Institutions / Zweig-DiMenna Associates LLC
Zweig-DiMenna Associates LLC
CIK 1533950 · Institution · as of Dec 31, 2025
Portfolio value
$1.41B
Positions
97
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 97 →
| Company | Value | % of portfolio |
|---|---|---|
| Amazon.com Inc | $84.89M | 6.0% |
| AppLovin Corp | $80.82M | 5.7% |
| GeneDx Holdings Corp. | $77.75M | 5.5% |
| Broadcom Inc. | $73.50M | 5.2% |
| Taiwan Semiconductor Manufacturing Co LtdTSM | $58.02M | 4.1% |
| Lumentum Hldgs Inc | $48.49M | 3.4% |
| Quanta Services Inc | $41.78M | 3.0% |
| NVIDIA Corp | $32.89M | 2.3% |
| Hut 8 Corp. | $30.91M | 2.2% |
| Natera, Inc. | $30.88M | 2.2% |
| Celestica IncCLS | $29.69M | 2.1% |
| Cyberark Software Ltd | $29.20M | 2.1% |
| Microsoft Corp | $22.95M | 1.6% |
| Terawulf Inc. | $21.51M | 1.5% |
| Marvell Technology, Inc. | $20.86M | 1.5% |
| Seagate Technology Holdings PLC | $20.65M | 1.5% |
| Alibaba Group Holding LtdBABA | $20.08M | 1.4% |
| Meta Platforms Inc | $20.00M | 1.4% |
| Visa Inc | $19.43M | 1.4% |
| Delta Air Lines, Inc. | $18.90M | 1.3% |
| Vertiv Holdings Co | $16.48M | 1.2% |
| Spotify Technology S a | $16.40M | 1.2% |
| Alphabet Inc. | $16.36M | 1.2% |
| Netflix Inc | $16.05M | 1.1% |
| Advanced Micro Devices Inc | $15.97M | 1.1% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.