Zweig-DiMenna Associates LLC
Top Portfolio Positions
57 positions ·
$709,737,302 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 | 10.56% | |
| WGS |
GeneDx Holdings Corp.
Healthcare
|
689,290 | $44,266,203 | 6.24% | |
| APP |
AppLovin Corp
Communication Services
|
80,950 | $32,218,100 | 4.54% | |
| LITE |
Lumentum Holdings Inc.
Technology
|
40,750 | $28,637,470 | 4.03% | |
| COHR |
Coherent Corp.
Technology
|
116,750 | $27,811,017 | 3.92% | |
| TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Technology
|
77,425 | $26,165,778 | 3.69% | |
| NVDA |
Nvidia Corp
Technology
|
130,640 | $22,783,616 | 3.21% | |
| AMAT |
Applied Materials Inc /De
Technology
|
65,300 | $22,318,887 | 3.14% | |
| AVGO |
Broadcom Inc.
Technology
|
69,600 | $21,541,896 | 3.04% | |
| META |
Meta Platforms, Inc.
Communication Services
|
36,320 | $20,779,761 | 2.93% |
Portfolio Trend
25 quarters · across all stocks
Holdings in KVYO
1 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,514,232 | 129,200 | Shares | Sole | 2026-05-05 | |
| No 13F history on record for this holder in this stock. | ||||||