Zweig-Dimenna Associates
$1.1B 13F equity value
80 Holdings
Latest filing 2026-06-30
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| SNDK | SANDISK CORP | 32,609 | $74M | 6.7% |
| AMZN | AMAZON COM INC | 226,579 | $54M | 4.9% |
| MU | MICRON TECHNOLOGY INC | 41,377 | $48M | 4.3% |
| WGS | GENEDX HOLDINGS CORP | 571,950 | $39M | 3.6% |
| AMAT | APPLIED MATERIALS | 54,128 | $39M | 3.6% |
| LRCX | LAM RESEARCH | 88,966 | $39M | 3.5% |
| AMD | ADVANCED MICRO DEVICES INC | 63,226 | $37M | 3.3% |
| COHR | COHERENT CORP | 92,371 | $36M | 3.3% |
| APP | APPLOVIN CORP | 68,675 | $35M | 3.2% |
| LITE | LUMENTUM HLDGS INC | 36,553 | $31M | 2.8% |
Track Zweig-Dimenna Associates's 13F portfolio: $1.1B in reported holdings, 80 positions. Top holdings and quarterly changes on SentiSense.
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