Holdings
Zweig-DiMenna Associates LLC
As of Jun 30, 2026, Zweig-DiMenna Associates LLC reported 65 positions worth US$1.05B. Largest: Sandisk Corporation, Amazon.com, Inc. and Micron Technology, Inc. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Sandisk Corporation | 32,609 | US$74.1M | +7,759 | Jun 30, 2026 |
| Amazon.com, Inc. | 227K | US$54M | −133K | Jun 30, 2026 |
| Micron Technology, Inc. | 41,377 | US$47.8M | −4,123 | Jun 30, 2026 |
| Genedx Holdings Corp. | 572K | US$39.3M | −117K | Jun 30, 2026 |
| Applied Materials, Inc. | 54,128 | US$39.1M | −11,172 | Jun 30, 2026 |
| Lam Research Corporation | 88,966 | US$38.6M | −7,534 | Jun 30, 2026 |
| Advanced Micro Devices Inc | 63,226 | US$36.7M | +28,467 | Jun 30, 2026 |
| Coherent Corp. | 92,371 | US$36.4M | −24,379 | Jun 30, 2026 |
| Applovin Corporation | 68,675 | US$35.4M | −12,275 | Jun 30, 2026 |
| Lumentum Holdings Inc. | 36,553 | US$31.4M | −4,197 | Jun 30, 2026 |