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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
23Q2 调仓
2023-03-31 → 2023-06-30 · 共 114 项
建仓 28
增持 25
减持 42
清仓 19
方向
标的
Δ市值
现股数(环比)
建仓
SPY
SPDR S&P 500 ETF TR
+$27.7M
62,500
增持
AMD
ADVANCED MICRO DEVICES INC
+$27.1M
417,850
+100%
增持
MSFT
MICROSOFT CORP
+$22.8M
92,025
+210%
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。
减持
FCX
FREEPORT-MCMORAN INC
-$18.9M
47,407
-91%
减持
OXY
OCCIDENTAL PETE CORP
-$15.9M
138,762
-64%
增持
META
META PLATFORMS INC
+$13.4M
50,400
+908%
减持
—
MARATHON OIL CORP
-$12.2M
146,614
-77%
建仓
FCNCA
FIRST CTZNS BANCSHARES INC N
+$12.0M
9,380
增持
AMZN
AMAZON COM INC
+$11.7M
228,315
+31%
减持
CVE
CENOVUS ENERGY INC
-$11.6M
73,224
-90%
减持
CTRA
COTERRA ENERGY INC
-$9.2M
483,885
-45%
减持
BABA
ALIBABA GROUP HLDG LTD
-$8.9M
120,710
-35%
减持
GOOGL
ALPHABET INC
-$8.7M
81,875
-54%
减持
NVDA
NVIDIA CORPORATION
-$8.6M
31,625
-60%
建仓
—
NEW YORK CMNTY BANCORP INC
+$8.6M
767,950
建仓
WYNN
WYNN RESORTS LTD
+$8.2M
77,500
减持
COP
CONOCOPHILLIPS
-$7.9M
52,889
-61%
减持
OVV
OVINTIV INC
-$7.9M
7,520
-97%
建仓
MET
METLIFE INC
+$7.6M
134,735
增持
—
RENAISSANCERE HLDGS LTD
+$7.5M
128,160
+57%
增持
WMT
WALMART INC
+$7.5M
84,300
+116%
建仓
MU
MICRON TECHNOLOGY INC
+$7.4M
117,700
减持
PR
PERMIAN RESOURCES CORP
-$7.4M
369,800
-66%
建仓
—
WW INTL INC
+$7.2M
1,066,700
减持
CCI
CROWN CASTLE INC
-$6.6M
7,500
-86%
建仓
ADBE
ADOBE SYSTEMS INCORPORATED
+$6.6M
13,400
清仓
DVN
DEVON ENERGY CORP NEW
-$6.4M
0
-100%
减持
—
SOUTHWESTERN ENERGY CO
-$6.3M
526,102
-72%
增持
UPST
UPSTART HLDGS INC
+$6.3M
188,693
+538%
清仓
BIDU
BAIDU INC
-$5.9M
0
-100%
建仓
—
GLOBALFOUNDRIES INC
+$5.9M
91,000
清仓
MTDR
MATADOR RES CO
-$5.8M
0
-100%
减持
AMT
AMERICAN TOWER CORP NEW
-$5.7M
5,000
-85%
建仓
DLR
DIGITAL RLTY TR INC
+$5.5M
48,500
增持
TALO
TALOS ENERGY INC
+$5.5M
1,209,622
+59%
减持
CIEN
CIENA CORP
-$5.4M
68,000
-57%
增持
AVGO
BROADCOM INC
+$5.3M
20,875
+4%
清仓
SRG
SERITAGE GROWTH PPTYS
-$5.2M
0
-100%
建仓
VZ
VERIZON COMMUNICATIONS INC
+$5.2M
140,090
增持
—
ARISTA NETWORKS INC
+$5.2M
68,010
+94%
减持
SBAC
SBA COMMUNICATIONS CORP NEW
-$5.1M
5,000
-79%
清仓
ESAB
ESAB CORPORATION
-$4.9M
0
-100%
增持
MRVL
MARVELL TECHNOLOGY INC
+$4.8M
89,000
+709%
清仓
HLT
HILTON WORLDWIDE HLDGS INC
-$4.7M
0
-100%
增持
TSLA
TESLA INC
+$4.6M
55,190
+17%
建仓
HUBS
HUBSPOT INC
+$4.5M
8,415
清仓
ENOV
ENOVIS CORPORATION
-$4.5M
0
-100%
减持
NKE
NIKE INC
-$4.5M
14,260
-71%
建仓
—
SEADRILL 2021 LTD
+$4.3M
104,700
清仓
PCRX
PACIRA BIOSCIENCES INC
-$4.3M
0
-100%
建仓
SNOW
SNOWFLAKE INC
+$4.2M
24,000
建仓
TER
TERADYNE INC
+$4.2M
37,500
减持
—
CRESCENT PT ENERGY CORP
-$4.1M
50,000
-92%
建仓
RMBS
RAMBUS INC DEL
+$3.9M
60,750
减持
FSLY
FASTLY INC
-$3.8M
123,590
-62%
增持
UMC
UNITED MICROELECTRONICS CORP
+$3.7M
675,771
+266%
建仓
AFRM
AFFIRM HLDGS INC
+$3.7M
240,346
建仓
DDOG
DATADOG INC
+$3.7M
37,300
建仓
CRM
SALESFORCE INC
+$3.3M
15,725
清仓
—
ASML HOLDING N V
-$3.3M
0
-100%
增持
SLB
SCHLUMBERGER LTD
+$3.3M
294,845
+29%
减持
FTNT
FORTINET INC
-$3.2M
62,455
-47%
清仓
—
EXXON MOBIL CORP
-$2.8M
0
-100%
减持
MDB
MONGODB INC
-$2.7M
6,700
-71%
清仓
AMAT
APPLIED MATLS INC
-$2.5M
0
-100%
减持
LVS
LAS VEGAS SANDS CORP
-$2.5M
47,800
-48%
增持
COIN
COINBASE GLOBAL INC
+$2.4M
111,833
+35%
增持
—
ACTIVISION BLIZZARD INC
+$2.3M
94,300
+42%
增持
MA
MASTERCARD INCORPORATED
+$2.3M
16,400
+42%
增持
CRWD
CROWDSTRIKE HLDGS INC
+$2.2M
42,575
+44%
清仓
RKT
ROCKET COS INC
-$1.9M
0
-100%
建仓
CVNA
CARVANA CO
+$1.9M
73,537
增持
COHR
COHERENT CORP
+$1.8M
55,725
+114%
减持
NOW
SERVICENOW INC
+$1.8M
24,227
-5%
建仓
U
UNITY SOFTWARE INC
+$1.7M
40,000
建仓
GTLB
GITLAB INC
+$1.7M
33,200
清仓
CF
CF INDS HLDGS INC
-$1.7M
0
-100%
增持
QS
QUANTUMSCAPE CORP
+$1.6M
277,868
+289%
清仓
APA
APA CORPORATION
-$1.6M
0
-100%
减持
BLFS
BIOLIFE SOLUTIONS INC
-$1.6M
256,000
-23%
清仓
STRS
STRATUS PPTYS INC
-$1.5M
0
-100%
减持
—
NAVIGATOR HLDGS LTD
-$1.5M
267,665
-24%
清仓
MPC
MARATHON PETE CORP
-$1.3M
0
-100%
减持
W
WAYFAIR INC
-$1.3M
10,790
-81%
减持
—
SOMALOGIC INC
-$1.2M
868,218
-32%
减持
—
INTERPUBLIC GROUP COS INC
-$1.2M
130,649
-22%
建仓
BYND
BEYOND MEAT INC
+$1.1M
87,000
减持
DAL
DELTA AIR LINES INC DEL
+$1.1M
256,725
-19%
建仓
UBER
UBER TECHNOLOGIES INC
+$1.1M
25,000
增持
—
EVEREST RE GROUP LTD
+$819.7K
95,500
+7%
增持
CRTO
CRITEO S A
+$786.7K
32,000
+244%
建仓
—
CREDO TECHNOLOGY GROUP HOLDI
+$780.3K
45,000
减持
MCD
MCDONALDS CORP
+$755.1K
59,500
-2%
减持
FANG
DIAMONDBACK ENERGY INC
-$718.5K
67,629
-5%
减持
PANW
PALO ALTO NETWORKS INC
-$692.5K
23,341
-30%
建仓
—
FIDELIS INSURANCE HOLDINGS L
+$559.6K
41,000
清仓
NTR
NUTRIEN LTD
-$553.9K
0
-100%
清仓
—
CONSOL ENERGY INC NEW
-$530.3K
0
-100%
增持
RUN
SUNRUN INC
+$523.5K
125,550
+47%
减持
AAPL
APPLE INC
+$469.0K
17,550
-1%
建仓
—
PARAMOUNT GLOBAL
+$381.8K
24,000
减持
SQ
BLOCK INC
-$377.8K
30,280
-13%
减持
PROF
PROFOUND MED CORP
-$337.3K
124,579
-41%
减持
—
AIR LEASE CORP
-$323.5K
195,000
-10%
减持
TECK
TECK RESOURCES LTD
+$319.9K
81,900
-4%
清仓
SOFI
SOFI TECHNOLOGIES INC
-$303.5K
0
-100%
减持
—
TRANSOCEAN LTD
+$274.0K
1,020,278
-6%
减持
—
ARCH CAP GROUP LTD
-$259.7K
364,370
-10%
增持
HRTX
HERON THERAPEUTICS INC
+$187.7K
320,130
+163%
减持
V
VISA INC
+$96.6K
46,490
-4%
建仓
—
AMC ENTMT HLDGS INC
+$76.4K
17,360
减持
XHB
SPDR SER TR
-$26.4K
11,400
-18%
增持
GLW
CORNING INC
-$25.8K
217,750
+0%
减持
OIH
VANECK ETF TRUST
+$3.7K
3,000
-3%
