Zweig-DiMenna Associates LLC
CIK 1533950
13F filing for Q2 2026・No. 2,420
- Holdings
- US$1.1B
- Quarter change
- +US$380.01M
- Entries
- 70
- Net bought (estimate)
- +US$90.91M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 21
- Sold out 10
- Cut 25
- Added 14
- Corporate actions 0
- Unchanged 10
Largest holdings
70 stocks worth US$1.1B, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| SNDKSANDISK CORPCOM | Added | 32,609 | US$74.14M | 6.73% |
| AMZNAmazonCOM | Cut | 226,579 | US$54M | 4.90% |
| MUMicronCOM | Cut | 41,377 | US$47.76M | 4.33% |
| WGSGENEDX HOLDINGS CORPCOM CL A | Cut | 571,950 | US$39.26M | 3.56% |
| AMATAPPLIED MATERIALSCOM | Cut | 54,128 | US$39.13M | 3.55% |
| LRCXLAM RESEARCHCOM | Cut | 88,966 | US$38.55M | 3.50% |
| AMDAMDCOM | Added | 63,226 | US$36.73M | 3.33% |
| COHRCOHERENT CORPCOM | Cut | 92,371 | US$36.44M | 3.31% |
| APPAPPLOVIN CORPCOM CL A | Cut | 68,675 | US$35.38M | 3.21% |
| LITELUMENTUM HLDGS INCCOM | Cut | 36,553 | US$31.36M | 2.85% |
Sign in (free) to see its 50 largest holdings and its trades. Sign in
Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled August 13, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.