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数据来源:SEC及其他第三方非公开数据库

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

25Q2 调仓2025-03-31 → 2025-06-30 · 共 150 项建仓 70增持 26减持 19清仓 35

方向

标的

Δ市值

现股数(环比)

减持

SPY SPDR S&P 500 ETF TR

-$344.6M

75,800 -89%

建仓

— SEAGATE HDD CAYMAN

+$85.6M

47,500,000

增持

LEU CENTRUS ENERGY CORP

+$40.3M

277,300 +68%

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

— BOFA FIN LLC

+$36.0M

36,500,000

清仓

— INFINERA CORP

-$34.5M

0 -100%

清仓

— ECHOSTAR CORP

-$30.9M

0 -100%

清仓

— EVERGY INC

-$29.4M

0 -100%

清仓

— VAREX IMAGING CORP

-$28.2M

0 -100%

减持

AAPL APPLE INC

-$26.5M

6,100 -95%

建仓

— FLUOR CORP

+$26.3M

20,000,000

减持

— CRACKER BARREL OLD CTRY STOR

-$26.1M

15,790,000 -63%

建仓

— MAKEMYTRIP LIMITED MAURITIUS

+$25.6M

10,000,000

增持

CBRL CRACKER BARREL OLD CTRY STOR

+$18.2M

507,500 +54%

清仓

— FIRSTENERGY CORP

-$17.7M

0 -100%

增持

— PROGRESS SOFTWARE CORP

+$16.4M

43,000,000 +31%

减持

— TYLER TEX INDPT SCH DIST

-$15.5M

9,750,000 -57%

建仓

— IMPINJ INC

+$15.0M

12,000,000

减持

RIVN RIVIAN AUTOMOTIVE INC

-$15.0M

1,310,500 -51%

清仓

— TANDEM DIABETES CARE INC

-$14.7M

0 -100%

建仓

— HALOZYME THERAPEUTICS INC

+$14.3M

12,500,000

建仓

WELL WELLTOWER INC

+$13.5M

87,950

增持

MARA MARA HOLDINGS INC

+$13.0M

1,602,500 +53%

清仓

— LIVE NATION ENTERTAINMENT IN

-$12.9M

0 -100%

建仓

BAC BANK AMERICA CORP

+$11.8M

250,000

建仓

BABA ALIBABA GROUP HLDG LTD

+$11.4M

100,000

建仓

— VERTEX INC

+$10.2M

8,500,000

建仓

— SPOTIFY USA INC

+$10.1M

13,210

清仓

— DROPBOX INC

-$9.9M

0 -100%

建仓

— AMC NETWORKS INC

+$9.7M

11,500,000

建仓

— SPHERE ENTERTAINMENT CO

+$9.2M

6,500,000

建仓

— NABORS ENERGY TRANSITION COR

+$9.0M

812,271

增持

— NORTHERN OIL & GAS INC

+$7.7M

25,000,000 +43%

建仓

AMGN AMGEN INC

+$7.4M

26,634

建仓

GWRE GUIDEWIRE SOFTWARE INC

+$7.2M

30,700

增持

— AKAMAI TECHNOLOGIES INC

+$7.1M

20,000,000 +60%

建仓

SMCI SUPER MICRO COMPUTER INC

+$6.1M

125,000

增持

— GUESS INC

+$6.1M

40,000,000 +16%

建仓

TFX TELEFLEX INCORPORATED

+$5.9M

50,200

建仓

— NEBIUS GROUP N.V.

+$5.8M

105,000

建仓

— ITEOS THERAPEUTICS INC

+$5.7M

576,655

建仓

ITRI ITRON INC

+$5.6M

42,300

清仓

OPRA OPERA LTD

-$5.1M

0 -100%

清仓

CSWC CAPITAL SOUTHWEST CORP

-$5.0M

0 -100%

增持

— RIVIAN AUTOMOTIVE INC

+$5.0M

20,000,000 +33%

建仓

GME GAMESTOP CORP NEW

+$4.9M

200,000

清仓

LW LAMB WESTON HLDGS INC

-$4.8M

0 -100%

减持

FLNC FLUENCE ENERGY INC

-$4.6M

555,000 -68%

清仓

— CONTEXTLOGIC INC

-$4.3M

0 -100%

增持

BTG B2GOLD CORP

+$4.3M

3,163,500 +27%

建仓

UTHR UNITED THERAPEUTICS CORP DEL

+$4.1M

14,300

建仓

TXNM TXNM ENERGY INC

+$4.0M

70,595

清仓

— RITHM ACQUISITION CORP

-$3.5M

0 -100%

建仓

GILD GILEAD SCIENCES INC

+$3.5M

31,608

清仓

— HESS CORP

-$3.2M

0 -100%

清仓

— ALLETE INC

-$3.2M

0 -100%

增持

— HCM II ACQUISITION CORP

+$3.1M

622,102 +171%

建仓

— CRANE HBR ACQUISITION CORP

+$3.1M

600,000

建仓

— ARCHIMEDES TECH SPAC PARTNER

+$3.1M

375,000

建仓

— CAL REDWOOD ACQUISITION CORP

+$3.1M

300,000

清仓

— NEWHOLD INVT CORP III

-$3.0M

0 -100%

清仓

— FIFTH ERA ACQUISITION CORP I

-$3.0M

0 -100%

减持

— JACKSON ACQUISITION CO II

-$3.0M

300,000 -50%

增持

— CHURCHILL CAPITAL CORP IX

+$2.9M

603,713 +271%

建仓

— BLACKBERRY LTD

+$2.8M

2,000,000

增持

GEO GEO GROUP INC NEW

+$2.8M

438,500 +67%

增持

PPTA PERPETUA RESOURCES CORP

+$2.8M

315,500 +215%

建仓

— THIRD HARMONIC BIO INC

+$2.7M

503,841

增持

DDOG DATADOG INC

+$2.7M

30,500 +119%

建仓

— WEN ACQUISITION CORP

+$2.6M

250,006

增持

— COHEN CIRCLE ACQUISITION COR

+$2.6M

345,391 +230%

建仓

— RITHM ACQUISITION CORP

+$2.6M

333,333

建仓

— NEWBURY STR II ACQUISITION C

+$2.6M

250,000

增持

— XEROX HOLDINGS CORP

+$2.5M

33,500,000 +12%

减持

— PAGAYA TECHNOLOGIES LTD

-$2.5M

307,500 -64%

减持

— OAKTREE ACQUISITION CORP III

-$2.5M

143,174 -59%

增持

EXAS EXACT SCIENCES CORP

+$2.5M

110,400 +41%

建仓

JPM JPMORGAN CHASE & CO.

+$2.4M

8,200

建仓

— CHURCHILL CAP CORP X

+$2.4M

230,000

建仓

— BERTO ACQUISITION CORP

+$2.3M

218,755

清仓

— FTAI AVIATION LTD

-$2.3M

0 -100%

清仓

IRTC IRHYTHM TECHNOLOGIES INC

-$2.3M

0 -100%

建仓

HACK AMPLIFY ETF TR

+$2.3M

30,000

清仓

— GESHER ACQUISITION CORP. II

-$2.3M

0 -100%

建仓

— HAYMAKER ACQUISITION CORP IV

+$2.2M

300,420

减持

— PATRICK INDS INC

-$2.2M

15,000,000 -14%

减持

DBX DROPBOX INC

-$2.2M

203,000 -32%

建仓

— CARTESIAN GROWTH CORP III

+$2.2M

216,836

清仓

— BLACK SPADE ACQUISITION II C

-$2.2M

0 -100%

建仓

BILI BILIBILI INC

+$2.1M

100,000

建仓

— PERIMETER ACQUISITION CORP I

+$2.1M

199,150

建仓

— NEW PROVIDENCE ACQUISITION C

+$2.1M

200,000

建仓

— FIFTH ERA ACQUISITION CORP I

+$2.1M

400,000

建仓

— NEWHOLD INVT CORP III

+$2.1M

300,000

建仓

— SOULPOWER ACQUISITION CORP

+$2.0M

400,000

建仓

— ARMADA ACQUISITION CORP II

+$2.0M

200,000

建仓

— KOCHAV DEFENSE ACQUI CO

+$2.0M

200,000

建仓

— OYSTER ENTERPRISES II ACQUIS

+$2.0M

200,000

建仓

— AXIOM INTELLIGENCE AC CORP 1

+$2.0M

200,000

建仓

— INFLECTION PT ACQUISITION CO

+$2.0M

191,900

增持

— TRANSOCEAN LTD

+$2.0M

3,207,500 +60%

建仓

— BLUE WTR ACQUISITION CORP. I

+$1.9M

190,000

清仓

— DISCOVER FINL SVCS

-$1.9M

0 -100%

建仓

— ZEEKR INTELLIGENT TECHNOLOGY

+$1.8M

70,824

清仓

— PENGUIN SOLUTIONS INC

-$1.8M

0 -100%

减持

— STARWOOD PPTY TR INC

-$1.8M

34,500,000 -5%

减持

VREX VAREX IMAGING CORP

-$1.7M

200,100 -33%

建仓

SPR SPIRIT AEROSYSTEMS HLDGS INC

+$1.7M

45,500

增持

AMCX AMC NETWORKS INC

+$1.7M

1,202,500 +41%

建仓

IBM INTERNATIONAL BUSINESS MACHS

+$1.7M

5,700

建仓

LLY ELI LILLY & CO

+$1.6M

2,116

清仓

— GLOBAL LIGHTS ACQUISITION CO

-$1.6M

0 -100%

减持

AACT ARES ACQUISITION CORP II

-$1.6M

555,898 -13%

减持

— DRUGS MADE IN AMER ACQUTN CO

-$1.6M

188,722 -46%

清仓

— FRONTIER COMMUNICATIONS PARE

-$1.5M

0 -100%

增持

MRT MARTI TECHNOLOGIES INC

+$1.5M

4,186,184 +17%

清仓

SLB SCHLUMBERGER LTD

-$1.5M

0 -100%

增持

— GUESS INC

+$1.5M

1,158,500 +3%

清仓

— ARCHIMEDES TECH SPAC PARTNER

-$1.5M

0 -100%

清仓

— MR COOPER GROUP INC

-$1.5M

0 -100%

建仓

FGMC FG MERGER II CORP

+$1.5M

150,000

建仓

— KELLANOVA

+$1.5M

18,395

清仓

MDXG MIMEDX GROUP INC

-$1.4M

0 -100%

减持

— K&F GROWTH ACQUISITION CORP

-$1.4M

550,000 -21%

增持

— MOUNTAIN LAKE ACQUISITION CO

-$1.4M

500,000 +54%

增持

CLMT CALUMET INC

+$1.4M

130,200 +159%

清仓

NOEM CO2 ENERGY TRANSITION CORP

-$1.4M

0 -100%

清仓

— COLOMBIER ACQUISITION CORP I

-$1.4M

0 -100%

增持

— DYNAMIX CORP

-$1.4M

379,917 +52%

减持

— EQV VENTURES ACQUISITION COR

-$1.4M

314,159 -30%

清仓

TH TARGET HOSPITALITY CORP

-$1.3M

0 -100%

建仓

— REPUBLIC DIGITAL ACQUISITION

+$1.3M

125,000

清仓

SARO STANDARDAERO INC

-$1.3M

0 -100%

增持

SPHR SPHERE ENTERTAINMENT CO

+$1.3M

112,000 +9%

建仓

AUR AURORA INNOVATION INC

+$1.3M

253,000

建仓

— CANTOR EQUITY PARTNERS II IN

+$1.3M

117,702

建仓

— GESHER ACQUISITION CORP. II

+$1.3M

187,500

减持

— BITDEER TECHNOLOGIES GROUP

-$1.3M

313,500 -43%

建仓

— PROCAP ACQUISITION CORP

+$1.3M

117,612

增持

— BLEICHROEDER ACQUISITION COR

-$1.2M

201,574 +62%

建仓

— HENNESSY CAP INVT CORP VII

+$1.1M

111,702

建仓

GS GOLDMAN SACHS GROUP INC

+$1.1M

1,600

减持

— JUNIPER NETWORKS INC

-$1.1M

33,365 -51%

清仓

— EQUITY COMWLTH

-$1.0M

0 -100%

建仓

— REAL ASSET ACQUISITION CORP

+$1.0M

99,668

建仓

— CANTOR EQUITY PARTNERS III I

+$1.0M

95,744

建仓

— LIGHTWAVE ACQUISITION CORP

+$1.0M

100,000

建仓

— BLUE ACQUISITION CORP.

+$1.0M

100,000

建仓

— THAYER VENTURES ACQ CORP II

+$1.0M

98,730

清仓

— FACT II ACQUISITION CORP

-$1.0M

0 -100%

建仓

— OXLEY BRIDGE ACQ LTD

+$1.0M

100,000