Zweig-DiMenna Associates LLC

Institutional manager (13F) · CIK 1533950

13F holdings · as of 2026-03-31 · top 50 · reported portfolio $702M

#	Issuer	Value	Shares
1	AMAZON COM INC	$75M	359,759
2	GENEDX HOLDINGS CORP	$44M	689,290
3	APPLOVIN CORP	$32M	80,950
4	LUMENTUM HLDGS INC	$29M	40,750
5	COHERENT CORP	$28M	116,750
6	TAIWAN SEMICONDUCTOR MFG LTD	$26M	77,425
7	NVIDIA CORPORATION	$23M	130,640
8	APPLIED MATERIALS	$22M	65,300
9	BROADCOM INC	$22M	69,600
10	META PLATFORMS INC	$21M	36,320
11	LAM RESEARCH	$21M	96,500
12	VISA INC	$20M	66,700
13	VERTIV HOLDINGS CO	$20M	79,583
14	CROWDSTRIKE HOLDINGS INC	$18M	46,500
15	SANDISK CORP	$16M	24,850
16	MICRON TECHNOLOGY INC	$15M	45,500
17	NATERA INC	$15M	76,250
18	ALPHABET INC	$15M	51,675
19	DELTA AIR LINES INC DEL	$14M	212,060
20	SPOTIFY TECHNOLOGY S A	$13M	27,405
21	QXO INC	$11M	582,500
22	TERADYNE INC	$11M	38,034
23	KRATOS DEFENSE & SECURITY SOLTNS INC	$11M	155,026
24	MICROSOFT CORP	$10M	27,850
25	NETFLIX INC	$10M	101,000
26	ARISTA NETWORKS INC	$10M	78,500
27	TERAWULF INC	$10M	667,830
28	MICROCHIP TECHNOLOGY	$9M	147,000
29	SIRIUSPOINT LTD	$9M	397,350
30	QUANTA SVCS INC	$9M	15,550
31	BLOOM ENERGY CORP	$8M	62,500
32	NXP SEMICONDUCTORS NV	$8M	40,412
33	EMBRAER SA	$7M	122,161
34	ADVANCED MICRO DEVICES INC	$7M	34,759
35	SEAGATE TECHNOLOGY HLDNGS PL	$7M	17,844
36	HUT 8 MINING CORP	$7M	145,647
37	CAREDX INC	$7M	390,255
38	APPLIED OPTOELR	$7M	80,050
39	FABRINET	$7M	12,900
40	PORCH GROUP INC	$6M	839,500
41	SNOWFLAKE INC	$6M	39,600
42	SYNOPSYS INC	$6M	14,479
43	LAS VEGAS SANDS	$5M	97,500
44	THREDUP INC	$5M	1,454,500
45	LUXEXPERIENCE BV	$5M	590,000
46	VISTRA CORP	$4M	29,000
47	XOMETRY INC	$4M	102,650
48	ALLIENT INC	$3M	47,000
49	C3.AI INC	$3M	318,950
50	SOLARIS ENERGY INFRASTRUCTURE	$3M	47,500

Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.