Zweig-Dimenna Associates LLC Top Holdings and 13F Report (2025) About Zweig-Dimenna Associates LLCInvestment ActivityZweig-Dimenna Associates LLC has $631.42 million in total holdings as of March 31, 2025.Zweig-Dimenna Associates LLC owns shares of 64 different stocks, but just 32 companies or ETFs make up 80% of its holdings.Approximately 28.70% of the portfolio was purchased this quarter.About 516.79% of the portfolio was sold this quarter.This quarter, Zweig-Dimenna Associates LLC has purchased 90 new stocks and bought additional shares in 13 stocks.Zweig-Dimenna Associates LLC sold shares of 28 stocks and completely divested from 49 stocks this quarter.Largest Holdings Amazon.com $55,957,178GeneDx $40,483,062Broadcom $35,170,346APPLOVIN CORP $35,144,296Quanta Services $24,483,889 Largest New Holdings this Quarter 01609W102 - Alibaba Group $17,335,353 Holding46120E602 - Intuitive Surgical $12,749,736 HoldingG7496G103 - RenaissanceRe $11,136,000 Holding88032Q109 - Tencent $9,256,800 Holding58733R102 - MercadoLibre $9,247,124 Holding Largest Purchases this Quarter Alibaba Group 131,100 shares (about $17.34M)APPLOVIN CORP 59,135 shares (about $15.67M)GeneDx 147,600 shares (about $13.07M)Intuitive Surgical 25,743 shares (about $12.75M)RenaissanceRe 46,400 shares (about $11.14M) Largest Sales this Quarter Philip Morris International 156,339 shares (about $2.48B)NVIDIA 313,805 shares (about $34.01M)Meta Platforms 48,737 shares (about $28.09M)Microsoft 68,628 shares (about $25.76M)Boston Scientific 159,900 shares (about $16.13M) Sector Allocation Over TimeMap of 500 Largest Holdings ofZweig-Dimenna Associates LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorAMZNAmazon.com$55,957,178$2,111,886 ▲3.9%294,1098.9%Retail/WholesaleWGSGeneDx$40,483,062$13,072,194 ▲47.7%457,1006.4%MedicalAVGOBroadcom$35,170,346$15,959,595 ▼-31.2%210,0605.6%Computer and TechnologyAPPLOVIN CORP$35,144,296$15,669,001 ▲80.5%132,6355.6%COM CL APWRQuanta Services$24,483,889$2,217,721 ▲10.0%96,3253.9%ConstructionCYBRCyberArk Software$18,829,304$5,072,704 ▲36.9%55,7083.0%Computer and TechnologyBABAAlibaba Group$17,335,353$17,335,353 ▲New Holding131,1002.7%Retail/WholesaleNTRANatera$17,038,491$15,396,014 ▼-47.5%120,4902.7%MedicalNVDANVIDIA$16,987,481$34,010,185 ▼-66.7%156,7402.7%Computer and TechnologyVVisa$15,804,695$1,004,769 ▲6.8%45,0972.5%Business ServicesFTAIFTAI Aviation$15,344,346$5,678,074 ▲58.7%138,2002.4%AerospacePMPhilip Morris International$14,809,509$10,044,276 ▼-40.4%93,3002.3%Consumer StaplesSPOTSpotify Technology$13,217,221$3,201,175 ▼-19.5%24,0302.1%Business ServicesISRGIntuitive Surgical$12,749,736$12,749,736 ▲New Holding25,7432.0%MedicalLOAR HOLDINGS INC$12,429,101$224,314 ▲1.8%175,9252.0%COM SHSBSXBoston Scientific$12,408,240$16,130,712 ▼-56.5%123,0002.0%MedicalDALDelta Air Lines$12,265,116$545,000 ▲4.7%281,3101.9%TransportationTSMTaiwan Semiconductor Manufacturing$12,140,410$7,759,172 ▼-39.0%73,1351.9%Computer and TechnologyMETAMeta Platforms$11,397,519$28,090,057 ▼-71.1%19,7751.8%Computer and TechnologyRNRRenaissanceRe$11,136,000$11,136,000 ▲New Holding46,4001.8%FinanceMSFTMicrosoft$10,548,459$25,762,265 ▼-70.9%28,1001.7%Computer and TechnologyCRMSalesforce$9,998,557$682,171 ▼-6.4%37,2581.6%Computer and TechnologyMAMastercard$9,564,694$1,863,608 ▼-16.3%17,4501.5%Business ServicesTCEHYTencent$9,256,800$9,256,800 ▲New Holding145,0001.5%Computer and TechnologyMELIMercadoLibre$9,247,124$9,247,124 ▲New Holding4,7401.5%Retail/WholesaleTERAWULF INC$9,215,819$9,215,819 ▲New Holding3,375,7581.5%COMZSZscaler$8,729,488$6,735,565 ▼-43.6%43,9951.4%Computer and TechnologyJDJD.com$8,166,432$8,166,432 ▲New Holding198,6001.3%Retail/WholesaleNFLXNetflix$8,122,336$3,715,199 ▼-31.4%8,7101.3%Consumer DiscretionaryDGDollar General$7,913,700$2,641,505 ▲50.1%90,0001.3%Retail/WholesaleSPNTSiriusPoint$7,581,665$7,581,665 ▲New Holding438,5001.2%FinanceERJEmbraer$7,123,116$7,123,116 ▲New Holding154,1801.1%AerospaceVRTVertiv$7,010,620$15,015,795 ▼-68.2%97,1001.1%Computer and TechnologyBBB FOODS INC$6,903,877$3,678,505 ▼-34.8%258,7661.1%CL A COMWYNNWynn Resorts$6,885,995$1,093,850 ▼-13.7%82,4671.1%Consumer DiscretionaryWRBYWarby Parker$6,346,775$869,571 ▼-12.1%348,1501.0%Consumer StaplesWGOWinnebago Industries$6,259,900$6,259,900 ▲New Holding181,6571.0%ConstructionGKOSGlaukos$5,983,936$210,127 ▲3.6%60,8000.9%MedicalIOTSamsara$5,588,514$8,587,837 ▼-60.6%145,8000.9%Computer and TechnologyAMNAMN Healthcare Services$5,460,475$5,460,475 ▲New Holding223,2410.9%MedicalMRVLMarvell Technology$5,296,682$7,849,805 ▼-59.7%86,0270.8%Computer and TechnologyAXONAxon Enterprise$4,812,443$736,330 ▲18.1%9,1500.8%AerospaceGOOGLAlphabet$4,538,684$5,822,196 ▼-56.2%29,3500.7%Computer and TechnologyTERTeradyne$4,239,775$11,467,274 ▼-73.0%51,3290.7%Computer and TechnologyPCORProcore Technologies$4,111,924$3,810,477 ▼-48.1%62,2830.7%Computer and TechnologyPDDPDD$4,083,075$4,083,075 ▲New Holding34,5000.6%Retail/WholesaleDDOGDatadog$3,992,111$4,616,836 ▼-53.6%40,2390.6%Computer and TechnologyMUMicron Technology$3,866,605$10,109,565 ▼-72.3%44,5000.6%Computer and TechnologyPMPhilip Morris International$3,809,520$2,481,568,947 ▼-99.8%2400.6%Consumer StaplesOIHVanEck Oil Services ETF$3,459,984$2,437,716 ▲238.5%13,2000.5%ETFTERAWULF INC$3,412,500$3,412,500 ▲New Holding12,5000.5%UNIT SER 1FUTUFutu$3,398,020$3,398,020 ▲New Holding33,2000.5%Business ServicesAMDAdvanced Micro Devices$3,276,790$9,138,930 ▼-73.6%31,8940.5%Computer and TechnologyAFRMAffirm$3,023,211$3,023,211 ▲New Holding66,9000.5%Business ServicesTALEN ENERGY CORP$2,296,205$2,296,205 ▲New Holding11,5000.4%COMPTONPeloton Interactive$2,224,640$2,224,640 ▲New Holding352,0000.4%Consumer DiscretionarySERVICETITAN INC$2,111,442$2,111,442 ▲New Holding22,2000.3%COM CL ASANDISK CORP$2,023,568$2,023,568 ▲New Holding42,5030.3%COMARISTA NETWORKS INC$1,743,300$7,480,229 ▼-81.1%22,5000.3%COM SHSPRCHPorch Group$1,603,800$1,603,800 ▲New Holding220,0000.3%Computer and TechnologyMDBMongoDB$1,315,500$1,315,500 ▲New Holding7,5000.2%Computer and TechnologyANFAbercrombie & Fitch$1,145,550$2,550,758 ▼-69.0%15,0000.2%Retail/WholesaleKSSKohl's$326,382$326,382 ▲New Holding39,9000.1%Retail/WholesaleAIC3.ai$273,650$273,650 ▲New Holding13,0000.0%Computer and TechnologyQQQInvesco QQQ$0$153,369,000 ▼-100.0%00.0%FinanceVSTVistra$0$34,822,240 ▼-100.0%00.0%UtilitiesEGEverest Group$0$28,963,816 ▼-100.0%00.0%FinanceNOWServiceNow$0$19,894,212 ▼-100.0%00.0%Computer and TechnologyACGLArch Capital Group$0$18,886,037 ▼-100.0%00.0%FinanceHUBSHubSpot$0$18,293,000 ▼-100.0%00.0%Computer and TechnologyORCLOracle$0$17,913,800 ▼-100.0%00.0%Computer and TechnologyWMTWalmart$0$17,033,776 ▼-100.0%00.0%Retail/WholesaleAAPLApple$0$15,270,862 ▼-100.0%00.0%Computer and TechnologyETNEaton$0$12,994,702 ▼-100.0%00.0%IndustrialsWULFTeraWulf$0$12,486,639 ▼-100.0%00.0%FinanceSMTCSemtech$0$12,037,618 ▼-100.0%00.0%Computer and TechnologyCAMTCamtek$0$10,857,507 ▼-100.0%00.0%Computer and TechnologyFCXFreeport-McMoRan$0$9,627,005 ▼-100.0%00.0%Basic MaterialsCDNSCadence Design Systems$0$9,374,652 ▼-100.0%00.0%Computer and TechnologyPANWPalo Alto Networks$0$8,167,093 ▼-100.0%00.0%Computer and TechnologyDELLDell Technologies$0$7,721,080 ▼-100.0%00.0%Computer and TechnologyWDCWestern Digital$0$7,603,362 ▼-100.0%00.0%Computer and TechnologyCWANClearwater Analytics$0$7,281,792 ▼-100.0%00.0%Computer and TechnologyLITELumentum$0$7,051,800 ▼-100.0%00.0%Computer and TechnologyCCRNCross Country Healthcare$0$6,840,654 ▼-100.0%00.0%Business ServicesTSLATesla$0$6,564,419 ▼-100.0%00.0%Auto/Tires/TrucksDTDynatrace$0$5,049,115 ▼-100.0%00.0%Computer and TechnologyRIGTransocean$0$4,930,095 ▼-100.0%00.0%EnergyRKLBRocket Lab USA$0$4,724,685 ▼-100.0%00.0%AerospaceCRWDCrowdStrike$0$4,679,038 ▼-100.0%00.0%Computer and TechnologyONTOOnto Innovation$0$4,566,758 ▼-100.0%00.0%Computer and TechnologySDRLSeadrill$0$4,525,223 ▼-100.0%00.0%EnergyCOINCoinbase Global$0$4,275,478 ▼-100.0%00.0%FinanceSTXSeagate Technology$0$4,232,038 ▼-100.0%00.0%Computer and TechnologyLLYEli Lilly and Company$0$4,149,500 ▼-100.0%00.0%MedicalAEMAgnico Eagle Mines$0$4,138,482 ▼-100.0%00.0%Basic MaterialsCTRACoterra Energy$0$4,125,349 ▼-100.0%00.0%EnergyUBERUber Technologies$0$4,055,374 ▼-100.0%00.0%Computer and TechnologyALAir Lease$0$3,181,860 ▼-100.0%00.0%TransportationGLNGGolar LNG$0$2,391,080 ▼-100.0%00.0%TransportationShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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