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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

23Q3 调仓2023-06-30 → 2023-09-30 · 共 93 项建仓 44增持 13减持 12清仓 24

方向

标的

Δ市值

现股数(环比)

清仓

— UNITED STATES STL CORP

-$70.4M

0 -100%

建仓

— ROYAL CARIBBEAN GROUP

+$65.2M

32,965,000

建仓

— ROYAL CARIBBEAN GROUP

+$53.5M

580,000

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

CNK CINEMARK HLDGS INC

-$49.8M

0 -100%

清仓

— CARNIVAL CORP

-$46.9M

0 -100%

建仓

ASPN ASPEN AEROGELS INC

+$42.1M

3,254,147

清仓

— FTI CONSULTING INC

-$40.5M

0 -100%

增持

— TRANSOCEAN INC

+$30.0M

25,185,000 +60%

建仓

— TRANSOCEAN LTD

+$26.7M

3,260,100

建仓

— GEO CORRECTIONS HOLDINGS INC

+$22.3M

18,500,000

清仓

— CARNIVAL CORP

-$15.9M

0 -100%

建仓

— POST HLDGS INC

+$14.3M

14,312,000

减持

— PARSONS CORP DEL

-$13.4M

11,000,000 -54%

建仓

— MICROSTRATEGY INC

+$13.0M

12,000,000

增持

— STARWOOD PPTY TR INC

+$12.1M

17,750,000 +196%

建仓

— NCL CORP LTD

+$11.9M

10,200,000

清仓

GEO GEO GROUP INC NEW

-$11.3M

0 -100%

建仓

— ZIFF DAVIS INC

+$11.1M

11,970,000

清仓

USFD US FOODS HLDG CORP

-$11.0M

0 -100%

建仓

— MARRIOTT VACATIONS WORLDWIDE

+$10.7M

12,000,000

清仓

GEHC GE HEALTHCARE TECHNOLOGIES I

-$10.2M

0 -100%

减持

— ENVESTNET INC

-$10.0M

4,174,000 -72%

建仓

— VINFAST AUTO LTD

+$9.3M

741,200

减持

— PALO ALTO NETWORKS INC

-$9.1M

24,250,000 -6%

清仓

— MIDDLEBY CORP

-$8.4M

0 -100%

清仓

— WINNEBAGO INDS INC

-$7.5M

0 -100%

建仓

— EXPEDIA GROUP INC

+$6.4M

7,350,000

减持

— PATRICK INDS INC

-$5.7M

13,326,000 -29%

建仓

— UNITED STATES STL CORP NEW

+$5.7M

174,000

减持

— CINEMARK HLDGS INC

-$5.5M

15,655,000 -24%

清仓

— ETSY INC

-$5.4M

0 -100%

减持

— LUMENTUM HLDGS INC

-$5.3M

5,500,000 -45%

减持

W WAYFAIR INC

-$5.0M

400,000 -11%

建仓

— SPLUNK INC

+$4.9M

4,500,000

清仓

— AMYRIS INC

-$4.7M

0 -100%

减持

— NATIONAL VISION HLDGS INC

-$4.5M

11,100,000 -23%

建仓

NTRA NATERA INC

+$4.5M

102,500

清仓

— CNX RES CORP

-$4.5M

0 -100%

清仓

— AMYRIS INC

-$4.5M

0 -100%

建仓

— JAZZ INVESTMENTS I LTD

+$4.4M

4,500,000

建仓

SIMO SILICON MOTION TECHNOLOGY CO

+$4.0M

77,500

清仓

— FORD MTR CO DEL

-$3.7M

0 -100%

减持

— NATERA INC

-$3.3M

5,425,000 -24%

建仓

AVXL ANAVEX LIFE SCIENCES CORP

+$3.3M

509,600

建仓

— HOSTESS BRANDS INC

+$3.3M

98,500

建仓

RIVN RIVIAN AUTOMOTIVE INC

+$3.2M

131,100

增持

ECPG ENCORE CAP GROUP INC

+$3.2M

138,500 +95%

建仓

— EBIX INC

+$2.8M

282,900

建仓

HASI HANNON ARMSTRONG SUST INFR C

+$2.4M

115,000

增持

— IRONWOOD PHARMACEUTICALS INC

+$2.4M

7,500,000 +50%

建仓

IART INTEGRA LIFESCIENCES HLDGS C

+$2.3M

60,000

增持

— NUVASIVE INC

+$1.9M

21,045,000 +9%

建仓

— IROBOT CORP

+$1.7M

46,000

清仓

LITE LUMENTUM HLDGS INC

-$1.4M

0 -100%

增持

— GUESS INC

+$1.4M

200,000 +33%

减持

— INTEGRA LIFESCIENCES HLDGS C

-$1.3M

16,461,000 -7%

增持

MCHP MICROCHIP TECHNOLOGY INC.

+$1.3M

193,900 +6%

建仓

— NABORS ENERGY TRANSITION COR

+$1.3M

125,000

清仓

LYV LIVE NATION ENTERTAINMENT IN

-$1.2M

0 -100%

建仓

XIFR NEXTERA ENERGY PARTNERS LP

+$1.2M

40,000

建仓

— DENBURY INC

+$1.1M

11,340

清仓

— M3 BRIGADE ACQUISITION II CO

-$1.0M

0 -100%

清仓

— DISH NETWORK CORPORATION

-$987.8K

0 -100%

建仓

MDRX VERADIGM INC

+$985.1K

75,000

建仓

— ABCAM PLC

+$984.4K

43,500

建仓

— TEMPLETON GLOBAL INCOME FD

+$965.0K

250,000

建仓

— NEW RELIC INC

+$941.8K

11,000

增持

— PROGRESS SOFTWARE CORP

+$900.7K

18,628,000 +12%

增持

— ACTIVISION BLIZZARD INC

+$749.1K

17,000 +70%

减持

MTN VAIL RESORTS INC

-$678.9K

4,810 -31%

减持

— ENVESTNET INC

-$638.8K

19,200 -23%

建仓

— CHASE CORP

+$636.1K

5,000

清仓

— MURPHY CANYON ACQUISITION CO

-$595.7K

0 -100%

建仓

— KEEN VISION ACQUISITION CORP

+$513.5K

50,000

清仓

— AMC ENTMT HLDGS INC

-$508.9K

0 -100%

增持

LUV SOUTHWEST AIRLS CO

+$486.1K

632,871 +38%

建仓

— CIRCOR INTL INC

+$421.8K

7,566

建仓

— GREENHILL & CO INC

+$336.0K

22,700

建仓

— AVID TECHNOLOGY INC

+$295.6K

11,000

清仓

— DISH NETWORK CORPORATION

-$270.0K

0 -100%

清仓

— BEYOND MEAT INC

-$270.0K

0 -100%

建仓

— SCIPLAY CORPORATION

+$256.9K

11,281

建仓

— TARO PHARMACEUTICAL INDS LTD

+$215.2K

5,708

建仓

ALURW ALLURION TECHNOLOGIES INC

+$195.6K

214,934

建仓

LVWR/WS LIVEWIRE GROUP INC

+$131.6K

375,958

建仓

— ARLINGTON ASSET INVST CORP

+$122.0K

28,500

清仓

TDS TELEPHONE & DATA SYS INC

-$82.3K

0 -100%

增持

EVEX/WS EVE HLDG INC

+$62.9K

309,760 +19%

增持

TYL TYLER TECHNOLOGIES INC

+$57.1K

11,230 +9%

增持

AMPX/WS AMPRIUS TECHNOLOGIES INC

-$33.1K

266,634 +13%

建仓

TLSIW TRISALUS LIFE SCIENCES INC

+$24.2K

63,786

建仓

— MARTI TECHNOLOGIES INC

+$11.2K

618,750

建仓

PRSTW PRESTO AUTOMATION INC

+$3.0K

60,800