Zweig-DiMenna Associates LLC
Net buyer this quarter
$1.1B
70
+$59.2M
39.3%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 SNDK | $74.1M | 6.73% | 0.02% | +31.2% | Q2 2013 |
 AMZN | $54M | 4.90% | 0.00% | -37.0% | Q2 2013 |
 MU | $47.8M | 4.33% | 0.00% | -9.1% | Q3 2013 |
 WGS | $39.3M | 3.56% | 1.92% | -17.0% | Q3 2021 |
 AMAT | $39.1M | 3.55% | 0.01% | -17.1% | Q2 2013 |
 LRCX | $38.6M | 3.50% | 0.01% | -7.8% | Q2 2014 |
 AMD | $36.7M | 3.33% | 0.00% | +81.9% | Q3 2016 |
 COHR | $36.4M | 3.31% | 0.05% | -20.9% | Q3 2022 |
 APP | $35.4M | 3.21% | 0.02% | -15.2% | Q4 2024 |
 LITE | $31.4M | 2.85% | 0.04% | -10.3% | Q2 2017 |
 TSM | $30.9M | 2.80% | 0.00% | -16.4% | Q3 2013 |
 NVDA | $29.3M | 2.66% | 0.00% | +12.2% | Q2 2014 |
 V | $26.5M | 2.40% | 0.00% | +15.7% | Q2 2013 |
 AVGO | $26.4M | 2.39% | 0.00% | +0.3% | Q2 2016 |
 RVMD | $22.5M | 2.04% | 0.06% | +1350.5% | Q4 2025 |
 NXPI | $22.3M | 2.02% | 0.03% | +96.2% | Q2 2014 |
 NTRA | $22.3M | 2.02% | 0.06% | +7.5% | Q2 2024 |
 PL | $21.9M | 1.98% | 0.25% | New | Q2 2026 |
 VRT | $21.3M | 1.93% | 0.02% | -20.2% | Q1 2024 |
 TER | $18.4M | 1.67% | 0.02% | Not reported | Q3 2017 |
 BE | $17.4M | 1.58% | 0.02% | -8.0% | Q1 2026 |
 STX | $17.2M | 1.56% | 0.01% | Not reported | Q2 2013 |
 DELL | $16.2M | 1.47% | 0.01% | Not reported | Q2 2013 |
 WULF | $15.8M | 1.43% | 0.13% | -4.5% | Q3 2024 |
 CRWD | $15.7M | 1.42% | 0.01% | -55.9% | Q2 2019 |
 COF | $15M | 1.37% | 0.01% | Not reported | Q2 2014 |
 META | $14.9M | 1.36% | Not reported | -27.0% | Q2 2013 |
 GOOGL | $14.8M | 1.34% | 0.00% | -19.8% | Q4 2015 |
 ADI | $14.4M | 1.31% | 0.01% | Not reported | Q4 2019 |
 MRVL | $14.4M | 1.30% | 0.01% | Not reported | Q2 2013 |
 PWR | $14.3M | 1.30% | 0.01% | +27.7% | Q2 2013 |
 SEI | $13.9M | 1.26% | Not reported | +263.5% | Q1 2026 |
 INTC | $13.7M | 1.25% | 0.00% | Not reported | Q2 2014 |
 DAL | $12.5M | 1.14% | 0.02% | -36.9% | Q2 2013 |
 SPOT | $12.4M | 1.13% | 0.01% | -1.4% | Q3 2018 |
 ONTO | $12.3M | 1.12% | 0.07% | Not reported | Q1 2024 |
 MCHP | $11.5M | 1.04% | 0.02% | -14.5% | Q4 2016 |
 CDNA | $11.1M | 1.01% | 0.76% | -0.4% | Q2 2020 |
 MSFT | $10.9M | 0.99% | 0.00% | +4.9% | Q3 2014 |
 AAOI | $10.6M | 0.97% | 0.09% | -10.3% | Q1 2014 |
 ANET | $10.6M | 0.96% | 0.00% | -20.6% | Q2 2017 |
 PRCH | $10.4M | 0.95% | 0.54% | -17.4% | Q1 2025 |
 QXO | $10.3M | 0.94% | 0.08% | +2.8% | Q2 2025 |
 XMTR | $9.91M | 0.90% | 0.22% | Not reported | Q2 2025 |
 SPNT | $9.54M | 0.87% | 0.34% | Not reported | Q1 2025 |
 TDUP | $7.9M | 0.72% | 0.88% | -20.7% | Q4 2025 |
 EMBJ | $7.79M | 0.71% | 0.02% | Not reported | Q2 2024 |
 FN | $7.25M | 0.66% | 0.04% | Not reported | Q1 2026 |
 NFLX | $7.21M | 0.65% | 0.00% | Not reported | Q4 2013 |
 KTOS | $7.13M | 0.65% | 0.08% | -7.7% | Q2 2025 |
| Q1 2026 | |||||
| AMZN | $74.9M | 10.37% | 0.00% | -2.2% | Q2 2013 |
| WGS | $44.3M | 6.13% | 2.32% | +15.3% | Q3 2021 |
| APP | $32.2M | 4.46% | 0.02% | -32.5% | Q4 2024 |
| LITE | $28.6M | 3.97% | 0.06% | -69.0% | Q2 2017 |
| COHR | $27.8M | 3.85% | 0.06% | +51.8% | Q3 2022 |
| TSM | $26.2M | 3.62% | 0.00% | -59.5% | Q3 2013 |
| NVDA | $22.8M | 3.15% | 0.00% | -25.9% | Q2 2014 |
| AMAT | $22.3M | 3.09% | 0.01% | Not reported | Q2 2013 |
| AVGO | $21.5M | 2.98% | 0.00% | -67.2% | Q2 2016 |
| META | $20.8M | 2.88% | Not reported | +19.9% | Q2 2013 |
| LRCX | $20.6M | 2.85% | 0.01% | +47.6% | Q2 2014 |
| V | $20.2M | 2.79% | 0.00% | +20.4% | Q2 2013 |
| VRT | $19.9M | 2.76% | 0.02% | -21.7% | Q1 2024 |
| CRWD | $18.2M | 2.51% | 0.02% | Not reported | Q2 2019 |
| SNDK | $15.8M | 2.19% | 0.02% | -62.6% | Q2 2013 |
| MU | $15.4M | 2.13% | 0.00% | +72.3% | Q3 2013 |
| NTRA | $15.2M | 2.11% | 0.05% | -43.4% | Q2 2024 |
| GOOGL | $14.9M | 2.06% | 0.00% | -1.2% | Q4 2015 |
| DAL | $14.1M | 1.95% | 0.03% | -22.1% | Q2 2013 |
| SPOT | $13.3M | 1.84% | 0.01% | -2.9% | Q3 2018 |
| QXO | $11.3M | 1.57% | 0.08% | Not reported | Q2 2025 |
| TER | $11.3M | 1.56% | 0.02% | -52.8% | Q3 2017 |
| KTOS | $10.9M | 1.51% | 0.08% | -25.8% | Q2 2025 |
| MSFT | $10.3M | 1.43% | 0.00% | -41.3% | Q3 2014 |
| NFLX | $9.71M | 1.34% | 0.00% | -41.0% | Q4 2013 |
| ANET | $9.64M | 1.33% | 0.01% | +248.9% | Q2 2017 |
| WULF | $9.64M | 1.33% | 0.16% | -64.3% | Q3 2024 |
| MCHP | $9.5M | 1.32% | 0.03% | +21.0% | Q4 2016 |
| SPNT | $8.56M | 1.19% | 0.34% | -19.2% | Q1 2025 |
| PWR | $8.54M | 1.18% | 0.01% | -84.3% | Q2 2013 |
| BE | $8.47M | 1.17% | 0.02% | New | Q1 2026 |
| NXPI | $7.96M | 1.10% | 0.02% | -35.3% | Q2 2014 |
| EMBJ | $7.25M | 1.00% | 0.02% | -37.4% | Q2 2024 |
| AMD | $7.07M | 0.98% | 0.00% | -53.4% | Q3 2016 |
| STX | $6.99M | 0.97% | 0.01% | -76.2% | Q2 2013 |
 HUT | $6.83M | 0.95% | 0.13% | -78.4% | Q2 2025 |
| CDNA | $6.77M | 0.94% | 0.76% | -42.5% | Q2 2020 |
| AAOI | $6.77M | 0.94% | 0.10% | +2.0% | Q1 2014 |
| FN | $6.73M | 0.93% | 0.04% | New | Q1 2026 |
| PRCH | $6.02M | 0.83% | 0.67% | -36.8% | Q1 2025 |
 SNOW | $5.97M | 0.83% | 0.01% | Not reported | Q4 2021 |
 SNPS | $5.74M | 0.79% | 0.01% | -37.1% | Q4 2013 |
 LVS | $5.25M | 0.73% | 0.01% | -49.4% | Q2 2013 |
| TDUP | $4.77M | 0.66% | 1.13% | +170.1% | Q4 2025 |
 LUXE | $4.72M | 0.65% | 0.43% | +15.2% | Q2 2025 |
 VST | $4.36M | 0.60% | 0.01% | Not reported | Q2 2018 |
| XMTR | $4.19M | 0.58% | 0.22% | -19.5% | Q2 2025 |
 ALNT | $2.78M | 0.38% | 0.28% | New | Q1 2026 |
 AI | $2.69M | 0.37% | 9.11% | Not reported | Q1 2025 |
| SEI | $2.68M | 0.37% | Not reported | New | Q1 2026 |
| Q4 2025 | |||||
| AMZN | $84.9M | 5.27% | 0.00% | +1.7% | Q2 2013 |
| APP | $80.8M | 5.02% | 0.04% | +6.0% | Q4 2024 |
| WGS | $77.8M | 4.83% | 2.04% | -0.7% | Q3 2021 |
| AVGO | $73.5M | 4.56% | 0.00% | +0.8% | Q2 2016 |
| TSM | $58M | 3.60% | 0.00% | -0.8% | Q3 2013 |
| LITE | $48.5M | 3.01% | 0.18% | +0.5% | Q2 2017 |
| PWR | $41.8M | 2.59% | 0.07% | Not reported | Q2 2013 |
| NVDA | $32.9M | 2.04% | 0.00% | +3.4% | Q2 2014 |
| HUT | $30.9M | 1.92% | 0.61% | -4.8% | Q2 2025 |
| NTRA | $30.9M | 1.92% | 0.10% | +1.7% | Q2 2024 |
 CLS | $29.7M | 1.84% | 0.09% | Not reported | Q2 2025 |
| MSFT | $22.9M | 1.42% | 0.00% | -2.7% | Q3 2014 |
| WULF | $21.5M | 1.33% | 0.45% | -0.6% | Q3 2024 |
| MRVL | $20.9M | 1.29% | 0.03% | -1.4% | Q2 2013 |
| STX | $20.7M | 1.28% | 0.04% | -1.6% | Q2 2013 |
 BABA | $20.1M | 1.25% | 0.00% | +149.8% | Q3 2014 |
| META | $20M | 1.24% | Not reported | +43.6% | Q2 2013 |
| V | $19.4M | 1.21% | 0.00% | +32.5% | Q2 2013 |
| DAL | $18.9M | 1.17% | 0.04% | +1.3% | Q2 2013 |
| VRT | $16.5M | 1.02% | 0.03% | -1.9% | Q1 2024 |
| SPOT | $16.4M | 1.02% | 0.01% | +99.8% | Q3 2018 |
| GOOGL | $16.4M | 1.02% | 0.00% | +9.0% | Q4 2015 |
| NFLX | $16.1M | 1.00% | 0.00% | +35.6% | Q4 2013 |
| AMD | $16M | 0.99% | 0.00% | +2.7% | Q3 2016 |
| KTOS | $15.9M | 0.98% | 0.12% | +0.3% | Q2 2025 |
| SNDK | $15.8M | 0.98% | 0.05% | Not reported | Q2 2013 |
| TER | $15.6M | 0.97% | 0.05% | +10.0% | Q3 2017 |
 WDC | $14.3M | 0.89% | 0.02% | -6.6% | Q2 2013 |
 PM | $14.3M | 0.89% | 0.01% | Not reported | Q4 2023 |
| COHR | $14.2M | 0.88% | 0.05% | Not reported | Q3 2022 |
| NXPI | $13.6M | 0.84% | 0.02% | +48.9% | Q2 2014 |
 TWLO | $13.2M | 0.82% | 0.06% | Not reported | Q3 2018 |
 FTAI | $13.2M | 0.82% | 0.07% | -2.0% | Q4 2024 |
 BSX | $12.9M | 0.80% | 0.01% | -12.2% | Q3 2013 |
| CDNA | $12.8M | 0.79% | 1.33% | +18.1% | Q2 2020 |
| EMBJ | $12.6M | 0.78% | 0.03% | -0.6% | Q2 2024 |
| LVS | $12.5M | 0.78% | 0.03% | -9.4% | Q2 2013 |
| PRCH | $12.1M | 0.75% | 1.07% | +36.9% | Q1 2025 |
 DG | $11.9M | 0.74% | 0.04% | Not reported | Q2 2013 |
 EOSE | $11.4M | 0.71% | 0.29% | -2.7% | Q3 2025 |
| LRCX | $11.2M | 0.69% | 0.01% | +6.8% | Q2 2014 |
 GEV | $11.1M | 0.69% | 0.01% | Not reported | Q3 2025 |
| SNPS | $10.8M | 0.67% | 0.01% | Not reported | Q4 2013 |
 LOAR | $10.8M | 0.67% | 0.17% | -31.9% | Q2 2024 |
| SPNT | $10.8M | 0.67% | 0.42% | Not reported | Q1 2025 |
 FIGR | $10.4M | 0.64% | Not reported | -13.6% | Q3 2025 |
 AGI | $10.1M | 0.62% | 0.06% | New | Q4 2025 |
 ZS | $9.9M | 0.61% | 0.03% | Not reported | Q4 2023 |
 CRM | $9.87M | 0.61% | 0.00% | Not reported | Q2 2013 |
 FDX | $9.61M | 0.60% | 0.01% | Not reported | Q4 2019 |
| Q3 2025 | |||||
| APP | $81.3M | 5.69% | 0.03% | -5.4% | Q4 2024 |
| AMZN | $79.4M | 5.55% | 0.00% | +1.8% | Q2 2013 |
| AVGO | $69.5M | 4.86% | 0.00% | +2.6% | Q2 2016 |
| WGS | $64.9M | 4.54% | 2.08% | +2.8% | Q3 2021 |
| TSM | $53.8M | 3.76% | 0.00% | -4.6% | Q3 2013 |
| PWR | $41M | 2.87% | 0.07% | -0.9% | Q2 2013 |
| NVDA | $31.8M | 2.23% | 0.00% | +9.9% | Q2 2014 |
| MSFT | $25.3M | 1.77% | 0.00% | +27.3% | Q3 2014 |
| CLS | $24.7M | 1.73% | 0.09% | Not reported | Q2 2025 |
| HUT | $24.6M | 1.72% | 0.67% | +256.5% | Q2 2025 |
| WULF | $21.5M | 1.51% | 0.43% | +1.5% | Q3 2024 |
| NTRA | $21.3M | 1.49% | 0.10% | +6.8% | Q2 2024 |
| LITE | $21.3M | 1.49% | 0.18% | +19.1% | Q2 2017 |
| MRVL | $20.9M | 1.46% | 0.03% | -3.9% | Q2 2013 |
| KTOS | $19M | 1.33% | 0.12% | +33.6% | Q2 2025 |
| LOAR | $18.6M | 1.30% | 0.25% | -11.0% | Q2 2024 |
| STX | $18M | 1.26% | 0.04% | +8.7% | Q2 2013 |
 CRWV | $17.4M | 1.22% | Not reported | New | Q3 2025 |
| PRCH | $16.3M | 1.14% | 0.79% | +11.3% | Q1 2025 |
| VRT | $15.6M | 1.09% | 0.03% | +6.8% | Q1 2024 |
| META | $15.5M | 1.08% | Not reported | -11.2% | Q2 2013 |
| QXO | $15.3M | 1.07% | 0.12% | +137.2% | Q2 2025 |
| DAL | $15.3M | 1.07% | 0.04% | +9.1% | Q2 2013 |
 PINS | $15.2M | 1.06% | 0.37% | +14.5% | Q2 2019 |
| NFLX | $15.1M | 1.06% | 0.00% | +18.8% | Q4 2013 |
| BSX | $15.1M | 1.06% | 0.01% | -0.8% | Q3 2013 |
| PM | $14.5M | 1.01% | 0.01% | -9.0% | Q4 2023 |
| V | $14.3M | 1.00% | 0.00% | -13.1% | Q2 2013 |
| ZS | $13.2M | 0.92% | 0.03% | Not reported | Q4 2023 |
 HOOD | $12.5M | 0.87% | 0.04% | -4.0% | Q2 2025 |
| EMBJ | $11.9M | 0.83% | 0.03% | +15.8% | Q2 2024 |
| AMD | $11.7M | 0.82% | 0.00% | +127.6% | Q3 2016 |
 GLD | $11.7M | 0.82% | 0.01% | -35.1% | Q1 2015 |
| GOOGL | $11.7M | 0.82% | 0.00% | -18.5% | Q4 2015 |
| EOSE | $11.6M | 0.81% | 0.36% | New | Q3 2025 |
| LVS | $11.4M | 0.80% | 0.03% | Not reported | Q2 2013 |
| FTAI | $11.4M | 0.80% | 0.07% | +25.3% | Q4 2024 |
| FIGR | $10.7M | 0.75% | Not reported | New | Q3 2025 |
| WDC | $10.7M | 0.75% | 0.03% | Not reported | Q2 2013 |
| GEV | $10.5M | 0.73% | 0.01% | New | Q3 2025 |
| TER | $10.1M | 0.71% | 0.05% | Not reported | Q3 2017 |
| COF | $9.88M | 0.69% | 0.01% | -19.1% | Q2 2014 |
| SPOT | $9.87M | 0.69% | 0.01% | +11.1% | Q3 2018 |
| BABA | $9.8M | 0.69% | 0.00% | Not reported | Q3 2014 |
 NOW | $9.8M | 0.69% | 0.01% | Not reported | Q2 2013 |
| NXPI | $9.56M | 0.67% | 0.02% | -9.7% | Q2 2014 |
| TWLO | $9.31M | 0.65% | 0.06% | Not reported | Q3 2018 |
| DG | $9.3M | 0.65% | 0.04% | Not reported | Q2 2013 |
| SPNT | $8.89M | 0.62% | 0.42% | +12.1% | Q1 2025 |
| CRM | $8.83M | 0.62% | 0.00% | Not reported | Q2 2013 |