Zweig-DiMenna Associates

Zweig-DiMenna Associates as of June 30, 2026

Portfolio Holdings for Zweig-DiMenna Associates

Zweig-DiMenna Associates holds 70 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Sandisk Corp (SNDK) 6.7 $74M 33k 2273.73
Amazon (AMZN) 4.9 $54M 227k 238.34
Micron Technology (MU) 4.3 $48M 41k 1154.29
Genedx Holdings Corp Com Cl A (WGS) 3.6 $39M 572k 68.65
Applied Materials (AMAT) 3.6 $39M 54k 723.00
Lam Research (LRCX) 3.5 $39M 89k 433.33
Advanced Micro Devices (AMD) 3.3 $37M 63k 580.91
Coherent Corp (COHR) 3.3 $36M 92k 394.47
Applovin Corp Com Cl A (APP) 3.2 $35M 69k 515.23
Lumentum Hldgs (LITE) 2.8 $31M 37k 858.06
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 2.8 $31M 65k 477.57
NVIDIA Corporation (NVDA) 2.7 $29M 147k 200.09
Visa Com Cl A (V) 2.4 $27M 77k 343.09
Broadcom (AVGO) 2.4 $26M 70k 377.75
Revolution Medicines (RVMD) 2.0 $23M 120k 187.28
Nxp Semiconductors N V (NXPI) 2.0 $22M 79k 281.03
Natera (NTRA) 2.0 $22M 82k 271.45
Planet Labs Pbc Com Cl A (PL) 2.0 $22M 660k 33.13
Vertiv Holdings Com Cl A (VRT) 1.9 $21M 64k 334.82
Teradyne (TER) 1.7 $18M 38k 483.84
Bloom Energy Corp Com Cl A (BE) 1.6 $17M 58k 302.70
Seagate Technology Hldngs Pl Ord Shs (STX) 1.6 $17M 18k 965.00
Dell Technologies Com Cl C (DELL) 1.5 $16M 38k 431.46
Terawulf (WULF) 1.4 $16M 638k 24.70
Crowdstrike Holdings Com Cl A (CRWD) 1.4 $16M 21k 763.14
Capital One Financial (COF) 1.4 $15M 75k 200.62
Meta Platforms Cl A (META) 1.4 $15M 27k 563.29
Alphabet Cap Stk Cl A (GOOGL) 1.3 $15M 42k 357.37
Analog Devices (ADI) 1.3 $14M 36k 397.17
Marvell Technology (MRVL) 1.3 $14M 48k 297.89
Quanta Services (PWR) 1.3 $14M 20k 720.04
Solaris Oilfield Infrstr (SEI) 1.3 $14M 173k 80.46
Intel Corporation (INTC) 1.2 $14M 98k 139.63
Delta Air Lines (DAL) 1.1 $13M 134k 93.66
Spotify Technology S A SHS (SPOT) 1.1 $12M 27k 459.13
Onto Innovation (ONTO) 1.1 $12M 33k 378.45
Microchip Technology (MCHP) 1.0 $12M 126k 91.20
Caredx (CDNA) 1.0 $11M 389k 28.50
Microsoft Corporation (MSFT) 1.0 $11M 29k 373.02
Applied Optoelectronics (AAOI) 1.0 $11M 72k 148.16
Arista Networks Com Shs (ANET) 1.0 $11M 62k 169.88
Porch Group (PRCH) 0.9 $10M 694k 15.04
Qxo (QXO) 0.9 $10M 599k 17.28
Xometry Com Cl A (XMTR) 0.9 $9.9M 103k 96.52
Siriuspoint (SPNT) 0.9 $9.5M 397k 24.00
Thredup Com Cl A (TDUP) 0.7 $7.9M 1.2M 6.85
Embraer Sa Sponsored Ads (EMBJ) 0.7 $7.8M 122k 63.80
Fabrinet (FN) 0.7 $7.3M 13k 562.08
Netflix (NFLX) 0.7 $7.2M 101k 71.40
Kratos Defense & Security Solutions (KTOS) 0.6 $7.1M 143k 49.86
Hut 8 Corp (HUT) 0.6 $7.0M 61k 115.44
Talen Energy Corp (TLN) 0.6 $6.8M 18k 384.26
Forgent Power Solutions Com Cl A (FPS) 0.6 $6.1M 109k 55.86
Rhythm Pharmaceuticals (RYTM) 0.4 $4.7M 42k 111.03
Luxexperience Bv Sponsored Ads (LUXE) 0.4 $4.4M 590k 7.43
Snowflake Com Cl A (SNOW) 0.3 $3.7M 15k 254.50
Borr Drilling (BORR) 0.3 $3.6M 877k 4.13
Quantinuum Com Cl A 0.3 $3.4M 41k 81.74
C3.ai Com Cl A (AI) 0.3 $3.3M 363k 9.09
Bbb Foods Com Cl A (TBBB) 0.2 $2.7M 64k 41.67
Tamboran Res Corp (TBN) 0.2 $2.6M 81k 32.51
Old National Ban (ONB) 0.2 $2.6M 100k 25.90
Applied Aerospace & Defense 0.2 $2.5M 111k 22.78
General Mills (GIS) 0.2 $2.5M 71k 34.80
Viavi Solutions Inc equities (VIAV) 0.2 $1.9M 39k 47.75
D-wave Quantum (QBTS) 0.1 $1.3M 55k 23.99
Datadog Com Cl A (DDOG) 0.1 $1.2M 4.5k 260.36
Dpc Holdings 0.0 $262k 5.3k 49.06
Duolingo (DUOL) 0.0 $173k 1.5k 115.02
Stem (STEM) 0.0 $65k 8.3k 7.81