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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

24Q3 调仓2024-06-30 → 2024-09-30 · 共 79 项建仓 20增持 20减持 5清仓 34

方向

标的

Δ市值

现股数(环比)

建仓

— VARONIS SYS INC

+$73.3M

39,500,000

清仓

ZS ZSCALER INC

-$40.6M

0 -100%

建仓

— DROPBOX INC

+$38.8M

40,000,000

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。

建仓

— NICE LTD

+$37.5M

39,000,000

清仓

— ZIFF DAVIS INC

-$35.6M

0 -100%

建仓

— EXPEDIA GROUP INC

+$26.4M

27,500,000

增持

— CINEMARK HLDGS INC

+$23.9M

40,000,000 +14%

建仓

— ZIFF DAVIS INC

+$16.8M

17,500,000

增持

— STARWOOD PPTY TR INC

+$15.9M

40,000,000 +51%

清仓

— STRIDE INC

-$14.4M

0 -100%

建仓

ASPN ASPEN AEROGELS INC

+$14.0M

1,121,410

增持

— LIVENT CORP

+$13.8M

35,000,000 +75%

清仓

— INFINERA CORP

-$13.7M

0 -100%

增持

— INTEGER HLDGS CORP

+$13.7M

20,000,000 +60%

增持

ZD ZIFF DAVIS INC

+$10.9M

154,500 +37%

增持

— PATRICK INDS INC

+$10.0M

23,000,000 +12%

建仓

— COLLEGIUM PHARMACEUTICAL INC

+$9.5M

7,500,000

建仓

— INFINERA CORP

+$8.0M

7,500,000

清仓

— ROYAL CARIBBEAN GROUP

-$7.3M

0 -100%

清仓

— BREAD FINANCIAL HOLDINGS INC

-$6.7M

0 -100%

增持

RIVN RIVIAN AUTOMOTIVE INC

+$5.7M

750,000 +270%

清仓

MSTR MICROSTRATEGY INC

-$4.1M

0 -100%

建仓

— INFINERA CORP

+$4.1M

611,800

增持

— VAREX IMAGING CORP

+$4.1M

30,750,000 +19%

建仓

— NORWEGIAN CRUISE LINE HLDG L

+$4.1M

200,000

减持

— ENCORE CAP GROUP INC

-$4.0M

8,500,000 -37%

清仓

ALNY ALNYLAM PHARMACEUTICALS INC

-$3.9M

0 -100%

增持

— KELLANOVA

+$3.9M

52,750 +654%

建仓

SPY SPDR S&P 500 ETF TR

+$3.7M

6,500

建仓

— DISCOVER FINL SVCS

+$3.6M

25,400

建仓

— PAGAYA TECHNOLOGIES LTD

+$3.4M

325,000

增持

— ALLETE INC

+$3.4M

61,148 +572%

增持

— NCL CORP LTD

+$3.0M

17,500,000 +17%

增持

— HESS CORP

+$2.9M

26,842 +437%

建仓

ANSS ANSYS INC

+$2.3M

7,290

增持

SPHR SPHERE ENTERTAINMENT CO

+$2.2M

130,000 +30%

建仓

— SMARTSHEET INC

+$2.2M

39,100

建仓

ENOV ENOVIS CORPORATION

+$2.2M

50,000

清仓

— MARATHON OIL CORP

-$1.9M

0 -100%

增持

ACI ALBERTSONS COS INC

+$1.9M

120,190 +612%

清仓

— DISH NETWORK CORPORATION

-$1.6M

0 -100%

建仓

— FRONTIER COMMUNICATIONS PARE

+$1.5M

42,410

建仓

PTON PELOTON INTERACTIVE INC

+$1.4M

300,000

建仓

PR PERMIAN RESOURCES CORP

+$1.4M

100,000

减持

PPTA PERPETUA RESOURCES CORP

-$1.3M

385,248 -50%

清仓

— LIBERTY MEDIA CORP DEL

-$1.2M

0 -100%

清仓

LBRDK LIBERTY BROADBAND CORP

-$1.1M

0 -100%

清仓

PPLI IAC INC

-$1.1M

0 -100%

清仓

WHR WHIRLPOOL CORP

-$1.0M

0 -100%

建仓

— RAPID7 INC

+$944.5K

1,000,000

清仓

GM GENERAL MTRS CO

-$738.2K

0 -100%

清仓

WDC WESTERN DIGITAL CORP.

-$724.4K

0 -100%

清仓

— R1 RCM INC

-$709.9K

0 -100%

清仓

ATMU ATMUS FILTRATION TECHNOLOGIE

-$571.3K

0 -100%

清仓

— VISTA OUTDOOR INC

-$570.9K

0 -100%

清仓

TECK TECK RESOURCES LTD

-$570.0K

0 -100%

清仓

ILMN ILLUMINA INC

-$566.3K

0 -100%

清仓

PENN PENN ENTERTAINMENT INC

-$541.0K

0 -100%

清仓

GFL GFL ENVIRONMENTAL INC

-$486.6K

0 -100%

增持

IRTC IRHYTHM TECHNOLOGIES INC

-$464.9K

57,750 +31%

增持

MCHP MICROCHIP TECHNOLOGY INC.

-$456.8K

850,100 +84%

清仓

KVUE KENVUE INC

-$425.4K

0 -100%

清仓

VSTS VESTIS CORPORATION

-$393.8K

0 -100%

清仓

— BERRY GLOBAL GROUP INC

-$388.4K

0 -100%

清仓

PD PAGERDUTY INC

-$387.4K

0 -100%

清仓

MGRC MCGRATH RENTCORP

-$362.3K

0 -100%

增持

LUV SOUTHWEST AIRLS CO

+$332.1K

432,000 +3%

清仓

SOLV SOLVENTUM CORP

-$319.9K

0 -100%

清仓

IP INTERNATIONAL PAPER CO

-$318.1K

0 -100%

减持

MRT MARTI TECHNOLOGIES INC

-$310.3K

60,000 -76%

清仓

— SIX FLAGS ENTMT CORP NEW

-$265.1K

0 -100%

清仓

— NUVEI CORPORATION

-$233.1K

0 -100%

增持

— TRANSOCEAN LTD

-$196.2K

425,200 +13%

增持

— SMART GLOBAL HLDGS INC

-$185.7K

194,000 +4%

减持

MIDD MIDDLEBY CORP

-$142.0K

138,460 -13%

清仓

— INNOVID CORP

-$92.5K

0 -100%

减持

— SHARECARE INC

+$42.5K

630,800 -0%

清仓

LVWR/WS LIVEWIRE GROUP INC

-$38.8K

0 -100%

增持

— TRANSOCEAN INC

+$18.8K

15,000,000 +20%