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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
26Q1 调仓
2025-12-31 → 2026-03-31 · 共 118 项
建仓 14
增持 12
减持 33
清仓 59
方向
标的
Δ市值
现股数(环比)
清仓
—
MICROSOFT CORP
-$60.5M
0
-100%
清仓
—
AMAZON COM INC
-$60.0M
0
-100%
减持
AVGO
BROADCOM INC
-$52.0M
69,600
-67%
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。
减持
APP
APPLOVIN CORP
-$48.6M
80,950
-33%
增持
WGS
GENEDX HOLDINGS CORP
-$33.5M
689,290
+15%
减持
PWR
QUANTA SVCS INC
-$33.2M
15,550
-84%
减持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
-$31.9M
77,425
-59%
清仓
CLS
CELESTICA INC
-$29.7M
0
-100%
清仓
—
CYBERARK SOFTWARE LTD
-$29.2M
0
-100%
清仓
—
ALPHABET INC
-$25.8M
0
-100%
减持
HUT
HUT 8 MINING CORP
-$24.1M
145,647
-78%
建仓
AMAT
APPLIED MATERIALS
+$22.3M
65,300
清仓
MRVL
MARVELL TECHNOLOGY INC
-$20.9M
0
-100%
清仓
BABA
ALIBABA GROUP HOLDING LTD
-$20.1M
0
-100%
减持
LITE
LUMENTUM HLDGS INC
-$19.9M
40,750
-69%
清仓
—
META PLATFORMS INC
-$19.8M
0
-100%
建仓
CRWD
CROWDSTRIKE HOLDINGS INC
+$18.2M
46,500
减持
NTRA
NATERA INC
-$15.6M
76,250
-43%
清仓
WDC
WESTERN DIGITAL
-$14.3M
0
-100%
清仓
PM
PHILIP MORRIS INTL INC
-$14.3M
0
-100%
减持
—
SEAGATE TECHNOLOGY HLDNGS PL
-$13.7M
17,844
-76%
增持
COHR
COHERENT CORP
+$13.6M
116,750
+52%
清仓
XBI
STATE STREET SPDR S&P BIOTECH
-$13.5M
0
-100%
清仓
TWLO
TWILIO INC
-$13.2M
0
-100%
清仓
—
FTAI AVIATION LTD
-$13.2M
0
-100%
清仓
BSX
BOSTON SCIENTIFIC CORP
-$12.9M
0
-100%
减持
MSFT
MICROSOFT CORP
-$12.6M
27,850
-41%
清仓
—
DELTA AIR LINES INC DEL
-$12.1M
0
-100%
清仓
DG
DOLLAR GEN CORP NEW
-$11.9M
0
-100%
减持
WULF
TERAWULF INC
-$11.9M
667,830
-64%
清仓
EOSE
EOS ENERGY ENTERPRISES INC
-$11.4M
0
-100%
建仓
QXO
QXO INC
+$11.3M
582,500
清仓
GEV
GE VERNOVA LLC
-$11.1M
0
-100%
清仓
LOAR
LOAR HOLDINGS INC
-$10.8M
0
-100%
清仓
FIGR
FIGURE TECHNOLOGY SOLUT
-$10.4M
0
-100%
减持
NVDA
NVIDIA CORPORATION
-$10.1M
130,640
-26%
清仓
AGI
ALAMOS GOLD INC
-$10.1M
0
-100%
减持
AMZN
AMAZON COM INC
-$10.0M
359,759
-2%
清仓
ZS
ZSCALER INC
-$9.9M
0
-100%
清仓
CRM
SALESFORCE INC
-$9.9M
0
-100%
清仓
FDX
FEDEX CORP
-$9.6M
0
-100%
清仓
HOOD
ROBINHOOD MARKETS INC - A
-$9.5M
0
-100%
增持
LRCX
LAM RESEARCH
+$9.4M
96,500
+48%
减持
AMD
ADVANCED MICRO DEVICES INC
-$8.9M
34,759
-53%
清仓
CEG
CONSTELLATION ENERGY CORP
-$8.9M
0
-100%
清仓
—
BBB FOODS INC
-$8.8M
0
-100%
清仓
RYTM
RHYTHM PHARMACEUTICALS INC
-$8.7M
0
-100%
清仓
MTZ
MASTEC INC
-$8.7M
0
-100%
建仓
BE
BLOOM ENERGY CORP
+$8.5M
62,500
清仓
ADI
ANALOG DEVICES
-$7.9M
0
-100%
增持
MU
MICRON TECHNOLOGY INC
+$7.8M
45,500
+72%
清仓
—
GENEDX HOLDINGS CORP
-$7.8M
0
-100%
减持
RVMD
REVOLUTION MEDICINES INC
-$7.5M
8,287
-92%
清仓
COF
CAPITAL ONE FINANCIAL CORP
-$7.5M
0
-100%
清仓
WGO
WINNEBAGO INDUSTRIES INC
-$7.4M
0
-100%
减持
LVS
LAS VEGAS SANDS
-$7.3M
97,500
-49%
清仓
—
TERAWULF INC
-$7.2M
0
-100%
清仓
GLD
SPDR GOLD TRUST
-$7.2M
0
-100%
建仓
—
FABRINET
+$6.7M
12,900
增持
ANET
ARISTA NETWORKS INC
+$6.7M
78,500
+249%
清仓
GS
GOLDMAN SACHS
-$6.4M
0
-100%
减持
NFLX
NETFLIX INC
-$6.3M
101,000
-41%
减持
PRCH
PORCH GROUP INC
-$6.1M
839,500
-37%
减持
BTG
B2GOLD CORP
-$6.0M
45,800
-97%
减持
CDNA
CAREDX INC
-$6.0M
390,255
-43%
建仓
SNOW
SNOWFLAKE INC
+$6.0M
39,600
建仓
—
APPLOVIN CORP
+$6.0M
150
减持
—
NXP SEMICONDUCTORS NV
-$5.6M
40,412
-35%
清仓
DDOG
DATADOG INC
-$5.5M
0
-100%
清仓
—
ALIBABA GROUP HOLDING LTD
-$5.4M
0
-100%
减持
EMBJ
EMBRAER SA
-$5.3M
122,161
-37%
清仓
SGI
SOMNIGROUP INTERNATIONAL INC
-$5.3M
0
-100%
清仓
IOT
SAMSARA INC
-$5.2M
0
-100%
减持
SNPS
SYNOPSYS INC
-$5.1M
14,479
-37%
清仓
GIS
GENERAL MILLS
-$4.9M
0
-100%
减持
KTOS
KRATOS DEFENSE & SECURITY SOLTNS INC
-$4.9M
155,026
-26%
清仓
ARIS
ARIS MINING CORP
-$4.9M
0
-100%
减持
DAL
DELTA AIR LINES INC DEL
-$4.8M
212,060
-22%
清仓
TLN
TALEN ENERGY CORP
-$4.5M
0
-100%
清仓
PCOR
PROCORE TECHNOLOGIES INC
-$4.5M
0
-100%
清仓
LYV
LIVE NATION ENTMT INC
-$4.4M
0
-100%
建仓
VST
VISTRA CORP
+$4.4M
29,000
减持
TER
TERADYNE INC
-$4.3M
38,034
-53%
清仓
MA
MASTERCARD INCORPORATED
-$4.3M
0
-100%
增持
AAOI
APPLIED OPTOELR
+$4.0M
80,050
+2%
清仓
TTD
TRADE DESK INC/THE
-$3.9M
0
-100%
清仓
VIA
VIA TRANSPORTATION INC
-$3.8M
0
-100%
清仓
AMN
AMN HEALTHCARE
-$3.5M
0
-100%
减持
VRT
VERTIV HOLDINGS CO
+$3.5M
79,583
-22%
减持
XMTR
XOMETRY INC
-$3.4M
102,650
-19%
清仓
—
ASCENDIS PHA
-$3.3M
0
-100%
建仓
—
GENEDX HOLDINGS CORP
+$3.2M
500
减持
—
SPOTIFY TECHNOLOGY S A
-$3.1M
27,405
-3%
清仓
—
GENEDX HOLDINGS CORP
-$2.9M
0
-100%
清仓
—
WHITEFIBER INC
-$2.9M
0
-100%
建仓
ALNT
ALLIENT INC
+$2.8M
47,000
清仓
RBLX
ROBLOX CORP
-$2.7M
0
-100%
建仓
AI
C3.AI INC
+$2.7M
318,950
建仓
SEI
SOLARIS ENERGY INFRASTRUCTURE
+$2.7M
47,500
建仓
KVYO
KLAVIYO INC
+$2.5M
129,200
减持
—
SIRIUSPOINT LTD
-$2.2M
397,350
-19%
清仓
AERO
GRUPO AEROMEXICO SAB DE CV
-$2.0M
0
-100%
清仓
CRWV
COREWEAVE INC
-$1.8M
0
-100%
增持
MCHP
MICROCHIP TECHNOLOGY
+$1.8M
147,000
+21%
减持
—
BIT DIGITAL INC
-$1.7M
253,000
-76%
清仓
—
SUPER GROUP SGHC LTD
-$1.6M
0
-100%
减持
GOOGL
ALPHABET INC
-$1.5M
51,675
-1%
清仓
WYNN
WYNN RESORTS LTD
-$1.4M
0
-100%
增持
TDUP
THREDUP INC
+$1.3M
1,454,500
+170%
增持
OIH
VANECK ETF TRUST
+$1.2M
5,700
+50%
建仓
ROOT
ROOT INC/OH
+$1.2M
27,000
清仓
PROF
PROFOUND MEDICAL CORP
-$1.0M
0
-100%
减持
XHB
STATE STREET SPDR S&P HOMEBUIL
-$928.7K
10,200
-46%
增持
META
META PLATFORMS INC
+$782.3K
36,320
+20%
增持
V
VISA INC
+$731.1K
66,700
+20%
增持
LUXE
LUXEXPERIENCE BV
+$444.8K
590,000
+15%
清仓
COIN
COINBASE GLOBAL INC
-$339.2K
0
-100%
减持
SNDK
SANDISK CORP
+$2.4K
24,850
-63%
