Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Zweig-DiMenna Associates LLC (CIK 1533950) reported $1.10B across 70 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: SNDK ($74.1M, 6.73%), AMZN ($54.0M, 4.90%), MU ($47.8M, 4.33%), WGS ($39.3M, 3.56%), AMAT ($39.1M, 3.55%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SNDK | SANDISK CORP | $74.1M | 6.73% | 32,609 | Added |
| 2 | AMZN | AMAZON COM INC | $54.0M | 4.90% | 226,579 | Trimmed |
| 3 | MU | MICRON TECHNOLOGY INC | $47.8M | 4.33% | 41,377 | Trimmed |
| 4 | WGS | GENEDX HOLDINGS CORP | $39.3M | 3.56% | 571,950 | Trimmed |
| 5 | AMAT | APPLIED MATERIALS | $39.1M | 3.55% | 54,128 | Trimmed |
| 6 | LRCX | LAM RESEARCH | $38.6M | 3.50% | 88,966 | Trimmed |
| 7 | AMD | ADVANCED MICRO DEVICES INC | $36.7M | 3.33% | 63,226 | Added |
| 8 | COHR | COHERENT CORP | $36.4M | 3.31% | 92,371 | Trimmed |
| 9 | APP | APPLOVIN CORP | $35.4M | 3.21% | 68,675 | Trimmed |
| 10 | LITE | LUMENTUM HLDGS INC | $31.4M | 2.85% | 36,553 | Trimmed |
| 11 | TSM | TAIWAN SEMICONDUCTOR MFG LTD | $30.9M | 2.80% | 64,728 | Trimmed |
| 12 | NVDA | NVIDIA CORPORATION | $29.3M | 2.66% | 146,615 | Added |
| 13 | V | VISA INC | $26.5M | 2.40% | 77,150 | Added |
| 14 | AVGO | BROADCOM INC | $26.4M | 2.39% | 69,814 | Added |
| 15 | RVMD | REVOLUTION MEDICINES INC | $22.5M | 2.04% | 120,200 | Added |
| 16 | NXPI | NXP SEMICONDUCTORS NV | $22.3M | 2.02% | 79,301 | Added |
| 17 | NTRA | NATERA INC | $22.3M | 2.02% | 81,982 | Added |
| 18 | PL | PLANET LABS PBC | $21.9M | 1.98% | 660,200 | New |
| 19 | VRT | VERTIV HOLDINGS CO | $21.3M | 1.93% | 63,502 | Trimmed |
| 20 | TER | TERADYNE INC | $18.4M | 1.67% | 38,034 | Hold |
| 21 | BE | BLOOM ENERGY CORP | $17.4M | 1.58% | 57,525 | Trimmed |
| 22 | STX | SEAGATE TECHNOLOGY HLDNGS PL | $17.2M | 1.56% | 17,844 | Hold |
| 23 | DELL | DELL TECHNOLOGIES | $16.2M | 1.47% | 37,500 | New |
| 24 | WULF | TERAWULF INC | $15.8M | 1.43% | 637,982 | Trimmed |
| 25 | CRWD | CROWDSTRIKE HOLDINGS INC | $15.7M | 1.42% | 20,511 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30