Zweig-Dimenna Associates
$1.3B 13F equity value
100 Holdings
Quarter ended September 30, 2026
The latest 13F on file for Zweig-Dimenna Associates covers the quarter ended September 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| LITE | LUMENTUM HLDGS INC | 71,592 | $70M | 5.4% |
| MU | MICRON TECHNOLOGY INC | 54,702 | $58M | 4.5% |
| AMZN | AMAZON COM INC | 233,529 | $58M | 4.5% |
| SNDK | SANDISK CORP | 31,572 | $55M | 4.3% |
| TSM | TAIWAN SEMICONDUCTOR MFG LTD | 96,503 | $44M | 3.4% |
| LRCX | LAM RESEARCH | 111,391 | $37M | 2.8% |
| NTRA | NATERA INC | 84,222 | $35M | 2.7% |
| NVDA | NVIDIA CORPORATION | 149,515 | $34M | 2.6% |
| AMD | ADVANCED MICRO DEVICES INC | 55,568 | $34M | 2.6% |
| AMAT | APPLIED MATERIALS | 65,506 | $33M | 2.6% |
Track Zweig-Dimenna Associates's 13F portfolio: $1.3B in reported holdings, 100 positions. Top holdings and quarterly changes on SentiSense.
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