Zweig-Dimenna Associates LLC Top Holdings and 13F Report (2026) About Zweig-Dimenna Associates LLCInvestment ActivityZweig-Dimenna Associates LLC has $1.10 billion in total holdings as of June 30, 2026.Zweig-Dimenna Associates LLC owns shares of 70 different stocks, but just 34 companies or ETFs make up 80% of its holdings.Approximately 21.44% of the portfolio was purchased this quarter.About 17.01% of the portfolio was sold this quarter.This quarter, Zweig-Dimenna Associates LLC has purchased 61 new stocks and bought additional shares in 13 stocks.Zweig-Dimenna Associates LLC sold shares of 26 stocks and completely divested from 12 stocks this quarter.Largest Holdings SANDISK CORP $74,144,062Amazon.com $54,002,839Micron Technology $47,761,057GeneDx $39,264,368Applied Materials $39,134,544 Largest New Holdings this Quarter 72703X106 - Planet Labs PBC $21,872,426 Holding24703L202 - Dell Technologies $16,179,750 Holding14040H105 - Capital One Financial $15,046,500 Holding032654105 - Analog Devices $14,397,413 Holding573874104 - Marvell Technology $14,368,128 Holding Largest Purchases this Quarter Planet Labs PBC 660,200 shares (about $21.87M)Revolution Medicines 111,913 shares (about $20.96M)SANDISK CORP 7,759 shares (about $17.64M)Advanced Micro Devices 28,467 shares (about $16.54M)Dell Technologies 37,500 shares (about $16.18M) Largest Sales this Quarter Amazon.com 133,180 shares (about $31.74M)CrowdStrike 25,989 shares (about $19.83M)HUT 8 MINING CORP 84,909 shares (about $9.80M)Coherent 24,379 shares (about $9.62M)Applied Materials 11,172 shares (about $8.08M) 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 PortfolioSectorSANDISK CORP$74,144,062$17,641,871 â–²31.2%32,6096.7%COMAMZNAmazon.com$54,002,839$31,742,121 â–¼-37.0%226,5794.9%Consumer DiscretionaryMUMicron Technology$47,761,057$4,759,138 â–¼-9.1%41,3774.3%TechnologyWGSGeneDx$39,264,368$8,055,391 â–¼-17.0%571,9503.6%HealthcareAMATApplied Materials$39,134,544$8,077,356 â–¼-17.1%54,1283.6%TechnologyLAM RESEARCH$38,551,637$3,264,708 â–¼-7.8%88,9663.5%COMAMDAdvanced Micro Devices$36,728,616$16,536,765 â–²81.9%63,2263.3%TechnologyCOHRCoherent$36,437,588$9,616,784 â–¼-20.9%92,3713.3%TechnologyAPPLOVIN CORP$35,383,420$6,324,448 â–¼-15.2%68,6753.2%COM CL ALITELumentum$31,364,667$3,601,278 â–¼-10.3%36,5532.8%TechnologyTSMTaiwan Semiconductor Manufacturing$30,912,151$6,063,706 â–¼-16.4%64,7282.8%TechnologyNVDANVIDIA$29,336,195$3,196,438 â–²12.2%146,6152.7%TechnologyVVisa$26,469,394$3,585,291 â–²15.7%77,1502.4%FinanceAVGOBroadcom$26,372,239$80,839 â–²0.3%69,8142.4%TechnologyRVMDRevolution Medicines$22,511,056$20,959,067 â–²1,350.5%120,2002.0%HealthcareNXPINXP Semiconductors$22,285,960$10,928,976 â–²96.2%79,3012.0%TechnologyNTRANatera$22,254,014$1,555,951 â–²7.5%81,9822.0%HealthcarePLPlanet Labs PBC$21,872,426$21,872,426 â–²New Holding660,2002.0%IndustrialsVRTVertiv$21,261,740$5,384,241 â–¼-20.2%63,5021.9%IndustrialsTERTeradyne$18,402,3710.0%38,0341.7%TechnologyBEBloom Energy$17,412,818$1,505,933 â–¼-8.0%57,5251.6%IndustrialsSTXSeagate Technology$17,219,4600.0%17,8441.6%TechnologyDELLDell Technologies$16,179,750$16,179,750 â–²New Holding37,5001.5%TechnologyWULFTeraWulf$15,758,155$737,246 â–¼-4.5%637,9821.4%TechnologyCRWDCrowdStrike$15,652,765$19,833,246 â–¼-55.9%20,5111.4%TechnologyCOFCapital One Financial$15,046,500$15,046,500 â–²New Holding75,0001.4%FinanceMETAMeta Platforms$14,938,451$5,520,242 â–¼-27.0%26,5201.4%Communication ServicesGOOGLAlphabet$14,812,987$3,654,108 â–¼-19.8%41,4501.3%Communication ServicesADIAnalog Devices$14,397,413$14,397,413 â–²New Holding36,2501.3%TechnologyMRVLMarvell Technology$14,368,128$14,368,128 â–²New Holding48,2331.3%TechnologyPWRQuanta Services$14,292,794$3,096,172 â–²27.7%19,8501.3%IndustrialsSOLARIS ENERGY INFRASTRUCTURE$13,891,419$10,069,569 â–²263.5%172,6501.3%COMINTCIntel$13,739,592$13,739,592 â–²New Holding98,4001.2%TechnologyDALDelta Air Lines$12,536,391$7,325,149 â–¼-36.9%133,8501.1%IndustrialsSPOTSpotify Technology$12,406,152$176,306 â–¼-1.4%27,0211.1%Communication ServicesONTOOnto Innovation$12,337,470$12,337,470 â–²New Holding32,6001.1%TechnologyMCHPMicrochip Technology$11,458,733$1,947,667 â–¼-14.5%125,6441.0%TechnologyCDNACareDx$11,081,142$41,126 â–¼-0.4%388,8121.0%HealthcareMSFTMicrosoft$10,892,184$503,577 â–²4.8%29,2001.0%TechnologyAAOIApplied Optoelectronics$10,643,074$1,217,134 â–¼-10.3%71,8351.0%TechnologyARISTA NETWORKS INC$10,584,204$2,751,377 â–¼-20.6%62,3041.0%COM SHSPRCHPorch Group$10,433,820$2,192,261 â–¼-17.4%693,7380.9%TechnologyQXO INC$10,348,992$283,392 â–²2.8%598,9000.9%COMXMTRXometry$9,907,7780.0%102,6500.9%IndustrialsSPNTSiriusPoint$9,536,4000.0%397,3500.9%FinanceTDUPThredUp$7,904,900$2,058,425 â–¼-20.7%1,154,0000.7%Consumer DiscretionaryEMBRAER SA$7,793,8720.0%122,1610.7%SPONSORED ADSFNFabrinet$7,250,8320.0%12,9000.7%TechnologyNFLXNetflix$7,211,4000.0%101,0000.7%Communication ServicesKTOSKratos Defense & Security Solutions$7,131,276$598,320 â–¼-7.7%143,0260.6%IndustrialsHUT 8 MINING CORP$7,011,898$9,802,319 â–¼-58.3%60,7380.6%COMTALEN ENERGY CORP$6,782,189$6,782,189 â–²New Holding17,6500.6%COMFORGENT POWER SOLUTIONS INC$6,103,710$6,103,710 â–²New Holding109,2680.6%COM CL ARYTMRhythm Pharmaceuticals$4,674,363$4,674,363 â–²New Holding42,1000.4%HealthcareMYTEMYT Netherlands Parent B.V.$4,383,7000.0%590,0000.4%Consumer DiscretionarySNOWSnowflake$3,690,250$6,387,950 â–¼-63.4%14,5000.3%TechnologyBORRBorr Drilling$3,622,010$3,622,010 â–²New Holding877,0000.3%EnergyQUANTINUUM INC$3,351,340$3,351,340 â–²New Holding41,0000.3%COM CL AAIC3.ai$3,294,671$395,415 â–²13.6%362,4500.3%TechnologyBBB FOODS INC$2,671,047$2,671,047 â–²New Holding64,1000.2%COM CL ATAMBORAN RESOURCES CORP$2,617,055$2,617,055 â–²New Holding80,5000.2%COMONBOld National Bancorp$2,590,0000.0%100,0000.2%FinanceAPPLIED AEROSPACE & DEFENSE$2,517,190$2,517,190 â–²New Holding110,5000.2%COMGISGeneral Mills$2,470,800$2,470,800 â–²New Holding71,0000.2%Consumer StaplesVIAVViavi Solutions$1,858,621$1,858,621 â–²New Holding38,9240.2%TechnologyD-WAVE QUANTUM INC$1,314,652$1,314,652 â–²New Holding54,8000.1%COMDDOGDatadog$1,171,620$1,171,620 â–²New Holding4,5000.1%TechnologyDPC HOLDINGS PLC$261,490$261,490 â–²New Holding5,3300.0%COMDUOLINGO$172,530$172,530 â–²New Holding1,5000.0%COMSTEM INC$64,8390.0%8,3020.0%COMAPPLOVIN CORP$0$5,970,000 â–¼-100.0%00.0%COM CL ASNPSSynopsys$0$5,740,634 â–¼-100.0%00.0%TechnologyLVSLas Vegas Sands$0$5,253,300 â–¼-100.0%00.0%Consumer DiscretionaryVSTVistra$0$4,359,570 â–¼-100.0%00.0%UtilitiesGENEDX HOLDINGS CORP$0$3,211,000 â–¼-100.0%00.0%COM CL AALNTAllient$0$2,777,230 â–¼-100.0%00.0%IndustrialsKLAVIYO INC$0$2,514,232 â–¼-100.0%00.0%COM CL AOIHVanEck Oil Services ETF$0$2,303,997 â–¼-100.0%00.0%ETFROOTRoot$0$1,192,590 â–¼-100.0%00.0%FinanceXHBSPDR S&P Homebuilders ETF$0$1,006,944 â–¼-100.0%00.0%ETFBTBTBit Digital$0$331,430 â–¼-100.0%00.0%TechnologyBTGB2Gold$0$207,474 â–¼-100.0%00.0%MaterialsShowing largest 100 holdings. 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