Institutional Fund
Zweig-Dimenna Associates LLC
New York, NYCIK 15339505 filings on record
Portfolio Value
$713.05M
Q1 2026
Holdings
59
Reported positions
New Buys
12
Opened this quarter
QoQ Change
-49.4%
from $1.41B
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Amazon Com Inc10.5%
- Genedx Holdings Corp6.2%
- Applovin Corp4.5%
- Lumentum Hldgs Inc4.0%
- Coherent Corp3.9%
- Taiwan Semiconductor Mfg Ltd3.7%
- Other67.2%
Portfolio Holdings
59 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Amazon Com Inc | 359.8K | $74.93M | 10.5% | −8.0K | Reduced |
| 2 | Genedx Holdings Corp | 689.3K | $44.27M | 6.2% | +91.5K | Added |
| 3 | Applovin Corp | 81.0K | $32.22M | 4.5% | −39.0K | Reduced |
| 4 | Lumentum Hldgs Inc | 40.8K | $28.64M | 4.0% | −90.8K | Reduced |
| 5 | Coherent Corp | 116.8K | $27.81M | 3.9% | +39.9K | Added |
| 6 | Taiwan Semiconductor Mfg Ltd | 77.4K | $26.17M | 3.7% | −113.5K | Reduced |
| 7 | Nvidia Corporation | 130.6K | $22.78M | 3.2% | −45.7K | Reduced |
| 8 | Applied Matls Inc | 65.3K | $22.32M | 3.1% | +65.3K | New |
| 9 | Broadcom Inc | 69.6K | $21.54M | 3.0% | −142.8K | Reduced |
| 10 | Meta Platforms Inc | 36.3K | $20.78M | 2.9% | +6.0K | Added |
49 more holdings on Premium
See this fund's complete portfolio, full position changes, and activity history.
Unlock full portfolio