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 $722.2M across 59 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: AMZN ($74.9M, 10.37%), WGS ($44.3M, 6.13%), APP ($32.2M, 4.46%), LITE ($28.6M, 3.97%), COHR ($27.8M, 3.85%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AMZN | AMAZON COM INC | $74.9M | 10.37% | 359,759 | Trimmed |
| 2 | WGS | GENEDX HOLDINGS CORP | $44.3M | 6.13% | 689,290 | Added |
| 3 | APP | APPLOVIN CORP | $32.2M | 4.46% | 80,950 | Trimmed |
| 4 | LITE | LUMENTUM HLDGS INC | $28.6M | 3.97% | 40,750 | Trimmed |
| 5 | COHR | COHERENT CORP | $27.8M | 3.85% | 116,750 | Added |
| 6 | TSM | TAIWAN SEMICONDUCTOR MFG LTD | $26.2M | 3.62% | 77,425 | Trimmed |
| 7 | NVDA | NVIDIA CORPORATION | $22.8M | 3.15% | 130,640 | Trimmed |
| 8 | AMAT | APPLIED MATERIALS | $22.3M | 3.09% | 65,300 | New |
| 9 | AVGO | BROADCOM INC | $21.5M | 2.98% | 69,600 | Trimmed |
| 10 | META | META PLATFORMS INC | $20.8M | 2.88% | 36,320 | Added |
| 11 | LRCX | LAM RESEARCH | $20.6M | 2.85% | 96,500 | Added |
| 12 | V | VISA INC | $20.2M | 2.79% | 66,700 | Added |
| 13 | VRT | VERTIV HOLDINGS CO | $19.9M | 2.76% | 79,583 | Trimmed |
| 14 | CRWD | CROWDSTRIKE HOLDINGS INC | $18.2M | 2.51% | 46,500 | New |
| 15 | SNDK | SANDISK CORP | $15.8M | 2.19% | 24,850 | Trimmed |
| 16 | MU | MICRON TECHNOLOGY INC | $15.4M | 2.13% | 45,500 | Added |
| 17 | NTRA | NATERA INC | $15.2M | 2.11% | 76,250 | Trimmed |
| 18 | GOOGL | ALPHABET INC | $14.9M | 2.06% | 51,675 | Trimmed |
| 19 | DAL | DELTA AIR LINES INC DEL | $14.1M | 1.95% | 212,060 | Trimmed |
| 20 | SPOT | SPOTIFY TECHNOLOGY S A | $13.3M | 1.84% | 27,405 | Trimmed |
| 21 | QXO | QXO INC | $11.3M | 1.57% | 582,500 | New |
| 22 | TER | TERADYNE INC | $11.3M | 1.56% | 38,034 | Trimmed |
| 23 | KTOS | KRATOS DEFENSE & SECURITY SOLTNS INC | $10.9M | 1.51% | 155,026 | Trimmed |
| 24 | MSFT | MICROSOFT CORP | $10.3M | 1.43% | 27,850 | Trimmed |
| 25 | NFLX | NETFLIX INC | $9.7M | 1.34% | 101,000 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31