Zweig-DiMenna Associates

Zweig-DiMenna Associates as of March 31, 2025

Portfolio Holdings for Zweig-DiMenna Associates

Zweig-DiMenna Associates holds 62 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Terawulf Unit Ser 1 Call Option 60.1 $925M 3.4M 273.00
Amazon (AMZN) 3.6 $56M 294k 190.26
Genedx Holdings Corp Com Cl A (WGS) 2.6 $41M 457k 88.56
Broadcom (AVGO) 2.3 $35M 210k 167.43
Applovin Corp Com Cl A (APP) 2.3 $35M 133k 264.97
Quanta Services (PWR) 1.6 $25M 96k 254.18
Cyberark Software SHS (CYBR) 1.2 $19M 56k 338.00
Alibaba Group Holding Sponsored Ads (BABA) 1.1 $17M 131k 132.23
Natera (NTRA) 1.1 $17M 121k 141.41
NVIDIA Corporation (NVDA) 1.1 $17M 157k 108.38
Visa Com Cl A (V) 1.0 $16M 45k 350.46
Ftai Aviation SHS (FTAI) 1.0 $15M 138k 111.03
Philip Morris International (PM) 1.0 $15M 94k 158.73
Spotify Technology S A SHS (SPOT) 0.9 $13M 24k 550.03
Intuitive Surgical (ISRG) 0.8 $13M 26k 495.27
Loar Holdings Com Shs (LOAR) 0.8 $12M 176k 70.65
Boston Scientific Corporation (BSX) 0.8 $12M 123k 100.88
Delta Air Lines Inc Del Com New (DAL) 0.8 $12M 281k 43.60
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.8 $12M 73k 166.00
Meta Platforms Cl A (META) 0.7 $11M 20k 576.36
Renaissance Re Holdings Ltd Cmn (RNR) 0.7 $11M 46k 240.00
Microsoft Corporation (MSFT) 0.7 $11M 28k 375.39
salesforce (CRM) 0.6 $10M 37k 268.36
Mastercard Incorporated Cl A (MA) 0.6 $9.6M 18k 548.12
Tencent Holdings Sponsored Ads (TCEHY) 0.6 $9.3M 145k 63.84
MercadoLibre (MELI) 0.6 $9.2M 4.7k 1950.87
Zscaler Incorporated (ZS) 0.6 $8.7M 44k 198.42
Jd.com Sponsored Ads (JD) 0.5 $8.2M 199k 41.12
Netflix (NFLX) 0.5 $8.1M 8.7k 932.53
Dollar General (DG) 0.5 $7.9M 90k 87.93
Siriuspoint (SPNT) 0.5 $7.6M 439k 17.29
Embraer Sa Sponsored Ads (ERJ) 0.5 $7.1M 154k 46.20
Vertiv Holdings Com Cl A (VRT) 0.5 $7.0M 97k 72.20
Bbb Foods Cl A Com (TBBB) 0.4 $6.9M 259k 26.68
Wynn Resorts (WYNN) 0.4 $6.9M 83k 83.50
Warby Parker Cl A Com (WRBY) 0.4 $6.3M 348k 18.23
Winnebago Industries (WGO) 0.4 $6.3M 182k 34.46
Glaukos (GKOS) 0.4 $6.0M 61k 98.42
Samsara Com Cl A (IOT) 0.4 $5.6M 146k 38.33
AMN Healthcare Services (AMN) 0.4 $5.5M 223k 24.46
Marvell Technology (MRVL) 0.3 $5.3M 86k 61.57
Axon Enterprise (AXON) 0.3 $4.8M 9.2k 525.95
Alphabet Cap Stk Cl A (GOOGL) 0.3 $4.5M 29k 154.64
Teradyne (TER) 0.3 $4.2M 51k 82.60
Procore Technologies (PCOR) 0.3 $4.1M 62k 66.02
Pdd Holdings Sponsored Ads (PDD) 0.3 $4.1M 35k 118.35
Datadog Cl A Com (DDOG) 0.3 $4.0M 40k 99.21
Micron Technology (MU) 0.3 $3.9M 45k 86.89
Vaneck Etf Trust Oil Services Etf (OIH) 0.2 $3.5M 13k 262.12
Futu Holdings Sponsored Ads (FUTU) 0.2 $3.4M 33k 102.35
Advanced Micro Devices (AMD) 0.2 $3.3M 32k 102.74
Affirm Hldgs (AFRM) 0.2 $3.0M 67k 45.19
Talen Energy Corp (TLN) 0.1 $2.3M 12k 199.67
Peloton Interactive Com Cl A (PTON) 0.1 $2.2M 352k 6.32
Servicetitan Com Cl A (TTAN) 0.1 $2.1M 22k 95.11
Sandisk Corp (SNDK) 0.1 $2.0M 43k 47.61
Arista Networks Com Shs (ANET) 0.1 $1.7M 23k 77.48
Porch Group (PRCH) 0.1 $1.6M 220k 7.29
Mongodb Inc. Class A (MDB) 0.1 $1.3M 7.5k 175.40
Abercrombie & Fitch Cl A (ANF) 0.1 $1.1M 15k 76.37
Kohl's Corporation (KSS) 0.0 $326k 40k 8.18
C3.ai Com Cl A (AI) 0.0 $274k 13k 21.05