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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

23Q2 调仓2023-03-31 → 2023-06-30 · 共 129 项建仓 25增持 9减持 30清仓 65

方向

标的

Δ市值

现股数(环比)

清仓

— PALO ALTO NETWORKS INC

-$76.6M

0 -100%

清仓

— WORLD WRESTLING ENTMT INC

-$66.9M

0 -100%

建仓

— PALO ALTO NETWORKS INC

+$66.3M

25,750,000

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

— GUESS INC

-$33.4M

0 -100%

减持

— CARNIVAL CORP

+$21.4M

2,490,000 -1%

清仓

FHN FIRST HORIZON CORPORATION

-$18.4M

0 -100%

清仓

— HORIZON THERAPEUTICS PUB L

-$18.1M

0 -100%

建仓

— SAREPTA THERAPEUTICS INC

+$17.7M

10,370,000

增持

— CHART INDS INC

+$17.4M

18,900,000 +20%

增持

— VAREX IMAGING CORP

+$16.1M

18,500,000 +164%

建仓

— CARNIVAL CORP

+$15.9M

7,956,000

建仓

— NATIONAL VISION HLDGS INC

+$15.3M

14,500,000

清仓

— IONIS PHARMACEUTICALS INC

-$14.0M

0 -100%

减持

— UNITED STATES STL CORP

-$13.4M

35,682,000 -13%

清仓

— GALATA ACQUISITION CORP

-$12.9M

0 -100%

建仓

USFD US FOODS HLDG CORP

+$11.0M

250,000

建仓

GEHC GE HEALTHCARE TECHNOLOGIES I

+$10.2M

125,000

清仓

— FORGEROCK INC

-$10.1M

0 -100%

清仓

— FOCUS FINL PARTNERS INC

-$9.7M

0 -100%

减持

— LUMENTUM HLDGS INC

-$9.5M

9,990,000 -48%

减持

— FTI CONSULTING INC

-$9.0M

21,460,000 -15%

清仓

— PG&E CORP

-$9.0M

0 -100%

减持

MCHP MICROCHIP TECHNOLOGY INC.

-$8.6M

182,250 -39%

清仓

TXNM PNM RES INC

-$8.1M

0 -100%

清仓

— MONEYGRAM INTL INC

-$8.1M

0 -100%

清仓

— MAXAR TECHNOLOGIES INC

-$7.9M

0 -100%

增持

— NUVASIVE INC

+$7.8M

19,295,000 +75%

减持

— GUESS INC

-$7.6M

150,000 -72%

减持

LUV SOUTHWEST AIRLS CO

-$7.5M

459,806 -38%

清仓

SIMO SILICON MOTION TECHNOLOGY CO

-$7.3M

0 -100%

清仓

TGNA TEGNA INC

-$7.1M

0 -100%

清仓

KDP KEURIG DR PEPPER INC

-$7.1M

0 -100%

清仓

BMRN BIOMARIN PHARMACEUTICAL INC

-$6.7M

0 -100%

减持

— BLOOMIN BRANDS INC

-$6.4M

27,617,000 -13%

减持

— FORD MTR CO DEL

-$6.3M

3,400,000 -66%

建仓

— STARWOOD PPTY TR INC

+$6.2M

6,000,000

清仓

— BOOKING HOLDINGS INC

-$6.0M

0 -100%

清仓

CRC CALIFORNIA RES CORP

-$6.0M

0 -100%

清仓

— IMAX CORP

-$5.9M

0 -100%

增持

— LCI INDS

+$5.7M

19,625,000 +34%

减持

— DISH NETWORK CORPORATION

-$5.6M

500,000 -95%

清仓

— UNIVAR SOLUTIONS INC

-$5.4M

0 -100%

清仓

— PURE STORAGE INC

-$5.4M

0 -100%

增持

CNK CINEMARK HLDGS INC

+$5.3M

3,021,600 +0%

减持

— MIDDLEBY CORP

-$5.3M

6,750,000 -39%

建仓

— IRONWOOD PHARMACEUTICALS INC

+$5.0M

5,000,000

清仓

IMAX IMAX CORP

-$4.9M

0 -100%

清仓

— QUALTRICS INTL INC

-$4.9M

0 -100%

减持

W WAYFAIR INC

+$4.5M

450,000 -41%

建仓

— CNX RES CORP

+$4.5M

3,000,000

增持

— PROGRESS SOFTWARE CORP

+$4.4M

16,628,000 +30%

清仓

— WOLFSPEED INC

-$4.2M

0 -100%

减持

— LIVENT CORP

+$4.2M

13,310,000 -11%

减持

LITE LUMENTUM HLDGS INC

-$4.0M

25,000 -75%

减持

— AMYRIS INC

-$3.8M

4,494,200 -28%

减持

— CINEMARK HLDGS INC

-$3.7M

20,655,000 -18%

减持

— ETSY INC

-$3.6M

4,500,000 -28%

减持

TDS TELEPHONE & DATA SYS INC

-$3.6M

10,000 -97%

减持

LYV LIVE NATION ENTERTAINMENT IN

-$3.6M

13,500 -80%

清仓

ACI ALBERTSONS COS INC

-$3.5M

0 -100%

建仓

ECPG ENCORE CAP GROUP INC

+$3.4M

71,000

减持

— VERADIGM INC

-$3.4M

14,638,000 -16%

清仓

— RADIUS GLOBAL INFRASTRCTRE I

-$3.3M

0 -100%

清仓

— SPIRIT AIRLS INC

-$3.2M

0 -100%

减持

GEO GEO GROUP INC NEW

-$3.2M

1,581,000 -14%

减持

TYL TYLER TECHNOLOGIES INC

-$2.8M

10,275 -49%

减持

— WINNEBAGO INDS INC

-$2.7M

6,249,000 -32%

减持

— AMYRIS INC

-$2.7M

21,648,000 -9%

清仓

— PROVENTION BIO INC

-$2.7M

0 -100%

减持

— NATERA INC

-$2.3M

7,175,000 -9%

清仓

GWRE GUIDEWIRE SOFTWARE INC

-$2.3M

0 -100%

减持

— TRANSOCEAN INC

-$1.9M

15,785,000 -13%

清仓

— TRAVELCENTERS OF AMERICA INC

-$1.8M

0 -100%

清仓

— NATIONAL INSTRS CORP

-$1.7M

0 -100%

清仓

MRCY MERCURY SYS INC

-$1.6M

0 -100%

减持

— ENVESTNET INC

-$1.4M

14,924,000 -11%

减持

MTN VAIL RESORTS INC

-$1.4M

6,936 -48%

清仓

UAA UNDER ARMOUR INC

-$1.3M

0 -100%

清仓

— LIFE STORAGE INC

-$1.3M

0 -100%

清仓

— AMERICAN EQTY INVT LIFE HLD

-$1.2M

0 -100%

建仓

FORL FOUR LEAF ACQUISITION CORP

+$1.2M

116,000

清仓

— ALIGHT INC

-$1.2M

0 -100%

建仓

— ACCRETION ACQUISITION CORP

+$1.1M

110,000

建仓

— EF HUTTON ACQUISITION CORP I

+$1.1M

110,000

建仓

— FOREST ROAD ACQUISITION COR

+$1.0M

101,000

建仓

— M3 BRIGADE ACQUISITION II CO

+$1.0M

100,000

建仓

— DISH NETWORK CORPORATION

+$987.8K

150,000

建仓

— ACTIVISION BLIZZARD INC

+$842.6K

10,000

建仓

— OAK WOODS ACQUISITION CORP

+$800.3K

78,000

清仓

— OAK WOODS ACQUISITION CORP

-$795.6K

0 -100%

清仓

UBER UBER TECHNOLOGIES INC

-$792.4K

0 -100%

增持

— C5 ACQUISITION CORPORATION

+$782.1K

110,000 +195%

清仓

— CIIG CAPITAL PARTNERS II INC

-$727.4K

0 -100%

建仓

— BELLEVUE LIFE SCNCS AQSTN CO

+$722.5K

70,421

清仓

— FRONTIER INVESTMENT CORP

-$714.8K

0 -100%

清仓

— ALPHA HEALTHCARE ACQU CORP I

-$709.9K

0 -100%

清仓

— FOUR LEAF ACQUISITION CORP

-$666.3K

0 -100%

清仓

— OAK STR HEALTH INC

-$647.2K

0 -100%

建仓

— AMC ENTMT HLDGS INC

+$508.9K

115,800

清仓

— KIMBELL TIGER ACQUISITION CO

-$491.0K

0 -100%

清仓

— GAMES & ESPORTS EXPRNC ACQ C

-$490.0K

0 -100%

清仓

— EVEREST CONSOLIDATOR ACQ COR

-$488.6K

0 -100%

清仓

— FTAC ZEUS ACQUISITION COR

-$478.8K

0 -100%

清仓

— ALPHA PARTNERS TECH MERGR CO

-$477.4K

0 -100%

清仓

— AXONPRIME INFRSTCTR AQSTN CO

-$471.4K

0 -100%

减持

— PATRICK INDS INC

-$418.0K

18,670,000 -9%

增持

— INTEGRA LIFESCIENCES HLDGS C

+$415.2K

17,711,000 +9%

清仓

— SOUND POINT ACQUISITION CORP

-$393.1K

0 -100%

减持

— PARSONS CORP DEL

-$304.4K

23,664,000 -5%

清仓

LCII LCI INDS

-$274.6K

0 -100%

建仓

EVEX/WS EVE HLDG INC

+$228.3K

259,350

建仓

AMPX/WS AMPRIUS TECHNOLOGIES INC

+$113.1K

235,600

清仓

— GLYCOMIMETICS INC

-$75.0K

0 -100%

增持

— MURPHY CANYON ACQUISITION CO

+$68.6K

55,726 +11%

清仓

— GALATA ACQUISITION CORP

-$55.7K

0 -100%

建仓

— OAK WOODS ACQUISITION CORP

+$16.4K

78,000

清仓

— ANZU SPECIAL ACQUISITIN CORP

-$9.2K

0 -100%

建仓

— FOUR LEAF ACQUISITION CORP

+$5.5K

65,000

清仓

— AHREN ACQUISITION CORP

-$4.4K

0 -100%

建仓

— OAK WOODS ACQUISITION CORP

+$2.5K

78,000

清仓

— KIMBELL TIGER ACQUISITION CO

-$2.3K

0 -100%

清仓

— CARTICA ACQUISITION CORP

-$1.3K

0 -100%

清仓

EVCOW EVEREST CONSOLIDATOR ACQ COR

-$1.2K

0 -100%

清仓

— GAMES & ESPORTS EXPRNC ACQ C

-$1.2K

0 -100%

清仓

— SOUND POINT ACQUISITION CORP

-$1.1K

0 -100%

清仓

— INTELLIGENT MEDI ACQSITN COR

-$1.1K

0 -100%

清仓

— C5 ACQUISITION CORPORATION

-$690

0 -100%

清仓

— FTAC ZEUS ACQUISITION COR

-$587

0 -100%

清仓

— SEAPORT GLOBAL ACQUISITION I

-$583

0 -100%