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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
25Q4 调仓
2025-09-30 → 2025-12-31 · 共 105 项
建仓 30
增持 23
减持 29
清仓 23
方向
标的
Δ市值
现股数(环比)
建仓
—
MICROSOFT CORP
+$60.5M
1,250
建仓
—
AMAZON COM INC
+$60.0M
2,600
清仓
—
BOSTON SCIENTIFIC CORP
-$58.6M
0
-100%
清仓
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。
—
AMAZON COM INC
-$48.3M
0
-100%
增持
LITE
LUMENTUM HLDGS INC
+$27.2M
131,567
+0%
建仓
—
ALPHABET INC
+$25.8M
825
建仓
—
META PLATFORMS INC
+$19.8M
300
建仓
SNDK
SANDISK CORP
+$15.8M
66,500
减持
CRWV
COREWEAVE INC
-$15.6M
25,750
-80%
清仓
QXO
QXO INC
-$15.3M
0
-100%
清仓
PINS
PINTEREST INC
-$15.2M
0
-100%
建仓
COHR
COHERENT CORP
+$14.2M
76,900
清仓
—
BOSTON SCIENTIFIC CORP
-$14.2M
0
-100%
建仓
XBI
STATE STREET SPDR S&P BIOTECH
+$13.5M
110,700
减持
WGS
GENEDX HOLDINGS CORP
+$12.9M
597,825
-1%
清仓
—
ALPHABET INC
-$12.2M
0
-100%
建仓
—
DELTA AIR LINES INC DEL
+$12.1M
1,750
建仓
SNPS
SYNOPSYS INC
+$10.8M
23,000
增持
BABA
ALIBABA GROUP HOLDING LTD
+$10.3M
137,000
+150%
建仓
AGI
ALAMOS GOLD INC
+$10.1M
260,500
清仓
TCEHY
TENCENT HOLDINGS LTD
-$10.0M
0
-100%
清仓
NOW
SERVICENOW INC
-$9.8M
0
-100%
增持
NTRA
NATERA INC
+$9.6M
134,800
+2%
清仓
—
GENEDX HOLDINGS CORP
-$9.4M
0
-100%
建仓
CEG
CONSTELLATION ENERGY CORP
+$8.9M
25,175
建仓
RYTM
RHYTHM PHARMACEUTICALS INC
+$8.7M
81,600
建仓
MTZ
MASTEC INC
+$8.7M
40,000
建仓
RVMD
REVOLUTION MEDICINES INC
+$8.3M
104,600
减持
COIN
COINBASE GLOBAL INC
-$8.2M
1,500
-94%
减持
LOAR
LOAR HOLDINGS INC
-$7.8M
158,246
-32%
建仓
—
GENEDX HOLDINGS CORP
+$7.8M
600
建仓
MCHP
MICROCHIP TECHNOLOGY
+$7.7M
121,500
清仓
—
VERONA PHARMA PLC
-$7.7M
0
-100%
建仓
—
TERAWULF INC
+$7.2M
6,250
减持
—
SUPER GROUP SGHC LTD
-$6.6M
135,000
-78%
增持
—
SPOTIFY TECHNOLOGY S A
+$6.5M
28,235
+100%
减持
HUT
HUT 8 MINING CORP
+$6.3M
672,750
-5%
建仓
BTG
B2GOLD CORP
+$6.2M
1,384,300
清仓
GLXY
GALAXY DIGITAL INC
-$6.0M
0
-100%
清仓
TJX
TJX CO INC
-$6.0M
0
-100%
清仓
SITE
SITEONE LANDSCAPE SUPPLY INC
-$5.9M
0
-100%
清仓
—
PAGAYA TECHNOLOGIES LTD
-$5.5M
0
-100%
增持
AMZN
AMAZON COM INC
+$5.5M
367,784
+2%
增持
TER
TERADYNE INC
+$5.5M
80,629
+10%
建仓
—
ALIBABA GROUP HOLDING LTD
+$5.4M
365
增持
V
VISA INC
+$5.2M
55,397
+33%
建仓
GIS
GENERAL MILLS
+$4.9M
106,160
建仓
ARIS
ARIS MINING CORP
+$4.9M
301,000
增持
GOOGL
ALPHABET INC
+$4.7M
52,275
+9%
清仓
UTI
UNIVERSAL TECH
-$4.6M
0
-100%
减持
GLD
SPDR GOLD TRUST
-$4.6M
18,050
-45%
建仓
TLN
TALEN ENERGY CORP
+$4.5M
12,100
增持
META
META PLATFORMS INC
+$4.5M
30,295
+44%
增持
CDNA
CAREDX INC
+$4.4M
679,000
+18%
减持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$4.3M
190,920
-1%
增持
AMD
ADVANCED MICRO DEVICES INC
+$4.2M
74,579
+3%
增持
PRCH
PORCH GROUP INC
-$4.2M
1,329,200
+37%
减持
WYNN
WYNN RESORTS LTD
-$4.0M
11,867
-72%
增持
—
NXP SEMICONDUCTORS NV
+$4.0M
62,500
+49%
增持
AVGO
BROADCOM INC
+$4.0M
212,380
+1%
建仓
VIA
VIA TRANSPORTATION INC
+$3.8M
130,200
增持
DAL
DELTA AIR LINES INC DEL
+$3.6M
272,310
+1%
减持
WDC
WESTERN DIGITAL
+$3.6M
83,138
-7%
清仓
EQT
EQT CORP
-$3.6M
0
-100%
建仓
TDUP
THREDUP INC
+$3.4M
538,500
清仓
BA
THE BOEING COMPANY
-$3.4M
0
-100%
建仓
—
ASCENDIS PHA
+$3.3M
15,500
增持
KTOS
KRATOS DEFENSE & SECURITY SOLTNS INC
-$3.2M
209,000
+0%
减持
HOOD
ROBINHOOD MARKETS INC - A
-$3.0M
83,588
-4%
增持
LRCX
LAM RESEARCH
+$3.0M
65,400
+7%
清仓
M
MACYS INC
-$3.0M
0
-100%
建仓
—
GENEDX HOLDINGS CORP
+$2.9M
225
建仓
AAOI
APPLIED OPTOELR
+$2.7M
78,500
减持
—
SEAGATE TECHNOLOGY HLDNGS PL
+$2.7M
75,001
-2%
清仓
OUST
OUSTER INC
-$2.4M
0
-100%
减持
COF
CAPITAL ONE FINANCIAL CORP
-$2.4M
30,750
-34%
减持
—
WHITEFIBER INC
-$2.3M
184,250
-4%
减持
MSFT
MICROSOFT CORP
-$2.3M
47,450
-3%
清仓
MGNI
MAGNITE INC
-$2.2M
0
-100%
减持
BSX
BOSTON SCIENTIFIC CORP
-$2.1M
135,600
-12%
减持
LUXE
LUXEXPERIENCE BV
-$2.1M
512,000
-32%
清仓
—
KYIVSTAR GROUP LTD
-$2.0M
0
-100%
建仓
AERO
GRUPO AEROMEXICO SAB DE CV
+$2.0M
90,000
减持
—
FTAI AVIATION LTD
+$1.8M
67,011
-2%
减持
—
BIT DIGITAL INC
-$1.5M
1,067,400
-8%
减持
—
BBB FOODS INC
+$1.3M
262,638
-5%
增持
RBLX
ROBLOX CORP
-$1.3M
33,862
+17%
清仓
ANGI
ANGI INC
-$1.1M
0
-100%
减持
LVS
LAS VEGAS SANDS
+$1.1M
192,500
-9%
增持
NVDA
NVIDIA CORPORATION
+$1.1M
176,365
+3%
建仓
PROF
PROFOUND MEDICAL CORP
+$1.0M
130,000
增持
XHB
STATE STREET SPDR S&P HOMEBUIL
+$916.3K
18,800
+104%
增持
NFLX
NETFLIX INC
+$915.3K
171,200
+1256%
减持
VRT
VERTIV HOLDINGS CO
+$831.1K
101,693
-2%
增持
OIH
VANECK ETF TRUST
+$770.2K
3,800
+217%
减持
EMBJ
EMBRAER SA
+$698.5K
195,150
-1%
减持
XMTR
XOMETRY INC
+$558.3K
127,450
-1%
清仓
HITI
HIGH TIDE INC
-$549.9K
0
-100%
增持
APP
APPLOVIN CORP
-$517.4K
119,945
+6%
减持
FIGR
FIGURE TECHNOLOGY SOLUT
-$321.3K
254,400
-14%
减持
EOSE
EOS ENERGY ENTERPRISES INC
-$238.1K
993,988
-3%
建仓
STEM
STEM INC
+$124.9K
8,302
减持
SGI
SOMNIGROUP INTERNATIONAL INC
+$118.1K
58,941
-3%
减持
MRVL
MARVELL TECHNOLOGY INC
-$76.9K
245,428
-1%
减持
WULF
TERAWULF INC
-$6.0K
1,871,700
-1%
