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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
24Q2 调仓
2024-03-31 → 2024-06-30 · 共 130 项
建仓 13
增持 18
减持 40
清仓 59
方向
标的
Δ市值
现股数(环比)
减持
COIN
COINBASE GLOBAL INC
-$25.8M
17,219
-85%
减持
GOOGL
ALPHABET INC
-$24.3M
85,800
-68%
清仓
—
RENAISSANCERE HLDGS LTD
-$23.1M
0
-100%
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。
建仓
VST
VISTRA CORP
+$23.0M
267,900
清仓
ADBE
ADOBE INC
-$15.7M
0
-100%
增持
AAPL
APPLE INC
+$15.0M
107,096
+144%
建仓
BSX
BOSTON SCIENTIFIC CORP
+$14.7M
190,500
清仓
SLB
SCHLUMBERGER LTD
-$13.6M
0
-100%
清仓
BBWI
BATH & BODY WORKS INC
-$13.1M
0
-100%
清仓
HAL
HALLIBURTON CO
-$12.8M
0
-100%
清仓
CDNS
CADENCE DESIGN SYSTEM INC
-$12.4M
0
-100%
清仓
—
ARISTA NETWORKS INC
-$12.2M
0
-100%
清仓
AFRM
AFFIRM HLDGS INC
-$11.7M
0
-100%
增持
TER
TERADYNE INC
+$11.2M
121,800
+100%
减持
AMD
ADVANCED MICRO DEVICES INC
-$11.1M
116,705
-30%
增持
AVGO
BROADCOM INC
+$11.0M
27,660
+10%
清仓
FANG
DIAMONDBACK ENERGY INC
-$10.8M
0
-100%
增持
—
CAMTEK LTD
+$10.7M
196,750
+18%
增持
NVDA
NVIDIA CORPORATION
+$10.3M
443,645
+801%
清仓
MET
METLIFE INC
-$10.0M
0
-100%
清仓
COHR
COHERENT CORP
-$9.7M
0
-100%
清仓
OXY
OCCIDENTAL PETE CORP
-$9.2M
0
-100%
减持
CRM
SALESFORCE INC
-$9.2M
1,500
-95%
建仓
LOAR
LOAR HOLDINGS INC
+$9.2M
172,400
减持
CTRA
COTERRA ENERGY INC
-$9.2M
161,525
-67%
清仓
TALO
TALOS ENERGY INC
-$8.8M
0
-100%
建仓
NTRA
NATERA INC
+$8.4M
77,525
清仓
FCNCA
FIRST CTZNS BANCSHARES INC N
-$8.4M
0
-100%
清仓
BKR
BAKER HUGHES COMPANY
-$8.2M
0
-100%
减持
—
ARCH CAP GROUP LTD
-$8.2M
204,505
-34%
减持
BABA
ALIBABA GROUP HLDG LTD
-$8.1M
9,011
-93%
减持
KEYS
KEYSIGHT TECHNOLOGIES INC
-$8.0M
3,893
-93%
增持
TECK
TECK RESOURCES LTD
+$7.9M
243,600
+197%
减持
—
EVEREST GROUP LTD
-$7.4M
79,909
-16%
增持
LLY
ELI LILLY & CO
+$7.3M
19,680
+45%
建仓
CEG
CONSTELLATION ENERGY CORP
+$6.9M
34,400
减持
PR
PERMIAN RESOURCES CORP
-$6.9M
156,344
-71%
建仓
RBRK
RUBRIK INC.
+$6.7M
219,500
清仓
CVNA
CARVANA CO
-$6.5M
0
-100%
清仓
COP
CONOCOPHILLIPS
-$6.2M
0
-100%
清仓
MCD
MCDONALDS CORP
-$6.0M
0
-100%
增持
NFLX
NETFLIX INC
+$6.0M
12,885
+190%
增持
VRT
VERTIV HOLDINGS CO
+$5.9M
223,750
+36%
清仓
TSLA
TESLA INC
-$5.9M
0
-100%
建仓
ARM
ARM HOLDINGS PLC
+$5.9M
36,025
清仓
TPR
TAPESTRY INC
-$5.8M
0
-100%
建仓
AEM
AGNICO EAGLE MINES LTD
+$5.7M
87,700
减持
—
AIR LEASE CORP
-$5.7M
60,000
-64%
建仓
KGC
KINROSS GOLD CORP
+$5.7M
680,000
清仓
EQT
EQT CORP
-$5.6M
0
-100%
减持
CRWD
CROWDSTRIKE HLDGS INC
-$5.4M
24,268
-47%
建仓
WRBY
WARBY PARKER INC
+$5.2M
322,750
清仓
SITE
SITEONE LANDSCAPE SUPPLY INC
-$5.0M
0
-100%
减持
LYFT
LYFT INC
-$4.8M
78,380
-74%
减持
UPST
UPSTART HLDGS INC
-$4.7M
16,319
-91%
减持
—
SEAGATE TECHNOLOGY HLDNGS PL
-$4.5M
49,033
-52%
增持
FCX
FREEPORT-MCMORAN INC
+$4.3M
344,700
+30%
清仓
—
INTERPUBLIC GROUP COS INC
-$4.3M
0
-100%
清仓
FWRG
FIRST WATCH RESTAURANT GROUP
-$4.3M
0
-100%
清仓
—
MARATHON OIL CORP
-$4.2M
0
-100%
清仓
—
SOUTHWESTERN ENERGY CO
-$4.0M
0
-100%
清仓
RIOT
RIOT PLATFORMS INC
-$3.9M
0
-100%
清仓
POOL
POOL CORP
-$3.9M
0
-100%
减持
V
VISA INC
-$3.8M
47,130
-18%
增持
SMTC
SEMTECH CORP
+$3.8M
194,626
+160%
减持
WMT
WALMART INC
-$3.7M
164,020
-33%
减持
NOW
SERVICENOW INC
-$3.5M
20,106
-21%
减持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
-$3.4M
125,277
-32%
减持
UBER
UBER TECHNOLOGIES INC
-$3.4M
67,231
-38%
清仓
ISRG
INTUITIVE SURGICAL INC
-$3.3M
0
-100%
清仓
HLT
HILTON WORLDWIDE HLDGS INC
-$3.2M
0
-100%
清仓
MBLY
MOBILEYE GLOBAL INC
-$3.2M
0
-100%
增持
—
BBB FOODS INC
+$3.1M
395,000
+48%
建仓
EMBJ
EMBRAER S.A.
+$3.0M
117,000
清仓
AMN
AMN HEALTHCARE SVCS INC
-$2.8M
0
-100%
清仓
GAP
GAP INC
-$2.7M
0
-100%
建仓
QCOM
QUALCOMM INC
+$2.5M
12,750
清仓
—
NAVIGATOR HLDGS LTD
-$2.5M
0
-100%
减持
MSFT
MICROSOFT CORP
+$2.5M
99,483
-0%
清仓
LVS
LAS VEGAS SANDS CORP
-$2.5M
0
-100%
清仓
OIH
VANECK ETF TRUST
-$2.5M
0
-100%
建仓
MED
MEDIFAST INC
+$2.5M
112,400
清仓
DLR
DIGITAL RLTY TR INC
-$2.4M
0
-100%
清仓
GHC
GRAHAM HLDGS CO
-$2.3M
0
-100%
减持
MU
MICRON TECHNOLOGY INC
+$2.2M
168,949
-1%
减持
DAL
DELTA AIR LINES INC DEL
-$2.1M
225,871
-16%
减持
—
INTL GNRL INSURANCE HLDNGS L
-$2.0M
106,836
-59%
增持
NVO
NOVO-NORDISK A S
+$2.0M
61,100
+18%
减持
—
SEADRILL 2021 LTD
-$2.0M
116,240
-27%
清仓
—
AGILON HEALTH INC
-$1.8M
0
-100%
清仓
QS
QUANTUMSCAPE CORP
-$1.7M
0
-100%
减持
—
FIDELIS INSURANCE HOLDINGS L
-$1.6M
114,000
-35%
减持
RUN
SUNRUN INC
-$1.6M
11,801
-91%
清仓
CVE
CENOVUS ENERGY INC
-$1.5M
0
-100%
清仓
RBLX
ROBLOX CORP
-$1.4M
0
-100%
减持
—
TRANSOCEAN LTD
-$1.3M
1,314,692
-1%
减持
HUBS
HUBSPOT INC
-$1.3M
18,254
-5%
清仓
—
NEW YORK CMNTY BANCORP INC
-$1.3M
0
-100%
增持
ZS
ZSCALER INC
+$1.3M
44,691
+18%
减持
SQ
BLOCK INC
-$1.2M
21,350
-29%
减持
AMZN
AMAZON COM INC
+$1.2M
299,784
-5%
清仓
BLFS
BIOLIFE SOLUTIONS INC
-$1.1M
0
-100%
减持
LAB
STANDARD BIOTOOLS INC
-$1.1M
140,535
-72%
增持
WYNN
WYNN RESORTS LTD
+$1.0M
119,967
+26%
清仓
—
WW INTL INC
-$1.0M
0
-100%
清仓
SLG
SL GREEN RLTY CORP
-$1.0M
0
-100%
减持
ONTO
ONTO INNOVATION INC
+$986.1K
40,450
-7%
减持
PANW
PALO ALTO NETWORKS INC
+$935.5K
22,695
-5%
减持
MRVL
MARVELL TECHNOLOGY INC
-$932.2K
196,971
-5%
清仓
PROF
PROFOUND MED CORP
-$889.3K
0
-100%
增持
MA
MASTERCARD INCORPORATED
+$799.8K
10,000
+33%
减持
NKE
NIKE INC
-$756.2K
7,748
-46%
清仓
W
WAYFAIR INC
-$732.4K
0
-100%
清仓
SNOW
SNOWFLAKE INC
-$711.0K
0
-100%
减持
—
EATON CORP PLC
-$699.3K
40,750
-5%
清仓
—
HESS CORP
-$670.1K
0
-100%
清仓
SPR
SPIRIT AEROSYSTEMS HLDGS INC
-$649.3K
0
-100%
减持
META
META PLATFORMS INC
-$604.7K
68,502
-5%
清仓
NET
CLOUDFLARE INC
-$593.6K
0
-100%
减持
WDC
WESTERN DIGITAL CORP.
-$524.0K
144,264
-14%
减持
HRTX
HERON THERAPEUTICS INC
-$436.7K
128,592
-60%
清仓
—
CRESCENT PT ENERGY CORP
-$409.5K
0
-100%
清仓
—
OLO INC
-$398.0K
0
-100%
清仓
OVV
OVINTIV INC
-$390.3K
0
-100%
清仓
UMC
UNITED MICROELECTRONICS CORP
-$356.0K
0
-100%
清仓
LMND
LEMONADE INC
-$344.6K
0
-100%
清仓
—
PARAMOUNT GLOBAL
-$282.5K
0
-100%
清仓
BYND
BEYOND MEAT INC
-$265.0K
0
-100%
增持
PWR
QUANTA SVCS INC
+$217.6K
64,256
+4%
增持
CMG
CHIPOTLE MEXICAN GRILL INC
+$197.5K
43,750
+4900%
