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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

25Q1 调仓2024-12-31 → 2025-03-31 · 共 149 项建仓 90增持 18减持 15清仓 26

方向

标的

Δ市值

现股数(环比)

建仓

SPY SPDR S&P 500 ETF TR

+$391.4M

700,000

清仓

ZD ZIFF DAVIS INC

-$116.0M

0 -100%

清仓

— CINEMARK HLDGS INC

-$76.1M

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。

增持

— CRACKER BARREL OLD CTRY STOR

+$40.5M

42,500,000 +4150%

清仓

— FLUOR CORP

-$34.7M

0 -100%

建仓

— INFINERA CORP

+$34.5M

28,750,000

建仓

— GUESS INC

+$32.0M

34,500,000

建仓

— EVERGY INC

+$29.4M

25,000,000

减持

LW LAMB WESTON HLDGS INC

-$27.9M

90,000 -82%

建仓

AAPL APPLE INC

+$27.8M

125,000

建仓

— NORTHERN OIL & GAS INC

+$18.6M

17,500,000

清仓

— PG&E CORP

-$18.0M

0 -100%

建仓

— FIRSTENERGY CORP

+$17.7M

17,500,000

建仓

— XEROX HOLDINGS CORP

+$17.5M

30,000,000

增持

RIVN RIVIAN AUTOMOTIVE INC

+$16.3M

2,650,100 +112%

增持

— TYLER TEX INDPT SCH DIST

+$15.4M

22,500,000 +125%

清仓

LUV SOUTHWEST AIRLS CO

-$14.5M

0 -100%

清仓

MIDD MIDDLEBY CORP

-$13.5M

0 -100%

建仓

— LIVE NATION ENTERTAINMENT IN

+$12.9M

9,250,000

建仓

CBRL CRACKER BARREL OLD CTRY STOR

+$12.8M

330,000

建仓

— GUESS INC

+$12.5M

1,125,100

清仓

— CHEESECAKE FACTORY INC

-$12.2M

0 -100%

建仓

— AKAMAI TECHNOLOGIES INC

+$11.9M

12,500,000

增持

MARA MARA HOLDINGS INC

+$11.2M

1,050,000 +2000%

清仓

— INSULET CORP

-$10.8M

0 -100%

建仓

LEU CENTRUS ENERGY CORP

+$10.3M

165,000

清仓

— SHOPIFY INC

-$10.2M

0 -100%

建仓

— DROPBOX INC

+$9.9M

10,000,000

清仓

MCHP MICROCHIP TECHNOLOGY INC.

-$9.6M

0 -100%

减持

— PATRICK INDS INC

-$9.6M

17,500,000 -30%

建仓

DBX DROPBOX INC

+$8.0M

300,000

建仓

GEO GEO GROUP INC NEW

+$7.7M

261,900

清仓

ASPN ASPEN AEROGELS INC

-$7.5M

0 -100%

增持

— TRANSOCEAN INC

+$7.3M

30,000,000 +40%

清仓

KDP KEURIG DR PEPPER INC

-$7.2M

0 -100%

清仓

— RAPID7 INC

-$7.2M

0 -100%

建仓

AACT ARES ACQUISITION CORP II

+$7.2M

641,443

建仓

BTG B2GOLD CORP

+$7.1M

2,500,200

建仓

XRX XEROX HOLDINGS CORP

+$7.0M

1,460,000

建仓

NTGR NETGEAR INC

+$6.5M

267,100

增持

FLNC FLUENCE ENERGY INC

+$6.3M

1,725,000 +1253%

建仓

AMCX AMC NETWORKS INC

+$5.9M

852,500

清仓

— CAPITAL SOUTHWEST CORP

-$5.9M

0 -100%

建仓

OPRA OPERA LTD

+$5.1M

320,500

增持

— PROGRESS SOFTWARE CORP

+$5.0M

32,700,000 +31%

建仓

— BITDEER TECHNOLOGIES GROUP

+$4.9M

552,500

建仓

— CONTEXTLOGIC INC

+$4.3M

620,900

增持

— ECHOSTAR CORP

+$3.8M

27,500,000 +8%

减持

— FRONTIER COMMUNICATIONS PARE

-$3.6M

43,185 -71%

建仓

— RITHM ACQUISITION CORP

+$3.5M

350,000

建仓

— K&F GROWTH ACQUISITION CORP

+$3.5M

700,000

建仓

— DRUGS MADE IN AMER ACQUTN CO

+$3.5M

350,000

清仓

— SK GROWTH OPPORTUNITIES CORP

-$3.5M

0 -100%

减持

SPHR SPHERE ENTERTAINMENT CO

-$3.4M

102,500 -39%

建仓

EXAS EXACT SCIENCES CORP

+$3.4M

78,500

建仓

HNRG HALLADOR ENERGY COMPANY

+$3.4M

274,000

增持

CSWC CAPITAL SOUTHWEST CORP

+$3.3M

222,800 +197%

建仓

— MOUNTAIN LAKE ACQUISITION CO

+$3.3M

325,000

清仓

— MOUNTAIN LAKE ACQUISITION CO

-$3.3M

0 -100%

建仓

— JACKSON ACQUISITION CO II

+$3.1M

600,000

清仓

ENOV ENOVIS CORPORATION

-$3.0M

0 -100%

建仓

— FIFTH ERA ACQUISITION CORP I

+$3.0M

300,000

建仓

— NEWHOLD INVT CORP III

+$3.0M

300,000

清仓

— JACKSON ACQUISITION CO II

-$3.0M

0 -100%

清仓

— KELLANOVA

-$3.0M

0 -100%

增持

— PAGAYA TECHNOLOGIES LTD

+$2.7M

865,000 +27%

减持

— RIVIAN AUTOMOTIVE INC

-$2.6M

15,000,000 -14%

建仓

— ROMAN DBDR ACQUISITION CORP

+$2.5M

250,000

建仓

— DYNAMIX CORP

+$2.5M

250,000

建仓

— HCM II ACQUISITION CORP

+$2.4M

229,636

建仓

— FTAI AVIATION LTD

+$2.3M

21,000

建仓

— RANGE CAP ACQUISITION CORP

+$2.3M

225,000

清仓

— RANGE CAP ACQUISITION CORP

-$2.3M

0 -100%

建仓

— GESHER ACQUISITION CORP. II

+$2.3M

225,000

建仓

— BLACK SPADE ACQUISITION II C

+$2.2M

215,739

增持

— JUNIPER NETWORKS INC

+$2.0M

67,596 +525%

建仓

— TRANSLATIONAL DEV ACQUISITIO

+$2.0M

194,853

清仓

— TRANSLATIONAL DEV ACQUISITIO

-$2.0M

0 -100%

增持

— DROPBOX INC

+$1.8M

29,500,000 +7%

增持

— OAKTREE ACQUISITION CORP III

+$1.8M

350,000 +100%

建仓

— PENGUIN SOLUTIONS INC

+$1.8M

102,500

减持

— NORWEGIAN CRUISE LINE HLDG L

-$1.7M

142,600 -17%

建仓

— BOLD EAGLE ACQUISITION CORP

+$1.7M

166,527

建仓

SLB SCHLUMBERGER LTD

+$1.5M

36,604

建仓

— ARCHIMEDES TECH SPAC PARTNER

+$1.5M

150,000

建仓

— MR COOPER GROUP INC

+$1.5M

12,500

增持

— TRANSOCEAN LTD

+$1.5M

2,000,000 +54%

建仓

MDXG MIMEDX GROUP INC

+$1.4M

190,000

清仓

NOEMU CO2 ENERGY TRANSITION CORP

-$1.4M

0 -100%

建仓

NOEM CO2 ENERGY TRANSITION CORP

+$1.4M

140,000

建仓

DDOG DATADOG INC

+$1.4M

13,900

建仓

TH TARGET HOSPITALITY CORP

+$1.3M

204,000

建仓

SARO STANDARDAERO INC

+$1.3M

50,000

建仓

— BLEICHROEDER ACQUISITION COR

+$1.2M

124,673

清仓

GEVO GEVO INC

-$1.2M

0 -100%

减持

VREX VAREX IMAGING CORP

-$1.2M

300,000 -6%

清仓

ACI ALBERTSONS COS INC

-$1.2M

0 -100%

增持

— EQV VENTURES ACQUISITION COR

+$1.1M

450,000 +80%

增持

— COLOMBIER ACQUISITION CORP I

+$1.1M

128,590 +414%

建仓

PPTA PERPETUA RESOURCES CORP

+$1.1M

100,000

减持

— SURMODICS INC

-$1.1M

47,868 -25%

建仓

— SILVERBOX CORP IV

+$1.0M

100,000

建仓

— FACT II ACQUISITION CORP

+$1.0M

100,000

建仓

— WILLOW LANE ACQUISITION CORP

+$1.0M

100,000

清仓

— PENGUIN SOLUTIONS INC

-$962.8K

0 -100%

建仓

FG F&G ANNUITIES & LIFE INC

+$901.3K

25,000

减持

PTON PELOTON INTERACTIVE INC

-$885.5K

219,700 -16%

建仓

— UY SCUTI ACQUISITION CORP.

+$804.4K

80,000

减持

IRTC IRHYTHM TECHNOLOGIES INC

-$785.0K

21,960 -36%

建仓

FIP FTAI INFRASTRUCTURE INC

+$729.0K

161,100

建仓

— AZEK CO INC

+$705.0K

14,420

建仓

CLMT CALUMET INC

+$638.0K

50,200

减持

— COHEN CIRCLE ACQUISITION COR

-$574.2K

104,775 -40%

建仓

GDOT GREEN DOT CORP

+$548.6K

65,000

建仓

SPIR SPIRE GLOBAL INC

+$495.5K

61,100

建仓

— GRAF GLOBAL CORP

+$494.3K

48,223

增持

— DISCOVER FINL SVCS

+$401.1K

11,113 +29%

减持

— ALLETE INC

-$388.7K

48,948 -12%

建仓

TMQ TRILOGY METALS INC NEW

+$387.5K

250,000

建仓

ANGI ANGI INC

+$351.7K

227,800

增持

— EQUITY COMWLTH

+$308.1K

645,191 +56%

建仓

— ESSA PHARMA INC

+$290.2K

183,658

建仓

APPS DIGITAL TURBINE INC

+$271.5K

100,000

减持

ANSS ANSYS INC

-$202.1K

780 -41%

减持

— HESS CORP

+$129.8K

20,289 -13%

建仓

— ALLAKOS INC

+$99.2K

435,668

建仓

— DYNAMIX CORP

+$79.8K

279,917

建仓

— ARES ACQUISITION CORP II

+$72.5K

250,000

建仓

— MOUNTAIN LAKE ACQUISITION CO

+$59.8K

325,000

建仓

— DRUGS MADE IN AMER ACQUTN CO

+$45.5K

350,000

建仓

— HENNESSY CAP INVT CORP VII

+$40.8K

200,000

建仓

— ROMAN DBDR ACQUISITION CORP

+$40.0K

125,000

建仓

— RANGE CAP ACQUISITION CORP

+$38.3K

225,000

建仓

— BLEICHROEDER ACQUISITION COR

+$36.5K

201,574

建仓

— CHURCHILL CAPITAL CORP IX

+$35.1K

43,874

建仓

— HCM II ACQUISITION CORP

+$35.0K

50,750

建仓

— OAKTREE ACQUISITION CORP III

+$30.2K

40,273

建仓

NOEMR CO2 ENERGY TRANSITION CORP

+$28.7K

140,000

清仓

RIGL RIGEL PHARMACEUTICALS INC

-$28.0K

0 -100%

建仓

— GP-ACT III ACQUISITION CORP

+$27.9K

150,000

建仓

— PLUM ACQUISITION CORP IV

+$24.3K

147,500

建仓

— HAYMAKER ACQUISITION CORP IV

+$21.6K

103,200

建仓

— TRANSLATIONAL DEV ACQUISITIO

+$19.5K

97,426

建仓

— ALDEL FINL II INC

+$18.8K

62,500

建仓

NOEMW CO2 ENERGY TRANSITION CORP

+$14.2K

140,000

建仓

— VINE HILL CAP INVT CORP.

+$9.5K

45,000

建仓

— LEGATO MERGER CORP III

+$5.1K

26,646

减持

UAMY UNITED STATES ANTIMONY CORP

-$77

100,000 -20%

建仓

— DESKTOP METAL INC

+$0

385,300