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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

23Q1 调仓2022-12-31 → 2023-03-31 · 共 131 项建仓 27增持 32减持 19清仓 53

方向

标的

Δ市值

现股数(环比)

清仓

— LIBERTY MEDIA CORP DEL

-$51.3M

0 -100%

增持

— PALO ALTO NETWORKS INC

+$40.0M

34,100,000 +48%

建仓

— CHART INDS INC

+$34.7M

15,807,000

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

— SHAW COMMUNICATIONS INC

-$31.2M

0 -100%

增持

— TRANSOCEAN INC

+$26.9M

18,120,000 +159%

清仓

— ATLAS AIR WORLDWIDE HLDGS IN

-$25.2M

0 -100%

清仓

— VMWARE INC

-$24.6M

0 -100%

清仓

— ENCORE CAP EUROPE FIN LTD

-$23.9M

0 -100%

减持

— GUESS INC

-$22.4M

540,000 -66%

增持

— WORLD WRESTLING ENTMT INC

+$21.8M

18,241,000 +13%

增持

CNK CINEMARK HLDGS INC

+$19.4M

3,012,000 +4%

建仓

— PATRICK INDS INC

+$18.9M

20,550,000

清仓

BKNG BOOKING HOLDINGS INC

-$18.8M

0 -100%

清仓

— COUPA SOFTWARE INC

-$15.8M

0 -100%

清仓

— ACTIVISION BLIZZARD INC

-$15.3M

0 -100%

清仓

— STORE CAP CORP

-$12.8M

0 -100%

清仓

— ALTRA INDL MOTION CORP

-$12.5M

0 -100%

清仓

— ANZU SPECIAL ACQUISITIN CORP

-$11.8M

0 -100%

增持

— CARNIVAL CORP

+$11.5M

2,515,000 +44%

建仓

— WINNEBAGO INDS INC

+$10.3M

9,250,000

建仓

— FORD MTR CO DEL

+$10.1M

10,000,000

清仓

— M3 BRIGADE ACQUISITION II CO

-$10.0M

0 -100%

清仓

BTU PEABODY ENERGY CORP

-$9.9M

0 -100%

建仓

— NUVASIVE INC

+$9.9M

11,000,000

增持

— INTEGRA LIFESCIENCES HLDGS C

+$9.8M

16,176,000 +159%

建仓

— FOCUS FINL PARTNERS INC

+$9.7M

186,500

增持

— ENVESTNET INC

+$9.1M

16,750,000 +148%

建仓

— ETSY INC

+$9.0M

6,240,000

减持

— AMYRIS INC

-$8.8M

6,240,900 -45%

减持

TGNA TEGNA INC

-$8.8M

420,000 -44%

清仓

— WAYFAIR INC

-$8.8M

0 -100%

建仓

TXNM PNM RES INC

+$8.1M

167,000

清仓

— AMERICAN AIRLINES GROUP INC

-$7.7M

0 -100%

建仓

— VAREX IMAGING CORP

+$7.7M

7,000,000

清仓

— ATLAS CORP

-$7.3M

0 -100%

增持

— PARSONS CORP DEL

+$7.2M

24,968,000 +39%

建仓

KDP KEURIG DR PEPPER INC

+$7.1M

200,000

建仓

— BOOKING HOLDINGS INC

+$6.0M

4,000,000

建仓

CRC CALIFORNIA RES CORP

+$6.0M

156,013

增持

LUV SOUTHWEST AIRLS CO

+$5.8M

743,315 +36%

建仓

— DISH NETWORK CORPORATION

+$5.8M

10,810,000

建仓

— UNIVAR SOLUTIONS INC

+$5.4M

153,200

建仓

— PURE STORAGE INC

+$5.4M

5,360,000

清仓

BILL BILL COM HLDGS INC

-$4.9M

0 -100%

建仓

— QUALTRICS INTL INC

+$4.9M

274,400

增持

FHN FIRST HORIZON CORPORATION

-$4.9M

1,035,000 +9%

减持

LCII LCI INDS

-$4.6M

2,500 -95%

增持

— MONEYGRAM INTL INC

+$4.5M

780,000 +134%

增持

— VERADIGM INC

-$4.4M

17,325,000 +3%

增持

— MAXAR TECHNOLOGIES INC

+$4.3M

155,600 +122%

减持

— MIDDLEBY CORP

-$4.3M

11,000,000 -28%

增持

— UNITED STATES STL CORP

+$4.2M

40,985,000 +3%

清仓

NTRA NATERA INC

-$4.1M

0 -100%

增持

— PROGRESS SOFTWARE CORP

+$4.0M

12,750,000 +31%

增持

— LIVENT CORP

+$3.9M

14,915,000 +3%

增持

BMRN BIOMARIN PHARMACEUTICAL INC

+$3.9M

68,436 +156%

清仓

— GUIDEWIRE SOFTWARE INC

-$3.7M

0 -100%

增持

W WAYFAIR INC

+$3.6M

765,275 +12%

增持

LITE LUMENTUM HLDGS INC

+$3.6M

100,000 +186%

增持

GEO GEO GROUP INC NEW

+$3.6M

1,841,000 +84%

建仓

— RADIUS GLOBAL INFRASTRCTRE I

+$3.3M

226,000

清仓

— UMPQUA HLDGS CORP

-$3.3M

0 -100%

增持

— FORGEROCK INC

+$3.3M

490,559 +64%

增持

— GUESS INC

+$3.2M

31,864,000 +12%

减持

UBER UBER TECHNOLOGIES INC

-$3.1M

25,000 -84%

增持

TYL TYLER TECHNOLOGIES INC

+$3.0M

20,080 +56%

减持

MCHP MICROCHIP TECHNOLOGY INC.

-$2.9M

297,890 -25%

清仓

— SIERRA WIRELESS INC

-$2.9M

0 -100%

清仓

— BLACKLINE INC

-$2.8M

0 -100%

增持

— LUMENTUM HLDGS INC

+$2.7M

19,050,000 +15%

建仓

— PROVENTION BIO INC

+$2.7M

111,000

清仓

— WARBURG PINCUS CAPTAL CORP I

-$2.4M

0 -100%

减持

MTN VAIL RESORTS INC

-$2.3M

13,434 -41%

减持

— IMAX CORP

-$2.3M

6,181,000 -35%

清仓

— SIRIUS XM HOLDINGS INC

-$2.1M

0 -100%

清仓

— AVAYA HLDGS CORP

-$1.8M

0 -100%

建仓

— TRAVELCENTERS OF AMERICA INC

+$1.8M

21,000

建仓

— NATIONAL INSTRS CORP

+$1.7M

33,300

清仓

BL BLACKLINE INC

-$1.7M

0 -100%

清仓

— 1LIFE HEALTHCARE INC

-$1.7M

0 -100%

建仓

MRCY MERCURY SYS INC

+$1.6M

32,050

减持

— ENVESTNET INC

-$1.6M

25,000 -50%

减持

— NATERA INC

+$1.5M

7,918,000 -11%

清仓

BYND BEYOND MEAT INC

-$1.5M

0 -100%

清仓

— KNOWBE4 INC

-$1.5M

0 -100%

增持

— WOLFSPEED INC

+$1.4M

65,264 +60%

增持

— IONIS PHARMACEUTICALS INC

+$1.4M

15,000,000 +9%

清仓

IART INTEGRA LIFESCIENCES HLDGS C

-$1.4M

0 -100%

清仓

MIDD MIDDLEBY CORP

-$1.3M

0 -100%

增持

LYV LIVE NATION ENTERTAINMENT IN

+$1.3M

68,500 +37%

建仓

— LIFE STORAGE INC

+$1.3M

10,000

增持

— SPIRIT AIRLS INC

+$1.3M

188,000 +88%

建仓

— ALIGHT INC

+$1.2M

125,000

减持

— CINEMARK HLDGS INC

-$1.1M

25,155,000 -27%

减持

— LCI INDS

-$1.1M

14,625,000 -15%

减持

— AMERICAN EQTY INVT LIFE HLD

-$1.0M

34,000 -32%

清仓

ECPG ENCORE CAP GROUP INC

-$959.3K

0 -100%

清仓

— KENSINGTON CAPITAL ACQUISITI

-$950.7K

0 -100%

减持

SIMO SILICON MOTION TECHNOLOGY CO

-$851.0K

111,000 -11%

建仓

— OAK WOODS ACQUISITION CORP

+$795.6K

78,000

清仓

— RICE ACQUISITION CORP II

-$711.3K

0 -100%

清仓

— FIFTH WALL ACQUISITN CORP II

-$702.0K

0 -100%

清仓

— PROSPECTOR CAPITAL CORP

-$695.7K

0 -100%

清仓

— WARBURG PINCUS CAPTAL CORP I

-$681.8K

0 -100%

建仓

— FOUR LEAF ACQUISITION CORP

+$666.3K

65,000

减持

— OAK STR HEALTH INC

-$648.5K

40,000 -43%

建仓

— MURPHY CANYON ACQUISITION CO

+$527.1K

50,108

清仓

— POWERUP ACQUISITION CORP

-$480.2K

0 -100%

清仓

— INTELLIGENT MEDI ACQSITN COR

-$479.3K

0 -100%

清仓

— SLAM CORP

-$473.9K

0 -100%

清仓

— MARLIN TECHNOLOGY CORP

-$472.2K

0 -100%

清仓

— GLOBAL PARTNER ACQISTN CORP

-$471.2K

0 -100%

清仓

— LAZARD GROWTH ACQUISITION CO

-$470.7K

0 -100%

清仓

— ARCTOS NORTHSTAR ACQUIS CORP

-$470.3K

0 -100%

清仓

— DEEP LAKE CAPITAL ACQUSTN CO

-$470.3K

0 -100%

清仓

— GOLDEN FALCON ACQUISITION CO

-$465.9K

0 -100%

清仓

— THUNDER BRIDGE CAP PRTNRS II

-$457.0K

0 -100%

清仓

— FOREST ROAD ACQUISITION COR

-$449.1K

0 -100%

增持

ACI ALBERTSONS COS INC

+$350.9K

166,600 +11%

清仓

— SILVER SPIKE ACQUISITN CORP

-$340.5K

0 -100%

增持

— AMYRIS INC

+$277.6K

23,775,000 +12%

清仓

— SEAPORT GLOBAL ACQUISITION I

-$237.5K

0 -100%

清仓

SNAP SNAP INC

-$223.6K

0 -100%

减持

UAA UNDER ARMOUR INC

-$195.4K

140,000 -7%

减持

IMAX IMAX CORP

-$191.7K

257,500 -26%

增持

TDS TELEPHONE & DATA SYS INC

+$111.9K

350,000 +3%

建仓

— GLYCOMIMETICS INC

+$75.0K

59,400

增持

— HORIZON THERAPEUTICS PUB L

-$58.0K

166,300 +4%

清仓

— M3 BRIGADE ACQUISITION II CO

-$6.8K

0 -100%

清仓

— POWERUP ACQUISITION CORP

-$1.9K

0 -100%

减持

— ANZU SPECIAL ACQUISITIN CORP

-$1.8K

297,466 -19%