13F HOLDINGS REPORT
Zweig-DiMenna Associates LLC
Quarter ended Q1 2025 · Filed May 7, 2025 · Accession 0001104659-25-045346
Total Value
$631.4M
Positions
64
Other Managers
2
Confidential Omitted
No
Holdings (64)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | AMAZON COM INC | AMZN | 294,109 | $56.0M | 8.86% |
| 2 | GENEDX HOLDINGS CORP | WGSWW | 457,100 | $40.5M | 6.41% |
| 3 | BROADCOM INC | AVGO | 210,060 | $35.2M | 5.57% |
| 4 | APPLOVIN CORP | APP | 132,635 | $35.1M | 5.57% |
| 5 | QUANTA SVCS INC | 74762E102 | 96,325 | $24.5M | 3.88% |
| 6 | CYBERARK SOFTWARE LTD | M2682V108 | 55,708 | $18.8M | 2.98% |
| 7 | ALIBABA GROUP HOLDING LTD | BBAAY | 131,100 | $17.3M | 2.75% |
| 8 | NATERA INC | NTRA | 120,490 | $17.0M | 2.70% |
| 9 | NVIDIA CORPORATION | NVDA | 156,740 | $17.0M | 2.69% |
| 10 | VISA INC | V | 45,097 | $15.8M | 2.50% |
| 11 | FTAI AVIATION LTD | FTAIN | 138,200 | $15.3M | 2.43% |
| 12 | PHILIP MORRIS INTL INC | 718172109 | 93,300 | $14.8M | 2.35% |
| 13 | SPOTIFY TECHNOLOGY S A | SPOT | 24,030 | $13.2M | 2.09% |
| 14 | INTUITIVE SURGICAL INC | ISRG | 25,743 | $12.7M | 2.02% |
| 15 | LOAR HOLDINGS INC | LOAR | 175,925 | $12.4M | 1.97% |
| 16 | BOSTON SCIENTIFIC CORP | BSX | 123,000 | $12.4M | 1.97% |
| 17 | DELTA AIR LINES INC DEL | DAL | 281,310 | $12.3M | 1.94% |
| 18 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 73,135 | $12.1M | 1.92% |
| 19 | META PLATFORMS INC | META | 19,775 | $11.4M | 1.81% |
| 20 | RENAISSANCERE HOLDINGS LTD | RNR-PG | 46,400 | $11.1M | 1.76% |
| 21 | MICROSOFT CORP | MSFT | 28,100 | $10.5M | 1.67% |
| 22 | SALESFORCE INC | CRM | 37,258 | $10.0M | 1.58% |
| 23 | MASTERCARD INCORPORATED | MA | 17,450 | $9.6M | 1.51% |
| 24 | TENCENT HOLDINGS LTD | XHLD | 145,000 | $9.3M | 1.47% |
| 25 | MERCADOLIBRE INC | MELI | 4,740 | $9.2M | 1.46% |
| 26 | TERAWULF INC | WULF | 3,375,758 | $9.2M | 1.46% |
| 27 | ZSCALER INC | ZS | 43,995 | $8.7M | 1.38% |
| 28 | JD.COM INC | JDCMF | 198,600 | $8.2M | 1.29% |
| 29 | NETFLIX INC | NFLX | 8,710 | $8.1M | 1.29% |
| 30 | DOLLAR GEN CORP NEW | 256677105 | 90,000 | $7.9M | 1.25% |
| 31 | SIRIUSPOINT LTD | SPNT | 438,500 | $7.6M | 1.20% |
| 32 | EMBRAER SA | EMBJ | 154,180 | $7.1M | 1.13% |
| 33 | VERTIV HOLDINGS CO | VRT | 97,100 | $7.0M | 1.11% |
| 34 | BBB FOODS INC | TBBB | 258,766 | $6.9M | 1.09% |
| 35 | WYNN RESORTS LTD | WYNN | 82,467 | $6.9M | 1.09% |
| 36 | WARBY PARKER INC | WRBY | 348,150 | $6.3M | 1.01% |
| 37 | WINNEBAGO INDUSTRIES INC | 974637100 | 181,657 | $6.3M | 0.99% |
| 38 | GLAUKOS CORP | GKOS | 60,800 | $6.0M | 0.95% |
| 39 | SAMSARA INC | IOT | 145,800 | $5.6M | 0.89% |
| 40 | AMN HEALTHCARE | 001744101 | 223,241 | $5.5M | 0.86% |
| 41 | MARVELL TECHNOLOGY INC | MRVL | 86,027 | $5.3M | 0.84% |
| 42 | AXON ENTERPRISE INC | AXON | 9,150 | $4.8M | 0.76% |
| 43 | ALPHABET INC | GOOG | 29,350 | $4.5M | 0.72% |
| 44 | TERADYNE INC | TER | 51,329 | $4.2M | 0.67% |
| 45 | PROCORE TECHNOLOGIES INC | PCOR | 62,283 | $4.1M | 0.65% |
| 46 | PDD HOLDINGS INC | PDD | 34,500 | $4.1M | 0.65% |
| 47 | DATADOG INC | DDOG | 40,239 | $4.0M | 0.63% |
| 48 | MICRON TECHNOLOGY INC | MU | 44,500 | $3.9M | 0.61% |
| 49 | PHILIP MORRIS INTL INC | 718172109 | 240 | $3.8M | 0.60% |
| 50 | VANECK ETF TRUST | 92189H607 | 13,200 | $3.5M | 0.55% |
| 51 | TERAWULF INC | WULF | 12,500 | $3.4M | 0.54% |
| 52 | FUTU HOLDINGS LTD | FUTU | 33,200 | $3.4M | 0.54% |
| 53 | ADVANCED MICRO DEVICES INC | AMD | 31,894 | $3.3M | 0.52% |
| 54 | AFFIRM HOLDINGS INC | AFRM | 66,900 | $3.0M | 0.48% |
| 55 | TALEN ENERGY CORP | TLN | 11,500 | $2.3M | 0.36% |
| 56 | PELOTON INTERACTIVE INC | PTON | 352,000 | $2.2M | 0.35% |
| 57 | SERVICETITAN INC | TTAN | 22,200 | $2.1M | 0.33% |
| 58 | SANDISK CORP | SNDK | 42,503 | $2.0M | 0.32% |
| 59 | ARISTA NETWORKS INC | ANET | 22,500 | $1.7M | 0.28% |
| 60 | PORCH GROUP INC | PRCH | 220,000 | $1.6M | 0.25% |
| 61 | MONGODB INC | MDB | 7,500 | $1.3M | 0.21% |
| 62 | ABERCROMBIE & FITCH CO | ANF | 15,000 | $1.1M | 0.18% |
| 63 | KOHL S CORP | KSS | 39,900 | $326,382 | 0.05% |
| 64 | C3.AI INC | AI | 13,000 | $273,650 | 0.04% |