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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

23Q4 调仓2023-09-30 → 2023-12-31 · 共 107 项建仓 27增持 18减持 23清仓 39

方向

标的

Δ市值

现股数(环比)

增持

— BLOOMIN BRANDS INC

+$47.1M

42,633,000 +54%

减持

— PALO ALTO NETWORKS INC

-$45.4M

4,000,000 -84%

减持

— TRANSOCEAN INC

-$33.5M

15,413,000 -39%

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。

减持

— CHART INDS INC

-$19.8M

15,200,000 -20%

清仓

— LCI INDS

-$18.4M

0 -100%

增持

— LIVENT CORP

+$16.7M

21,678,000 +63%

建仓

— NORTHERN OIL & GAS INC

+$13.9M

11,700,000

清仓

— NCL CORP LTD

-$11.9M

0 -100%

减持

— TRANSOCEAN LTD

-$11.8M

2,345,100 -28%

减持

MCHP MICROCHIP TECHNOLOGY INC.

+$11.2M

173,200 -11%

建仓

— TANDEM DIABETES CARE INC

+$10.9M

11,468,000

清仓

— NATIONAL VISION HLDGS INC

-$10.7M

0 -100%

减持

— NUVASIVE INC

-$10.6M

9,645,000 -54%

增持

— PROGRESS SOFTWARE CORP

+$9.8M

27,628,000 +48%

减持

ASPN ASPEN AEROGELS INC

-$9.3M

2,413,900 -26%

清仓

— VINFAST AUTO LTD

-$9.3M

0 -100%

清仓

— NATERA INC

-$7.2M

0 -100%

清仓

ECPG ENCORE CAP GROUP INC

-$6.6M

0 -100%

增持

— VERADIGM INC

+$6.5M

23,054,000 +57%

减持

— INTEGRA LIFESCIENCES HLDGS C

-$6.4M

8,961,000 -46%

增持

MDRX VERADIGM INC

+$6.3M

690,000 +820%

增持

HASI HANNON ARMSTRONG SUST INFR C

+$6.2M

312,800 +172%

增持

AVXL ANAVEX LIFE SCIENCES CORP

+$6.0M

1,005,600 +97%

减持

— CINEMARK HLDGS INC

-$5.5M

14,355,000 -8%

清仓

— CRIXUS BH3 ACQUISITION CO

-$5.3M

0 -100%

建仓

— BIOMARIN PHARMACEUTICAL INC

+$4.9M

5,000,000

减持

— LUMENTUM HLDGS INC

-$4.9M

600,000 -89%

建仓

— IMMUNOGEN INC

+$4.5M

151,000

减持

LUV SOUTHWEST AIRLS CO

-$4.4M

440,391 -30%

清仓

— JAZZ INVESTMENTS I LTD

-$4.4M

0 -100%

减持

— POST HLDGS INC

-$4.1M

10,000,000 -30%

清仓

SIMO SILICON MOTION TECHNOLOGY CO

-$4.0M

0 -100%

清仓

— ENVESTNET INC

-$3.9M

0 -100%

建仓

LQDA LIQUIDIA CORPORATION

+$3.8M

312,100

减持

— MICROSTRATEGY INC

-$3.7M

5,600,000 -53%

减持

— GEO CORRECTIONS HOLDINGS INC

+$3.4M

18,400,000 -1%

减持

— UNITED STATES STL CORP NEW

-$3.3M

37,900 -78%

清仓

— HOSTESS BRANDS INC

-$3.3M

0 -100%

减持

— PARSONS CORP DEL

-$3.2M

7,550,000 -31%

清仓

RIVN RIVIAN AUTOMOTIVE INC

-$3.2M

0 -100%

增持

— EXPEDIA GROUP INC

+$3.1M

10,050,000 +37%

清仓

— EBIX INC

-$2.8M

0 -100%

增持

— MARRIOTT VACATIONS WORLDWIDE

+$2.4M

14,800,000 +23%

减持

— VAREX IMAGING CORP

-$2.4M

15,900,000 -14%

增持

— SAREPTA THERAPEUTICS INC

+$2.3M

14,665,000 +41%

清仓

IART INTEGRA LIFESCIENCES HLDGS C

-$2.3M

0 -100%

增持

— ZIFF DAVIS INC

+$2.2M

13,970,000 +17%

清仓

— IROBOT CORP

-$1.7M

0 -100%

建仓

— PIONEER NAT RES CO

+$1.7M

7,700

清仓

— ACTIVISION BLIZZARD INC

-$1.6M

0 -100%

增持

— STARWOOD PPTY TR INC

+$1.5M

18,100,000 +2%

减持

— GUESS INC

-$1.5M

124,000 -38%

建仓

— DISH NETWORK CORPORATION

+$1.4M

2,500,000

清仓

— NABORS ENERGY TRANSITION COR

-$1.3M

0 -100%

增持

— IRONWOOD PHARMACEUTICALS INC

+$1.2M

8,200,000 +9%

清仓

— C5 ACQUISITION CORPORATION

-$1.2M

0 -100%

清仓

XIFR NEXTERA ENERGY PARTNERS LP

-$1.2M

0 -100%

清仓

— EF HUTTON ACQUISITION CORP I

-$1.2M

0 -100%

清仓

— ACCRETION ACQUISITION CORP

-$1.2M

0 -100%

建仓

SPR SPIRIT AEROSYSTEMS HLDGS INC

+$1.1M

35,200

清仓

— DENBURY INC

-$1.1M

0 -100%

清仓

MTN VAIL RESORTS INC

-$1.1M

0 -100%

建仓

— NATIONAL WESTN LIFE GROUP IN

+$1.1M

2,200

清仓

— FOREST ROAD ACQUISITION COR

-$1.0M

0 -100%

清仓

— ABCAM PLC

-$984.4K

0 -100%

清仓

— TEMPLETON GLOBAL INCOME FD

-$965.0K

0 -100%

建仓

SRPT SAREPTA THERAPEUTICS INC

+$964.0K

10,000

清仓

— NEW RELIC INC

-$941.8K

0 -100%

增持

— ENVESTNET INC

+$935.9K

36,000 +88%

建仓

— ALTERYX INC

+$778.1K

16,500

减持

— ROYAL CARIBBEAN GROUP

-$774.4K

406,900 -30%

减持

— ROYAL CARIBBEAN GROUP

-$748.9K

24,165,000 -27%

清仓

— BELLEVUE LIFE SCNCS AQSTN CO

-$732.4K

0 -100%

建仓

— HOLLYSYS AUTOMATION TCHNGY L

+$724.6K

27,500

建仓

— KARUNA THERAPEUTICS INC

+$696.3K

2,200

建仓

— PGT INNOVATIONS INC

+$671.5K

16,500

清仓

— CHASE CORP

-$636.1K

0 -100%

建仓

— CAPSTAR FINL HLDGS INC

+$618.4K

33,000

建仓

VAC MARRIOTT VACATIONS WORLDWIDE

+$602.6K

7,100

建仓

— ENDEAVOR GROUP HLDGS INC

+$522.1K

22,000

减持

W WAYFAIR INC

-$516.0K

384,600 -4%

清仓

— KEEN VISION ACQUISITION CORP

-$513.5K

0 -100%

建仓

— ENGAGESMART INC

+$503.8K

22,000

建仓

FE FIRSTENERGY CORP

+$458.3K

12,500

清仓

— CIRCOR INTL INC

-$421.8K

0 -100%

建仓

— HIRERIGHT HOLDINGS CORPORATI

+$369.9K

27,500

减持

NTRA NATERA INC

+$367.0K

78,300 -24%

清仓

— GREENHILL & CO INC

-$336.0K

0 -100%

清仓

— AVID TECHNOLOGY INC

-$295.6K

0 -100%

清仓

— SCIPLAY CORPORATION

-$256.9K

0 -100%

建仓

ACI ALBERTSONS COS INC

+$253.0K

11,000

建仓

PRAX PRAXIS PRECISION MEDICINES I

+$222.8K

10,000

清仓

— TARO PHARMACEUTICAL INDS LTD

-$215.2K

0 -100%

减持

TYL TYLER TECHNOLOGIES INC

-$158.5K

9,992 -11%

清仓

— ARLINGTON ASSET INVST CORP

-$122.0K

0 -100%

建仓

— INVESTCORP EUROPE ACQUISITIO

+$113.0K

493,081

增持

ALURW ALLURION TECHNOLOGIES INC

-$73.6K

271,148 +26%

增持

EVEX/WS EVE HLDG INC

+$60.8K

359,203 +16%

建仓

— SIRIUS XM HOLDINGS INC

+$60.2K

11,000

增持

AMPX/WS AMPRIUS TECHNOLOGIES INC

+$32.5K

288,434 +8%

增持

LVWR/WS LIVEWIRE GROUP INC

+$29.1K

396,201 +5%

建仓

— SOMALOGIC INC

+$27.8K

11,000

清仓

TLSIW TRISALUS LIFE SCIENCES INC

-$24.2K

0 -100%

清仓

— MARTI TECHNOLOGIES INC

-$11.2K

0 -100%

建仓

— NABORS ENERGY TRANSITION COR

+$8.1K

62,499

清仓

PRSTW PRESTO AUTOMATION INC

-$3.0K

0 -100%

建仓

— KEEN VISION ACQUISITION CORP

+$2.0K

48,928