EdgeMarket › What Zweig-Dimenna Associates Llc reported owning
What Zweig-Dimenna Associates Llc reported owning
As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
722.2MPositions
61Quarter
2026-03-31Shown below
50largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| AMZN AMAZON COM INC | 74.9M | 10.4% | 359.8K | 258.63 | +15.6% |
| WGS GeneDx Holdings Corp. | 44.3M | 6.1% | 689.3K | 87.06 | -27.6% |
| APP AppLovin Corp | 32.2M | 4.5% | 81.0K | 305.77 | -25.9% |
| LITE Lumentum Holdings Inc. | 28.6M | 4.0% | 40.8K | 866.71 | +647.9% |
| COHR COHERENT CORP. | 27.8M | 3.9% | 116.8K | 289.52 | +234.5% |
| TSM TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | 26.2M | 3.6% | 77.4K | 418.95 | +83.3% |
| NVDA NVIDIA CORP | 22.8M | 3.2% | 130.6K | 214.72 | +22.4% |
| AMAT APPLIED MATERIALS INC /DE | 22.3M | 3.1% | 65.3K | 492.32 | +205.9% |
| AVGO Broadcom Inc. | 21.5M | 3.0% | 69.6K | 368.45 | +26.5% |
| META Meta Platforms, Inc. | 20.8M | 2.9% | 36.3K | 549.90 | -26.5% |
| LRCX LAM RESEARCH CORP | 20.6M | 2.9% | 96.5K | 314.00 | +216.7% |
| V VISA INC. | 20.2M | 2.8% | 66.7K | 371.04 | +7.9% |
| VRT Vertiv Holdings Co | 19.9M | 2.8% | 79.6K | 261.95 | +105.4% |
| CRWD CrowdStrike Holdings, Inc. | 18.2M | 2.5% | 46.5K | 191.95 | +83.2% |
| SNDK Sandisk Corp | 15.8M | 2.2% | 24.9K | 1,596.08 | +3494.8% |
| MU MICRON TECHNOLOGY INC | 15.4M | 2.1% | 45.5K | 966.78 | +724.8% |
| NTRA Natera, Inc. | 15.2M | 2.1% | 76.2K | 332.03 | +106.7% |
| GOOGL Alphabet Inc. | 14.9M | 2.1% | 51.7K | 344.82 | +73.0% |
| DAL DELTA AIR LINES, INC. | 14.1M | 2.0% | 212.1K | 82.41 | +39.6% |
| SPOT Spotify Technology S.A. | 13.3M | 1.8% | 27.4K | 533.72 | -24.2% |
| QXO QXO, Inc. | 11.3M | 1.6% | 582.5K | 13.76 | -28.6% |
| TER TERADYNE, INC | 11.3M | 1.6% | 38.0K | 375.74 | +243.1% |
| KTOS KRATOS DEFENSE & SECURITY SOLUTIONS, INC. | 10.9M | 1.5% | 155.0K | 57.17 | -11.0% |
| MSFT MICROSOFT CORP | 10.3M | 1.4% | 27.9K | 483.24 | -4.4% |
| NFLX NETFLIX INC | 9.7M | 1.3% | 101.0K | 79.59 | -34.4% |
| ANET Arista Networks, Inc. | 9.6M | 1.3% | 78.5K | 188.65 | +43.5% |
| WULF TERAWULF INC. | 9.6M | 1.3% | 667.8K | 15.64 | +68.5% |
| MCHP MICROCHIP TECHNOLOGY INC | 9.5M | 1.3% | 147.0K | 76.08 | +14.0% |
| SPNT SiriusPoint Ltd | 8.6M | 1.2% | 397.4K | 23.63 | +26.8% |
| PWR QUANTA SERVICES, INC. | 8.5M | 1.2% | 15.6K | 639.34 | +70.1% |
| BE Bloom Energy Corp | 8.5M | 1.2% | 62.5K | 201.45 | +352.6% |
| NXPI NXP Semiconductors N.V. | 8.0M | 1.1% | 40.4K | 225.56 | -1.4% |
| EMBJ EMBRAER S.A. | 7.2M | 1.0% | 122.2K | 75.95 | +36.5% |
| AMD ADVANCED MICRO DEVICES INC | 7.1M | 1.0% | 34.8K | 473.25 | +186.5% |
| STX Seagate Technology Holdings plc | 7.0M | 1.0% | 17.8K | 850.00 | +436.6% |
| HUT Hut 8 Corp. | 6.8M | 0.9% | 145.6K | 80.86 | +262.4% |
| CDNA CareDx, Inc. | 6.8M | 0.9% | 390.3K | 48.61 | +299.4% |
| AAOI APPLIED OPTOELECTRONICS, INC. | 6.8M | 0.9% | 80.0K | 124.82 | +469.2% |
| FN Fabrinet | 6.7M | 0.9% | 12.9K | 436.67 | +55.8% |
| PRCH Porch Group, Inc. | 6.0M | 0.8% | 839.5K | 17.09 | +11.6% |
| SNOW Snowflake Inc. | 6.0M | 0.8% | 39.6K | 332.78 | +70.8% |
| SNPS SYNOPSYS INC | 5.7M | 0.8% | 14.5K | 397.87 | -33.8% |
| LVS LAS VEGAS SANDS CORP | 5.3M | 0.7% | 97.5K | 47.03 | -12.3% |
| TDUP ThredUp Inc. | 4.8M | 0.7% | 1.5M | 2.79 | -73.8% |
| LUXE LuxExperience B.V. | 4.7M | 0.7% | 590.0K | 7.77 | -5.5% |
| VST Vistra Corp. | 4.4M | 0.6% | 29.0K | 136.21 | -29.4% |
| XMTR Xometry, Inc. | 4.2M | 0.6% | 102.7K | 83.59 | +87.7% |
| ALNT ALLIENT INC | 2.8M | 0.4% | 47.0K | 95.84 | +122.2% |
| AI C3.ai, Inc. | 2.7M | 0.4% | 318.9K | 10.30 | -39.2% |
| SEI Solaris Energy Infrastructure, Inc. | 2.7M | 0.4% | 47.5K | 53.28 | +96.2% |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
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