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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
23Q4 调仓
2023-09-30 → 2023-12-31 · 共 87 项
建仓 14
增持 23
减持 34
清仓 16
方向
标的
Δ市值
现股数(环比)
减持
TALO
TALOS ENERGY INC
-$16.3M
631,859
-59%
建仓
PM
PHILIP MORRIS INTL INC
+$14.7M
156,350
增持
AMD
ADVANCED MICRO DEVICES INC
+$13.9M
291,800
+3%
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。
增持
AMZN
AMAZON COM INC
+$11.3M
316,655
+9%
清仓
—
ACTIVISION BLIZZARD INC
-$10.8M
0
-100%
建仓
TTWO
TAKE-TWO INTERACTIVE SOFTWAR
+$10.5M
65,500
增持
ADBE
ADOBE INC
+$10.2M
27,425
+129%
增持
FCX
FREEPORT-MCMORAN INC
+$10.0M
277,300
+485%
减持
MCD
MCDONALDS CORP
-$8.9M
21,382
-63%
建仓
ZS
ZSCALER INC
+$8.9M
40,000
建仓
KEYS
KEYSIGHT TECHNOLOGIES INC
+$8.7M
54,500
增持
NVDA
NVIDIA CORPORATION
+$8.3M
54,790
+27%
清仓
MGY
MAGNOLIA OIL & GAS CORP
-$8.3M
0
-100%
增持
MSFT
MICROSOFT CORP
+$6.6M
97,710
+2%
减持
AVGO
BROADCOM INC
+$6.5M
23,525
-1%
清仓
CRM
SALESFORCE INC
-$6.3M
0
-100%
增持
WDC
WESTERN DIGITAL CORP.
+$6.3M
166,750
+218%
减持
—
RENAISSANCERE HLDGS LTD
-$6.1M
98,478
-23%
增持
PWR
QUANTA SVCS INC
+$5.8M
65,000
+48%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$5.7M
187,370
+18%
增持
META
META PLATFORMS INC
+$5.7M
71,610
+9%
减持
FCNCA
FIRST CTZNS BANCSHARES INC N
-$5.7M
5,118
-45%
减持
SLB
SCHLUMBERGER LTD
-$5.7M
247,506
-22%
清仓
FHN
FIRST HORIZON CORPORATION
-$5.5M
0
-100%
减持
TSLA
TESLA INC
-$5.3M
34,073
-38%
减持
—
ARCH CAP GROUP LTD
-$5.1M
323,978
-12%
增持
MRVL
MARVELL TECHNOLOGY INC
+$5.0M
202,500
+51%
减持
RMBS
RAMBUS INC DEL
-$4.7M
34,125
-73%
清仓
MUR
MURPHY OIL CORP
-$4.7M
0
-100%
增持
COHR
COHERENT CORP
+$4.6M
159,808
+123%
清仓
VZ
VERIZON COMMUNICATIONS INC
-$4.5M
0
-100%
增持
NOW
SERVICENOW INC
+$4.5M
25,497
+5%
减持
UMC
UNITED MICROELECTRONICS CORP
-$4.4M
44,000
-93%
增持
CRWD
CROWDSTRIKE HLDGS INC
+$4.2M
46,310
+2%
增持
V
VISA INC
+$4.0M
58,190
+20%
建仓
—
AGILON HEALTH INC
+$3.7M
295,357
清仓
FTNT
FORTINET INC
-$3.7M
0
-100%
减持
DLR
DIGITAL RLTY TR INC
-$3.6M
16,886
-65%
清仓
—
EXXON MOBIL CORP
-$3.6M
0
-100%
减持
BKR
BAKER HUGHES COMPANY
-$3.5M
244,863
-27%
减持
—
NEW YORK CMNTY BANCORP INC
-$3.5M
404,816
-40%
增持
DDOG
DATADOG INC
+$3.4M
73,550
+22%
减持
DAL
DELTA AIR LINES INC DEL
-$3.3M
182,925
-37%
减持
MDB
MONGODB INC
-$3.2M
4,175
-71%
减持
HAL
HALLIBURTON CO
-$3.2M
325,085
-12%
减持
MA
MASTERCARD INCORPORATED
-$3.1M
7,500
-53%
清仓
SIMO
SILICON MOTION TECHNOLOGY CO
-$3.1M
0
-100%
清仓
GTLB
GITLAB INC
-$3.1M
0
-100%
减持
—
TRANSOCEAN LTD
-$3.0M
1,388,817
-4%
清仓
SHEL
SHELL PLC
-$2.9M
0
-100%
增持
WYNN
WYNN RESORTS LTD
+$2.9M
107,500
+43%
减持
OXY
OCCIDENTAL PETE CORP
-$2.6M
142,323
-17%
减持
—
ARISTA NETWORKS INC
-$2.6M
42,216
-38%
减持
SNOW
SNOWFLAKE INC
-$2.5M
3,150
-84%
清仓
FSLY
FASTLY INC
-$2.4M
0
-100%
建仓
—
CONFLUENT INC
+$2.3M
100,000
减持
AAPL
APPLE INC
-$2.3M
44,900
-30%
建仓
XHB
SPDR SER TR
+$2.2M
23,300
建仓
OIH
VANECK ETF TRUST
+$2.1M
6,900
建仓
—
SUPER MICRO COMPUTER INC
+$2.1M
7,500
建仓
GAP
GAP INC
+$2.0M
97,296
减持
FANG
DIAMONDBACK ENERGY INC
-$2.0M
54,469
-19%
减持
MU
MICRON TECHNOLOGY INC
-$2.0M
79,200
-38%
清仓
PBR
PETROLEO BRASILEIRO SA PETRO
-$1.9M
0
-100%
减持
UBER
UBER TECHNOLOGIES INC
-$1.9M
152,500
-38%
减持
TPR
TAPESTRY INC
-$1.8M
121,820
-44%
建仓
HLT
HILTON WORLDWIDE HLDGS INC
+$1.8M
10,000
清仓
APA
APA CORPORATION
-$1.7M
0
-100%
建仓
RBLX
ROBLOX CORP
+$1.7M
36,300
增持
HUBS
HUBSPOT INC
+$1.7M
11,300
+13%
增持
GOOGL
ALPHABET INC
+$1.3M
112,975
+2%
增持
—
EVEREST GROUP LTD
-$983.9K
100,410
+2%
清仓
—
CAPRI HOLDINGS LIMITED
-$947.0K
0
-100%
建仓
SLG
SL GREEN RLTY CORP
+$835.6K
18,500
建仓
SPR
SPIRIT AEROSYSTEMS HLDGS INC
+$572.0K
18,000
增持
—
WW INTL INC
+$566.7K
1,432,000
+33%
减持
WMT
WALMART INC
-$553.2K
82,010
-3%
清仓
SHOP
SHOPIFY INC
-$522.9K
0
-100%
减持
—
SEADRILL 2021 LTD
+$361.1K
163,000
-1%
减持
COP
CONOCOPHILLIPS
-$258.4K
48,905
-1%
增持
PR
PERMIAN RESOURCES CORP
+$228.2K
531,351
+6%
增持
PROF
PROFOUND MED CORP
+$218.7K
130,617
+50%
减持
BLFS
BIOLIFE SOLUTIONS INC
+$169.9K
164,550
-9%
减持
BYND
BEYOND MEAT INC
-$151.6K
77,000
-11%
减持
RUN
SUNRUN INC
-$67.3K
128,961
-38%
减持
—
NAVIGATOR HLDGS LTD
-$56.9K
162,228
-1%
减持
—
SOMALOGIC INC
-$13.2K
588,218
-6%
