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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

24Q4 调仓2024-09-30 → 2024-12-31 · 共 85 项建仓 37增持 13减持 17清仓 18

方向

标的

Δ市值

现股数(环比)

增持

ZD ZIFF DAVIS INC

+$98.9M

3,802,500 +2361%

清仓

— NICE LTD

-$37.5M

0 -100%

清仓

— LIVENT CORP

-$37.3M

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。

清仓

— SAREPTA THERAPEUTICS INC

-$35.9M

0 -100%

建仓

— FLUOR CORP

+$34.7M

27,500,000

建仓

— SPIRIT AEROSYSTEMS INC

+$33.9M

25,000,000

减持

— VARONIS SYS INC

-$33.1M

27,500,000 -30%

建仓

LW LAMB WESTON HLDGS INC

+$32.7M

489,700

清仓

— INTEGER HLDGS CORP

-$31.6M

0 -100%

建仓

— PROGRESS SOFTWARE CORP

+$30.1M

25,000,000

建仓

— ECHOSTAR CORP

+$27.1M

25,500,000

清仓

— EXPEDIA GROUP INC

-$26.4M

0 -100%

建仓

— PG&E CORP

+$18.0M

16,500,000

清仓

— NCL CORP LTD

-$17.0M

0 -100%

清仓

— ZIFF DAVIS INC

-$16.8M

0 -100%

建仓

— RIVIAN AUTOMOTIVE INC

+$15.7M

17,500,000

清仓

— PALO ALTO NETWORKS INC

-$13.7M

0 -100%

建仓

— CHEESECAKE FACTORY INC

+$12.2M

12,250,000

建仓

— TYLER TEX INDPT SCH DIST

+$12.2M

10,000,000

增持

MRT MARTI TECHNOLOGIES INC

+$12.0M

3,586,184 +5877%

减持

— DROPBOX INC

-$11.5M

27,500,000 -31%

建仓

— INSULET CORP

+$10.8M

8,500,000

建仓

— SHOPIFY INC

+$10.2M

10,000,000

清仓

— COLLEGIUM PHARMACEUTICAL INC

-$9.5M

0 -100%

清仓

— ENCORE CAP GROUP INC

-$8.6M

0 -100%

增持

RIVN RIVIAN AUTOMOTIVE INC

+$8.2M

1,251,000 +67%

清仓

— INFINERA CORP

-$8.0M

0 -100%

建仓

KDP KEURIG DR PEPPER INC

+$7.2M

225,000

增持

— TRANSOCEAN INC

+$6.9M

21,500,000 +43%

减持

ASPN ASPEN AEROGELS INC

-$6.5M

632,453 -44%

增持

— RAPID7 INC

+$6.2M

7,500,000 +650%

建仓

— CAPITAL SOUTHWEST CORP

+$5.9M

6,000,000

减持

MIDD MIDDLEBY CORP

-$5.8M

99,705 -28%

增持

MCHP MICROCHIP TECHNOLOGY INC.

+$5.2M

1,434,900 +69%

减持

— STARWOOD PPTY TR INC

-$5.1M

36,500,000 -9%

建仓

VREX VAREX IMAGING CORP

+$4.7M

320,000

清仓

— INFINERA CORP

-$4.1M

0 -100%

清仓

SPY SPDR S&P 500 ETF TR

-$3.7M

0 -100%

增持

— FRONTIER COMMUNICATIONS PARE

+$3.7M

149,437 +252%

建仓

— SK GROWTH OPPORTUNITIES CORP

+$3.5M

300,000

减持

— CINEMARK HLDGS INC

-$3.3M

35,000,000 -13%

建仓

— MOUNTAIN LAKE ACQUISITION CO

+$3.3M

325,000

减持

— PENGUIN SOLUTIONS INC

-$3.1M

50,000 -74%

增持

— TRANSOCEAN LTD

+$3.1M

1,301,200 +206%

建仓

— JACKSON ACQUISITION CO II

+$3.0M

300,000

增持

— PAGAYA TECHNOLOGIES LTD

+$2.9M

682,500 +110%

清仓

PPTA PERPETUA RESOURCES CORP

-$2.7M

0 -100%

建仓

— SURMODICS INC

+$2.5M

63,491

建仓

— EQV VENTURES ACQUISITION COR

+$2.5M

250,000

建仓

— RANGE CAP ACQUISITION CORP

+$2.3M

225,000

减持

— VAREX IMAGING CORP

-$2.2M

28,000,000 -9%

清仓

— SMARTSHEET INC

-$2.2M

0 -100%

减持

— DISCOVER FINL SVCS

-$2.1M

8,635 -66%

建仓

FLNC FLUENCE ENERGY INC

+$2.0M

127,500

建仓

— TRANSLATIONAL DEV ACQUISITIO

+$2.0M

194,853

减持

ANSS ANSYS INC

-$1.9M

1,331 -82%

建仓

— COHEN CIRCLE ACQUISITION COR

+$1.7M

174,700

建仓

— OAKTREE ACQUISITION CORP III

+$1.7M

175,000

建仓

— CHURCHILL CAPITAL CORP IX

+$1.7M

162,706

建仓

CSWC CAPITAL SOUTHWEST CORP

+$1.6M

75,000

建仓

— GLOBAL LIGHTS ACQUISITION CO

+$1.6M

150,000

建仓

NOEMU CO2 ENERGY TRANSITION CORP

+$1.4M

140,000

清仓

PR PERMIAN RESOURCES CORP

-$1.4M

0 -100%

减持

— KELLANOVA

-$1.3M

36,903 -30%

建仓

GEVO GEVO INC

+$1.2M

594,500

减持

IRTC IRHYTHM TECHNOLOGIES INC

-$1.2M

34,200 -41%

减持

ACI ALBERTSONS COS INC

-$1.0M

60,000 -50%

增持

SPHR SPHERE ENTERTAINMENT CO

+$1.0M

167,500 +29%

建仓

— CRACKER BARREL OLD CTRY STOR

+$940.0K

1,000,000

建仓

— PERCEPTIVE CAP SOLUTIONS COR

+$907.0K

89,100

清仓

— SHARECARE INC

-$895.7K

0 -100%

增持

ENOV ENOVIS CORPORATION

+$872.4K

69,000 +38%

减持

PTON PELOTON INTERACTIVE INC

+$867.4K

261,100 -13%

建仓

MARA MARA HOLDINGS INC

+$838.8K

50,000

增持

— PATRICK INDS INC

-$770.0K

25,000,000 +9%

建仓

— EQUITY COMWLTH

+$730.6K

412,779

减持

— HESS CORP

-$534.2K

23,389 -13%

增持

LUV SOUTHWEST AIRLS CO

+$478.8K

459,500 +6%

建仓

— JUNIPER NETWORKS INC

+$405.3K

10,823

减持

— ALLETE INC

-$320.5K

55,627 -9%

减持

— NORWEGIAN CRUISE LINE HLDG L

+$310.8K

171,400 -14%

建仓

— COLOMBIER ACQUISITION CORP I

+$293.8K

25,000

建仓

UAMY UNITED STATES ANTIMONY CORP

+$220.1K

125,400

清仓

— FOCUS IMPACT BH3 ACQUISITION

-$41.0K

0 -100%

建仓

RIGL RIGEL PHARMACEUTICALS INC

+$28.0K

100,000