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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
25Q1 调仓
2024-12-31 → 2025-03-31 · 共 111 项
建仓 22
增持 13
减持 27
清仓 49
方向
标的
Δ市值
现股数(环比)
清仓
QQQ
INVESCO QQQ TR
-$153.4M
0
-100%
减持
NVDA
NVIDIA CORPORATION
-$46.2M
156,740
-67%
减持
AVGO
BROADCOM INC
-$35.6M
210,060
-31%
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
VST
VISTRA CORP
-$34.8M
0
-100%
减持
MSFT
MICROSOFT CORP
-$30.2M
28,100
-71%
清仓
—
EVEREST GROUP LTD
-$29.0M
0
-100%
减持
META
META PLATFORMS INC
-$28.7M
19,775
-71%
减持
VRT
VERTIV HOLDINGS CO
-$27.6M
97,100
-68%
清仓
NOW
SERVICENOW INC
-$19.9M
0
-100%
减持
TER
TERADYNE INC
-$19.7M
51,329
-73%
减持
NTRA
NATERA INC
-$19.3M
120,490
-47%
清仓
—
ARCH CAP GROUP LTD
-$18.9M
0
-100%
清仓
HUBS
HUBSPOT INC
-$18.3M
0
-100%
减持
MRVL
MARVELL TECHNOLOGY INC
-$18.3M
86,027
-60%
清仓
ORCL
ORACLE CORP
-$17.9M
0
-100%
建仓
BABA
ALIBABA GROUP HOLDING LTD
+$17.3M
131,100
清仓
WMT
WALMART INC
-$17.0M
0
-100%
增持
WGS
GENEDX HOLDINGS CORP
+$16.7M
457,100
+48%
清仓
AAPL
APPLE INC
-$15.3M
0
-100%
清仓
—
EATON CORP PLC
-$13.0M
0
-100%
减持
BSX
BOSTON SCIENTIFIC CORP
-$12.9M
123,000
-57%
建仓
ISRG
INTUITIVE SURGICAL INC
+$12.7M
25,743
建仓
—
TERAWULF INC
+$12.6M
3,388,258
清仓
WULF
TERAWULF INC
-$12.5M
0
-100%
清仓
SMTC
SEMTECH CORP
-$12.0M
0
-100%
减持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
-$11.5M
73,135
-39%
减持
ANET
ARISTA NETWORKS INC
-$11.4M
22,500
-81%
增持
APP
APPLOVIN CORP
+$11.3M
132,635
+80%
减持
AMD
ADVANCED MICRO DEVICES INC
-$11.3M
31,894
-74%
建仓
—
RENAISSANCERE HOLDINGS LTD
+$11.1M
46,400
清仓
—
CAMTEK LTD
-$10.9M
0
-100%
减持
IOT
SAMSARA INC
-$10.6M
145,800
-61%
减持
MU
MICRON TECHNOLOGY INC
-$9.7M
44,500
-72%
清仓
FCX
FREEPORT-MCMORAN INC
-$9.6M
0
-100%
清仓
CDNS
CADENCE DESIGN SYSTEM INC
-$9.4M
0
-100%
建仓
TCEHY
TENCENT HOLDINGS LTD
+$9.3M
145,000
建仓
MELI
MERCADOLIBRE INC
+$9.2M
4,740
减持
DDOG
DATADOG INC
-$8.4M
40,239
-54%
清仓
PANW
PALO ALTO NETWORKS INC
-$8.2M
0
-100%
建仓
JD
JD.COM INC
+$8.2M
198,600
减持
GOOGL
ALPHABET INC
-$8.1M
29,350
-56%
清仓
DELL
DELL TECHNOLOGIES INC
-$7.7M
0
-100%
清仓
WDC
WESTERN DIGITAL CORP
-$7.6M
0
-100%
建仓
—
SIRIUSPOINT LTD
+$7.6M
438,500
清仓
—
CLEARWATER ANALYTICS HLDGS I
-$7.3M
0
-100%
建仓
EMBJ
EMBRAER SA
+$7.1M
154,180
清仓
LITE
LUMENTUM HLDGS INC
-$7.1M
0
-100%
清仓
CCRN
CROSS CTRY HEALTHCARE INC
-$6.8M
0
-100%
清仓
TSLA
TESLA INC
-$6.6M
0
-100%
建仓
WGO
WINNEBAGO INDUSTRIES INC
+$6.3M
181,657
增持
AMZN
AMAZON COM INC
-$6.1M
294,109
+4%
减持
ANF
ABERCROMBIE & FITCH CO
-$6.1M
15,000
-69%
建仓
AMN
AMN HEALTHCARE
+$5.5M
223,241
减持
ZS
ZSCALER INC
-$5.3M
43,995
-44%
增持
—
CYBERARK SOFTWARE LTD
+$5.3M
55,708
+37%
清仓
DT
DYNATRACE INC
-$5.0M
0
-100%
清仓
—
TRANSOCEAN LTD
-$4.9M
0
-100%
减持
PCOR
PROCORE TECHNOLOGIES INC
-$4.9M
62,283
-48%
清仓
RKLB
ROCKET LAB USA INC
-$4.7M
0
-100%
清仓
CRWD
CROWDSTRIKE HLDGS INC
-$4.7M
0
-100%
清仓
ONTO
ONTO INNOVATION INC
-$4.6M
0
-100%
清仓
—
SEADRILL 2021 LTD
-$4.5M
0
-100%
减持
—
BBB FOODS INC
-$4.3M
258,766
-35%
清仓
COIN
COINBASE GLOBAL INC
-$4.3M
0
-100%
清仓
—
SEAGATE TECHNOLOGY HLDNGS PL
-$4.2M
0
-100%
清仓
LLY
ELI LILLY & CO
-$4.1M
0
-100%
清仓
AEM
AGNICO EAGLE MINES LTD
-$4.1M
0
-100%
清仓
CTRA
COTERRA ENERGY INC
-$4.1M
0
-100%
建仓
PDD
PDD HOLDINGS INC
+$4.1M
34,500
清仓
UBER
UBER TECHNOLOGIES INC
-$4.1M
0
-100%
增持
DAL
DELTA AIR LINES INC DEL
-$4.0M
281,310
+5%
建仓
FUTU
FUTU HOLDINGS LTD
+$3.4M
33,200
增持
DG
DOLLAR GEN CORP NEW
+$3.4M
90,000
+50%
减持
CRM
SALESFORCE INC
-$3.3M
37,258
-6%
减持
WRBY
WARBY PARKER INC
-$3.2M
348,150
-12%
增持
PWR
QUANTA SVCS INC
-$3.2M
96,325
+10%
减持
NFLX
NETFLIX INC
-$3.2M
8,710
-31%
清仓
—
AIR LEASE CORP
-$3.2M
0
-100%
建仓
AFRM
AFFIRM HOLDINGS INC
+$3.0M
66,900
增持
GKOS
GLAUKOS CORP
-$2.8M
60,800
+4%
增持
—
FTAI AVIATION LTD
+$2.8M
138,200
+59%
增持
V
VISA INC
+$2.5M
45,097
+7%
增持
OIH
VANECK ETF TRUST
+$2.4M
13,200
+238%
清仓
—
GOLAR LNG LTD
-$2.4M
0
-100%
建仓
TLN
TALEN ENERGY CORP
+$2.3M
11,500
清仓
PR
PERMIAN RESOURCES CORP
-$2.2M
0
-100%
建仓
PTON
PELOTON INTERACTIVE INC
+$2.2M
352,000
建仓
TTAN
SERVICETITAN INC
+$2.1M
22,200
清仓
—
FIDELIS INSURANCE HOLDINGS L
-$2.1M
0
-100%
建仓
SNDK
SANDISK CORP
+$2.0M
42,503
清仓
MED
MEDIFAST INC
-$2.0M
0
-100%
清仓
—
NEBIUS GROUP N.V.
-$1.9M
0
-100%
清仓
—
ASML HOLDING N V
-$1.8M
0
-100%
清仓
BYND
BEYOND MEAT INC
-$1.7M
0
-100%
清仓
SG
SWEETGREEN INC
-$1.6M
0
-100%
建仓
PRCH
PORCH GROUP INC
+$1.6M
220,000
减持
MA
MASTERCARD INCORPORATED
-$1.4M
17,450
-16%
减持
WYNN
WYNN RESORTS LTD
-$1.3M
82,467
-14%
建仓
MDB
MONGODB INC
+$1.3M
7,500
清仓
—
ROIVANT SCIENCES LTD
-$1.2M
0
-100%
清仓
—
CONFLUENT INC
-$1.1M
0
-100%
清仓
UPST
UPSTART HLDGS INC
-$1.0M
0
-100%
清仓
NKE
NIKE INC
-$586.3K
0
-100%
清仓
ARQT
ARCUTIS BIOTHERAPEUTICS INC
-$578.1K
0
-100%
增持
LOAR
LOAR HOLDINGS INC
-$338.9K
175,925
+2%
建仓
KSS
KOHL S CORP
+$326.4K
39,900
建仓
AI
C3.AI INC
+$273.6K
13,000
减持
PM
PHILIP MORRIS INTL INC
-$225.3K
93,540
-40%
增持
AXON
AXON ENTERPRISE INC
+$206.5K
9,150
+18%
清仓
HRTX
HERON THERAPEUTICS INC
-$196.7K
0
-100%
减持
—
SPOTIFY TECHNOLOGY S A
-$137.1K
24,030
-19%
