Zweig-DiMenna Associates LLC 13F Holdings

CIK 0001533950

As of Sep 30, 2025, Zweig-DiMenna Associates LLC reported 99 positions worth .4B in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
APPLOVIN CORPAPPTechnology113,200$81.3M5.69%
AMAZON.COM INCAMZNEquity361,484$79.4M5.55%
BROADCOM INCAVGOTechnology210,705$69.5M4.86%
GENEDX HOLDINGS CORPWGSHealthcare602,300$64.9M4.54%
BOSTON SCIENTIFIC CORP——6,000$58.6M4.10%
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTDTSMTechnology192,470$53.8M3.76%
AMAZON COM INC——2,200$48.3M3.38%
QUANTA SERVICES INCPWRIndustrials99,000$41.0M2.87%
NVIDIA CORPNVDATechnology170,565$31.8M2.23%
CYBERARK SOFTWARE LTDCYBRTechnology65,459$31.6M2.21%
MICROSOFT CORPMSFTTechnology48,750$25.3M1.77%
CELESTICA INCCLSTechnology100,439$24.7M1.73%
HUT 8 CORPHUTFinancial Services707,000$24.6M1.72%
TERAWULF INCWULFFinancial Services1,883,700$21.5M1.51%
NATERA INCNTRAHealthcare132,500$21.3M1.49%
LUMENTUM HOLDINGS INCLITETechnology130,950$21.3M1.49%
MARVELL TECHNOLOGY INCMRVLTechnology248,999$20.9M1.46%
KRATOS DEFENSE & SECURITY SOLUTIONS INCKTOSIndustrials208,350 9.0M1.33%
LOAR HOLDINGS INCLOARIndustrials232,250 8.6M1.30%
SEAGATE TECHNOLOGY HOLDINGS PLCSTXTechnology76,225 8.0M1.26%
COREWEAVE INCCRWVTechnology127,250 7.4M1.22%
PORCH GROUP INCPRCHTechnology970,800 6.3M1.14%
VERTIV HOLDINGS COVRTIndustrials103,700 5.6M1.09%
META PLATFORMS INCMETACommunication Services21,095 5.5M1.08%
QXO INCQXOTechnology802,800 5.3M1.07%