Zweig-DiMenna Associates LLC
Top Portfolio Positions
57 positions ·
$696,121,753 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
359,759 | $74,927,006 | 10.76% | |
| WGS |
GeneDx Holdings Corp.
Healthcare
|
689,290 | $44,266,203 | 6.36% | |
| APP |
AppLovin Corp
Communication Services
|
80,950 | $32,218,100 | 4.63% | |
| LITE |
Lumentum Holdings Inc.
Technology
|
40,750 | $28,637,470 | 4.11% | |
| COHR |
Coherent Corp.
Technology
|
116,750 | $27,811,017 | 4.00% | |
| TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Technology
|
77,425 | $26,165,778 | 3.76% | |
| NVDA |
Nvidia Corp
Technology
|
130,640 | $22,783,616 | 3.27% | |
| AMAT |
Applied Materials Inc /De
Technology
|
65,300 | $22,318,887 | 3.21% | |
| AVGO |
Broadcom Inc.
Technology
|
69,600 | $21,541,896 | 3.09% | |
| META |
Meta Platforms, Inc.
Communication Services
|
36,320 | $20,779,761 | 2.99% |
Portfolio Trend
25 quarters · across all stocks
Holdings in CDNA
Shares Held
Position Value (USD)
13 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $6,774,826 | 390,255 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $12,792,360 | 679,000 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $8,360,500 | 575,000 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $4,427,764 | 226,600 | Shares | Sole | 2025-08-05 | |
| 2022-06-30 | $6,475,661 | 301,474 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $8,632,504 | 233,374 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 | $11,518,901 | 253,274 | Shares | Sole | 2022-01-27 | |
| 2021-09-30 | $11,012,058 | 173,774 | Shares | Sole | 2021-10-25 | |
| 2021-06-30 | $13,670,708 | 149,374 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $10,114,973 | 148,553 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $10,215,884 | 141,006 | Shares | Sole | 2021-01-26 | |
| 2020-09-30 | $8,074,504 | 212,823 | Shares | Sole | 2020-10-27 | |
| 2020-06-30 | $8,434,253 | 238,054 | Shares | Sole | 2020-07-29 | |
| No 13F history on record for this holder in this stock. | ||||||