DLD Asset Management, LP Hedge Fund

CIK: 0001578299 · Show all filings

Period: Q1 2017 (← Previous) (Next →)

Filing Date: May 12, 2017

Total Value ($000): $623,037 (26.3% shares, 73.7% debt)

Holdings (78)

VERISIGN INC 16.4%
Value ($000) $102,150 Shares 40,000,000 Est. Cost $2.43 Unrealized
TESARO INC 16.4%
Value ($000) $101,962 Shares 23,000,000 Est. Cost $3.92 Unrealized
STILLWATER MNG CO 9.6%
Value ($000) $59,812 Shares 45,000,000 Est. Cost $1.31 Unrealized
INTEL CORP 8.1%
Value ($000) $50,343 Shares 37,000,000 Est. Cost $1.36 Unrealized
VECTOR GROUP LTD 8.0%
Value ($000) $50,107 Shares 34,500,000 Est. Cost $1.53 Unrealized
MOLINA HEALTHCARE INC 5.0%
Value ($000) $31,323 Shares 24,500,000 Est. Cost $1.28 Unrealized
PARATEK PHARMACEUTICALS INC 3.2%
Value ($000) $19,960 Shares 1,035,800 Est. Cost $19.09 Unrealized
NXPI NXP SEMICONDUCTORS N V 3.0%
Value ($000) $18,464 Shares 178,400 Est. Cost $88.31 Unrealized +1.8%
WABASH NATL CORP 2.9%
Value ($000) $18,140 Shares 9,986,000 Est. Cost $1.67 Unrealized
SAGE THERAPEUTICS INC 2.8%
Value ($000) $17,466 Shares 245,800 Est. Cost Unrealized
NXP SEMICONDUCTORS N V 2.8%
Value ($000) $17,363 Shares 15,000,000 Est. Cost $1.16 Unrealized
ANI PHARMACEUTICALS INC 2.7%
Value ($000) $16,966 Shares 16,000,000 Est. Cost $1.09 Unrealized
SAGE THERAPEUTICS INC 2.5%
Value ($000) $15,655 Shares 220,300 Est. Cost Unrealized
COLONY CAP INC 1.7%
Value ($000) $10,871 Shares 11,000,000 Est. Cost $0.99 Unrealized
ANIP ANI PHARMACEUTICALS INC 1.4%
Value ($000) $8,714 Shares 176,000 Est. Cost Unrealized
AXOVANT SCIENCES LTD 1.3%
Value ($000) $7,864 Shares 526,700 Est. Cost Unrealized
STILLWATER MNG CO 1.1%
Value ($000) $7,013 Shares 406,000 Est. Cost Unrealized
ZOGENIX INC 1.0%
Value ($000) $5,976 Shares 552,300 Est. Cost Unrealized
ACORDA THERAPEUTICS INC 1.0%
Value ($000) $5,920 Shares 281,900 Est. Cost $19.94 Unrealized
ACORDA THERAPEUTICS INC 0.9%
Value ($000) $5,914 Shares 281,900 Est. Cost $19.94 Unrealized
INSM INSMED INC 0.9%
Value ($000) $5,779 Shares 330,400 Est. Cost Unrealized
PARATEK PHARMACEUTICALS INC 0.8%
Value ($000) $4,781 Shares 248,406 Est. Cost $19.09 Unrealized
DBV TECHNOLOGIES S A 0.7%
Value ($000) $4,442 Shares 126,100 Est. Cost Unrealized
MU MICRON TECHNOLOGY INC 0.7%
Value ($000) $4,251 Shares 147,100 Est. Cost $23.83 Unrealized 0.0%
COLONY NORTHSTAR INC 0.5%
Value ($000) $2,983 Shares 231,000 Est. Cost Unrealized
ZYNERBA PHARMACEUTICALS INC 0.5%
Value ($000) $2,981 Shares 148,400 Est. Cost Unrealized
FOAMIX PHARMACEUTICALS LTD 0.4%
Value ($000) $2,598 Shares 523,900 Est. Cost $4.95 Unrealized
VERSARTIS INC 0.4%
Value ($000) $2,334 Shares 109,400 Est. Cost Unrealized
ZYNERBA PHARMACEUTICALS INC 0.3%
Value ($000) $2,057 Shares 102,400 Est. Cost Unrealized
PARATEK PHARMACEUTICALS INC 0.2%
Value ($000) $1,274 Shares 66,100 Est. Cost $19.09 Unrealized
REYNOLDS AMERICAN INC 0.2%
Value ($000) $1,071 Shares 17,000 Est. Cost $56.88 Unrealized
B/E AEROSPACE INC 0.1%
Value ($000) $898 Shares 14,000 Est. Cost $61.33 Unrealized
INOTEK PHARMACEUTICALS CORP 0.1%
Value ($000) $870 Shares 439,500 Est. Cost Unrealized
IMMUNE DESIGN CORP 0.1%
Value ($000) $814 Shares 120,100 Est. Cost Unrealized
IMMUNOMEDICS INC 0.1%
Value ($000) $692 Shares 107,200 Est. Cost Unrealized
WHITEWAVE FOODS CO 0.1%
Value ($000) $657 Shares 11,700 Est. Cost $55.67 Unrealized
MEAD JOHNSON NUTRITION CO 0.1%
Value ($000) $534 Shares 6,000 Est. Cost $89.00 Unrealized
PRIVATEBANCORP INC 0.1%
Value ($000) $534 Shares 9,000 Est. Cost $54.17 Unrealized
WILLIAMS CLAYTON ENERGY INC 0.1%
Value ($000) $528 Shares 4,000 Est. Cost $132.00 Unrealized
VALSPAR CORP 0.1%
Value ($000) $499 Shares 4,500 Est. Cost $105.31 Unrealized
SYNGENTA AG 0.1%
Value ($000) $487 Shares 5,500 Est. Cost $88.55 Unrealized
AEVI GENOMIC MEDICINE INC 0.1%
Value ($000) $438 Shares 237,100 Est. Cost Unrealized
LULU LULULEMON ATHLETICA INC 0.1%
Value ($000) $415 Shares 8,000 Est. Cost Unrealized
DU PONT E I DE NEMOURS & CO 0.1%
Value ($000) $402 Shares 5,000 Est. Cost $73.43 Unrealized
VECTOR GROUP LTD 0.1%
Value ($000) $395 Shares 19,000 Est. Cost Unrealized
IXIA 0.1%
Value ($000) $393 Shares 20,000 Est. Cost $19.65 Unrealized
FOAMIX PHARMACEUTICALS LTD 0.1%
Value ($000) $385 Shares 77,800 Est. Cost $4.95 Unrealized
HEADWATERS INC 0.1%
Value ($000) $376 Shares 16,000 Est. Cost $23.53 Unrealized
ISLE OF CAPRI CASINOS INC 0.1%
Value ($000) $376 Shares 14,280 Est. Cost $26.33 Unrealized
BROCADE COMMUNICATIONS SYS I 0.1%
Value ($000) $374 Shares 30,000 Est. Cost $12.50 Unrealized
VCA INC 0.1%
Value ($000) $366 Shares 4,000 Est. Cost $91.50 Unrealized
MIDDLEBURG FINANCIAL CORP 0.1%
Value ($000) $360 Shares 9,000 Est. Cost $34.78 Unrealized
EVERBANK FINL CORP 0.1%
Value ($000) $351 Shares 18,000 Est. Cost $19.44 Unrealized
FOAMIX PHARMACEUTICALS LTD 0.1%
Value ($000) $341 Shares 68,700 Est. Cost $4.95 Unrealized
TIME WARNER INC 0.1%
Value ($000) $332 Shares 3,400 Est. Cost $96.82 Unrealized
LIPOCINE INC NEW 0.1%
Value ($000) $321 Shares 82,100 Est. Cost Unrealized
MOBILEYE N V AMSTELVEEN 0.1%
Value ($000) $319 Shares 5,200 Est. Cost $61.35 Unrealized
CEB INC 0.1%
Value ($000) $314 Shares 4,000 Est. Cost $78.50 Unrealized
ASTORIA FINL CORP 0.0%
Value ($000) $308 Shares 15,000 Est. Cost $20.53 Unrealized
ZELTIQ AESTHETICS INC 0.0%
Value ($000) $306 Shares 5,500 Est. Cost $55.64 Unrealized
LIPOCINE INC NEW 0.0%
Value ($000) $292 Shares 75,000 Est. Cost Unrealized
LEVEL 3 COMMUNICATIONS INC 0.0%
Value ($000) $286 Shares 5,000 Est. Cost $56.40 Unrealized
PACIFIC CONTINENTAL CORP 0.0%
Value ($000) $270 Shares 11,000 Est. Cost $24.55 Unrealized
INVENSENSE INC 0.0%
Value ($000) $265 Shares 21,000 Est. Cost $12.71 Unrealized
LMI AEROSPACE INC 0.0%
Value ($000) $262 Shares 19,000 Est. Cost $13.79 Unrealized
LBTYAUSD LIBERTY GLOBAL PLC 0.0%
Value ($000) $251 Shares 7,000 Est. Cost $35.86 Unrealized
STONEGATE BK FT LAUDERDALE F 0.0%
Value ($000) $235 Shares 5,000 Est. Cost $47.00 Unrealized
SUFFOLK BANCORP 0.0%
Value ($000) $202 Shares 5,000 Est. Cost $42.80 Unrealized
FBR & CO 0.0%
Value ($000) $182 Shares 10,073 Est. Cost $18.07 Unrealized
CAESARS ACQUISITION CO 0.0%
Value ($000) $170 Shares 11,069 Est. Cost $15.36 Unrealized
CASCADE BANCORP 0.0%
Value ($000) $154 Shares 20,000 Est. Cost $8.10 Unrealized
ALON USA ENERGY INC 0.0%
Value ($000) $122 Shares 10,000 Est. Cost $11.38 Unrealized
TERRAFORM GLOBAL INC 0.0%
Value ($000) $96 Shares 20,000 Est. Cost $4.80 Unrealized
SYNUTRA INTL INC 0.0%
Value ($000) $90 Shares 15,100 Est. Cost $5.33 Unrealized
FELCOR LODGING TR INC 0.0%
Value ($000) $83 Shares 11,100 Est. Cost $7.48 Unrealized
LSCC LATTICE SEMICONDUCTOR CORP 0.0%
Value ($000) $69 Shares 10,000 Est. Cost Unrealized
WRIGHT MED GROUP N V 0.0%
Value ($000) $47 Shares 30,541 Est. Cost $1.31 Unrealized
RITE AID CORP 0.0%
Value ($000) $42 Shares 10,000 Est. Cost $8.25 Unrealized