13F HOLDINGS REPORT
Zweig-DiMenna Associates LLC
Quarter ended Q3 2025 · Filed November 7, 2025 · Accession 0001104659-25-108211
Total Value
$1.43B
Positions
99
Other Managers
2
Confidential Omitted
No
Holdings (99)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | APPLOVIN CORP | APP | 113,200 | $81.3M | 5.69% |
| 2 | AMAZON COM INC | AMZN | 361,484 | $79.4M | 5.55% |
| 3 | BROADCOM INC | AVGO | 210,705 | $69.5M | 4.86% |
| 4 | GENEDX HOLDINGS CORP | WGSWW | 602,300 | $64.9M | 4.54% |
| 5 | BOSTON SCIENTIFIC CORP | BSX | 6,000 | $58.6M | 4.10% |
| 6 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 192,470 | $53.8M | 3.76% |
| 7 | AMAZON COM INC | AMZN | 2,200 | $48.3M | 3.38% |
| 8 | QUANTA SVCS INC | 74762E102 | 99,000 | $41.0M | 2.87% |
| 9 | NVIDIA CORPORATION | NVDA | 170,565 | $31.8M | 2.23% |
| 10 | CYBERARK SOFTWARE LTD | M2682V108 | 65,459 | $31.6M | 2.21% |
| 11 | MICROSOFT CORP | MSFT | 48,750 | $25.3M | 1.77% |
| 12 | CELESTICA INC | CLS | 100,439 | $24.7M | 1.73% |
| 13 | HUT 8 MINING CORP | HUT | 707,000 | $24.6M | 1.72% |
| 14 | TERAWULF INC | WULF | 1,883,700 | $21.5M | 1.51% |
| 15 | NATERA INC | NTRA | 132,500 | $21.3M | 1.49% |
| 16 | LUMENTUM HLDGS INC | LITE | 130,950 | $21.3M | 1.49% |
| 17 | MARVELL TECHNOLOGY INC | MRVL | 248,999 | $20.9M | 1.46% |
| 18 | KRATOS DEFENSE & SECURITY SOLTNS INC | 50077B207 | 208,350 | $19.0M | 1.33% |
| 19 | LOAR HOLDINGS INC | LOAR | 232,250 | $18.6M | 1.30% |
| 20 | SEAGATE TECHNOLOGY HLDNGS PL | SE | 76,225 | $18.0M | 1.26% |
| 21 | COREWEAVE INC | CRWV | 127,250 | $17.4M | 1.22% |
| 22 | PORCH GROUP INC | PRCH | 970,800 | $16.3M | 1.14% |
| 23 | VERTIV HOLDINGS CO | VRT | 103,700 | $15.6M | 1.09% |
| 24 | META PLATFORMS INC | META | 21,095 | $15.5M | 1.08% |
| 25 | QXO INC | QXO-PB | 802,800 | $15.3M | 1.07% |
| 26 | DELTA AIR LINES INC DEL | DAL | 268,810 | $15.3M | 1.07% |
| 27 | PINTEREST INC | PINS | 472,350 | $15.2M | 1.06% |
| 28 | NETFLIX INC | NFLX | 12,625 | $15.1M | 1.06% |
| 29 | BOSTON SCIENTIFIC CORP | BSX | 154,450 | $15.1M | 1.06% |
| 30 | PHILIP MORRIS INTL INC | 718172109 | 89,281 | $14.5M | 1.01% |
| 31 | VISA INC | V | 41,797 | $14.3M | 1.00% |
| 32 | BOSTON SCIENTIFIC CORP | BSX | 1,450 | $14.2M | 0.99% |
| 33 | ZSCALER INC | ZS | 43,995 | $13.2M | 0.92% |
| 34 | ROBINHOOD MARKETS INC - A | 770700102 | 87,025 | $12.5M | 0.87% |
| 35 | ALPHABET INC | GOOG | 500 | $12.2M | 0.85% |
| 36 | EMBRAER SA | EMBJ | 196,250 | $11.9M | 0.83% |
| 37 | ADVANCED MICRO DEVICES INC | AMD | 72,602 | $11.7M | 0.82% |
| 38 | SPDR GOLD TRUST | GLD | 33,020 | $11.7M | 0.82% |
| 39 | ALPHABET INC | GOOG | 47,975 | $11.7M | 0.82% |
| 40 | EOS ENERGY ENTERPRISES INC | EOSE | 1,021,000 | $11.6M | 0.81% |
| 41 | LAS VEGAS SANDS | LVS | 212,500 | $11.4M | 0.80% |
| 42 | FTAI AVIATION LTD | FTAIN | 68,400 | $11.4M | 0.80% |
| 43 | FIGURE TECHNOLOGY SOLUT | FGRS | 294,500 | $10.7M | 0.75% |
| 44 | WESTERN DIGITAL CORP | WDC | 89,000 | $10.7M | 0.75% |
| 45 | GE VERNOVA LLC | GEV | 17,055 | $10.5M | 0.73% |
| 46 | TERADYNE INC | TER | 73,329 | $10.1M | 0.71% |
| 47 | TENCENT HOLDINGS LTD | XHLD | 117,900 | $10.0M | 0.70% |
| 48 | CAPITAL ONE FINANCIAL CORP | 14040H105 | 46,500 | $9.9M | 0.69% |
| 49 | SPOTIFY TECHNOLOGY S A | SPOT | 14,135 | $9.9M | 0.69% |
| 50 | ALIBABA GROUP HOLDING LTD | BBAAY | 54,850 | $9.8M | 0.69% |
| 51 | SERVICENOW INC | NOW | 10,650 | $9.8M | 0.69% |
| 52 | NXP SEMICONDUCTORS NV | NXPI | 41,969 | $9.6M | 0.67% |
| 53 | GENEDX HOLDINGS CORP | WGSWW | 875 | $9.4M | 0.66% |
| 54 | TWILIO INC | TWLO | 93,000 | $9.3M | 0.65% |
| 55 | DOLLAR GEN CORP NEW | 256677105 | 90,000 | $9.3M | 0.65% |
| 56 | SIRIUSPOINT LTD | SPNT | 491,500 | $8.9M | 0.62% |
| 57 | SALESFORCE INC | CRM | 37,258 | $8.8M | 0.62% |
| 58 | COINBASE GLOBAL INC | COIN | 25,300 | $8.5M | 0.60% |
| 59 | CAREDX INC | CDNA | 575,000 | $8.4M | 0.58% |
| 60 | SUPER GROUP SGHC LTD | SGHC | 622,500 | $8.2M | 0.57% |
| 61 | LAM RESEARCH | LRCX | 61,249 | $8.2M | 0.57% |
| 62 | FEDEX CORP | FDX | 33,256 | $7.8M | 0.55% |
| 63 | VERONA PHARMA PLC | 925050106 | 72,518 | $7.7M | 0.54% |
| 64 | BBB FOODS INC | TBBB | 276,250 | $7.4M | 0.52% |
| 65 | ANALOG DEVICES | ADI | 29,214 | $7.2M | 0.50% |
| 66 | XOMETRY INC | XMTR | 128,900 | $7.0M | 0.49% |
| 67 | LUXEXPERIENCE BV | 55406W103 | 749,700 | $6.4M | 0.45% |
| 68 | WINNEBAGO INDUSTRIES INC | 974637100 | 181,657 | $6.1M | 0.43% |
| 69 | GALAXY DIGITAL INC | GLXY | 178,350 | $6.0M | 0.42% |
| 70 | TJX CO INC | 872540109 | 41,675 | $6.0M | 0.42% |
| 71 | SITEONE LANDSCAPE SUPPLY INC | SITE | 45,600 | $5.9M | 0.41% |
| 72 | GOLDMAN SACHS | GSCE | 7,300 | $5.8M | 0.41% |
| 73 | DATADOG INC | DDOG | 40,239 | $5.7M | 0.40% |
| 74 | PAGAYA TECHNOLOGIES LTD | PGYWW | 186,075 | $5.5M | 0.39% |
| 75 | WYNN RESORTS LTD | WYNN | 42,467 | $5.4M | 0.38% |
| 76 | SAMSARA INC | IOT | 145,800 | $5.4M | 0.38% |
| 77 | WHITEFIBER INC | WYFI | 191,900 | $5.2M | 0.36% |
| 78 | SOMNIGROUP INTERNATIONAL INC | SGI | 61,000 | $5.1M | 0.36% |
| 79 | TRADE DESK INC/THE | 88339J105 | 102,744 | $5.0M | 0.35% |
| 80 | LIVE NATION ENTMT INC | LYV | 30,800 | $5.0M | 0.35% |
| 81 | UNIVERSAL TECH | UTI | 141,000 | $4.6M | 0.32% |
| 82 | PROCORE TECHNOLOGIES INC | PCOR | 62,283 | $4.5M | 0.32% |
| 83 | MICRON TECHNOLOGY INC | MU | 26,402 | $4.4M | 0.31% |
| 84 | AMN HEALTHCARE | 001744101 | 223,241 | $4.3M | 0.30% |
| 85 | MASTERCARD INCORPORATED | MA | 7,450 | $4.2M | 0.30% |
| 86 | ROBLOX CORP | RBLX | 28,900 | $4.0M | 0.28% |
| 87 | EQT CORP | EQT | 66,500 | $3.6M | 0.25% |
| 88 | BIT DIGITAL INC | BTBT | 1,159,600 | $3.5M | 0.24% |
| 89 | THE BOEING COMPANY | BA-PA | 15,900 | $3.4M | 0.24% |
| 90 | ARISTA NETWORKS INC | ANET | 22,500 | $3.3M | 0.23% |
| 91 | MACYS INC | 55616P104 | 166,000 | $3.0M | 0.21% |
| 92 | OUSTER INC | OUST | 90,150 | $2.4M | 0.17% |
| 93 | OLD NATL BNCP | 680033107 | 100,000 | $2.2M | 0.15% |
| 94 | MAGNITE INC | MGNI | 99,900 | $2.2M | 0.15% |
| 95 | KYIVSTAR GROUP LTD | KYIVW | 160,000 | $2.0M | 0.14% |
| 96 | ANGI INC | ANGI | 70,000 | $1.1M | 0.08% |
| 97 | SPDR S&P HOMEBUILDERS | 78464A888 | 9,200 | $1.0M | 0.07% |
| 98 | HIGH TIDE INC | HITI | 151,500 | $549,945 | 0.04% |
| 99 | VANECK ETF TRUST | 92189H607 | 1,200 | $311,892 | 0.02% |