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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
$706.2M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
24Q3
24Q2
24Q1
23Q4
23Q3
23Q2
23Q1
22Q4
22Q3
22Q2
22Q1
21Q4
21Q3
21Q2
21Q4 调仓
2021-09-30 → 2021-12-31 · 共 150 项
建仓 23
增持 20
减持 43
清仓 64
方向
标的
Δ市值
现股数(环比)
减持
SNAP
SNAP INC
-$19.4M
267,184
-38%
清仓
PYPL
PAYPAL HLDGS INC
-$18.6M
0
-100%
减持
SE
SEA LTD
-$14.3M
30,200
-54%
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
清仓
EA
ELECTRONIC ARTS INC
-$12.9M
0
-100%
清仓
ADI
ANALOG DEVICES INC
-$12.4M
0
-100%
建仓
CAT
CATERPILLAR INC
+$12.2M
59,000
清仓
—
CAPRI HOLDINGS LIMITED
-$12.1M
0
-100%
清仓
AGCO
AGCO CORP
-$12.0M
0
-100%
建仓
M
MACYS INC
+$11.3M
433,000
建仓
TECK
TECK RESOURCES LTD
+$10.8M
374,000
减持
NVDA
NVIDIA CORPORATION
+$10.3M
144,469
-7%
减持
AMD
ADVANCED MICRO DEVICES INC
+$10.1M
307,801
-7%
清仓
NVTA
INVITAE CORP
-$9.3M
0
-100%
减持
V
VISA INC
-$9.1M
33,780
-54%
清仓
MELI
MERCADOLIBRE INC
-$9.1M
0
-100%
建仓
AVGO
BROADCOM INC
+$8.9M
13,350
减持
BAC
BK OF AMERICA CORP
-$8.5M
207,372
-50%
增持
—
SOMALOGIC INC
+$8.2M
1,034,600
+238%
清仓
CRM
SALESFORCE COM INC
-$8.2M
0
-100%
清仓
ADBE
ADOBE SYSTEMS INCORPORATED
-$8.2M
0
-100%
清仓
—
SPLUNK INC
-$8.2M
0
-100%
减持
VISN
COMMSCOPE HLDG CO INC
-$8.1M
54,500
-91%
建仓
—
II-VI INC
+$8.0M
117,200
清仓
LITE
LUMENTUM HLDGS INC
-$8.0M
0
-100%
减持
MA
MASTERCARD INCORPORATED
-$7.8M
6,000
-79%
清仓
OKTA
OKTA INC
-$7.5M
0
-100%
清仓
PLTR
PALANTIR TECHNOLOGIES INC
-$7.1M
0
-100%
减持
GS
GOLDMAN SACHS GROUP INC
-$6.9M
37,365
-33%
建仓
WDC
WESTERN DIGITAL CORP.
+$6.5M
100,000
清仓
—
TWITTER INC
-$6.5M
0
-100%
清仓
LUV
SOUTHWEST AIRLS CO
-$6.4M
0
-100%
减持
OXY
OCCIDENTAL PETE CORP
-$6.3M
211,050
-50%
减持
—
LESLIES INC
-$6.3M
27,500
-92%
增持
—
EVEREST RE GROUP LTD
+$6.1M
80,605
+26%
减持
MSFT
MICROSOFT CORP
+$5.9M
119,543
-2%
减持
FCX
FREEPORT-MCMORAN INC
-$5.7M
820,040
-33%
清仓
—
PAGSEGURO DIGITAL LTD
-$5.7M
0
-100%
清仓
EXAS
EXACT SCIENCES CORP
-$5.4M
0
-100%
增持
PANW
PALO ALTO NETWORKS INC
+$5.2M
22,450
+48%
清仓
DDOG
DATADOG INC
-$5.0M
0
-100%
清仓
TRIN
TRINITY CAP INC
-$4.9M
0
-100%
清仓
—
SUPERNOVA PARTNERS ACQUISTN
-$4.9M
0
-100%
减持
—
COLFAX CORP
-$4.9M
296,374
-26%
建仓
BILI
BILIBILI INC
+$4.8M
104,200
增持
PTON
PELOTON INTERACTIVE INC
-$4.8M
98,661
+3%
减持
GOOGL
ALPHABET INC
-$4.8M
6,646
-26%
减持
—
EXXON MOBIL CORP
-$4.7M
245,411
-27%
减持
AAPL
APPLE INC
+$4.7M
132,028
-0%
减持
TWLO
TWILIO INC
-$4.6M
69,600
-3%
减持
META
META PLATFORMS INC
-$4.3M
78,253
-13%
增持
CRWD
CROWDSTRIKE HLDGS INC
+$4.2M
52,646
+95%
减持
TJX
TJX COS INC NEW
-$4.1M
79,464
-48%
建仓
CVE
CENOVUS ENERGY INC
+$4.1M
335,000
清仓
DAL
DELTA AIR LINES INC DEL
-$4.1M
0
-100%
减持
—
CONFLUENT INC
+$4.0M
273,489
-3%
减持
TDOC
TELADOC HEALTH INC
-$4.0M
93,541
-6%
减持
BABA
ALIBABA GROUP HLDG LTD
-$3.8M
71,028
-14%
减持
—
AZEK CO INC
+$3.7M
395,410
-1%
建仓
SNOW
SNOWFLAKE INC
+$3.7M
11,000
清仓
CSGP
COSTAR GROUP INC
-$3.6M
0
-100%
清仓
WFC
WELLS FARGO CO NEW
-$3.4M
0
-100%
清仓
—
FORGEROCK INC
-$3.3M
0
-100%
建仓
JD
JD.COM INC
+$3.3M
47,500
建仓
—
STEM INC
+$3.2M
169,500
减持
SICP
SILVERGATE CAP CORP
+$3.2M
137,464
-7%
清仓
—
SLAM CORP
-$3.0M
0
-100%
建仓
MDB
MONGODB INC
+$2.8M
5,330
减持
—
DIGITALBRIDGE GROUP INC
+$2.8M
1,226,776
-1%
清仓
SIMO
SILICON MOTION TECHNOLOGY CO
-$2.8M
0
-100%
减持
AMZN
AMAZON COM INC
-$2.5M
7,626
-10%
减持
LOW
LOWES COS INC
+$2.5M
52,628
-4%
清仓
—
ENGAGESMART INC
-$2.4M
0
-100%
建仓
OPTU
ALTICE USA INC
+$2.3M
145,000
建仓
EXPE
EXPEDIA GROUP INC
+$2.3M
12,500
清仓
UCB
UNITED CMNTY BKS BLAIRSVLE G
-$2.2M
0
-100%
建仓
BKR
BAKER HUGHES COMPANY
+$2.2M
90,000
清仓
HWC
HANCOCK WHITNEY CORPORATION
-$2.1M
0
-100%
增持
STRS
STRATUS PPTYS INC
+$2.1M
80,012
+220%
清仓
—
SYNOVUS FINL CORP
-$2.1M
0
-100%
清仓
ZION
ZIONS BANCORPORATION N A
-$2.1M
0
-100%
清仓
CMA
COMERICA INC
-$2.1M
0
-100%
清仓
—
GORES HOLDINGS VII INC
-$2.1M
0
-100%
清仓
FHN
FIRST HORIZON CORPORATION
-$2.1M
0
-100%
减持
NFLX
NETFLIX INC
-$2.1M
23,207
-12%
减持
FRSH
FRESHWORKS INC
-$2.1M
67,700
-25%
清仓
—
GORES HLDGS VIII INC
-$2.0M
0
-100%
增持
—
APTIV PLC
+$2.0M
102,979
+2%
增持
—
MARATHON OIL CORP
+$2.0M
495,200
+11%
增持
PCRX
PACIRA BIOSCIENCES INC
+$1.9M
195,000
+11%
清仓
MYPS
PLAYSTUDIOS INC
-$1.9M
0
-100%
建仓
TENB
TENABLE HLDGS INC
+$1.8M
33,500
清仓
—
ARCTOS NORTHSTAR ACQUIS CORP
-$1.8M
0
-100%
减持
SHOP
SHOPIFY INC
-$1.8M
16,468
-9%
减持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
-$1.8M
140,730
-16%
清仓
—
FORTRESS CAPITAL ACQUISITION
-$1.7M
0
-100%
建仓
COP
CONOCOPHILLIPS
+$1.7M
23,500
建仓
MGM
MGM RESORTS INTERNATIONAL
+$1.7M
37,500
建仓
ABNB
AIRBNB INC
+$1.7M
10,000
增持
COIN
COINBASE GLOBAL INC
+$1.6M
40,500
+7%
增持
—
WHITING PETE CORP NEW
+$1.6M
244,941
+1%
增持
S
SENTINELONE INC
+$1.5M
189,709
+26%
清仓
—
ANZU SPECIAL ACQUISITIN CORP
-$1.5M
0
-100%
建仓
TSLA
TESLA INC
+$1.5M
1,400
清仓
—
POWERED BRANDS
-$1.4M
0
-100%
清仓
—
NORTH ATLANTIC ACQUISITN COR
-$1.4M
0
-100%
清仓
—
LEO HLDGS CORP II
-$1.4M
0
-100%
减持
DXCM
DEXCOM INC
-$1.4M
26,368
-7%
清仓
—
COMPUTE HEALTH ACQUISITIN CO
-$1.4M
0
-100%
清仓
—
ROCKLEY PHOTONICS HOLDINGS L
-$1.4M
0
-100%
建仓
IMAX
IMAX CORP
+$1.4M
76,930
清仓
—
ITIQUIRA ACQUISITION CORP
-$1.4M
0
-100%
清仓
—
REE AUTOMOTIVE LTD
-$1.4M
0
-100%
清仓
—
ATLAS CREST INVESTMENT CORP
-$1.3M
0
-100%
清仓
—
CLASS ACCELERATION CORP
-$1.3M
0
-100%
清仓
—
ARES ACQUISITION CORPORATION
-$1.3M
0
-100%
减持
MCD
MCDONALDS CORP
-$1.3M
46,750
-19%
建仓
HUBS
HUBSPOT INC
+$1.3M
2,000
减持
SHW
SHERWIN WILLIAMS CO
+$1.3M
35,665
-11%
清仓
GTX
GARRETT MOTION INC
-$1.3M
0
-100%
增持
UHAL
AMERCO
+$1.3M
4,037
+59%
清仓
—
ALIGHT INC
-$1.3M
0
-100%
减持
CBRE
CBRE GROUP INC
+$1.2M
112,925
-0%
清仓
—
PONTEM CORPORATION
-$1.2M
0
-100%
增持
BLFS
BIOLIFE SOLUTIONS INC
-$1.1M
316,983
+3%
减持
AMAT
APPLIED MATLS INC
+$1.1M
137,126
-14%
减持
NKE
NIKE INC
-$1.1M
103,640
-18%
清仓
—
CBRE ACQUISITION HLDGS INC
-$993.0K
0
-100%
增持
—
ZYNGA INC
-$976.0K
960,497
+2%
增持
UBER
UBER TECHNOLOGIES INC
+$963.0K
112,500
+34%
建仓
FLNC
FLUENCE ENERGY INC
+$907.0K
25,500
减持
—
COUCHBASE INC
-$882.0K
57,000
-23%
减持
MU
MICRON TECHNOLOGY INC
+$873.0K
129,459
-18%
增持
—
SEMA4 HOLDINGS CORP
+$811.0K
694,812
+130%
清仓
TWST
TWIST BIOSCIENCE CORP
-$805.0K
0
-100%
减持
VSXY
VICTORIAS SECRET AND CO
-$786.0K
131,826
-10%
增持
CTOS
CUSTOM TRUCK ONE SOURCE INC
+$785.0K
1,198,586
+27%
减持
—
HUDSON EXECUTIVE INVES III
-$757.0K
191,064
-28%
清仓
—
ADIT EDTECH ACQUISITION CORP
-$747.0K
0
-100%
清仓
—
NORTHERN STAR INVEST CORP IV
-$738.0K
0
-100%
清仓
—
TCW SPECIAL PURPOSE ACQU COR
-$738.0K
0
-100%
减持
NOW
SERVICENOW INC
-$727.0K
21,586
-9%
清仓
—
MONUMENT CIRCLE ACQUISITN CO
-$725.0K
0
-100%
清仓
—
SCION TECH GROWTH II
-$705.0K
0
-100%
清仓
—
DEEP LAKE CAPITAL ACQUSTN CO
-$700.0K
0
-100%
清仓
—
HH&L ACQUISITION CO
-$694.0K
0
-100%
清仓
—
GAMING & HOSPITALITY ACQU CO
-$692.0K
0
-100%
清仓
—
JOFF FINTECH ACQUISITION COR
-$683.0K
0
-100%
清仓
PAYO
PAYONEER GLOBAL INC
-$640.0K
0
-100%
增持
PROF
PROFOUND MED CORP
-$615.0K
234,167
+6%
增持
—
LIBERTY MEDIA ACQUISITION CO
+$560.0K
164,848
+44%
