DOSSIER · 13F-HR · Q1 2026

DLD Asset Management, LP

DLD Asset's family office based in London, UK $1.1B in tracked AUM across 357 positions as of Q1 2026.

DA
DLD Asset·London, UK·Family Office
CIK 0001578299 · last filed Mar 31, 2026
Total AUM
$1.1B
13.4%
vs prior
Holdings
357
positions
Whale Score
62
62
tracked
Activity
no data
changes this Q
Top sector
Tech
9% weight
concentration
AI Analysis · Q1 2026 · Q1 2026
Comprehensive SEC 13F Analysis: DLD Asset Management, LP
1. Portfolio Overview

DLD Asset Management, LP manages a portfolio valued at approximately $1.15 billion as of September 30, 2025. The firm reported a total of 283 holdings, indicating a strategy that balances high-conviction positions with broad diversification. However, the portfolio experienced a decrease in value of 6.8% (down from $1.23B in the previous quarter), a decline driven by market performance and significan...

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
SATS 3.875 11/30/30
ECHOSTAR CORP
$143M40.0M13.0%
02
AEIS 2.5 09/15/28
ADVANCED ENERGY INDS
$84M35.0M7.7%
03
IONS 1.75 06/15/28
IONIS PHARMACEUTICALS INC
$83M55.0M7.6%
04$55M31.5M5.0%
05$45M37.5M4.1%
06
LEU 2.25 11/01/30
CENTRUS ENERGY CORP
$41M20.0M3.7%
07
SPR 3.25 11/01/28
SPIRIT AEROSYSTEMS INC
$41M27.5M3.7%
08
WOLF 2.5 06/15/31
WOLFSPEED INC
$30M20.5M2.7%
09
STWD 6.75 07/15/27
STARWOOD PPTY TR INC
$28M27.5M2.6%
10
MARA 2.125 09/01/31
MARA HOLDINGS INC
$26M30.0M2.3%

Filing history

Filing history loading…