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Zweig-DiMenna Associates LLC

All holdings · as of Dec 31, 2025

97 positions

CompanyClassValueShares% of portfolio
Amazon.com Inc—$84.89M367,7846.0%
AppLovin Corp—$80.82M119,9455.7%
GeneDx Holdings Corp.—$77.75M597,8255.5%
Broadcom Inc.—$73.50M212,3805.2%
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTDTSMADR$58.02M190,9204.1%
LUMENTUM HLDGS INC—$48.49M131,5673.4%
Quanta Services Inc—$41.78M99,0003.0%
NVIDIA Corp—$32.89M176,3652.3%
Hut 8 Corp.—$30.91M672,7502.2%
Natera, Inc.—$30.88M134,8002.2%
CELESTICA INCCLSCommon Stock$29.69M100,4392.1%
CYBERARK SOFTWARE LTD—$29.20M65,4592.1%
MICROSOFT CORP—$22.95M47,4501.6%
TERAWULF INC.—$21.51M1,871,7001.5%
Marvell Technology, Inc.—$20.86M245,4281.5%
Seagate Technology Holdings PLC—$20.65M75,0011.5%
Alibaba Group Holding LtdBABAADR$20.08M137,0001.4%
Meta Platforms Inc—$20.00M30,2951.4%
Visa Inc—$19.43M55,3971.4%
DELTA AIR LINES, INC.—$18.90M272,3101.3%
Vertiv Holdings Co—$16.48M101,6931.2%
SPOTIFY TECHNOLOGY S A—$16.40M28,2351.2%
Alphabet Inc.—$16.36M52,2751.2%
Netflix Inc—$16.05M171,2001.1%
ADVANCED MICRO DEVICES INC—$15.97M74,5791.1%
Kratos Defense & Security Solutions Inc—$15.87M209,0001.1%
Sandisk Corp—$15.79M66,5001.1%
TERADYNE, INC—$15.61M80,6291.1%
Western Digital Corp—$14.32M83,1381.0%
Philip Morris International Inc.—$14.32M89,2811.0%
COHERENT CORP—$14.19M76,9001.0%
NXP Semiconductors N.V.—$13.57M62,5001.0%
STATE STREET SPDR S&P BIOTECH—$13.50M110,7001.0%
TWILIO INC—$13.23M93,0000.9%
FTAI Aviation Ltd—$13.19M67,0110.9%
BOSTON SCIENTIFIC CORP—$12.93M135,6000.9%
CareDx, Inc.—$12.79M679,0000.9%
EMBRAER S.A.EMBJADR$12.56M195,1500.9%
LAS VEGAS SANDS CORP—$12.53M192,5000.9%
Porch Group, Inc.—$12.14M1,329,2000.9%
DOLLAR GENERAL CORP—$11.95M90,0000.8%
Eos Energy Enterprises, Inc.—$11.39M993,9880.8%
LAM RESEARCH CORP—$11.20M65,4000.8%
GE Vernova Inc.—$11.15M17,0550.8%
SYNOPSYS INC—$10.80M23,0000.8%
Loar Holdings Inc.LOARCommon Stock$10.76M158,2460.8%
SiriusPoint Ltd—$10.76M491,5000.8%
Figure Technology Solutions, Inc.—$10.39M254,4000.7%
ALAMOS GOLD INC—$10.05M260,5000.7%
Zscaler, Inc.—$9.90M43,9950.7%
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