Zweig-DiMenna Associates LLC
70 holdingsFiling period: 2026-06-30Current AUM: $932.2Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | SNDK | Sandisk Corp | 32.6K | $74.1M | $40.9M | 4.39% | +7.8K | 2026-06-30 |
| 2 | AMZN | Amazon.com Inc | 226.6K | $54.0M | $56.4M | 6.05% | -133,180 | 2026-06-30 |
| 3 | MU | Micron Technology Inc | 41.4K | $47.8M | $37.4M | 4.01% | -4,123 | 2026-06-30 |
| 4 | WGS | Genedx Holdings Corp | 572.0K | $39.3M | $35.0M | 3.76% | -117,340 | 2026-06-30 |
| 5 | AMAT | Applied Materials | 54.1K | $39.1M | $21.0M | 2.25% | -11,172 | 2026-06-30 |
| 6 | LRCX | Lam Research | 89.0K | $38.6M | $21.1M | 2.27% | -7,534 | 2026-06-30 |
| 7 | AMD | Advanced Micro Devices Inc | 63.2K | $36.7M | $33.6M | 3.60% | +28.5K | 2026-06-30 |
| 8 | COHR | Coherent Corp | 92.4K | $36.4M | $20.5M | 2.19% | -24,379 | 2026-06-30 |
| 9 | APP | Applovin Corp | 68.7K | $35.4M | $17.9M | 1.92% | -12,275 | 2026-06-30 |
| 10 | LITE | Lumentum Hldgs Inc | 36.6K | $31.4M | $29.9M | 3.21% | -4,197 | 2026-06-30 |
| 11 | TSM | Taiwan Semiconductor Mfg Ltd | 64.7K | $30.9M | $27.5M | 2.95% | -12,697 | 2026-06-30 |
| 12 | NVDA | NVIDIA Corporation | 146.6K | $29.3M | $31.7M | 3.40% | +16.0K | 2026-06-30 |
| 13 | V | Visa Inc | 77.2K | $26.5M | $31.2M | 3.34% | +10.4K | 2026-06-30 |
| 14 | AVGO | Broadcom Inc | 69.8K | $26.4M | $23.0M | 2.47% | +214 | 2026-06-30 |
| 15 | RVMD | Revolution Medicines Inc | 120.2K | $22.5M | $22.1M | 2.37% | +111.9K | 2026-06-30 |
| 16 | — | Nxp Semiconductors NV | 79.3K | $22.3M | $22.3M | 2.39% | +38.9K | 2026-06-30 |
| 17 | NTRA | Natera Inc | 82.0K | $22.3M | $33.2M | 3.56% | +5.7K | 2026-06-30 |
| 18 | PL | Planet Labs Pbc | 660.2K | $21.9M | $9.1M | 0.97% | -- | 2026-06-30 |
| 19 | VRT | Vertiv Holdings Co | 63.5K | $21.3M | $12.7M | 1.36% | -16,081 | 2026-06-30 |
| 20 | TER | Teradyne Inc | 38.0K | $18.4M | $11.8M | 1.26% | -- | 2026-06-30 |
| 21 | BE | Bloom Energy Corp | 57.5K | $17.4M | $11.7M | 1.26% | -4,975 | 2026-06-30 |
| 22 | — | Seagate Technology Hldngs PL | 17.8K | $17.2M | $17.2M | 1.85% | -- | 2026-06-30 |
| 23 | DELL | Dell Technologies | 37.5K | $16.2M | $17.5M | 1.88% | -- | 2026-06-30 |
| 24 | WULF | Terawulf Inc | 638.0K | $15.8M | $7.6M | 0.82% | -29,848 | 2026-06-30 |
| 25 | CRWD | Crowdstrike Holdings Inc | 20.5K | $15.7M | $21.5M | 2.30% | -25,989 | 2026-06-30 |
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