Zweig-DiMenna Associates LLC
61 holdingsFiling period: 2026-03-31Current AUM: $913.6Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | AMZN | AMAZON COM INC | 359.8K | $74.9M | $97.7M | 10.69% | -8,025 | 2026-03-31 |
| 2 | WGS | GENEDX HOLDINGS CORP | 689.3K | $44.3M | $44.9M | 4.91% | +91.5K | 2026-03-31 |
| 3 | APP | APPLOVIN CORP | 81.0K | $32.2M | $32.0M | 3.51% | -38,995 | 2026-03-31 |
| 4 | LITE | LUMENTUM HLDGS INC | 40.8K | $28.6M | $29.1M | 3.18% | -90,817 | 2026-03-31 |
| 5 | COHR | COHERENT CORP | 116.8K | $27.8M | $30.7M | 3.36% | +39.9K | 2026-03-31 |
| 6 | TSM | TAIWAN SEMICONDUCTOR MFG LTD | 77.4K | $26.2M | $31.3M | 3.43% | -113,495 | 2026-03-31 |
| 7 | NVDA | NVIDIA CORPORATION | 130.6K | $22.8M | $26.2M | 2.87% | -45,725 | 2026-03-31 |
| 8 | AMAT | APPLIED MATERIALS | 65.3K | $22.3M | $33.1M | 3.63% | -- | 2026-03-31 |
| 9 | AVGO | BROADCOM INC | 69.6K | $21.5M | $27.1M | 2.97% | -142,780 | 2026-03-31 |
| 10 | META | META PLATFORMS INC | 36.3K | $20.8M | $20.2M | 2.21% | +6.0K | 2026-03-31 |
| 11 | LRCX | LAM RESEARCH | 96.5K | $20.6M | $28.3M | 3.09% | +31.1K | 2026-03-31 |
| 12 | V | VISA INC | 66.7K | $20.2M | $24.4M | 2.67% | +11.3K | 2026-03-31 |
| 13 | VRT | VERTIV HOLDINGS CO | 79.6K | $19.9M | $19.2M | 2.10% | -22,110 | 2026-03-31 |
| 14 | CRWD | CROWDSTRIKE HOLDINGS INC | 46.5K | $18.2M | $35.5M | 3.89% | -- | 2026-03-31 |
| 15 | SNDK | SANDISK CORP | 24.9K | $15.8M | $30.2M | 3.30% | -41,650 | 2026-03-31 |
| 16 | MU | MICRON TECHNOLOGY INC | 45.5K | $15.4M | $37.4M | 4.10% | +19.1K | 2026-03-31 |
| 17 | NTRA | NATERA INC | 76.3K | $15.2M | $20.4M | 2.23% | -58,550 | 2026-03-31 |
| 18 | GOOGL | ALPHABET INC | 51.7K | $14.9M | $18.4M | 2.01% | -600 | 2026-03-31 |
| 19 | DAL | DELTA AIR LINES INC DEL | 212.1K | $14.1M | $18.5M | 2.03% | -60,250 | 2026-03-31 |
| 20 | — | SPOTIFY TECHNOLOGY S A | 27.4K | $13.3M | $13.3M | 1.45% | -830 | 2026-03-31 |
| 21 | QXO | QXO INC | 582.5K | $11.3M | $7.7M | 0.85% | -- | 2026-03-31 |
| 22 | TER | TERADYNE INC | 38.0K | $11.3M | $14.0M | 1.53% | -42,595 | 2026-03-31 |
| 23 | KTOS | KRATOS DEFENSE & SECURITY SOLTNS INC | 155.0K | $10.9M | $7.2M | 0.79% | -53,974 | 2026-03-31 |
| 24 | MSFT | MICROSOFT CORP | 27.9K | $10.3M | $12.9M | 1.42% | -19,600 | 2026-03-31 |
| 25 | NFLX | NETFLIX INC | 101.0K | $9.7M | $7.2M | 0.79% | -70,200 | 2026-03-31 |
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