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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

24Q2 调仓2024-03-31 → 2024-06-30 · 共 95 项建仓 39增持 10减持 8清仓 38

方向

标的

Δ市值

现股数(环比)

清仓

— MICROSTRATEGY INC

-$136.3M

0 -100%

清仓

— GEO CORRECTIONS HOLDINGS INC

-$47.1M

0 -100%

清仓

LQDA LIQUIDIA CORPORATION

-$45.1M

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。

建仓

ZS ZSCALER INC

+$40.6M

211,383

清仓

SPY SPDR S&P 500 ETF TR

-$36.6M

0 -100%

减持

— ROYAL CARIBBEAN GROUP

-$31.1M

2,250,000 -83%

增持

— CINEMARK HLDGS INC

+$25.6M

35,000,000 +63%

建仓

MIDD MIDDLEBY CORP

+$19.4M

158,260

清仓

ASPN ASPEN AEROGELS INC

-$18.5M

0 -100%

建仓

— INTEGER HLDGS CORP

+$18.0M

12,500,000

清仓

— ZSCALER INC

-$17.1M

0 -100%

增持

— SAREPTA THERAPEUTICS INC

+$16.8M

21,000,000 +31%

建仓

— STRIDE INC

+$14.4M

10,000,000

减持

— TRANSOCEAN INC

-$14.3M

12,500,000 -31%

清仓

— ALNYLAM PHARMACEUTICALS INC

-$14.1M

0 -100%

建仓

— INFINERA CORP

+$13.7M

12,500,000

增持

— ZIFF DAVIS INC

+$11.9M

38,000,000 +52%

清仓

BUD ANHEUSER BUSCH INBEV SA/NV

-$10.6M

0 -100%

清仓

— DROPBOX INC

-$9.3M

0 -100%

清仓

— CONMED CORP

-$9.2M

0 -100%

清仓

W WAYFAIR INC

-$7.3M

0 -100%

建仓

— BREAD FINANCIAL HOLDINGS INC

+$6.7M

5,000,000

建仓

ZD ZIFF DAVIS INC

+$6.2M

112,500

增持

— STARWOOD PPTY TR INC

+$6.1M

26,500,000 +33%

增持

MCHP MICROCHIP TECHNOLOGY INC.

-$5.5M

462,000 +299%

建仓

IRTC IRHYTHM TECHNOLOGIES INC

+$4.8M

44,150

建仓

— SMART GLOBAL HLDGS INC

+$4.3M

186,000

建仓

MSTR MICROSTRATEGY INC

+$4.1M

3,000

增持

LUV SOUTHWEST AIRLS CO

+$4.0M

418,750 +49%

建仓

PPTA PERPETUA RESOURCES CORP

+$4.0M

771,300

清仓

Z ZILLOW GROUP INC

-$3.8M

0 -100%

增持

— PATRICK INDS INC

+$3.6M

20,450,000 +24%

增持

— NCL CORP LTD

+$3.1M

15,000,000 +30%

建仓

RIVN RIVIAN AUTOMOTIVE INC

+$2.7M

202,500

清仓

HASI HANNON ARMSTRONG SUST INFR C

-$2.7M

0 -100%

清仓

— UNITED STATES STL CORP NEW

-$2.7M

0 -100%

增持

ALNY ALNYLAM PHARMACEUTICALS INC

+$2.4M

16,200 +62%

清仓

TYL TYLER TECHNOLOGIES INC

-$2.3M

0 -100%

减持

— TRANSOCEAN LTD

-$2.1M

375,200 -12%

建仓

— MARATHON OIL CORP

+$1.9M

67,255

减持

— HESS CORP

-$1.6M

5,000 -68%

清仓

— PIONEER NAT RES CO

-$1.4M

0 -100%

清仓

— JUNIPER NETWORKS INC

-$1.4M

0 -100%

清仓

— DISCOVER FINL SVCS

-$1.4M

0 -100%

清仓

FORL FOUR LEAF ACQUISITION CORP

-$1.2M

0 -100%

清仓

SRPT SAREPTA THERAPEUTICS INC

-$1.2M

0 -100%

建仓

— LIBERTY MEDIA CORP DEL

+$1.2M

53,586

建仓

LBRDK LIBERTY BROADBAND CORP

+$1.1M

20,695

建仓

PPLI IAC INC

+$1.1M

23,986

清仓

— NATIONAL WESTN LIFE GROUP IN

-$1.1M

0 -100%

增持

SPHR SPHERE ENTERTAINMENT CO

+$1.0M

100,000 +100%

清仓

IBIT ISHARES BITCOIN TR

-$1.0M

0 -100%

减持

— ENCORE CAP GROUP INC

-$1.0M

13,500,000 -7%

建仓

WHR WHIRLPOOL CORP

+$1.0M

10,000

清仓

— CAPSTAR FINL HLDGS INC

-$974.9K

0 -100%

建仓

— SHARECARE INC

+$853.2K

632,000

清仓

— VIZIO HLDG CORP

-$842.4K

0 -100%

清仓

— EVERBRIDGE INC

-$766.3K

0 -100%

建仓

GM GENERAL MTRS CO

+$738.2K

15,889

建仓

WDC WESTERN DIGITAL CORP.

+$724.4K

9,560

减持

— R1 RCM INC

-$706.1K

56,521 -49%

清仓

— CEREVEL THERAPEUTICS HLDNG I

-$697.5K

0 -100%

减持

ACI ALBERTSONS COS INC

-$577.8K

16,882 -60%

建仓

ATMU ATMUS FILTRATION TECHNOLOGIE

+$571.3K

19,850

建仓

— VISTA OUTDOOR INC

+$570.9K

15,164

建仓

TECK TECK RESOURCES LTD

+$570.0K

11,900

建仓

— ALLETE INC

+$567.4K

9,100

建仓

ILMN ILLUMINA INC

+$566.3K

5,425

建仓

PENN PENN ENTERTAINMENT INC

+$541.0K

27,949

建仓

GFL GFL ENVIRONMENTAL INC

+$486.6K

12,500

清仓

FE FIRSTENERGY CORP

-$482.6K

0 -100%

清仓

— ENERPLUS CORP

-$432.5K

0 -100%

建仓

MRT MARTI TECHNOLOGIES INC

+$429.1K

254,035

建仓

KVUE KENVUE INC

+$425.4K

23,399

建仓

— KELLANOVA

+$403.8K

7,000

建仓

VSTS VESTIS CORPORATION

+$393.8K

32,196

建仓

— BERRY GLOBAL GROUP INC

+$388.4K

6,600

建仓

PD PAGERDUTY INC

+$387.4K

16,894

建仓

MGRC MCGRATH RENTCORP

+$362.3K

3,400

清仓

TH TARGET HOSPITALITY CORP

-$358.7K

0 -100%

建仓

SOLV SOLVENTUM CORP

+$319.9K

6,049

建仓

IP INTERNATIONAL PAPER CO

+$318.1K

7,371

清仓

— ENDEAVOR GROUP HLDGS INC

-$283.0K

0 -100%

建仓

— SIX FLAGS ENTMT CORP NEW

+$265.1K

8,000

建仓

— NUVEI CORPORATION

+$233.1K

7,200

清仓

— ACELYRIN INC

-$175.2K

0 -100%

清仓

— TERRAN ORBITAL CORPORATION

-$100.9K

0 -100%

建仓

— INNOVID CORP

+$92.5K

50,000

清仓

GNW GENWORTH FINL INC

-$64.3K

0 -100%

清仓

ALURW ALLURION TECHNOLOGIES INC

-$46.9K

0 -100%

清仓

— SIRIUS XM HOLDINGS INC

-$42.7K

0 -100%

清仓

AMPX/WS AMPRIUS TECHNOLOGIES INC

-$37.3K

0 -100%

清仓

— INTUITIVE MACHINES INC

-$36.8K

0 -100%

减持

LVWR/WS LIVEWIRE GROUP INC

-$13.0K

204,000 -2%

清仓

— NABORS ENERGY TRANSITION COR

-$3.6K

0 -100%