Fund Holdings — DLD Asset Management, LP

Total Portfolio Value
$1.23B
Total Bought
$185.21M
Total Sold
$138.42M
Net Transaction
+$46.79M
Filing Period:
Securities
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SharesValue ($K)
Q1 2026
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Q2 2026
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Change
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Q1 2026
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Q2 2026
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Weight (%)
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Change
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AKAMAI TECHNOLOGIES INC000058,5124.76%+58,512
WOLFSPEED INC(WOLF)00029,73580,9246.58%+51,189
ON SEMICONDUCTOR CORP(ON)000050,1884.08%+50,188
FIRSTENERGY CORP000032,8652.67%+32,865
ENCORE CAP GROUP INC(ECPG)000030,8632.51%+30,863
MERIT MED SYS INC000029,7002.41%+29,700
T1 ENERGY INC000029,2612.38%+29,261
SUPER MICRO COMPUTER INC000029,0472.36%+29,047
RIVIAN AUTOMOTIVE INC(RIVN)000026,8132.18%+26,813
PATRICK INDS INC(PATK)0009,54330,4042.47%+20,862
CENTRUS ENERGY CORP(LEU)00041,05059,0744.80%+18,024
STRIDE INC(LRN)00054,61367,7005.50%+13,087
AMKOR TECHNOLOGY INC0140,000+140,000012,0720.98%+12,072
IONIS PHARMACEUTICALS INC(IONS)00083,11993,6757.62%+10,556
AURORA INNOVATION INC01,510,600+1,510,600010,3020.84%+10,302
CYBERARK SOFTWARE LTD00008,3380.68%+8,338
DIGITAL RLTY TR INC(DLR)035,000+35,00006,2850.51%+6,285
SILA REALTY TRUST INC0182,600+182,60005,5440.45%+5,544
ECHOSTAR CORP(ECHO)000143,485148,67512.09%+5,190
CAESARS ENTERTAINMENT INC NE(CZR)0169,500+169,50005,1160.42%+5,116
NOUVEAU MONDE GRAPHITE INC(NMG)03,198,671+3,198,67104,7980.39%+4,798
NORFOLK SOUTHN CORP(NSC)8,37922,894+14,5152,4057,2020.59%+4,797
COLOMBIER ACQUISITION CORP I
ORD SHS CL A
0400,000+400,00004,1000.33%+4,100
CHURCHILL CAP CORP XI
CL A ORD SHS
78,804275,000+196,1968014,7990.39%+3,998
WARNER BROS DISCOVERY INC(WBD)28,400154,600+126,2007804,1220.34%+3,342
SILICON LABORATORIES INC(SLAB)3,65018,712+15,0627604,0900.33%+3,330
CHURCHILL CAP CORP XII0300,000+300,00003,2400.26%+3,240
INFLECTION PT ACQUISIT CORP0300,000+300,00003,1020.25%+3,102
BERTO ACQUISITION CORP II0300,000+300,00003,0360.25%+3,036
DYNAMIX CORP(DYNC)384,163650,777+266,6144,0227,0220.57%+3,000
DOMINION ENERGY INC(D)041,249+41,24902,8170.23%+2,817
MOZAYYX ACQUISITION CORP0274,620+274,62002,7380.22%+2,738
XEROX HOLDINGS CORP(XRX)0009,80012,5131.02%+2,713
GENERAL CATALYST GBL RESIL M0250,000+250,00002,5730.21%+2,573
ARES ACQUISITION CORP III0250,000+250,00002,5000.20%+2,500
BRIGHTHOUSE FINL INC(BHF)035,448+35,44802,2440.18%+2,244
CHART INDS INC09,850+9,85002,0580.17%+2,058
IRENIC ACQUISITION CORP0200,000+200,00002,0320.17%+2,032
FUTURECORP SPACE ACQUISITION0200,000+200,00002,0260.16%+2,026
CANTOR EQUITY PARTNERS VII I0200,000+200,00002,0180.16%+2,018
HCM IV ACQUISITION CORP0200,000+200,00002,0060.16%+2,006
NETEASE COM INC(NTES)015,500+15,50001,9860.16%+1,986
BHAV ACQUISITION CORP0200,000+200,00001,9860.16%+1,986
QDRO ACQUISITION CORP0200,000+200,00001,9820.16%+1,982
SPARTACUS ACQUISITION CORP I0175,000+175,00001,7520.14%+1,752
BLUE ACQUISITION CORP.
ORD SHS CL A
31,266192,866+161,6003192,0440.17%+1,725
GSR V ACQUISITION CORP0160,000+160,00001,6020.13%+1,602
AVERIN CAP ACQUISITION CORP0160,000+160,00001,5940.13%+1,594
GORES HOLDINGS XI INC0150,000+150,00001,5230.12%+1,523
KENSINGTON CAP ACQUISITION0150,000+150,00001,5230.12%+1,523
METALS ACQUISITION CORP II0150,000+150,00001,5230.12%+1,523
COLLECTIVE ACQUISITION CORP0150,000+150,00001,5080.12%+1,508
TAILWIND 2.0 ACQUISITION COR
ORD SHS CL A
0150,000+150,00001,5060.12%+1,506
ARMADA ACQUISITION CORP III(AACI)0150,000+150,00001,4990.12%+1,499
APOGEE ACQUISITION CORP0150,000+150,00001,4930.12%+1,493
IDEA ACQUISITION CORP0150,000+150,00001,4870.12%+1,487
ABONY ACQUISITION CORP I0150,000+150,00001,4850.12%+1,485
OCEANHAWK ACQUISITION CORP0150,000+150,00001,4850.12%+1,485
INTERNATIONAL MONEY EXPRESS(IMXI)0101,079+101,07901,4610.12%+1,461
TWO HARBORS INVENTMENT CORPO(TWO)0114,903+114,90301,4260.12%+1,426
BERTO ACQUISITION CORP(TACO)168,806300,008+131,2021,7303,1470.26%+1,417
LARGO INC(LGO)02,211,800+2,211,80001,4030.11%+1,403
NEWHOLD INVTS CORP IV0140,000+140,00001,4000.11%+1,400
TRG LATIN AMER ACQUIS CORP0125,000+125,00001,2360.10%+1,236
SONY GROUP CORP(SONY)060,614+60,61401,2160.10%+1,216
CRANE HBR ACQUISITION CORP I
ORD SHS CL A
0200,000+200,00001,0310.08%+1,031
WILLOW LANE ACQUISITION CRP0100,000+100,00001,0230.08%+1,023
STARLINK AI ACQUISITION CORP0100,000+100,00001,0110.08%+1,011
AEON ACQUISITION I CORP0100,000+100,00001,0100.08%+1,010
ELECTRONIC ARTS INC04,913+4,91301,0070.08%+1,007
KEYSTONE ACQUISITION CORP0100,000+100,00001,0040.08%+1,004
YORKVILLE INTL CAP CORP0100,000+100,00001,0040.08%+1,004
CH4 NATURAL SOLUTIONS CORP0100,000+100,00001,0020.08%+1,002
LONG TABLE GROWTH CORP0100,000+100,00001,0010.08%+1,001
SNOW ROTHSCHILD ACQUISITION0100,000+100,00001,0010.08%+1,001
CARTESIAN GROWTH CORP IV0100,000+100,00001,0000.08%+1,000
LEAPFROG ACQUISITION CORP(LFAC)0100,000+100,00001,0000.08%+1,000
RMG ML SPORTS HOLDINGS0100,000+100,00009990.08%+999
WILCO 63 CORP0100,000+100,00009950.08%+995
ACP HOLDINGS ACQUISITION COR0100,000+100,00009940.08%+994
HENNESSY CAP INVTS CORP VIII
ORD CL A
0100,000+100,00009930.08%+993
QUANTUM LEAP ACQUISITION COR0100,000+100,00009930.08%+993
LEGATO MERGER CORP IV(LEGO)0100,000+100,00009920.08%+992
WEST ENCLAVE MERGER CORP0100,000+100,00009920.08%+992
CAMBRIDGE ACQUISITION CORP(CAQ)0100,000+100,00009910.08%+991
CLEARTHINK 1 ACQUISITION COR0100,000+100,00009910.08%+991
PALOMA ACQUISITION CORP I0100,000+100,00009910.08%+991
APERTURE AC0100,000+100,00009900.08%+990
ILLUMINATION ACQUISITIO CORP0100,000+100,00009900.08%+990
SUMA ACQUISITION CORP0100,000+100,00009890.08%+989
RRE VENTURES ACQUISITION COR0100,000+100,00009870.08%+987
HORIZON QUANTUM HOLDINGS LTD
CL A ORD SHS
27,50040,000+12,5002421,1100.09%+869
FACT II ACQUISITION CORP(FACT)076,830+76,83008170.07%+817
PROEM ACQUISITION CORP I075,000+75,00007460.06%+746
HONDA MOTOR CO LTD(HMC)026,029+26,02907060.06%+706
AMERICAN EXCEPTIONALISM ACQU
ORD CL A
111,841158,404+46,5631,2111,8720.15%+661
XEROX HOLDINGS CORP(XRX)2,406,6173,170,000+763,3832188720.07%+654
SILVERBOX CORP V(SBXE)063,594+63,59406400.05%+640
BLUE MOON METALS INC(BMM)0100,000+100,00006390.05%+639
AMPERCAP ACQUISITION CO060,000+60,00006020.05%+602
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DLD Asset Management, LP — 13F Holdings — Q2 2026 | TickerTrail