Zweig-Dimenna Associates LLC Top Holdings and 13F Report (2026) About Zweig-Dimenna Associates LLCInvestment ActivityZweig-Dimenna Associates LLC has $722.23 million in total holdings as of March 31, 2026.Zweig-Dimenna Associates LLC owns shares of 61 different stocks, but just 29 companies or ETFs make up 80% of its holdings.Approximately 20.32% of the portfolio was purchased this quarter.About 144.73% of the portfolio was sold this quarter.This quarter, Zweig-Dimenna Associates LLC has purchased 106 new stocks and bought additional shares in 12 stocks.Zweig-Dimenna Associates LLC sold shares of 33 stocks and completely divested from 59 stocks this quarter.Largest Holdings Amazon.com $74,927,007GeneDx $44,266,204APPLOVIN CORP $32,218,100Lumentum $28,637,470Coherent $27,811,018 Largest New Holdings this Quarter 038222105 - Applied Materials $22,318,887 Holding22788C105 - CrowdStrike $18,154,065 Holding82846H405 - QXO INC $11,312,150 Holding093712107 - Bloom Energy $8,468,125 HoldingG3323L100 - Fabrinet $6,727,608 Holding Largest Purchases this Quarter Applied Materials 65,300 shares (about $22.32M)CrowdStrike 46,500 shares (about $18.15M)QXO INC 582,500 shares (about $11.31M)Coherent 39,850 shares (about $9.49M)Bloom Energy 62,500 shares (about $8.47M) Largest Sales this Quarter Lumentum 90,817 shares (about $63.82M)Quanta Services 83,450 shares (about $45.82M)Broadcom 142,780 shares (about $44.19M)Taiwan Semiconductor Manufacturing 113,495 shares (about $38.36M)SANDISK CORP 41,650 shares (about $26.46M) 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$74,927,007$1,671,367 ▼-2.2%359,75910.4%Retail/WholesaleWGSGeneDx$44,266,204$5,873,882 ▲15.3%689,2906.1%MedicalAPPLOVIN CORP$32,218,100$15,520,010 ▼-32.5%80,9504.5%COM CL ALITELumentum$28,637,470$63,822,555 ▼-69.0%40,7504.0%Computer and TechnologyCOHRCoherent$27,811,018$9,492,669 ▲51.8%116,7503.9%Business ServicesTSMTaiwan Semiconductor Manufacturing$26,165,779$38,355,636 ▼-59.4%77,4253.6%Computer and TechnologyNVDANVIDIA$22,783,616$7,974,440 ▼-25.9%130,6403.2%Computer and TechnologyAMATApplied Materials$22,318,887$22,318,887 ▲New Holding65,3003.1%Computer and TechnologyAVGOBroadcom$21,541,896$44,191,838 ▼-67.2%69,6003.0%Computer and TechnologyMETAMeta Platforms$20,779,762$3,447,083 ▲19.9%36,3202.9%Computer and TechnologyLAM RESEARCH$20,618,190$6,644,826 ▲47.6%96,5002.9%COMVVisa$20,159,408$3,416,219 ▲20.4%66,7002.8%Business ServicesVRTVertiv$19,941,908$5,540,324 ▼-21.7%79,5832.8%Computer and TechnologyCRWDCrowdStrike$18,154,065$18,154,065 ▲New Holding46,5002.5%Computer and TechnologySANDISK CORP$15,788,199$26,461,911 ▼-62.6%24,8502.2%COMMUMicron Technology$15,371,720$6,452,068 ▲72.3%45,5002.1%Computer and TechnologyNTRANatera$15,249,238$11,709,415 ▼-43.4%76,2502.1%MedicalGOOGLAlphabet$14,859,663$172,536 ▼-1.1%51,6752.1%Computer and TechnologyDALDelta Air Lines$14,097,749$4,005,420 ▼-22.1%212,0602.0%TransportationSPOTSpotify Technology$13,288,959$402,475 ▼-2.9%27,4051.8%Computer and TechnologyQXO INC$11,312,150$11,312,150 ▲New Holding582,5001.6%COMTERTeradyne$11,275,560$12,627,714 ▼-52.8%38,0341.6%Computer and TechnologyKTOSKratos Defense & Security Solutions$10,930,883$3,805,707 ▼-25.8%155,0261.5%AerospaceMSFTMicrosoft$10,309,235$7,255,332 ▼-41.3%27,8501.4%Computer and TechnologyNFLXNetflix$9,711,150$6,749,730 ▼-41.0%101,0001.3%Consumer DiscretionaryARISTA NETWORKS INC$9,638,230$6,875,680 ▲248.9%78,5001.3%COM SHSWULFTeraWulf$9,636,787$17,371,844 ▼-64.3%667,8301.3%FinanceMCHPMicrochip Technology$9,497,670$1,647,555 ▲21.0%147,0001.3%Computer and TechnologySPNTSiriusPoint$8,558,919$2,027,991 ▼-19.2%397,3501.2%FinancePWRQuanta Services$8,537,261$45,815,719 ▼-84.3%15,5501.2%ConstructionBEBloom Energy$8,468,125$8,468,125 ▲New Holding62,5001.2%EnergyNXPINXP Semiconductors$7,955,506$4,348,244 ▼-35.3%40,4121.1%Computer and TechnologyEMBRAER SA$7,249,034$4,331,167 ▼-37.4%122,1611.0%SPONSORED ADSAMDAdvanced Micro Devices$7,071,023$8,100,582 ▼-53.4%34,7591.0%Computer and TechnologySTXSeagate Technology$6,990,565$22,391,825 ▼-76.2%17,8441.0%Computer and TechnologyHUT 8 MINING CORP$6,832,301$24,726,403 ▼-78.4%145,6470.9%COMCDNACareDx$6,774,827$5,012,613 ▼-42.5%390,2550.9%MedicalAAOIApplied Optoelectronics$6,771,430$131,115 ▲2.0%80,0500.9%Computer and TechnologyFNFabrinet$6,727,608$6,727,608 ▲New Holding12,9000.9%Computer and TechnologyPRCHPorch Group$6,019,215$3,511,149 ▼-36.8%839,5000.8%Computer and TechnologySNOWSnowflake$5,972,472$5,972,472 ▲New Holding39,6000.8%Computer and TechnologyAPPLOVIN CORP$5,970,000$5,970,000 ▲New Holding1500.8%COM CL ASNPSSynopsys$5,740,634$3,378,406 ▼-37.0%14,4790.8%Computer and TechnologyLVSLas Vegas Sands$5,253,300$5,118,600 ▼-49.4%97,5000.7%Consumer DiscretionaryTDUPThredUp$4,770,760$3,004,480 ▲170.1%1,454,5000.7%Consumer StaplesMYTEMYT Netherlands Parent B.V.$4,720,000$624,000 ▲15.2%590,0000.7%Retail/WholesaleVSTVistra$4,359,570$4,359,570 ▲New Holding29,0000.6%UtilitiesXMTRXometry$4,192,226$1,012,832 ▼-19.5%102,6500.6%IndustrialsGENEDX HOLDINGS CORP$3,211,000$3,211,000 ▲New Holding5000.4%COM CL AALNTAllient$2,777,230$2,777,230 ▲New Holding47,0000.4%Computer and TechnologyAIC3.ai$2,685,559$2,685,559 ▲New Holding318,9500.4%Computer and TechnologySOLARIS ENERGY INFRASTRUCTURE$2,684,225$2,684,225 ▲New Holding47,5000.4%COMKLAVIYO INC$2,514,232$2,514,232 ▲New Holding129,2000.3%COM CL AOIHVanEck Oil Services ETF$2,303,997$767,999 ▲50.0%5,7000.3%ETFONBOld National Bancorp$2,210,0000.0%100,0000.3%FinanceROOTRoot$1,192,590$1,192,590 ▲New Holding27,0000.2%FinanceXHBSPDR S&P Homebuilders ETF$1,006,944$848,992 ▼-45.7%10,2000.1%ETFRVMDRevolution Medicines$805,911$9,366,442 ▼-92.1%8,2870.1%MedicalBTBTBit Digital$331,430$1,066,864 ▼-76.3%253,0000.0%Business ServicesBTGB2Gold$207,474$6,063,405 ▼-96.7%45,8000.0%Basic MaterialsSTEM INC$73,3900.0%8,3020.0%COMMICROSOFT CORP$0$60,452,499 ▼-100.0%00.0%COMAMAZON COM INC$0$60,013,202 ▼-100.0%00.0%COMCELESTICA INC$0$29,690,773 ▼-100.0%00.0%COMCYBRCyberArk Software$0$29,198,642 ▼-100.0%00.0%Computer and TechnologyALPHABET INC$0$25,822,500 ▼-100.0%00.0%CAP STK CL AMRVLMarvell Technology$0$20,856,471 ▼-100.0%00.0%Computer and TechnologyBABAAlibaba Group$0$20,081,460 ▼-100.0%00.0%Retail/WholesaleMETA PLATFORMS INC$0$19,802,701 ▼-100.0%00.0%CL AWDCWestern Digital$0$14,322,183 ▼-100.0%00.0%Computer and TechnologyPMPhilip Morris International$0$14,320,672 ▼-100.0%00.0%Consumer StaplesXBISPDR S&P Biotech ETF$0$13,497,651 ▼-100.0%00.0%ETFTWLOTwilio$0$13,228,320 ▼-100.0%00.0%Computer and TechnologyFTAI AVIATION LTD$0$13,191,115 ▼-100.0%00.0%SHSBSXBoston Scientific$0$12,929,460 ▼-100.0%00.0%MedicalDELTA AIR LINES INC DEL$0$12,145,000 ▼-100.0%00.0%COM NEWDGDollar General$0$11,949,300 ▼-100.0%00.0%Retail/WholesaleEOSEEos Energy Enterprises$0$11,391,102 ▼-100.0%00.0%IndustrialsGE VERNOVA LLC$0$11,146,636 ▼-100.0%00.0%COMLOAR HOLDINGS INC$0$10,760,728 ▼-100.0%00.0%COM SHSFIGURE TECHNOLOGY SOLUT$0$10,389,696 ▼-100.0%00.0%COM CL AAGIAlamos Gold$0$10,050,090 ▼-100.0%00.0%Basic MaterialsZSZscaler$0$9,895,355 ▼-100.0%00.0%Computer and TechnologyCRMSalesforce$0$9,870,017 ▼-100.0%00.0%Computer and TechnologyFDXFedEx$0$9,606,328 ▼-100.0%00.0%TransportationHOODRobinhood Markets$0$9,453,803 ▼-100.0%00.0%FinanceCEGConstellation Energy$0$8,893,572 ▼-100.0%00.0%EnergyBBB FOODS INC$0$8,769,483 ▼-100.0%00.0%CL A COMRYTMRhythm Pharmaceuticals$0$8,734,464 ▼-100.0%00.0%MedicalMTZMasTec$0$8,694,800 ▼-100.0%00.0%ConstructionADIAnalog Devices$0$7,922,837 ▼-100.0%00.0%Computer and TechnologyGENEDX HOLDINGS CORP$0$7,803,600 ▼-100.0%00.0%COM CL ACOFCapital One Financial$0$7,452,570 ▼-100.0%00.0%FinanceWGOWinnebago Industries$0$7,360,742 ▼-100.0%00.0%Auto/Tires/TrucksTERAWULF INC$0$7,181,250 ▼-100.0%00.0%COMGLDSPDR Gold Shares$0$7,153,396 ▼-100.0%00.0%FinanceGSThe Goldman Sachs Group$0$6,416,700 ▼-100.0%00.0%FinanceDDOGDatadog$0$5,472,102 ▼-100.0%00.0%Computer and TechnologyALIBABA GROUP HOLDING LTD$0$5,350,170 ▼-100.0%00.0%SPONSORED ADSSOMNIGROUP INTERNATIONAL INC$0$5,262,252 ▼-100.0%00.0%COMShowing 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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