Zweig-DiMenna Associates

Latest statistics and disclosures from Zweig-DiMenna Associates's latest quarterly 13F-HR filing:

Companies in the Zweig-DiMenna Associates portfolio as of June 2019 quarter

Company (Ticker) Portfolio Weight Share Count Change in Shares Price
Amazon (AMZN) 5.18 28792 +29% 1893.62
MasterCard Incorporated (MA) 4.05 161196 -3% 264.53
Red Hat (RHT) 3.44 192608 +52% 187.76
Azul Sa 3.35 1.05M -27% 33.44
Visa (V) 2.94 178192 +22% 173.55
Array BioPharma (ARRY) 2.60 590640 NEW 46.33
Alibaba Group Holding Ltd Spon 2.38 147982 +11% 169.45
Celgene Corporation (CELG) 2.37 270217 -3% 92.44
Microsoft Corporation (MSFT) 2.22 174221 -5% 133.96
Netflix (NFLX) 2.11 60482 -15% 367.32
Okta Inc cl a 2.00 170630 -7% 123.51
Facebook Inc cl a 1.99 108764 +20% 193.00
Allergan 1.96 123053 NEW 167.43
Walt Disney Company (DIS) 1.93 145606 +132% 139.64
Iqvia Holdings Inc 1.92 125585 NEW 160.90
Twilio Inc cl a 1.83 141420 +12% 136.35
salesforce (CRM) 1.82 126372 -19% 151.73
Royal Caribbean Cruises Ltd. 1.75 152354 -21% 121.21
Broadcom Ltd 1.69 61707 +40% 287.86
Tableau Software Inc Cl A 1.64 104169 NEW 166.02
Servicenow 1.61 61548 NEW 274.57
Allstate Corporation (ALL) 1.53 158529 -10% 101.69
New York Times Company (NYT) 1.51 486145 NEW 32.62
McDonald's Corporation (MCD) 1.47 74716 +43% 207.67
Alphabet Inc Class C cs 1.47 14289 -14% 1080.90
Thermo Fisher Scientific (TMO) 1.46 52373 NEW 293.68
Boeing Company (BA) 1.35 38988 -30% 364.01
Micron Technology (MU) 1.34 364394 +63% 38.59
UnitedHealth (UNH) 1.31 56415 +27% 244.01
Delta Air Lines (DAL) 1.30 240427 +84% 56.75
Twitter 1.30 392795 -2% 34.90
Assured Guaranty Ltd 1.27 317498 +25% 42.08
Vulcan Materials Company (VMC) 1.24 94979 -12% 137.31
Asml Holding N.v. 1.23 62331 +110% 207.92
Take-Two Interactive Software (TTWO) 1.21 112552 -6% 113.53
Kkr & Co Lp 1.10 456150 -8% 25.27
Crown Castle Intl 1.04 83926 +352% 130.35
Adobe Systems Incorporated (ADBE) 0.99 35384 -35% 294.65
Pulte (PHM) 0.93 310776 31.62
Intercontinentalexchange 0.92 112745 -3% 85.94
Anaplan Inc 0.91 188789 NEW 50.47
Alphabet Inc Class A cs 0.89 8654 -47% 1082.85
Danaher Corporation (DHR) 0.87 64412 NEW 142.92
stock 0.82 68494 -25% 125.75
Taiwan Semiconductor Mfg (TSM) 0.79 211703 +398% 39.17
Anadarko Petroleum Corporation (APC) 0.75 111236 NEW 70.56
Everbridge, Inc. Cmn 0.73 86447 +12% 89.42
Applied Materials (AMAT) 0.71 166898 NEW 44.91
Suncor Energy Inc New 0.70 236380 -46% 31.16
Shake Shack Inc cl a 0.68 99299 NEW 72.20
World Wrestling Entertainment (WWE) 0.66 95904 +59% 72.21
* Washington Prime Group New Com stock 0.66 1.82M +3834% 3.82
Coupa Software 0.64 53429 -53% 126.62
Pennsylvania R.E.I.T. (PEI) 0.61 982844 NEW 6.50
Nxp Semiconductors N V 0.61 66000 NEW 97.61
Crowdstrike Hldgs Inc cl a 0.61 94163 NEW 68.29
Honeywell International (HON) 0.60 36189 -37% 174.58
American Intl Group Inc 0.59 503650 -24% 12.25
Electronic Arts (ERTS) 0.58 60000 NEW 101.27
Sherwin-Williams Company (SHW) 0.57 13177 NEW 458.30
Comcast Corporation (CMCSA) 0.56 138743 -43% 42.28
Canadian Pacific Railway Ltd 0.55 24704 NEW 235.23
KB Home (KBH) 0.52 214383 25.73
Uber Technologies Inc Com 0.52 118760 NEW 46.38
Air Lease Corp Com 0.51 129216 -46% 41.34
Gds Holdings ads 0.51 142352 -25% 37.57
Boyd Gaming Corporation (BYD) 0.50 194535 NEW 26.94
HCA HOLDINGS Inc 0.46 35974 NEW 135.18
Zayo Group Hldgs 0.46 147675 -16% 32.91
Ringcentral 0.44 40000 NEW 114.92
Xilinx (XLNX) 0.43 38753 +143% 117.93
Pinterest Inc Cl A 0.43 166633 NEW 27.22
Anthem 0.41 15165 -63% 282.23
Elanco Animal Health Inc 0.39 120619 NEW 33.80
Keysight Technologies 0.35 40843 -3% 89.81
NVIDIA Corporation (NVDA) 0.34 21577 NEW 164.25
Skyworks Solutions (SWKS) 0.33 44961 -47% 77.27
Yext 0.31 163248 NEW 20.09
Avantor Inc 0.30 167005 NEW 19.09
Lumentum Hldgs 0.29 58100 -40% 53.41
Luckin Coffee Inc sponsored ads 0.29 158797 NEW 19.49
D.R. Horton (DHI) 0.27 66000 43.14
Morgan Stanley (MS) 0.21 49697 NEW 43.81
Everest Re Group Ltd. 0.19 7880 -21% 247.21
Axis Capital Holdings Ltd 0.19 33000 NEW 59.64
Marvell Technology Group Ltd 0.19 85140 -79% 23.87
Chemical Financial Corporation (CHFC) 0.19 48000 NEW 41.10
Revolve Group Inc cl a 0.19 58804 NEW 34.50
Carbon Black Inc 0.17 109853 NEW 16.72
Teradata Corporation (TDC) 0.16 48213 -3% 35.84
CBL & Associates Properties (CBL) 0.15 1.53M +69% 1.04
Spotify Technology Sa 0.14 9780 -80% 146.22
Grocery Outlet Hldg Corp 0.11 33903 NEW 32.89
Home Depot (HD) 0.07 3550 -94% 207.89
Gtt Communications 0.04 25387 -91% 17.61
The Realreal Inc 0.04 15000 NEW 28.93
General Mtrs Co *w exp 07/10/201 0.03 16625 -3% 20.27
Greensky Inc Class A 0.03 29542 12.29

Past 13F-HR SEC Filings by Zweig-DiMenna Associates

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