Zweig-DiMenna Associates LLC
70 holdingsFiling period: 2026-06-30Current AUM: $982.2Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | SNDK | SANDISK CORP | 32.6K | $74.1M | $49.9M | 5.08% | +7.8K | 2026-06-30 |
| 2 | AMZN | AMAZON COM INC | 226.6K | $54.0M | $56.3M | 5.73% | -133,180 | 2026-06-30 |
| 3 | MU | MICRON TECHNOLOGY INC | 41.4K | $47.8M | $38.4M | 3.91% | -4,123 | 2026-06-30 |
| 4 | WGS | GENEDX HOLDINGS CORP | 572.0K | $39.3M | $54.1M | 5.51% | -117,340 | 2026-06-30 |
| 5 | AMAT | APPLIED MATERIALS | 54.1K | $39.1M | $22.8M | 2.32% | -11,172 | 2026-06-30 |
| 6 | LRCX | LAM RESEARCH | 89.0K | $38.6M | $24.1M | 2.45% | -7,534 | 2026-06-30 |
| 7 | AMD | ADVANCED MICRO DEVICES INC | 63.2K | $36.7M | $31.9M | 3.25% | +28.5K | 2026-06-30 |
| 8 | COHR | COHERENT CORP | 92.4K | $36.4M | $25.0M | 2.55% | -24,379 | 2026-06-30 |
| 9 | APP | APPLOVIN CORP | 68.7K | $35.4M | $22.8M | 2.32% | -12,275 | 2026-06-30 |
| 10 | LITE | LUMENTUM HLDGS INC | 36.6K | $31.4M | $30.7M | 3.12% | -4,197 | 2026-06-30 |
| 11 | TSM | TAIWAN SEMICONDUCTOR MFG LTD | 64.7K | $30.9M | $26.8M | 2.73% | -12,697 | 2026-06-30 |
| 12 | NVDA | NVIDIA CORPORATION | 146.6K | $29.3M | $31.1M | 3.17% | +16.0K | 2026-06-30 |
| 13 | V | VISA INC | 77.2K | $26.5M | $29.0M | 2.95% | +10.4K | 2026-06-30 |
| 14 | AVGO | BROADCOM INC | 69.8K | $26.4M | $23.7M | 2.41% | +214 | 2026-06-30 |
| 15 | RVMD | REVOLUTION MEDICINES INC | 120.2K | $22.5M | $24.6M | 2.51% | +111.9K | 2026-06-30 |
| 16 | — | NXP SEMICONDUCTORS NV | 79.3K | $22.3M | $22.3M | 2.27% | +38.9K | 2026-06-30 |
| 17 | NTRA | NATERA INC | 82.0K | $22.3M | $28.8M | 2.93% | +5.7K | 2026-06-30 |
| 18 | PL | PLANET LABS PBC | 660.2K | $21.9M | $10.6M | 1.08% | -- | 2026-06-30 |
| 19 | VRT | VERTIV HOLDINGS CO | 63.5K | $21.3M | $14.9M | 1.52% | -16,081 | 2026-06-30 |
| 20 | TER | TERADYNE INC | 38.0K | $18.4M | $12.7M | 1.29% | -- | 2026-06-30 |
| 21 | BE | BLOOM ENERGY CORP | 57.5K | $17.4M | $14.9M | 1.52% | -4,975 | 2026-06-30 |
| 22 | — | SEAGATE TECHNOLOGY HLDNGS PL | 17.8K | $17.2M | $17.2M | 1.75% | -- | 2026-06-30 |
| 23 | DELL | DELL TECHNOLOGIES | 37.5K | $16.2M | $20.4M | 2.07% | -- | 2026-06-30 |
| 24 | WULF | TERAWULF INC | 638.0K | $15.8M | $9.2M | 0.94% | -29,848 | 2026-06-30 |
| 25 | CRWD | CROWDSTRIKE HOLDINGS INC | 20.5K | $15.7M | $19.9M | 2.03% | -25,989 | 2026-06-30 |
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