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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

24Q1 调仓2023-12-31 → 2024-03-31 · 共 93 项建仓 24增持 14减持 16清仓 39

方向

标的

Δ市值

现股数(环比)

增持

— MICROSTRATEGY INC

+$127.0M

31,750,000 +467%

清仓

— BLOOMIN BRANDS INC

-$108.5M

0 -100%

清仓

— ROYAL CARIBBEAN GROUP

-$52.7M

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。

增持

LQDA LIQUIDIA CORPORATION

+$41.3M

629,700 +102%

建仓

SPY SPDR S&P 500 ETF TR

+$36.6M

70,000

清仓

— CHART INDS INC

-$35.4M

0 -100%

清仓

— PROGRESS SOFTWARE CORP

-$29.2M

0 -100%

减持

— ROYAL CARIBBEAN GROUP

-$26.1M

13,500,000 -44%

清仓

— VERADIGM INC

-$23.2M

0 -100%

增持

— GEO CORRECTIONS HOLDINGS INC

+$21.3M

27,500,000 +49%

减持

— LIVENT CORP

-$19.1M

20,000,000 -8%

减持

MCHP MICROCHIP TECHNOLOGY INC.

-$18.5M

115,763 -33%

建仓

— ZSCALER INC

+$17.1M

12,500,000

减持

W WAYFAIR INC

-$16.4M

107,600 -72%

减持

ASPN ASPEN AEROGELS INC

-$14.3M

420,000 -83%

建仓

— ALNYLAM PHARMACEUTICALS INC

+$14.1M

15,000,000

清仓

— NORTHERN OIL & GAS INC

-$13.9M

0 -100%

建仓

— ENCORE CAP GROUP INC

+$13.6M

14,500,000

清仓

— MARRIOTT VACATIONS WORLDWIDE

-$13.1M

0 -100%

增持

— CINEMARK HLDGS INC

+$12.5M

21,500,000 +50%

建仓

— NCL CORP LTD

+$10.9M

11,500,000

清仓

— PARSONS CORP DEL

-$10.8M

0 -100%

减持

— TRANSOCEAN LTD

-$10.8M

424,400 -82%

建仓

BUD ANHEUSER BUSCH INBEV SA/NV

+$10.6M

175,000

增持

— ZIFF DAVIS INC

+$10.5M

25,000,000 +79%

清仓

— POST HLDGS INC

-$10.2M

0 -100%

增持

— VAREX IMAGING CORP

+$9.9M

25,750,000 +62%

清仓

— EXPEDIA GROUP INC

-$9.5M

0 -100%

清仓

AVXL ANAVEX LIFE SCIENCES CORP

-$9.4M

0 -100%

建仓

— DROPBOX INC

+$9.3M

10,000,000

建仓

— CONMED CORP

+$9.2M

10,000,000

清仓

— NUVASIVE INC

-$9.0M

0 -100%

清仓

— IRONWOOD PHARMACEUTICALS INC

-$8.7M

0 -100%

清仓

— INTEGRA LIFESCIENCES HLDGS C

-$8.5M

0 -100%

增持

— SAREPTA THERAPEUTICS INC

+$7.9M

16,000,000 +9%

清仓

MDRX VERADIGM INC

-$7.2M

0 -100%

增持

— PATRICK INDS INC

+$6.1M

16,450,000 +23%

减持

HASI HANNON ARMSTRONG SUST INFR C

-$5.9M

95,100 -70%

清仓

— SPLUNK INC

-$5.0M

0 -100%

清仓

— BIOMARIN PHARMACEUTICAL INC

-$4.9M

0 -100%

清仓

NTRA NATERA INC

-$4.9M

0 -100%

增持

— TRANSOCEAN INC

+$4.6M

18,000,000 +17%

清仓

— IMMUNOGEN INC

-$4.5M

0 -100%

建仓

Z ZILLOW GROUP INC

+$3.8M

78,400

增持

— TANDEM DIABETES CARE INC

+$3.5M

14,700,000 +28%

减持

LUV SOUTHWEST AIRLS CO

-$3.0M

281,276 -36%

清仓

— GUESS INC

-$2.9M

0 -100%

建仓

SPHR SPHERE ENTERTAINMENT CO

+$2.5M

50,000

建仓

— HESS CORP

+$2.4M

15,400

减持

TYL TYLER TECHNOLOGIES INC

-$1.9M

5,334 -47%

清仓

— ENVESTNET INC

-$1.8M

0 -100%

增持

— STARWOOD PPTY TR INC

+$1.7M

20,000,000 +10%

建仓

ALNY ALNYLAM PHARMACEUTICALS INC

+$1.5M

10,000

建仓

— JUNIPER NETWORKS INC

+$1.4M

38,500

建仓

— R1 RCM INC

+$1.4M

110,000

建仓

— DISCOVER FINL SVCS

+$1.4M

10,700

清仓

SPR SPIRIT AEROSYSTEMS HLDGS INC

-$1.1M

0 -100%

建仓

IBIT ISHARES BITCOIN TR

+$1.0M

25,350

建仓

— VIZIO HLDG CORP

+$842.4K

77,000

清仓

— OAK WOODS ACQUISITION CORP

-$821.3K

0 -100%

清仓

— ALTERYX INC

-$778.1K

0 -100%

建仓

— EVERBRIDGE INC

+$766.3K

22,000

清仓

— HOLLYSYS AUTOMATION TCHNGY L

-$724.6K

0 -100%

建仓

— CEREVEL THERAPEUTICS HLDNG I

+$697.5K

16,500

清仓

— KARUNA THERAPEUTICS INC

-$696.3K

0 -100%

清仓

— PGT INNOVATIONS INC

-$671.5K

0 -100%

增持

ACI ALBERTSONS COS INC

+$658.2K

42,500 +286%

清仓

— LUMENTUM HLDGS INC

-$606.0K

0 -100%

清仓

VAC MARRIOTT VACATIONS WORLDWIDE

-$602.6K

0 -100%

清仓

— ENGAGESMART INC

-$503.8K

0 -100%

建仓

— ENERPLUS CORP

+$432.5K

22,000

清仓

— HIRERIGHT HOLDINGS CORPORATI

-$369.9K

0 -100%

增持

— UNITED STATES STL CORP NEW

+$360.6K

66,000 +74%

建仓

TH TARGET HOSPITALITY CORP

+$358.7K

33,000

增持

— CAPSTAR FINL HLDGS INC

+$356.4K

48,500 +47%

清仓

EVEX/WS EVE HLDG INC

-$352.0K

0 -100%

减持

— PIONEER NAT RES CO

-$287.8K

5,500 -29%

减持

SRPT SAREPTA THERAPEUTICS INC

+$264.7K

9,500 -5%

减持

— ENDEAVOR GROUP HLDGS INC

-$239.0K

11,000 -50%

清仓

PRAX PRAXIS PRECISION MEDICINES I

-$222.8K

0 -100%

建仓

— ACELYRIN INC

+$175.2K

26,000

清仓

— INVESTCORP EUROPE ACQUISITIO

-$113.0K

0 -100%

减持

LVWR/WS LIVEWIRE GROUP INC

-$109.0K

207,872 -48%

建仓

— TERRAN ORBITAL CORPORATION

+$100.9K

77,000

减持

AMPX/WS AMPRIUS TECHNOLOGIES INC

-$75.2K

149,218 -48%

减持

ALURW ALLURION TECHNOLOGIES INC

-$75.1K

185,995 -31%

建仓

— INTUITIVE MACHINES INC

+$36.8K

21,000

清仓

— SOMALOGIC INC

-$27.8K

0 -100%

清仓

— OAK WOODS ACQUISITION CORP

-$11.7K

0 -100%

减持

— NABORS ENERGY TRANSITION COR

-$4.5K

28,931 -54%

清仓

— OAK WOODS ACQUISITION CORP

-$2.0K

0 -100%

清仓

— KEEN VISION ACQUISITION CORP

-$2.0K

0 -100%

清仓

— FOUR LEAF ACQUISITION CORP

-$1.9K

0 -100%