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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
25Q2 调仓
2025-03-31 → 2025-06-30 · 共 87 项
建仓 38
增持 24
减持 11
清仓 14
方向
标的
Δ市值
现股数(环比)
建仓
—
INVESCO QQQ TR
+$52.4M
950
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$33.6M
201,845
+176%
建仓
—
MICROSOFT CORP
+$25.9M
520
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
+$22.0M
355,284
+21%
减持
AVGO
BROADCOM INC
+$21.5M
205,430
-2%
清仓
BABA
ALIBABA GROUP HOLDING LTD
-$17.3M
0
-100%
建仓
CLS
CELESTICA INC
+$15.7M
100,439
建仓
GLD
SPDR GOLD TRUST
+$15.5M
50,875
建仓
PINS
PINTEREST INC
+$14.8M
412,700
增持
MRVL
MARVELL TECHNOLOGY INC
+$14.8M
259,027
+201%
增持
WGS
GENEDX HOLDINGS CORP
+$13.6M
586,100
+28%
增持
PWR
QUANTA SVCS INC
+$13.3M
99,850
+4%
清仓
—
TERAWULF INC
-$12.6M
0
-100%
建仓
COF
CAPITAL ONE FINANCIAL CORP
+$12.2M
57,500
建仓
TWLO
TWILIO INC
+$11.6M
93,000
清仓
—
RENAISSANCERE HOLDINGS LTD
-$11.1M
0
-100%
建仓
LITE
LUMENTUM HLDGS INC
+$10.5M
110,000
增持
TTAN
SERVICETITAN INC
+$10.3M
116,000
+423%
建仓
—
NXP SEMICONDUCTORS NV
+$10.2M
46,500
建仓
—
SEAGATE TECHNOLOGY HLDNGS PL
+$10.1M
70,100
增持
LOAR
LOAR HOLDINGS INC
+$10.1M
261,050
+48%
清仓
TCEHY
TENCENT HOLDINGS LTD
-$9.3M
0
-100%
减持
—
FTAI AVIATION LTD
-$9.1M
54,600
-60%
增持
PRCH
PORCH GROUP INC
+$8.7M
872,500
+297%
增持
MSFT
MICROSOFT CORP
+$8.5M
38,300
+36%
建仓
HOOD
ROBINHOOD MARKETS INC - A
+$8.5M
90,675
清仓
JD
JD.COM INC
-$8.2M
0
-100%
建仓
WULF
TERAWULF INC
+$8.1M
1,856,800
建仓
ADI
ANALOG DEVICES
+$8.1M
34,000
增持
—
CYBERARK SOFTWARE LTD
+$7.8M
65,558
+18%
建仓
TTD
TRADE DESK INC/THE
+$7.6M
105,500
建仓
FDX
FEDEX CORP
+$7.6M
33,256
减持
NVDA
NVIDIA CORPORATION
+$7.5M
155,190
-1%
建仓
QXO
QXO INC
+$7.3M
338,400
建仓
KTOS
KRATOS DEFENSE & SECURITY SOLTNS INC
+$7.2M
156,000
建仓
—
VERONA PHARMA PLC
+$7.0M
74,250
减持
APP
APPLOVIN CORP
+$6.7M
119,625
-10%
增持
SNDK
SANDISK CORP
+$6.4M
185,003
+335%
减持
ISRG
INTUITIVE SURGICAL INC
-$6.4M
11,775
-54%
清仓
WRBY
WARBY PARKER INC
-$6.3M
0
-100%
建仓
LYV
LIVE NATION ENTMT INC
+$6.2M
40,900
增持
META
META PLATFORMS INC
+$6.1M
23,745
+20%
增持
NFLX
NETFLIX INC
+$6.1M
10,630
+22%
建仓
LRCX
LAM RESEARCH
+$6.1M
62,672
建仓
COIN
COINBASE GLOBAL INC
+$6.0M
17,100
增持
GOOGL
ALPHABET INC
+$5.8M
58,875
+101%
减持
GKOS
GLAUKOS CORP
-$5.1M
8,600
-86%
清仓
AXON
AXON ENTERPRISE INC
-$4.8M
0
-100%
建仓
UTI
UNIVERSAL TECH
+$4.7M
139,500
建仓
CDNA
CAREDX INC
+$4.4M
226,600
建仓
—
PHILIP MORRIS INTL INC
+$4.4M
240
减持
MELI
MERCADOLIBRE INC
-$4.3M
1,875
-60%
增持
BSX
BOSTON SCIENTIFIC CORP
+$4.3M
155,700
+27%
建仓
CSCO
CISCO SYSTEMS INC
+$4.2M
60,000
建仓
SGI
SOMNIGROUP INTERNATIONAL INC
+$4.2M
61,000
清仓
PDD
PDD HOLDINGS INC
-$4.1M
0
-100%
增持
NTRA
NATERA INC
+$3.9M
124,100
+3%
建仓
GS
GOLDMAN SACHS
+$3.7M
5,250
建仓
HUT
HUT 8 MINING CORP
+$3.7M
198,300
建仓
AAOI
APPLIED OPTOELR
+$3.5M
135,000
减持
—
SPOTIFY TECHNOLOGY S A
-$3.5M
12,725
-47%
清仓
FUTU
FUTU HOLDINGS LTD
-$3.4M
0
-100%
建仓
LUXE
LUXEXPERIENCE BV
+$3.2M
400,000
增持
MU
MICRON TECHNOLOGY INC
+$3.1M
56,500
+27%
建仓
GE
GENERAL ELECTRIC AEROSPACE
+$3.1M
11,900
清仓
AFRM
AFFIRM HOLDINGS INC
-$3.0M
0
-100%
建仓
MGNI
MAGNITE INC
+$2.7M
111,500
减持
OIH
VANECK ETF TRUST
-$2.5M
4,000
-70%
增持
EMBJ
EMBRAER SA
+$2.5M
169,500
+10%
减持
WYNN
WYNN RESORTS LTD
-$2.4M
47,467
-42%
增持
TER
TERADYNE INC
+$2.4M
73,329
+43%
清仓
TLN
TALEN ENERGY CORP
-$2.3M
0
-100%
清仓
PTON
PELOTON INTERACTIVE INC
-$2.2M
0
-100%
建仓
—
BIT DIGITAL INC
+$2.0M
905,700
建仓
XHB
SPDR S&P HOMEBUILDERS
+$1.9M
19,100
建仓
XMTR
XOMETRY INC
+$1.6M
47,500
清仓
MDB
MONGODB INC
-$1.3M
0
-100%
增持
V
VISA INC
+$1.3M
48,097
+7%
建仓
CYTK
CYTOKINETICS
+$1.2M
35,600
建仓
SITE
SITEONE LANDSCAPE SUPPLY INC
+$1.2M
9,700
清仓
ANF
ABERCROMBIE & FITCH CO
-$1.1M
0
-100%
增持
—
BBB FOODS INC
+$925.8K
282,050
+9%
增持
KSS
KOHL S CORP
+$860.0K
139,900
+251%
增持
PM
PHILIP MORRIS INTL INC
-$752.1K
98,100
+5%
建仓
M
MACYS INC
+$524.7K
45,000
增持
MA
MASTERCARD INCORPORATED
+$437.8K
17,800
+2%
减持
DAL
DELTA AIR LINES INC DEL
-$151.6K
246,310
-12%
