Zweig-Dimenna Associates LLC Top Holdings and 13F Report (2026) About Zweig-Dimenna Associates LLCInvestment ActivityZweig-Dimenna Associates LLC has $1.30 billion in total holdings as of September 30, 2026.Zweig-Dimenna Associates LLC owns shares of 89 different stocks, but just 43 companies or ETFs make up 80% of its holdings.Approximately 33.49% of the portfolio was purchased this quarter.About 13.25% of the portfolio was sold this quarter.This quarter, Zweig-Dimenna Associates LLC has purchased 70 new stocks and bought additional shares in 28 stocks.Zweig-Dimenna Associates LLC sold shares of 14 stocks and completely divested from 13 stocks this quarter.Largest Holdings Lumentum $69,534,446Micron Technology $58,263,647Amazon.com $58,183,750SANDISK CORP $54,931,807Taiwan Semiconductor Manufacturing $44,023,704 Largest New Holdings this Quarter 433313103 - HINGE HEALTH INC $21,616,452 Holding78392B206 - SK HYNIX INC $20,719,085 Holding532457108 - Eli Lilly and Company $16,303,257 Holding697435105 - Palo Alto Networks $16,091,055 Holding02361E108 - Ameresco $12,182,658 Holding Largest Purchases this Quarter Lumentum 35,039 shares (about $34.03M)HINGE HEALTH INC 222,300 shares (about $21.62M)SK HYNIX INC 112,512 shares (about $20.72M)CrowdStrike 70,433 shares (about $18.65M)Eli Lilly and Company 14,090 shares (about $16.30M) Largest Sales this Quarter GeneDx 213,850 shares (about $15.46M)APPLOVIN CORP 43,775 shares (about $12.71M)Meta Platforms 9,535 shares (about $6.91M)Advanced Micro Devices 7,658 shares (about $4.68M)MYT Netherlands Parent B.V. 470,987 shares (about $4.67M) 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 PortfolioSectorLITELumentum$69,534,446$34,031,979 ▲95.9%71,5925.4%TechnologyMUMicron Technology$58,263,647$14,192,591 ▲32.2%54,7024.5%TechnologyAMZNAmazon.com$58,183,750$1,731,592 ▲3.1%233,5294.5%Consumer DiscretionarySANDISK CORP$54,931,807$1,804,266 ▼-3.2%31,5724.2%COMTSMTaiwan Semiconductor Manufacturing$44,023,704$14,495,437 ▲49.1%96,5033.4%TechnologyLAM RESEARCH$36,593,057$7,366,837 ▲25.2%111,3912.8%COMNTRANatera$34,809,795$925,814 ▲2.7%84,2222.7%HealthcareNVDANVIDIA$34,146,236$662,302 ▲2.0%149,5152.6%TechnologyAMDAdvanced Micro Devices$33,994,280$4,684,858 ▼-12.1%55,5682.6%TechnologyAMATApplied Materials$33,498,458$5,818,482 ▲21.0%65,5062.6%TechnologyCOHRCoherent$31,802,717$5,217,420 ▲19.6%110,4992.4%TechnologySTXSeagate Technology$28,878,465$12,420,230 ▲75.5%31,3102.2%TechnologyINTCIntel$26,813,093$14,982,461 ▲126.6%223,0152.1%TechnologyWGSGeneDx$25,890,630$15,461,355 ▼-37.4%358,1002.0%HealthcareVVisa$25,781,928$1,940,382 ▼-7.0%71,7502.0%FinanceCDNACareDx$25,337,780$65,000 ▲0.3%389,8122.0%HealthcareCRWDCrowdStrike$24,077,424$18,647,137 ▲343.4%90,9441.9%TechnologyAVGOBroadcom$23,278,629$1,239,350 ▼-5.1%66,2851.8%TechnologyRVMDRevolution Medicines$22,845,438$1,826,814 ▼-7.4%111,3001.8%HealthcareVRTVertiv$22,006,989$6,683,322 ▲43.6%91,1981.7%IndustrialsHINGE HEALTH INC$21,616,452$21,616,452 ▲New Holding222,3001.7%COM CL ASK HYNIX INC$20,719,085$20,719,085 ▲New Holding112,5121.6%ADRBEBloom Energy$19,970,258$4,036,984 ▲25.3%72,1001.5%IndustrialsNXPINXP Semiconductors$18,836,3670.0%79,3011.5%TechnologyDALDelta Air Lines$16,896,477$5,725,356 ▲51.3%202,4501.3%IndustrialsLLYEli Lilly and Company$16,303,257$16,303,257 ▲New Holding14,0901.3%HealthcarePANWPalo Alto Networks$16,091,055$16,091,055 ▲New Holding40,5001.2%TechnologyTERTeradyne$15,975,863$727,652 ▲4.8%39,8491.2%TechnologyGOOGLAlphabet$15,949,828$1,687,712 ▲11.8%46,3551.2%Communication ServicesPWRQuanta Services$14,070,969$1,317,146 ▲10.3%21,9001.1%IndustrialsSNOWSnowflake$13,752,180$8,828,560 ▲179.3%40,5001.1%TechnologyPRCHPorch Group$13,719,310$2,161,635 ▲18.7%823,4881.1%TechnologyMSFTMicrosoft$13,155,885$1,820,795 ▼-12.2%25,6501.0%TechnologyMRVLMarvell Technology$12,743,6410.0%48,2331.0%TechnologyMETAMeta Platforms$12,317,182$6,914,591 ▼-36.0%16,9850.9%Communication ServicesDPC HOLDINGS PLC$12,255,400$12,030,154 ▲5,340.9%290,0000.9%COMAMRCAmeresco$12,182,658$12,182,658 ▲New Holding588,2500.9%IndustrialsFANGDiamondback Energy$11,690,316$11,690,316 ▲New Holding63,6000.9%EnergyCOFCapital One Financial$11,275,288$3,204,962 ▼-22.1%58,4000.9%FinanceEXXONMOBIL HOLDINGS CORP$11,067,000$11,067,000 ▲New Holding68,0000.9%COMHUT 8 MINING CORP$10,851,872$5,622,330 ▲107.5%126,0380.8%COMWULFTeraWulf$10,765,017$1,322,883 ▲14.0%727,3660.8%TechnologyTSEMTower Semiconductor$10,575,495$10,575,495 ▲New Holding46,5000.8%TechnologyXMTRXometry$10,557,5530.0%102,6500.8%IndustrialsGHGuardant Health$10,184,356$10,184,356 ▲New Holding57,1000.8%HealthcareSPOTSpotify Technology$10,159,923$3,009,571 ▼-22.9%20,8460.8%Communication ServicesZSZscaler$10,100,623$10,100,623 ▲New Holding50,6500.8%TechnologyDVNDevon Energy$9,898,600$9,898,600 ▲New Holding215,0000.8%EnergyMCHPMicrochip Technology$9,771,3340.0%125,6440.8%TechnologyCELESTICA INC$9,758,610$9,758,610 ▲New Holding27,0000.8%COMGISGeneral Mills$9,712,320$7,428,960 ▲325.4%302,0000.7%Consumer StaplesSPNTSiriusPoint$9,635,7380.0%397,3500.7%FinanceOKTAOkta$9,274,029$9,274,029 ▲New Holding44,3500.7%TechnologySLBSLB$9,232,440$9,232,440 ▲New Holding189,5000.7%EnergyEMBRAER SA$9,201,1670.0%122,1610.7%SPONSORED ADSARISTA NETWORKS INC$8,510,876$4,173,595 ▼-32.9%41,8040.7%COM SHSAAOIApplied Optoelectronics$8,040,060$909,718 ▲12.8%81,0000.6%TechnologyMAMastercard$7,996,315$7,996,315 ▲New Holding14,5000.6%FinanceAPPLOVIN CORP$7,231,707$12,713,573 ▼-63.7%24,9000.6%COM CL ANFLXNetflix$7,027,5800.0%101,0000.5%Communication ServicesTHE CAMPBELL'S COMPANY$6,940,500$6,940,500 ▲New Holding350,0000.5%COMMETA PLATFORMS INC$6,403,799$6,403,799 ▲New Holding3000.5%CL AKTOSKratos Defense & Security Solutions$6,105,7800.0%143,0260.5%IndustrialsAIC3.ai$5,808,072$1,824,747 ▲45.8%528,4870.4%TechnologyRLAYRelay Therapeutics$5,590,085$5,590,085 ▲New Holding309,7000.4%HealthcareFNFabrinet$5,473,0830.0%12,9000.4%TechnologyAPHAmphenol$4,670,220$4,670,220 ▲New Holding55,4000.4%TechnologyTDUPThredUp$4,545,916$2,099,436 ▲85.8%2,144,3000.3%Consumer DiscretionaryUALUnited Airlines$4,438,000$4,438,000 ▲New Holding40,0000.3%IndustrialsMRKMerck & Co., Inc.$4,301,176$4,301,176 ▲New Holding29,6000.3%HealthcarePRAXIS PRECISION MEDICINES I$4,270,888$4,270,888 ▲New Holding14,6650.3%COMFORGENT POWER SOLUTIONS INC$4,090,9940.0%109,2680.3%COM CL AORICOric Pharmaceuticals$3,620,601$3,620,601 ▲New Holding268,7900.3%HealthcareINSMInsmed$3,492,684$3,492,684 ▲New Holding30,6000.3%HealthcareBORRBorr Drilling$3,411,5300.0%877,0000.3%EnergyBROADCOM INC$2,686,976$2,686,976 ▲New Holding2500.2%COMTAMBORAN RESOURCES CORP$2,653,2800.0%80,5000.2%COMONBOld National Bancorp$2,464,0000.0%100,0000.2%FinanceFIVNFive9$2,346,690$2,346,690 ▲New Holding69,0000.2%TechnologyRYTMRhythm Pharmaceuticals$2,313,725$1,694,827 ▼-42.3%24,3000.2%HealthcareKYMRKymera Therapeutics$1,833,356$1,833,356 ▲New Holding16,4000.1%HealthcareVIAVViavi Solutions$1,631,6940.0%38,9240.1%TechnologyGLNGGolar LNG$1,425,600$1,425,600 ▲New Holding30,0000.1%EnergyAMPLAmplitude$1,322,675$1,322,675 ▲New Holding95,5000.1%TechnologyMYTEMYT Netherlands Parent B.V.$1,179,419$4,667,482 ▼-79.8%119,0130.1%Consumer DiscretionaryROIVRoivant Sciences$1,056,873$1,056,873 ▲New Holding28,9000.1%HealthcareSPYRE THERAPEUTICS INC$703,337$703,337 ▲New Holding7,9000.1%COMLULUlululemon athletica$302,999$302,999 ▲New Holding3,1500.0%Consumer DiscretionarySTEM INC$35,2840.0%8,3020.0%COMPLPlanet Labs PBC$0$21,872,426 ▼-100.0%00.0%IndustrialsDELLDell Technologies$0$16,179,750 ▼-100.0%00.0%TechnologyADIAnalog Devices$0$14,397,413 ▼-100.0%00.0%TechnologySOLARIS ENERGY INFRASTRUCTURE$0$13,891,419 ▼-100.0%00.0%COMONTOOnto Innovation$0$12,337,470 ▼-100.0%00.0%TechnologyQXO INC$0$10,348,992 ▼-100.0%00.0%COMTALEN ENERGY CORP$0$6,782,189 ▼-100.0%00.0%COMQUANTINUUM INC$0$3,351,340 ▼-100.0%00.0%COM CL ABBB FOODS INC$0$2,671,047 ▼-100.0%00.0%COM CL AAPPLIED AEROSPACE & DEFENSE$0$2,517,190 ▼-100.0%00.0%COMD-WAVE QUANTUM INC$0$1,314,652 ▼-100.0%00.0%COMShowing largest 100 holdings. 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