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 PROF
Shares Held
Position Value (USD)
17 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-12-31 | $1,023,100 | 130,000 | Shares | Sole | 2026-02-10 | |
| 2024-03-31 | $889,346 | 104,261 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $1,108,938 | 130,617 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $890,194 | 87,274 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $1,620,772 | 124,579 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $1,958,099 | 210,775 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $3,230,703 | 296,667 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $1,073,294 | 265,667 | Shares | Sole | 2022-10-28 | |
| 2022-06-30 | $1,867,457 | 256,167 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $2,175,003 | 241,667 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 | $2,629,695 | 234,167 | Shares | Sole | 2022-01-27 | |
| 2021-09-30 | $3,245,204 | 221,667 | Shares | Sole | 2021-10-25 | |
| 2021-06-30 | $3,626,472 | 221,667 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $3,657,202 | 181,589 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $3,754,029 | 182,589 | Shares | Sole | 2021-01-26 | |
| 2020-09-30 | $2,083,089 | 118,089 | Shares | Sole | 2020-10-27 | |
| 2020-06-30 | $3,169,287 | 187,089 | Shares | Sole | 2020-07-29 | |
| No 13F history on record for this holder in this stock. | ||||||