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Zweig-DiMenna Associates LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心

Zweig-DiMenna Associates LLC

报告期 2026-03-31 · CIK 0001533950

持仓数

61

前50大市值合计

$706.2M

报告期

2026-03-31

当前持仓调仓

前 50 大持仓

标的

类型

市值

股数

占比*

AMZN AMAZON COM INC

COM

$74.9M

359,759

10.6%

WGS GENEDX HOLDINGS CORP

COM CL A

$44.3M

689,290

6.3%

APP APPLOVIN CORP

COM CL A

$32.2M

80,950

4.6%

LITE LUMENTUM HLDGS INC

COM

$28.6M

40,750

4.1%

COHR COHERENT CORP

COM

$27.8M

116,750

3.9%

TSM TAIWAN SEMICONDUCTOR MFG LTD

SPONSORED ADS

$26.2M

77,425

3.7%

NVDA NVIDIA CORPORATION

COM

$22.8M

130,640

3.2%

AMAT APPLIED MATERIALS

COM

$22.3M

65,300

3.2%

AVGO BROADCOM INC

COM

$21.5M

69,600

3.1%

META META PLATFORMS INC

CL A

$20.8M

36,320

2.9%

LRCX LAM RESEARCH

COM

$20.6M

96,500

2.9%

V VISA INC

COM CL A

$20.2M

66,700

2.9%

VRT VERTIV HOLDINGS CO

COM CL A

$19.9M

79,583

2.8%

CRWD CROWDSTRIKE HOLDINGS INC

COM CL A

$18.2M

46,500

2.6%

SNDK SANDISK CORP

COM

$15.8M

24,850

2.2%

MU MICRON TECHNOLOGY INC

COM

$15.4M

45,500

2.2%

NTRA NATERA INC

COM

$15.2M

76,250

2.2%

GOOGL ALPHABET INC

CAP STK CL A

$14.9M

51,675

2.1%

DAL DELTA AIR LINES INC DEL

COM NEW

$14.1M

212,060

2.0%

— SPOTIFY TECHNOLOGY S A

SHS

$13.3M

27,405

1.9%

QXO QXO INC

COM

$11.3M

582,500

1.6%

TER TERADYNE INC

COM

$11.3M

38,034

1.6%

KTOS KRATOS DEFENSE & SECURITY SOLTNS INC

COM

$10.9M

155,026

1.5%

MSFT MICROSOFT CORP

COM

$10.3M

27,850

1.5%

NFLX NETFLIX INC

COM

$9.7M

101,000

1.4%

ANET ARISTA NETWORKS INC

COM SHS

$9.6M

78,500

1.4%

WULF TERAWULF INC

COM

$9.6M

667,830

1.4%

MCHP MICROCHIP TECHNOLOGY

COM

$9.5M

147,000

1.3%

— SIRIUSPOINT LTD

COM

$8.6M

397,350

1.2%

PWR QUANTA SVCS INC

COM

$8.5M

15,550

1.2%

BE BLOOM ENERGY CORP

COM CL A

$8.5M

62,500

1.2%

— NXP SEMICONDUCTORS NV

COM

$8.0M

40,412

1.1%

EMBJ EMBRAER SA

SPONSORED ADS

$7.2M

122,161

1.0%

AMD ADVANCED MICRO DEVICES INC

COM

$7.1M

34,759

1.0%

— SEAGATE TECHNOLOGY HLDNGS PL

ORD SHS

$7.0M

17,844

1.0%

HUT HUT 8 MINING CORP

COM

$6.8M

145,647

1.0%

CDNA CAREDX INC

COM

$6.8M

390,255

1.0%

AAOI APPLIED OPTOELR

COM

$6.8M

80,050

1.0%

— FABRINET

COM

$6.7M

12,900

1.0%

PRCH PORCH GROUP INC

COM

$6.0M

839,500

0.9%

SNOW SNOWFLAKE INC

COM CL A

$6.0M

39,600

0.8%

— APPLOVIN CORP

COM CL A · 认购

$6.0M

150

0.8%

SNPS SYNOPSYS INC

COM

$5.7M

14,479

0.8%

LVS LAS VEGAS SANDS

COM

$5.3M

97,500

0.7%

TDUP THREDUP INC

COM CL A

$4.8M

1,454,500

0.7%

LUXE LUXEXPERIENCE BV

SPONSORED ADS

$4.7M

590,000

0.7%

VST VISTRA CORP

COM

$4.4M

29,000

0.6%

XMTR XOMETRY INC

COM CL A

$4.2M

102,650

0.6%

— GENEDX HOLDINGS CORP

COM CL A · 认购

$3.2M

500

0.5%

ALNT ALLIENT INC

COM

$2.8M

47,000

0.4%

* 占比按本页前 50 大持仓市值合计计算

持仓集中度按前 50 大市值

33%前 6 大占比

AMZN10.6%WGS6.3%APP4.6%LITE4.1%COHR3.9%TSM3.7%