Zweig-DiMenna Associates LLC

CIK 0001533950 · NEW YORK, NY · Quarter end: 2026-06-30 · Filed on: 2026-08-13 · Open the SEC source

Zweig-DiMenna Associates LLC reported 70 positions worth $1.10B as of June 30, 2026 (13F filed August 13, 2026). Largest holding: SNDK (6.7%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$1.10B
2026 Q2
Positions
70
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
39.3%
Est. Net Flow (Q)
2026 Q2
10 / 70 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1SNDKSANDISK CORPSH$74.1M6.73%32,609
2AMZNAMAZON COM INCSH$54.0M4.90%226,579
3MUMICRON TECHNOLOGY INCSH$47.8M4.33%41,377
4WGSGENEDX HOLDINGS CORPSH$39.3M3.56%571,950
5AMATAPPLIED MATERIALSSH$39.1M3.55%54,128
6LRCXLAM RESEARCHSH$38.6M3.50%88,966
7AMDADVANCED MICRO DEVICES INCSH$36.7M3.33%63,226
8COHRCOHERENT CORPSH$36.4M3.31%92,371
9APPAPPLOVIN CORPSH$35.4M3.21%68,675
10LITELUMENTUM HLDGS INCSH$31.4M2.85%36,553

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does Zweig-DiMenna Associates LLC hold as of Q2 2026?

Zweig-DiMenna Associates LLC reported 70 positions worth $1.10B in its Q2 2026 13F filing. Largest positions: SNDK (6.7%), AMZN (4.9%), MU (4.3%), WGS (3.6%) and AMAT (3.6%).

What did Zweig-DiMenna Associates LLC buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did Zweig-DiMenna Associates LLC sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.