§ 13F · FUND PROFILE
Zweig-DiMenna Associates LLC.
AUM · $1.1B (13F)Positions · 70Turnover · n/a · Q2Filed · Aug 13, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$148M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 13, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | SNDK | SANDISK CORP | 33K | $74M | 6.7% | +31% |
| 2 | AMZN | AMAZON COM INC | 227K | $54M | 4.9% | −37% |
| 3 | MU | MICRON TECHNOLOGY INC | 41K | $48M | 4.3% | −9% |
| 4 | WGS | GENEDX HOLDINGS CORP | 572K | $39M | 3.6% | −17% |
| 5 | AMAT | APPLIED MATERIALS | 54K | $39M | 3.6% | −17% |
| 6 | LRCX | LAM RESEARCH | 89K | $39M | 3.5% | −8% |
| 7 | AMD | ADVANCED MICRO DEVICES INC | 63K | $37M | 3.3% | +82% |
| 8 | COHR | COHERENT CORP | 92K | $36M | 3.3% | −21% |
| 9 | APP | APPLOVIN CORP | 69K | $35M | 3.2% | −15% |
| 10 | LITE | LUMENTUM HLDGS INC | 37K | $31M | 2.8% | −10% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE ZWEIG-DIMENNA SIGNAL
AC read
Zweig-DiMenna Associates LLC is a Other fund managing $1.1 billion in assets. The fund runs a portfolio of 70 positions.
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