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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
25Q3 调仓
2025-06-30 → 2025-09-30 · 共 99 项
建仓 27
增持 31
减持 27
清仓 14
方向
标的
Δ市值
现股数(环比)
建仓
—
BOSTON SCIENTIFIC CORP
+$58.6M
6,000
清仓
—
INVESCO QQQ TR
-$52.4M
0
-100%
建仓
—
AMAZON COM INC
+$48.3M
2,200
减持
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。
APP
APPLOVIN CORP
+$39.5M
113,200
-5%
清仓
—
MICROSOFT CORP
-$25.9M
0
-100%
增持
HUT
HUT 8 MINING CORP
+$20.9M
707,000
+257%
建仓
CRWV
COREWEAVE INC
+$17.4M
127,250
建仓
—
BOSTON SCIENTIFIC CORP
+$14.2M
1,450
增持
WULF
TERAWULF INC
+$13.4M
1,883,700
+1%
增持
AVGO
BROADCOM INC
+$12.9M
210,705
+3%
清仓
TTAN
SERVICETITAN INC
-$12.4M
0
-100%
建仓
—
ALPHABET INC
+$12.2M
500
增持
KTOS
KRATOS DEFENSE & SECURITY SOLTNS INC
+$11.8M
208,350
+34%
建仓
EOSE
EOS ENERGY ENTERPRISES INC
+$11.6M
1,021,000
建仓
LVS
LAS VEGAS SANDS
+$11.4M
212,500
增持
LITE
LUMENTUM HLDGS INC
+$10.9M
130,950
+19%
增持
WGS
GENEDX HOLDINGS CORP
+$10.8M
602,300
+3%
建仓
FIGR
FIGURE TECHNOLOGY SOLUT
+$10.7M
294,500
建仓
WDC
WESTERN DIGITAL CORP
+$10.7M
89,000
建仓
GEV
GE VERNOVA LLC
+$10.5M
17,055
建仓
TCEHY
TENCENT HOLDINGS LTD
+$10.0M
117,900
建仓
BABA
ALIBABA GROUP HOLDING LTD
+$9.8M
54,850
建仓
NOW
SERVICENOW INC
+$9.8M
10,650
建仓
—
GENEDX HOLDINGS CORP
+$9.4M
875
清仓
SNDK
SANDISK CORP
-$8.4M
0
-100%
建仓
—
SUPER GROUP SGHC LTD
+$8.2M
622,500
减持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$8.0M
192,470
-5%
增持
QXO
QXO INC
+$8.0M
802,800
+137%
增持
—
SEAGATE TECHNOLOGY HLDNGS PL
+$7.9M
76,225
+9%
增持
NVDA
NVIDIA CORPORATION
+$7.3M
170,565
+10%
增持
AMD
ADVANCED MICRO DEVICES INC
+$7.2M
72,602
+128%
清仓
ISRG
INTUITIVE SURGICAL INC
-$6.4M
0
-100%
增持
MSFT
MICROSOFT CORP
+$6.2M
48,750
+27%
建仓
GLXY
GALAXY DIGITAL INC
+$6.0M
178,350
建仓
TJX
TJX CO INC
+$6.0M
41,675
增持
PRCH
PORCH GROUP INC
+$6.0M
970,800
+11%
减持
MA
MASTERCARD INCORPORATED
-$5.8M
7,450
-58%
建仓
—
PAGAYA TECHNOLOGIES LTD
+$5.5M
186,075
增持
XMTR
XOMETRY INC
+$5.4M
128,900
+171%
建仓
—
WHITEFIBER INC
+$5.2M
191,900
增持
—
FTAI AVIATION LTD
+$5.1M
68,400
+25%
减持
—
CYBERARK SOFTWARE LTD
+$5.0M
65,459
-0%
清仓
MELI
MERCADOLIBRE INC
-$4.9M
0
-100%
增持
SITE
SITEONE LANDSCAPE SUPPLY INC
+$4.7M
45,600
+370%
清仓
—
PHILIP MORRIS INTL INC
-$4.4M
0
-100%
清仓
CSCO
CISCO SYSTEMS INC
-$4.2M
0
-100%
建仓
RBLX
ROBLOX CORP
+$4.0M
28,900
减持
HOOD
ROBINHOOD MARKETS INC - A
+$4.0M
87,025
-4%
增持
CDNA
CAREDX INC
+$3.9M
575,000
+154%
减持
LOAR
LOAR HOLDINGS INC
-$3.9M
232,250
-11%
减持
GLD
SPDR GOLD TRUST
-$3.8M
33,020
-35%
建仓
EQT
EQT CORP
+$3.6M
66,500
清仓
AAOI
APPLIED OPTOELR
-$3.5M
0
-100%
建仓
BA
THE BOEING COMPANY
+$3.4M
15,900
减持
PM
PHILIP MORRIS INTL INC
-$3.4M
89,281
-9%
减持
PWR
QUANTA SVCS INC
+$3.3M
99,000
-1%
增持
LUXE
LUXEXPERIENCE BV
+$3.2M
749,700
+87%
增持
VRT
VERTIV HOLDINGS CO
+$3.2M
103,700
+7%
增持
DAL
DELTA AIR LINES INC DEL
+$3.1M
268,810
+9%
清仓
GE
GENERAL ELECTRIC AEROSPACE
-$3.1M
0
-100%
减持
V
VISA INC
-$2.8M
41,797
-13%
减持
TTD
TRADE DESK INC/THE
-$2.6M
102,744
-3%
减持
MU
MICRON TECHNOLOGY INC
-$2.5M
26,402
-53%
增持
COIN
COINBASE GLOBAL INC
+$2.5M
25,300
+48%
增持
M
MACYS INC
+$2.5M
166,000
+269%
建仓
OUST
OUSTER INC
+$2.4M
90,150
减持
COF
CAPITAL ONE FINANCIAL CORP
-$2.3M
46,500
-19%
增持
EMBJ
EMBRAER SA
+$2.2M
196,250
+16%
建仓
ONB
OLD NATL BNCP
+$2.2M
100,000
减持
LRCX
LAM RESEARCH
+$2.1M
61,249
-2%
增持
GS
GOLDMAN SACHS
+$2.1M
7,300
+39%
减持
META
META PLATFORMS INC
-$2.0M
21,095
-11%
建仓
—
KYIVSTAR GROUP LTD
+$2.0M
160,000
减持
BSX
BOSTON SCIENTIFIC CORP
-$1.6M
154,450
-1%
增持
—
BIT DIGITAL INC
+$1.5M
1,159,600
+28%
增持
AMZN
AMAZON COM INC
+$1.4M
361,484
+2%
减持
GOOGL
ALPHABET INC
+$1.3M
47,975
-19%
清仓
KSS
KOHL S CORP
-$1.2M
0
-100%
清仓
CYTK
CYTOKINETICS
-$1.2M
0
-100%
减持
LYV
LIVE NATION ENTMT INC
-$1.2M
30,800
-25%
建仓
ANGI
ANGI INC
+$1.1M
70,000
减持
WYNN
WYNN RESORTS LTD
+$1.0M
42,467
-11%
减持
ADI
ANALOG DEVICES
-$914.8K
29,214
-14%
增持
NFLX
NETFLIX INC
+$901.4K
12,625
+19%
清仓
GKOS
GLAUKOS CORP
-$888.3K
0
-100%
减持
MRVL
MARVELL TECHNOLOGY INC
+$884.7K
248,999
-4%
减持
XHB
SPDR S&P HOMEBUILDERS
-$863.3K
9,200
-52%
减持
—
VERONA PHARMA PLC
+$715.8K
72,518
-2%
减持
OIH
VANECK ETF TRUST
-$609.3K
1,200
-70%
减持
—
NXP SEMICONDUCTORS NV
-$602.2K
41,969
-10%
建仓
HITI
HIGH TIDE INC
+$549.9K
151,500
减持
MGNI
MAGNITE INC
-$513.6K
99,900
-10%
增持
PINS
PINTEREST INC
+$396.1K
472,350
+14%
减持
—
BBB FOODS INC
-$382.0K
276,250
-2%
增持
NTRA
NATERA INC
+$363.1K
132,500
+7%
清仓
AI
C3.AI INC
-$319.4K
0
-100%
增持
UTI
UNIVERSAL TECH
-$138.1K
141,000
+1%
增持
—
SPOTIFY TECHNOLOGY S A
+$101.8K
14,135
+11%
增持
—
SIRIUSPOINT LTD
-$49.8K
491,500
+12%
