Holders — by stockHoldings — by fund
Zweig-DiMenna Associates LLC
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0001533950
$1.10B
disclosed book value
70
positions
6.7%
largest position share
Positions, as of 2026-06-30
top 70 of 70 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | SNDKSANDISK CORP | 32,609 | $74.1M | 6.7% |
| 2 | AMZNAMAZON COM INC | 226,579 | $54.0M | 4.9% |
| 3 | MUMICRON TECHNOLOGY INC | 41,377 | $47.8M | 4.3% |
| 4 | WGSGENEDX HOLDINGS CORP | 571,950 | $39.3M | 3.6% |
| 5 | AMATAPPLIED MATERIALS | 54,128 | $39.1M | 3.6% |
| 6 | LRCXLAM RESEARCH | 88,966 | $38.6M | 3.5% |
| 7 | AMDADVANCED MICRO DEVICES INC | 63,226 | $36.7M | 3.3% |
| 8 | COHRCOHERENT CORP | 92,371 | $36.4M | 3.3% |
| 9 | APPAPPLOVIN CORP | 68,675 | $35.4M | 3.2% |
| 10 | LITELUMENTUM HLDGS INC | 36,553 | $31.4M | 2.8% |
| 11 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 64,728 | $30.9M | 2.8% |
| 12 | NVDANVIDIA CORPORATION | 146,615 | $29.3M | 2.7% |
| 13 | VVISA INC | 77,150 | $26.5M | 2.4% |
| 14 | AVGOBROADCOM INC | 69,814 | $26.4M | 2.4% |
| 15 | RVMDREVOLUTION MEDICINES INC | 120,200 | $22.5M | 2% |
| 16 | NXPINXP SEMICONDUCTORS NV | 79,301 | $22.3M | 2% |
| 17 | NTRANATERA INC | 81,982 | $22.3M | 2% |
| 18 | PLPLANET LABS PBC | 660,200 | $21.9M | 2% |
| 19 | VRTVERTIV HOLDINGS CO | 63,502 | $21.3M | 1.9% |
| 20 | TERTERADYNE INC | 38,034 | $18.4M | 1.7% |
| 21 | BEBLOOM ENERGY CORP | 57,525 | $17.4M | 1.6% |
| 22 | STXSEAGATE TECHNOLOGY HLDNGS PL | 17,844 | $17.2M | 1.6% |
| 23 | DELLDELL TECHNOLOGIES | 37,500 | $16.2M | 1.5% |
| 24 | WULFTERAWULF INC | 637,982 | $15.8M | 1.4% |
| 25 | CRWDCROWDSTRIKE HOLDINGS INC | 20,511 | $15.7M | 1.4% |
| 26 | COFCAPITAL ONE FINANCIAL CORP | 75,000 | $15.0M | 1.4% |
| 27 | METAMETA PLATFORMS INC | 26,520 | $14.9M | 1.4% |
| 28 | GOOGLALPHABET INC | 41,450 | $14.8M | 1.3% |
| 29 | ADIANALOG DEVICES | 36,250 | $14.4M | 1.3% |
| 30 | MRVLMARVELL TECHNOLOGY INC | 48,233 | $14.4M | 1.3% |
| 31 | PWRQUANTA SVCS INC | 19,850 | $14.3M | 1.3% |
| 32 | SEISOLARIS ENERGY INFRASTRUCTURE | 172,650 | $13.9M | 1.3% |
| 33 | INTCINTEL CORP | 98,400 | $13.7M | 1.2% |
| 34 | DALDELTA AIR LINES INC | 133,850 | $12.5M | 1.1% |
| 35 | SPOTSPOTIFY TECHNOLOGY S A | 27,021 | $12.4M | 1.1% |
| 36 | ONTOONTO INNOVATION INC | 32,600 | $12.3M | 1.1% |
| 37 | MCHPMICROCHIP TECHNOLOGY | 125,644 | $11.5M | 1% |
| 38 | CDNACAREDX INC | 388,812 | $11.1M | 1% |
| 39 | MSFTMICROSOFT CORP | 29,200 | $10.9M | 1% |
| 40 | AAOIAPPLIED OPTOELR | 71,835 | $10.6M | 1% |
| 41 | ANETARISTA NETWORKS INC | 62,304 | $10.6M | 1% |
| 42 | PRCHPORCH GROUP INC | 693,738 | $10.4M | 0.9% |
| 43 | QXOQXO INC | 598,900 | $10.3M | 0.9% |
| 44 | XMTRXOMETRY INC | 102,650 | $9.9M | 0.9% |
| 45 | SPNTSIRIUSPOINT LTD | 397,350 | $9.5M | 0.9% |
| 46 | TDUPTHREDUP INC | 1.2M | $7.9M | 0.7% |
| 47 | EMBJEMBRAER SA | 122,161 | $7.8M | 0.7% |
| 48 | FNFABRINET | 12,900 | $7.3M | 0.7% |
| 49 | NFLXNETFLIX INC | 101,000 | $7.2M | 0.7% |
| 50 | KTOSKRATOS DEFENSE & SECURITY SOLTNS INC | 143,026 | $7.1M | 0.6% |
| 51 | HUTHUT 8 MINING CORP | 60,738 | $7.0M | 0.6% |
| 52 | TLNTALEN ENERGY CORP | 17,650 | $6.8M | 0.6% |
| 53 | FPSFORGENT POWER SOLUTIONS INC | 109,268 | $6.1M | 0.6% |
| 54 | RYTMRHYTHM PHARMACEUTICALS INC | 42,100 | $4.7M | 0.4% |
| 55 | LUXELUXEXPERIENCE BV | 590,000 | $4.4M | 0.4% |
| 56 | SNOWSNOWFLAKE INC | 14,500 | $3.7M | 0.3% |
| 57 | BORRBORR DRILLING LTD | 877,000 | $3.6M | 0.3% |
| 58 | QNTQUANTINUUM INC | 41,000 | $3.4M | 0.3% |
| 59 | AIC3.AI INC | 362,450 | $3.3M | 0.3% |
| 60 | TBBBBBB FOODS INC | 64,100 | $2.7M | 0.2% |
| 61 | TBNTAMBORAN RESOURCES CORP | 80,500 | $2.6M | 0.2% |
| 62 | ONBOLD NATL BNCP | 100,000 | $2.6M | 0.2% |
| 63 | AADXAPPLIED AEROSPACE & DEFENSE | 110,500 | $2.5M | 0.2% |
| 64 | GISGENERAL MILLS | 71,000 | $2.5M | 0.2% |
| 65 | VIAVVIAVI SOLUTIONS INC | 38,924 | $1.9M | 0.2% |
| 66 | QBTSD-WAVE QUANTUM INC | 54,800 | $1.3M | 0.1% |
| 67 | DDOGDATADOG INC | 4,500 | $1.2M | 0.1% |
| 68 | DPCDPC HOLDINGS PLC | 5,330 | $261,490 | 0% |
| 69 | DUOLDUOLINGO | 1,500 | $172,530 | 0% |
| 70 | STEMSTEM INC | 8,302 | $64,839 | 0% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.