13F-HR filed by Zweig-DiMenna Associates LLC
Zweig-DiMenna Associates LLC filed this 13F-HR for the quarter ended 2026-03-31, filed 2026-05-05, with 61 holding rows worth $722,229,261.
- Accession
- 0001104659-26-055325
- Filer
- CIK 1533950
- Filed
- 2026-05-05
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q1 2026
A holdings report, 61 entries on the cover page, a total value of $722,229,261 stated on the cover page (in dollars after the unit check, H1), rows summing to $722,229,261 with VALUE read as dollars as filed, 13F file number 028-14950. The quarter's positions are built on this report. The resolved quarter.
Other managers
- included managerZweig-DiMenna Associates LLC
- included managerZweig-DiMenna International Managers, Inc.
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| Amazon.com, Inc | 023135106 | COM | 359,759 | $74,927,007 | dollars as filed | |
| GENEDX HOLDINGS CORP | 81663L200 | COM CL A | 689,290 | $44,266,204 | dollars as filed | |
| APPLOVIN CORP COM CL A | 03831W108 | Stock | 80,950 | $32,218,100 | dollars as filed | |
| LUMENTUM HLDGS INC COM | 55024U109 | Stock | 40,750 | $28,637,470 | dollars as filed | |
| COHERENT CORP COM | 19247G107 | Stock | 116,750 | $27,811,018 | dollars as filed | |
| TAIWAN SEMICONDUCTOR MFG | 874039100 | SPONSORED ADS | 77,425 | $26,165,779 | dollars as filed | |
| NVIDIA Corp | 67066G104 | COM | 130,640 | $22,783,616 | dollars as filed | |
| Applied Materials,Inc. | 038222105 | COM | 65,300 | $22,318,887 | dollars as filed | |
| Broadcom Inc. | 11135F101 | COM | 69,600 | $21,541,896 | dollars as filed | |
| META PLATFORMS INC CL A | 30303M102 | COM | 36,320 | $20,779,762 | dollars as filed | |
| Lam Research Corporation | 512807306 | COM | 96,500 | $20,618,190 | dollars as filed | |
| Visa Inc | 92826C839 | COM | 66,700 | $20,159,408 | dollars as filed | |
| VERTIV HOLDINGS CO COM CL A | 92537N108 | Stock | 79,583 | $19,941,908 | dollars as filed | |
| CROWDSTRIKE HLDGS INC | 22788C105 | COM | 46,500 | $18,154,065 | dollars as filed | |
| SanDisk Corporation | 80004C200 | COM | 24,850 | $15,788,199 | dollars as filed | |
| Micron Technology,Inc. | 595112103 | COM | 45,500 | $15,371,720 | dollars as filed | |
| NATERA INC COM | 632307104 | Stock | 76,250 | $15,249,238 | dollars as filed | |
| Alphabet Inc. Reg. Shares A | 02079K305 | COM | 51,675 | $14,859,663 | dollars as filed | |
| DELTA AIR LINES INC COM NEW | 247361702 | Stock | 212,060 | $14,097,749 | dollars as filed | |
| SPOTIFYTECHNOLOGYSAF | L8681T102 | STOK | 27,405 | $13,288,959 | dollars as filed | |
| QXO INC COM NEW | 82846H405 | Stock | 582,500 | $11,312,150 | dollars as filed | |
| TERADYNE INC COM | 880770102 | Stock | 38,034 | $11,275,560 | dollars as filed | |
| KRATOS DEFENSE & SEC SOLUTIO | 50077B207 | COM NEW | 155,026 | $10,930,883 | dollars as filed | |
| Microsoft Corp | 594918104 | COM | 27,850 | $10,309,235 | dollars as filed | |
| Netflix, Inc | 64110L106 | COM | 101,000 | $9,711,150 | dollars as filed | |
| ARISTA NETWORKS INC | 040413205 | COM | 78,500 | $9,638,230 | dollars as filed | |
| TERAWULF INC | 88080T104 | COM | 667,830 | $9,636,787 | dollars as filed | |
| MICROCHIP TECHNOLOGY INC. COM | 595017104 | Stock | 147,000 | $9,497,670 | dollars as filed | |
| SIRIUSPOINT LTD | G8192H106 | COM | 397,350 | $8,558,919 | dollars as filed | |
| QUANTA SVCS INC | 74762E102 | COM | 15,550 | $8,537,261 | dollars as filed | |
| BLOOM ENERGY CORP | 093712107 | COM | 62,500 | $8,468,125 | dollars as filed | |
| NXP SEMICONDUCTORS N V COM | N6596X109 | Stock | 40,412 | $7,955,506 | dollars as filed | |
| EMBRAER S.A. | 29082A107 | SPONSORED ADS | 122,161 | $7,249,034 | dollars as filed | |
| Advanced Micro Devices,Inc. | 007903107 | COM | 34,759 | $7,071,023 | dollars as filed | |
| SEAGATE TECHNOLOGY HLDNGS | G7997R103 | ORD SHS | 17,844 | $6,990,565 | dollars as filed | |
| HUT 8 CORP | 44812J104 | COM | 145,647 | $6,832,301 | dollars as filed | |
| CAREDX INC | 14167L103 | COM | 390,255 | $6,774,827 | dollars as filed | |
| APPLIED OPTOELECTRONICS INC | 03823U102 | COM | 80,050 | $6,771,430 | dollars as filed | |
| FABRINET SHS | G3323L100 | Stock | 12,900 | $6,727,608 | dollars as filed | |
| PORCH GROUP INC | 733245104 | COM | 839,500 | $6,019,215 | dollars as filed | |
| SNOWFLAKE INC COM SHS | 833445109 | Stock | 39,600 | $5,972,472 | dollars as filed | |
| APPLOVIN CORP | 99DN9QZ79 | COM CL A | 150 | $5,970,000 | dollars as filed | call |
| SYNOPSYS INC COM | 871607107 | Stock | 14,479 | $5,740,634 | dollars as filed | |
| LAS VEGAS SANDS CORP COM | 517834107 | Stock | 97,500 | $5,253,300 | dollars as filed | |
| THREDUP INC CLASS A | 88556E102 | COMMON STOCK | 1,454,500 | $4,770,760 | dollars as filed | |
| LUXEXPERIENCE BV | 55406W103 | SPONSORED ADS | 590,000 | $4,720,000 | dollars as filed | |
| VISTRA CORP COM | 92840M102 | Stock | 29,000 | $4,359,570 | dollars as filed | |
| XOMETRY INC | 98423F109 | CLASS A COM | 102,650 | $4,192,226 | dollars as filed | |
| GENEDX HOLDINGS CORP | 99DP6M5W4 | COM CL A | 500 | $3,211,000 | dollars as filed | call |
| ALLIENT INC | 019330109 | COM | 47,000 | $2,777,230 | dollars as filed | |
| C3 AI INC | 12468P104 | CL A | 318,950 | $2,685,559 | dollars as filed | |
| SOLARIS ENERGY INFRAS INC COM CL A | 83418M103 | Stock | 47,500 | $2,684,225 | dollars as filed | |
| KLAVIYO INC COM SER A | 49845K101 | Stock | 129,200 | $2,514,232 | dollars as filed | |
| VANECK ETF TRUST | 92189H607 | OIL SERVICES ETF | 5,700 | $2,303,997 | dollars as filed | |
| OLD NATL BANCORP IND | 680033107 | COM | 100,000 | $2,210,000 | dollars as filed | |
| ROOT INC OH CLASS A | 77664L207 | COMMON STOCK | 27,000 | $1,192,590 | dollars as filed | |
| SPDR S&P Homebuilders ETF | 78464A888 | SHS | 10,200 | $1,006,944 | dollars as filed | |
| REVOLUTION MEDICINES INC COM | 76155X100 | Stock | 8,287 | $805,911 | dollars as filed | |
| BIT DIGITAL INC | G1144A105 | COMMON STOCK | 253,000 | $331,430 | dollars as filed | |
| B2GOLD CORP COM | 11777Q209 | Stock | 45,800 | $207,474 | dollars as filed | |
| STEM INC COM NEW | 85859N300 | Stock | 8,302 | $73,390 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001104659-26-055325 | this filing | 2026-05-05 | acceptance time not in the bulk data set |