIGNIFY HEALTH INC

-$8.0M

0 -100%

清仓

— MERIDIAN BIOSCIENCE INC

-$7.9M

0 -100%

建仓

— AMERICAN AIRLINES GROUP INC

+$7.7M

7,250,000

增持

— SHAW COMMUNICATIONS INC

+$7.7M

800,000 +14%

建仓

— AMYRIS INC

+$6.9M

21,275,000

建仓

— FORGEROCK INC

+$6.8M

300,000

清仓

— FLAGSTAR BANCORP INC

-$6.7M

0 -100%

清仓

— AKAMAI TECHNOLOGIES INC

-$6.6M

0 -100%

增持

— BLOOMIN BRANDS INC

+$6.6M

31,881,000 +6%

清仓

— TENNECO INC

-$6.4M

0 -100%

减持

— INTEGRA LIFESCIENCES HLDGS C

-$6.4M

6,250,000 -56%

增持

— WORLD WRESTLING ENTMT INC

+$6.0M

16,182,000 +18%

清仓

— BLUEROCK RESIDENTIAL GWT REI

-$5.6M

0 -100%

清仓

— BTRS HOLDINGS INC

-$5.6M

0 -100%

增持

— PALO ALTO NETWORKS INC

-$5.2M

23,100,000 +3%

减持

NTRA NATERA INC

-$5.2M

102,500 -52%

减持

— GUIDEWIRE SOFTWARE INC

-$5.1M

4,000,000 -59%

清仓

— TWITTER INC

-$4.8M

0 -100%

增持

BKNG BOOKING HOLDINGS INC

+$4.6M

9,351 +8%

减持

— IMAX CORP

-$4.4M

9,503,000 -37%

增持

— VERADIGM INC

+$4.4M

16,825,000 +10%

增持

— ATLAS CORP

+$4.2M

478,300 +112%

增持

— LCI INDS

+$4.0M

17,125,000 +40%

增持

— LUMENTUM HLDGS INC

+$3.9M

16,500,000 +50%

建仓

— MAXAR TECHNOLOGIES INC

+$3.6M

70,000

清仓

— GLOBAL BLOOD THERAPEUTICS IN

-$3.4M

0 -100%

清仓

— NCL CORP LTD

-$3.2M

0 -100%

清仓

— YAMANA GOLD INC

-$3.2M

0 -100%

建仓

ACI ALBERTSONS COS INC

+$3.1M

150,000

清仓

— TWITTER INC

-$3.1M

0 -100%

清仓

— FORMA THERAPEUTICS HLDGS INC

-$3.0M

0 -100%

清仓

— ARCH RESOURCES INC

-$3.0M

0 -100%

增持

— PARSONS CORP DEL

+$2.9M

18,000,000 +6%

建仓

— SIERRA WIRELESS INC

+$2.9M

100,000

建仓

— WOLFSPEED INC

+$2.8M

40,700

清仓

— SEAGEN INC

-$2.7M

0 -100%

减持

— WAYFAIR INC

-$2.6M

15,105,000 -15%

减持

TYL TYLER TECHNOLOGIES INC

-$2.5M

12,900 -33%

清仓

— EBIX INC

-$2.5M

0 -100%

增持

TGNA TEGNA INC

+$2.5M

750,000 +15%

增持

SIMO SILICON MOTION TECHNOLOGY CO

+$2.4M

125,000 +42%

增持

IMAX IMAX CORP

+$2.3M

350,000 +75%

减持

— ENVESTNET INC

-$2.3M

6,750,000 -33%

建仓

— AMERICAN EQTY INVT LIFE HLD

+$2.3M

50,000

清仓

— TWITTER INC

-$2.2M

0 -100%

清仓

— COVETRUS INC

-$2.0M

0 -100%

建仓

— SPIRIT AIRLS INC

+$1.9M

100,000

清仓

— NATIONAL VISION HLDGS INC

-$1.9M

0 -100%

增持

— STORE CAP CORP

+$1.9M

400,000 +14%

建仓

LITE LUMENTUM HLDGS INC

+$1.8M

35,000

增持

— WARBURG PINCUS CAPTAL CORP I

+$1.8M

167,500 +166%

增持

— ENVESTNET INC

+$1.8M

50,000 +67%

减持

— BLACKLINE INC

-$1.7M

3,250,000 -41%

清仓

— ENVISTA HOLDINGS CORPORATION

-$1.6M

0 -100%

清仓

— TURQUOISE HILL RES LTD

-$1.6M

0 -100%

增持

LYV LIVE NATION ENTERTAINMENT IN

+$1.6M

50,000 +100%

减持

— ATLAS AIR WORLDWIDE HLDGS IN

-$1.6M

250,000 -11%

清仓

— AERIE PHARMACEUTICALS INC

-$1.5M

0 -100%

清仓

— FISKER INC

-$1.5M

0 -100%

建仓

BYND BEYOND MEAT INC

+$1.5M

122,500

建仓

— KNOWBE4 INC

+$1.5M

60,245

增持

— AVAYA HLDGS CORP

-$1.4M

9,326,300 +351%

增持

— FTI CONSULTING INC

-$1.4M

25,300,000 +1%

清仓

— FORD MTR CO DEL

-$1.4M

0 -100%

减持

GWRE GUIDEWIRE SOFTWARE INC

-$1.4M

27,500 -45%

减持

BILL BILL COM HLDGS INC

-$1.3M

45,295 -4%

减持

LCII LCI INDS

-$1.2M

52,500 -13%

清仓

— ANYWHERE REAL ESTATE INC

-$1.2M

0 -100%

清仓

AKAM AKAMAI TECHNOLOGIES INC

-$1.1M

0 -100%

清仓

PATK PATRICK INDS INC

-$1.1M

0 -100%

增持

BL BLACKLINE INC

+$1.1M

25,000 +150%

增持

— MIDDLEBY CORP

+$1.1M

15,250,000 +3%

减持

— GUESS INC

-$1.1M

28,364,000 -14%

清仓

PSN PARSONS CORP DEL

-$981.0K

0 -100%

建仓

ECPG ENCORE CAP GROUP INC

+$959.3K

20,000

清仓

UPWK UPWORK INC

-$938.0K

0 -100%

减持

UBER UBER TECHNOLOGIES INC

-$913.7K

157,010 -13%

清仓

MDRX ALLSCRIPTS HEALTHCARE SOLUTN

-$913.0K

0 -100%

增持

TDS TELEPHONE & DATA SYS INC

-$881.4K

340,000 +6%

增持

IART INTEGRA LIFESCIENCES HLDGS C

+$872.3K

25,000 +100%

清仓

JBTM JOHN BEAN TECHNOLOGIES CORP

-$861.0K

0 -100%

增持

BMRN BIOMARIN PHARMACEUTICAL INC

+$838.9K

26,730 +18%

减持

— PROGRESS SOFTWARE CORP

-$782.5K

9,750,000 -13%

清仓

— LXP INDUSTRIAL TRUST

-$733.0K

0 -100%

清仓

AXSM AXSOME THERAPEUTICS INC

-$670.0K

0 -100%

清仓

— FTAC HERA ACQUISITION CORP

-$643.0K

0 -100%

清仓

— COMPUTE HEALTH ACQUISITIN CO

-$640.0K

0 -100%

清仓

— CLIMATE REAL IMPACT SLUTINS

-$639.0K

0 -100%

清仓

— NIGHTDRAGON ACQUISITION CORP

-$637.0K

0 -100%

清仓

— KKR ACQUISITION HOLDING I CO

-$613.0K

0 -100%

清仓

SSTI SHOTSPOTTER INC

-$589.0K

0 -100%

增持

— OAK STR HEALTH INC

+$560.8K

70,000 +133%

清仓

PPTA PERPETUA RESOURCES CORP

-$524.0K

0 -100%

清仓

— HUNT COMPANIES ACQUISITIO

-$439.0K

0 -100%

清仓

— HUDSON EXECUTIVE INVES III

-$439.0K

0 -100%

清仓

— RXR ACQUISITION CORP

-$433.0K

0 -100%

清仓

CNXX CONX CORP

-$432.0K

0 -100%

清仓

— TISHMAN SPEYER INNOVATION CO

-$431.0K

0 -100%

清仓

— SIMON PROPERTY GRP ACQ HOLDI

-$431.0K

0 -100%

清仓

— JACK CREEK INVESTMENT CORP

-$430.0K

0 -100%

清仓

— HAMILTON LANE ALLIANCE HLDGS

-$427.0K

0 -100%

清仓

PRGS PROGRESS SOFTWARE CORP

-$426.0K

0 -100%

清仓

— GORES HOLDINGS VII INC

-$426.0K

0 -100%

清仓

— LONGVIEW ACQUISITION CORP II

-$425.0K

0 -100%

清仓

— FORTRESS VALUE ACQUISI CORP

-$425.0K

0 -100%

清仓

— AUSTERLITZ ACQUISITION CORP

-$424.0K

0 -100%

清仓

— GORES TECHNOLOGY PARTNERS II

-$408.0K

0 -100%

增持

— ANZU SPECIAL ACQUISITIN CORP

+$377.2K

1,169,918 +0%

清仓

— CARTICA ACQUISITION CORP

-$349.0K

0 -100%

清仓

OMCL OMNICELL COM

-$331.0K

0 -100%

清仓

— REVOLUTION HEALTHCAR AQ CORP

-$309.0K

0 -100%

建仓

— BEYOND MEAT INC

+$265.0K

1,000,000

减持

MTN VAIL RESORTS INC

+$240.3K

22,934 -5%

清仓

— VECTOIQ ACQUISITION CORP II

-$217.0K

0 -100%

减持

UAA UNDER ARMOUR INC

-$172.0K

150,000 -41%