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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

25Q4 调仓2025-09-30 → 2025-12-31 · 共 150 项建仓 57增持 27减持 21清仓 45

方向

标的

Δ市值

现股数(环比)

清仓

LEU CENTRUS ENERGY CORP

-$86.1M

0 -100%

增持

— ECHOSTAR CORP

+$54.1M

40,000,000 +23%

建仓

— STRIDE INC

+$51.3M

37,500,000

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

— ORMAT TECHNOLOGIES INC

+$50.6M

37,500,000

减持

SPY SPDR S&P 500 ETF TR

-$49.2M

65,866 -53%

清仓

— HALOZYME THERAPEUTICS INC

-$42.3M

0 -100%

清仓

IBB ISHARES TR

-$39.7M

0 -100%

清仓

— SPIRIT AEROSYSTEMS INC

-$37.0M

0 -100%

建仓

— CENTRUS ENERGY CORP

+$33.5M

12,450,000

建仓

— ADVANCED ENERGY INDS

+$30.0M

18,250,000

建仓

— WOLFSPEED INC

+$29.9M

20,000,000

清仓

— DROPBOX INC

-$28.3M

0 -100%

清仓

BMY BRISTOL-MYERS SQUIBB CO

-$26.7M

0 -100%

建仓

— CIDARA THERAPEUTICS INC

+$26.3M

119,000

清仓

— FORD MTR CO

-$25.4M

0 -100%

增持

— JAZZ INVESTMENTS I LTD

+$22.3M

22,500,000 +76171%

建仓

— SUPER MICRO COMPUTER INC

+$19.3M

21,500,000

清仓

— RIVIAN AUTOMOTIVE INC

-$18.5M

0 -100%

建仓

— PAGAYA U S HLDG CO LLC

+$18.3M

10,000,000

建仓

INBX INHIBRX BIOSCIENCES INC

+$16.2M

204,600

减持

— BOFA FIN LLC

-$14.4M

30,000,000 -37%

清仓

— AKAMAI TECHNOLOGIES INC

-$14.1M

0 -100%

清仓

NVO NOVO-NORDISK A S

-$13.7M

0 -100%

增持

— BITDEER TECHNOLOGIES GROUP

+$13.3M

1,663,500 +426%

清仓

— AMC NETWORKS INC

-$11.1M

0 -100%

增持

RIVN RIVIAN AUTOMOTIVE INC

+$10.4M

1,950,000 +2%

建仓

— MARA HOLDINGS INC

+$10.3M

12,500,000

建仓

UUUU ENERGY FUELS INC

+$9.8M

675,000

增持

MARA MARA HOLDINGS INC

-$9.3M

1,646,000 +25%

减持

— TRANSOCEAN LTD

-$8.9M

150,000 -95%

减持

— CRACKER BARREL OLD CTRY STOR

-$8.5M

7,000,000 -56%

建仓

— GRANITE CONSTR INC

+$8.0M

5,000,000

增持

— IONIS PHARMACEUTICALS INC

+$7.7M

26,500,000 +6%

建仓

MTSI MACOM TECH SOLUTIONS HLDGS I

+$7.3M

42,600

清仓

VRTX VERTEX PHARMACEUTICALS INC

-$7.3M

0 -100%

清仓

U UNITY SOFTWARE INC

-$7.3M

0 -100%

减持

OSG OCTAVE SPECIALTY GROUP INC

-$7.2M

60,421 -93%

清仓

— NABORS ENERGY TRANSITION COR

-$7.1M

0 -100%

减持

— MAKEMYTRIP LIMITED MAURITIUS

-$7.0M

15,000,000 -0%

建仓

EOSE EOS ENERGY ENTERPRISES INC

+$6.9M

600,000

建仓

SMCI SUPER MICRO COMPUTER INC

+$6.6M

225,000

增持

CIFR CIPHER MINING INC

+$6.0M

750,000 +88%

清仓

GDX VANECK ETF TRUST

-$5.7M

0 -100%

建仓

— SEALED AIR CORP NEW

+$5.5M

132,900

减持

IONS IONIS PHARMACEUTICALS INC

-$5.5M

12,400 -87%

清仓

GME GAMESTOP CORP NEW

-$5.5M

0 -100%

增持

ASTS AST SPACEMOBILE INC

+$5.4M

92,924 +232%

建仓

TEM TEMPUS AI INC

+$5.3M

90,270

清仓

VRNS VARONIS SYS INC

-$5.1M

0 -100%

清仓

PPTA PERPETUA RESOURCES CORP

-$5.0M

0 -100%

清仓

HYG ISHARES TR

-$4.6M

0 -100%

清仓

OPEN OPENDOOR TECHNOLOGIES INC

-$4.4M

0 -100%

增持

MRT MARTI TECHNOLOGIES INC

+$4.2M

6,586,184 +18%

减持

— UNIQURE NV

-$4.2M

10,000 -87%

建仓

— MAKEMYTRIP LIMITED MAURITIUS

+$4.1M

50,000

清仓

EA ELECTRONIC ARTS INC

-$4.0M

0 -100%

减持

ITRI ITRON INC

-$3.9M

43,100 -32%

清仓

BIIB BIOGEN INC

-$3.9M

0 -100%

清仓

TMQ TRILOGY METALS INC NEW

-$3.8M

0 -100%

清仓

— CYBERARK SOFTWARE LTD

-$3.4M

0 -100%

清仓

CBRL CRACKER BARREL OLD CTRY STOR

-$3.3M

0 -100%

清仓

LQD ISHARES TR

-$3.3M

0 -100%

建仓

PRAX PRAXIS PRECISION MEDICINES I

+$3.1M

10,400

增持

BABA ALIBABA GROUP HLDG LTD

-$3.0M

101,741 +2%

减持

CMPS COMPASS PATHWAYS PLC

-$2.8M

437,400 -57%

减持

— PATRICK INDS INC

-$2.8M

5,500,000 -27%

增持

HTZ HERTZ GLOBAL HLDGS INC

+$2.8M

1,209,600 +142%

减持

PRGS PROGRESS SOFTWARE CORP

-$2.8M

165,000 -27%

清仓

— ALLETE INC

-$2.8M

0 -100%

增持

— CANTOR EQUITY PARTNERS II IN

+$2.7M

400,000 +136%

清仓

XBI SPDR SERIES TRUST

-$2.7M

0 -100%

建仓

— GSR IV ACQUISITION CORP

+$2.7M

266,667

建仓

— BAIN CAP GSS INVT CORP

+$2.6M

256,045

增持

XRX XEROX HOLDINGS CORP

-$2.6M

2,013,000 +3%

清仓

IBAC IB ACQUISITION CORP

-$2.5M

0 -100%

增持

NSC NORFOLK SOUTHN CORP

+$2.5M

12,189 +259%

建仓

— TGE VALUE CREATIVE SOLUTIONS

+$2.5M

250,000

清仓

— KELLANOVA

-$2.4M

0 -100%

增持

— INFLECTION POINT ACQUISITION

+$2.4M

493,926 +37%

清仓

— ATAI LIFE SCIENCES NV

-$2.4M

0 -100%

减持

FLNC FLUENCE ENERGY INC

-$2.4M

602,500 -55%

清仓

— MERUS N V

-$2.4M

0 -100%

增持

ELME ELME COMMUNITIES

+$2.4M

555,000 +28%

增持

GEO GEO GROUP INC NEW

-$2.4M

556,900 +1%

建仓

— OTG ACQUISITION CORP. I

+$2.3M

234,933

建仓

— KARBON CAP PARTNERS CORP

+$2.3M

225,000

增持

— PROGRESS SOFTWARE CORP

+$2.3M

37,500,000 +7%

建仓

AIV APARTMENT INVT & MGMT CO

+$2.2M

376,869

减持

— CHURCHILL CAP CORP X

-$2.2M

32,707 -84%

建仓

AAPL APPLE INC

+$2.1M

7,662

建仓

— ARMADA ACQUISITION CORP II

+$2.0M

199,130

清仓

— GSR IV ACQUISITION CORP

-$2.0M

0 -100%

清仓

— OTG ACQUISITION CORP. I

-$2.0M

0 -100%

建仓

— CLEARWATER ANALYTICS HLDGS I

+$2.0M

83,300

建仓

— DAEDALUS SPL ACQUISITION COR

+$2.0M

200,000

增持

— HCM III ACQUISITION CORP

+$2.0M

210,000 +1939%

建仓

— VINE HILL CAP INVTS CORP II

+$2.0M

200,000

清仓

CYTK CYTOKINETICS INC

-$2.0M

0 -100%

清仓

PTON PELOTON INTERACTIVE INC

-$2.0M

0 -100%

增持

ZYME ZYMEWORKS INC

+$1.9M

120,600 +65%

建仓

HCI HCI GROUP INC

+$1.9M

10,000

增持

— IMPINJ INC

+$1.9M

13,250,000 +13%

建仓

LION LIONSGATE STUDIOS CORP

+$1.9M

205,500

减持

— CHURCHILL CAPITAL CORP IX

-$1.9M

260,862 -57%

减持

— SOLENO THERAPEUTICS INC

-$1.8M

5,000 -83%

清仓

CM CANADIAN IMPERIAL BANK OF CO

-$1.8M

0 -100%

清仓

SPR SPIRIT AEROSYSTEMS HLDGS INC

-$1.8M

0 -100%

增持

— PAGAYA TECHNOLOGIES LTD

+$1.7M

551,000 +66%

建仓

NWAX/U NEW AMER ACQUISITION I CORP

+$1.7M

160,200

建仓

— APEX TREAS CORP

+$1.6M

165,668

建仓

— GORES HLDGS X INC

+$1.6M

155,501

增持

— GRAB HOLDINGS LIMITED

+$1.5M

1,215,000 +62%

减持

RARE ULTRAGENYX PHARMACEUTICAL IN

-$1.5M

77,900 -30%

清仓

ARKG ARK ETF TR

-$1.5M

0 -100%

建仓

— LEAPFROG ACQUISITION CORP

+$1.5M

150,000

建仓

— SOCIAL COMM PARTNERS CORP

+$1.5M

150,000

减持

REPL REPLIMUNE GROUP INC

+$1.5M

295,100 -11%

建仓

— JAZZ PHARMACEUTICALS PLC

+$1.5M

8,600

清仓

MDXG MIMEDX GROUP INC

-$1.5M

0 -100%

减持

— BOLD EAGLE ACQUISITION CORP

+$1.5M

350,000 -24%

建仓

EWTX EDGEWISE THERAPEUTICS INC

+$1.4M

57,600

建仓

— VINE HILL CAP INVT CORP.

+$1.4M

128,836

增持

ABVX ABIVAX SA

+$1.4M

19,100 +33%

减持

— AIR LEASE CORP

-$1.3M

31,149 -41%

清仓

CRC CALIFORNIA RES CORP

-$1.3M

0 -100%

建仓

— AI INFRASTRUCTURE ACQUISI

+$1.3M

133,333

建仓

— VIKING ACQUISITION CORP I

+$1.3M

133,333

建仓

— GIGCAPITAL8 CORP

+$1.3M

133,333

清仓

— KYIVSTAR GROUP LTD

-$1.3M

0 -100%

增持

UTHR UNITED THERAPEUTICS CORP DEL

+$1.3M

12,500 +10%

增持

BTG B2GOLD CORP

-$1.3M

3,190,000 +0%

建仓

— PIONEER ACQUISITION I CORP

+$1.3M

127,737

清仓

— ZEEKR INTELLIGENT TECHNOLOGY

-$1.3M

0 -100%

建仓

— INVEST GREEN ACQUISITION COR

+$1.3M

125,000

清仓

BUD ANHEUSER BUSCH INBEV SA/NV

-$1.3M

0 -100%

建仓

KNSL KINSALE CAP GROUP INC

+$1.3M

3,200

建仓

— RANGE CAP ACQUISITION CORP I

+$1.2M

125,000

建仓

— TALON CAP CORP

+$1.2M

117,535

增持

CORZ CORE SCIENTIFIC INC NEW

-$1.2M

351,000 +0%

清仓

MMM 3M CO

-$1.2M

0 -100%

建仓

RSP INVESCO EXCHANGE TRADED FD T

+$1.1M

6,000

减持

— LEGATO MERGER CORP III

+$1.1M

107,984 -1%

建仓

— AGRICULTURE & NAT SOL ACQ CO

+$1.1M

100,012

建仓

— 1RT ACQUISITION CORP.

+$1.1M

109,331

建仓

— DRUGS MADE IN AMER ACQ II CO

+$1.1M

112,200

建仓

— BTC DEV CORP

+$1.1M

108,100

建仓

LGN LEGENCE CORP

+$1.1M

25,000

建仓

— EMMIS ACQUISITION CORP.

+$1.1M

105,621

建仓

— SPRING VY ACQUISITION CORP I

+$1.0M

102,600

建仓

— JENA ACQUISITION CORP II

+$1.0M

102,384