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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
22Q1 调仓
2021-12-31 → 2022-03-31 · 共 150 项
建仓 39
增持 14
减持 31
清仓 66
方向
标的
Δ市值
现股数(环比)
增持
FCX
FREEPORT-MCMORAN INC
+$41.8M
1,528,825
+86%
减持
AMD
ADVANCED MICRO DEVICES INC
-$37.9M
58,491
-81%
增持
CVE
CENOVUS ENERGY INC
+$31.4M
2,131,500
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。
+536%
减持
NVDA
NVIDIA CORPORATION
-$25.4M
62,705
-57%
清仓
HD
HOME DEPOT INC
-$23.8M
0
-100%
减持
MSFT
MICROSOFT CORP
-$23.1M
55,638
-53%
清仓
TGT
TARGET CORP
-$22.2M
0
-100%
清仓
SNPS
SYNOPSYS INC
-$21.5M
0
-100%
减持
SHOP
SHOPIFY INC
-$20.7M
2,920
-82%
清仓
SICP
SILVERGATE CAP CORP
-$20.4M
0
-100%
清仓
—
NXP SEMICONDUCTORS N V
-$20.2M
0
-100%
清仓
STM
STMICROELECTRONICS N V
-$19.4M
0
-100%
减持
AMAT
APPLIED MATLS INC
-$19.2M
18,000
-87%
建仓
NEM
NEWMONT CORP
+$18.6M
234,000
减持
META
META PLATFORMS INC
-$18.5M
35,000
-55%
减持
BBWI
BATH & BODY WORKS INC
-$18.5M
267,926
-40%
清仓
TWLO
TWILIO INC
-$18.3M
0
-100%
清仓
—
AZEK CO INC
-$18.3M
0
-100%
清仓
GE
GENERAL ELECTRIC CO
-$17.6M
0
-100%
清仓
—
APTIV PLC
-$17.0M
0
-100%
建仓
—
SOUTHWESTERN ENERGY CO
+$16.3M
2,275,000
清仓
—
EXXON MOBIL CORP
-$15.0M
0
-100%
增持
OXY
OCCIDENTAL PETE CORP
+$15.0M
371,369
+76%
清仓
TXRH
TEXAS ROADHOUSE INC
-$14.5M
0
-100%
清仓
GS
GOLDMAN SACHS GROUP INC
-$14.3M
0
-100%
清仓
DXCM
DEXCOM INC
-$14.2M
0
-100%
清仓
—
BEACON ROOFING SUPPLY INC
-$14.0M
0
-100%
建仓
NTR
NUTRIEN LTD
+$13.7M
131,875
建仓
AA
ALCOA CORP
+$13.7M
152,300
清仓
LOW
LOWES COS INC
-$13.6M
0
-100%
建仓
CF
CF INDS HLDGS INC
+$13.4M
130,050
减持
NFLX
NETFLIX INC
-$13.3M
1,700
-93%
清仓
SNAP
SNAP INC
-$12.6M
0
-100%
清仓
MCD
MCDONALDS CORP
-$12.5M
0
-100%
建仓
SU
SUNCOR ENERGY INC NEW
+$12.5M
382,500
清仓
CBRE
CBRE GROUP INC
-$12.3M
0
-100%
清仓
C
CITIGROUP INC
-$12.2M
0
-100%
清仓
CAT
CATERPILLAR INC
-$12.2M
0
-100%
减持
—
CONFLUENT INC
-$12.2M
211,756
-23%
清仓
MU
MICRON TECHNOLOGY INC
-$12.1M
0
-100%
清仓
DE
DEERE & CO
-$11.7M
0
-100%
清仓
M
MACYS INC
-$11.3M
0
-100%
建仓
HAL
HALLIBURTON CO
+$11.0M
291,000
减持
NKE
NIKE INC
-$10.7M
49,139
-53%
清仓
COIN
COINBASE GLOBAL INC
-$10.2M
0
-100%
减持
—
EVEREST RE GROUP LTD
-$10.1M
39,590
-51%
清仓
TMUS
T-MOBILE US INC
-$9.9M
0
-100%
清仓
MTCH
MATCH GROUP INC NEW
-$9.7M
0
-100%
清仓
S
SENTINELONE INC
-$9.6M
0
-100%
清仓
BAC
BK OF AMERICA CORP
-$9.2M
0
-100%
建仓
DIS
DISNEY WALT CO
+$8.9M
65,100
建仓
AEM
AGNICO EAGLE MINES LTD
+$8.9M
145,500
清仓
AVGO
BROADCOM INC
-$8.9M
0
-100%
减持
NOW
SERVICENOW INC
-$8.6M
9,731
-55%
清仓
TDOC
TELADOC HEALTH INC
-$8.6M
0
-100%
增持
BKR
BAKER HUGHES COMPANY
+$8.6M
294,800
+228%
清仓
OSK
OSHKOSH CORP
-$8.5M
0
-100%
清仓
BABA
ALIBABA GROUP HLDG LTD
-$8.4M
0
-100%
建仓
DVN
DEVON ENERGY CORP NEW
+$7.9M
133,750
建仓
CTRA
COTERRA ENERGY INC
+$7.9M
292,500
增持
MA
MASTERCARD INCORPORATED
+$7.9M
28,000
+367%
减持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
-$7.5M
90,295
-36%
清仓
URI
UNITED RENTALS INC
-$7.5M
0
-100%
建仓
PBR
PETROLEO BRASILEIRO SA PETRO
+$7.5M
505,000
清仓
VSXY
VICTORIAS SECRET AND CO
-$7.3M
0
-100%
建仓
EXAS
EXACT SCIENCES CORP
+$7.3M
103,940
清仓
SE
SEA LTD
-$6.8M
0
-100%
清仓
VALE
VALE S A
-$6.6M
0
-100%
建仓
POOL
POOL CORP
+$6.6M
15,500
清仓
WDC
WESTERN DIGITAL CORP.
-$6.5M
0
-100%
减持
AAPL
APPLE INC
-$6.4M
97,827
-26%
清仓
—
ZYNGA INC
-$6.1M
0
-100%
建仓
—
CANADIAN PAC RY LTD
+$6.1M
73,370
清仓
TJX
TJX COS INC NEW
-$6.0M
0
-100%
减持
SHW
SHERWIN WILLIAMS CO
-$5.9M
26,615
-25%
建仓
—
ARCH CAP GROUP LTD
+$5.9M
122,000
建仓
AGCO
AGCO CORP
+$5.8M
40,000
清仓
AEO
AMERICAN EAGLE OUTFITTERS IN
-$5.8M
0
-100%
建仓
PWR
QUANTA SVCS INC
+$5.7M
43,090
清仓
CNK
CINEMARK HLDGS INC
-$5.3M
0
-100%
建仓
CSX
CSX CORP
+$5.3M
140,760
增持
—
MARATHON OIL CORP
+$5.0M
522,700
+6%
减持
GOOGL
ALPHABET INC
-$5.0M
5,135
-23%
清仓
PINS
PINTEREST INC
-$4.9M
0
-100%
清仓
BILI
BILIBILI INC
-$4.8M
0
-100%
清仓
UBER
UBER TECHNOLOGIES INC
-$4.7M
0
-100%
建仓
FSLY
FASTLY INC
+$4.5M
261,543
增持
V
VISA INC
+$4.4M
52,840
+56%
减持
TECK
TECK RESOURCES LTD
+$4.2M
370,700
-1%
减持
CRWD
CROWDSTRIKE HLDGS INC
-$4.1M
29,400
-44%
建仓
NXE
NEXGEN ENERGY LTD
+$4.0M
710,000
增持
—
HESS CORP
+$4.0M
71,500
+43%
建仓
SQ
BLOCK INC
+$3.8M
28,190
减持
—
II-VI INC
-$3.8M
58,692
-50%
清仓
SNOW
SNOWFLAKE INC
-$3.7M
0
-100%
减持
—
COLFAX CORP
-$3.7M
250,398
-16%
建仓
—
LAM RESEARCH CORP
+$3.7M
6,800
建仓
—
ENERPLUS CORP
+$3.6M
281,000
建仓
SLB
SCHLUMBERGER LTD
+$3.6M
86,000
清仓
PTON
PELOTON INTERACTIVE INC
-$3.5M
0
-100%
减持
CTOS
CUSTOM TRUCK ONE SOURCE INC
-$3.4M
740,265
-38%
清仓
—
DIAMONDHEAD HOLDINGS CORP
-$3.4M
0
-100%
建仓
CENX
CENTURY ALUM CO
+$3.4M
128,000
清仓
JD
JD.COM INC
-$3.3M
0
-100%
增持
BLFS
BIOLIFE SOLUTIONS INC
-$3.3M
376,550
+19%
清仓
—
STEM INC
-$3.2M
0
-100%
建仓
—
CRESCENT PT ENERGY CORP
+$3.2M
440,000
增持
EXPE
EXPEDIA GROUP INC
+$3.0M
27,000
+116%
减持
MRVL
MARVELL TECHNOLOGY INC
-$3.0M
90,221
-17%
清仓
RUN
SUNRUN INC
-$3.0M
0
-100%
减持
CDNA
CAREDX INC
-$2.9M
233,374
-8%
增持
—
SOMALOGIC INC
-$2.8M
1,149,600
+11%
建仓
ILMN
ILLUMINA INC
+$2.8M
7,890
建仓
MOS
MOSAIC CO NEW
+$2.7M
40,000
清仓
—
AMBARELLA INC
-$2.5M
0
-100%
建仓
DDOG
DATADOG INC
+$2.4M
15,700
清仓
OPTU
ALTICE USA INC
-$2.3M
0
-100%
建仓
EQT
EQT CORP
+$2.1M
62,500
增持
COP
CONOCOPHILLIPS
+$2.0M
37,400
+59%
建仓
—
NAVIGATOR HLDGS LTD
+$2.0M
165,000
建仓
—
GRAN TIERRA ENERGY INC
+$1.9M
1,216,500
清仓
—
HUDSON EXECUTIVE INVES III
-$1.9M
0
-100%
建仓
LUV
SOUTHWEST AIRLS CO
+$1.8M
40,000
清仓
FRSH
FRESHWORKS INC
-$1.8M
0
-100%
清仓
MGM
MGM RESORTS INTERNATIONAL
-$1.7M
0
-100%
清仓
ABNB
AIRBNB INC
-$1.7M
0
-100%
建仓
SHEL
SHELL PLC
+$1.5M
28,000
建仓
HLT
HILTON WORLDWIDE HLDGS INC
+$1.5M
10,000
清仓
—
ADVANCED MERGER PARTNERS INC
-$1.5M
0
-100%
清仓
TSLA
TESLA INC
-$1.5M
0
-100%
建仓
RRC
RANGE RES CORP
+$1.4M
45,000
清仓
HUBS
HUBSPOT INC
-$1.3M
0
-100%
减持
AMZN
AMAZON COM INC
-$1.2M
7,425
-3%
减持
UHAL
AMERCO
-$1.1M
3,037
-25%
增持
TENB
TENABLE HLDGS INC
+$1.1M
50,250
+50%
减持
PCRX
PACIRA BIOSCIENCES INC
+$988.0K
166,675
-15%
减持
MDB
MONGODB INC
-$958.0K
4,200
-21%
清仓
TLS
TELOS CORP MD
-$911.0K
0
-100%
清仓
FLNC
FLUENCE ENERGY INC
-$907.0K
0
-100%
减持
IMAX
IMAX CORP
-$899.0K
25,000
-68%
清仓
—
MEDTECH ACQUISITION CORP
-$889.0K
0
-100%
清仓
—
RXR ACQUISITION CORP
-$824.0K
0
-100%
建仓
OIH
VANECK ETF TRUST
+$735.0K
2,600
减持
PANW
PALO ALTO NETWORKS INC
+$698.0K
21,200
-6%
清仓
—
LESLIES INC
-$651.0K
0
-100%
清仓
VISN
COMMSCOPE HLDG CO INC
-$602.0K
0
-100%
建仓
—
BERKELEY LTS INC
+$585.0K
82,221
减持
STRS
STRATUS PPTYS INC
+$517.0K
79,912
-0%
减持
—
WHITING PETE CORP NEW
-$486.0K
188,406
-23%
增持
PROF
PROFOUND MED CORP
-$455.0K
241,667
+3%
