Filed: 11/7/2025ACC: 0001104659-25-108211
📋 What this filing means
ZWEIG-DIMENNA ASSOCIATES LLC filed this quarterly 13F‑HR report disclosing 99 equity positions with a total reported market value of $1.43B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
99
Positions
$1.43B
Total AUM (reported)
18.35M
Total Shares
Allocation by class
COM$881.37M61.7%
COM CL A$270.48M18.9%
SPONSORED ADS$99.57M7.0%
SHS$52.91M3.7%
CAP STK CL A$23.82M1.7%
COM SHS$21.86M1.5%
CL A$19.73M1.4%
Portfolio Concentration
Top 3$230.22M16.1%
4–10$330.01M23.1%
11–25$295.44M20.7%
Rest$573.56M40.1%
Top 3 weight
16.1%
Top 10 weight
39.2%
Voting Authority Distribution
Total shares with voting rights: 18.35M
Sole
Full voting authority
18.35M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole99
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings99
Rows:
APPLOVIN CORP
SOLEShares113.20K
TypeSH
Market value$81.34M
5.69%
Sole
113.20K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares361.48K
TypeSH
Market value$79.37M
5.55%
Sole
361.48K
Shared
0.00
None
0.00
BROADCOM INC
SOLEShares210.71K
TypeSH
Market value$69.51M
4.86%
Sole
210.71K
Shared
0.00
None
0.00
GENEDX HOLDINGS CORP
SOLEShares602.30K
TypeSH
Market value$64.89M
4.54%
Sole
602.30K
Shared
0.00
None
0.00
BOSTON SCIENTIFIC CORP
SOLEShares6K
TypeSH
Market value$58.58M
4.10%
Sole
6K
Shared
0.00
None
0.00
TAIWAN SEMICONDUCTOR MFG LTD
SOLEShares192.47K
TypeSH
Market value$53.75M
3.76%
Sole
192.47K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares2.20K
TypeSH
Market value$48.31M
3.38%
Sole
2.20K
Shared
0.00
None
0.00
QUANTA SVCS INC
SOLEShares99K
TypeSH
Market value$41.03M
2.87%
Sole
99K
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares170.56K
TypeSH
Market value$31.82M
2.23%
Sole
170.56K
Shared
0.00
None
0.00
CYBERARK SOFTWARE LTD
SOLEShares65.46K
TypeSH
Market value$31.63M
2.21%
Sole
65.46K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares48.75K
TypeSH
Market value$25.25M
1.77%
Sole
48.75K
Shared
0.00
None
0.00
CELESTICA INC
SOLEShares100.44K
TypeSH
Market value$24.75M
1.73%
Sole
100.44K
Shared
0.00
None
0.00
HUT 8 MINING CORP
SOLEShares707K
TypeSH
Market value$24.61M
1.72%
Sole
707K
Shared
0.00
None
0.00
TERAWULF INC
SOLEShares1.88M
TypeSH
Market value$21.51M
1.51%
Sole
1.88M
Shared
0.00
None
0.00
NATERA INC
SOLEShares132.50K
TypeSH
Market value$21.33M
1.49%
Sole
132.50K
Shared
0.00
None
0.00
LUMENTUM HLDGS INC
SOLEShares130.95K
TypeSH
Market value$21.31M
1.49%
Sole
130.95K
Shared
0.00
None
0.00
MARVELL TECHNOLOGY INC
SOLEShares249K
TypeSH
Market value$20.93M
1.46%
Sole
249K
Shared
0.00
None
0.00
KRATOS DEFENSE & SECURITY SOLTNS INC
SOLEShares208.35K
TypeSH
Market value$19.04M
1.33%
Sole
208.35K
Shared
0.00
None
0.00
LOAR HOLDINGS INC
SOLEShares232.25K
TypeSH
Market value$18.58M
1.30%
Sole
232.25K
Shared
0.00
None
0.00
SEAGATE TECHNOLOGY HLDNGS PL
SOLEShares76.22K
TypeSH
Market value$17.99M
1.26%
Sole
76.22K
Shared
0.00
None
0.00
COREWEAVE INC
SOLEShares127.25K
TypeSH
Market value$17.41M
1.22%
Sole
127.25K
Shared
0.00
None
0.00
PORCH GROUP INC
SOLEShares970.80K
TypeSH
Market value$16.29M
1.14%
Sole
970.80K
Shared
0.00
None
0.00
VERTIV HOLDINGS CO
SOLEShares103.70K
TypeSH
Market value$15.64M
1.09%
Sole
103.70K
Shared
0.00
None
0.00
META PLATFORMS INC
SOLEShares21.09K
TypeSH
Market value$15.49M
1.08%
Sole
21.09K
Shared
0.00
None
0.00
QXO INC
SOLEShares802.80K
TypeSH
Market value$15.30M
1.07%
Sole
802.80K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
APPLOVIN CORPSOLE | COM CL A | 113.20K | SH | $81.34M 5.69% | 113.20K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 361.48K | SH | $79.37M 5.55% | 361.48K | 0.00 | 0.00 |
BROADCOM INCSOLE | COM | 210.71K | SH | $69.51M 4.86% | 210.71K | 0.00 | 0.00 |
GENEDX HOLDINGS CORPSOLE | COM CL A | 602.30K | SH | $64.89M 4.54% | 602.30K | 0.00 | 0.00 |
BOSTON SCIENTIFIC CORPSOLE | COM | 6K | SH | $58.58M 4.10% | 6K | 0.00 | 0.00 |
TAIWAN SEMICONDUCTOR MFG LTDSOLE | SPONSORED ADS | 192.47K | SH | $53.75M 3.76% | 192.47K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 2.20K | SH | $48.31M 3.38% | 2.20K | 0.00 | 0.00 |
QUANTA SVCS INCSOLE | COM | 99K | SH | $41.03M 2.87% | 99K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 170.56K | SH | $31.82M 2.23% | 170.56K | 0.00 | 0.00 |
CYBERARK SOFTWARE LTDSOLE | SHS | 65.46K | SH | $31.63M 2.21% | 65.46K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 48.75K | SH | $25.25M 1.77% | 48.75K | 0.00 | 0.00 |
CELESTICA INCSOLE | COM | 100.44K | SH | $24.75M 1.73% | 100.44K | 0.00 | 0.00 |
HUT 8 MINING CORPSOLE | COM | 707K | SH | $24.61M 1.72% | 707K | 0.00 | 0.00 |
TERAWULF INCSOLE | COM | 1.88M | SH | $21.51M 1.51% | 1.88M | 0.00 | 0.00 |
NATERA INCSOLE | COM | 132.50K | SH | $21.33M 1.49% | 132.50K | 0.00 | 0.00 |
LUMENTUM HLDGS INCSOLE | COM | 130.95K | SH | $21.31M 1.49% | 130.95K | 0.00 | 0.00 |
MARVELL TECHNOLOGY INCSOLE | COM | 249K | SH | $20.93M 1.46% | 249K | 0.00 | 0.00 |
KRATOS DEFENSE & SECURITY SOLTNS INCSOLE | COM | 208.35K | SH | $19.04M 1.33% | 208.35K | 0.00 | 0.00 |
LOAR HOLDINGS INCSOLE | COM SHS | 232.25K | SH | $18.58M 1.30% | 232.25K | 0.00 | 0.00 |
SEAGATE TECHNOLOGY HLDNGS PLSOLE | ORD SHS | 76.22K | SH | $17.99M 1.26% | 76.22K | 0.00 | 0.00 |
COREWEAVE INCSOLE | COM CL A | 127.25K | SH | $17.41M 1.22% | 127.25K | 0.00 | 0.00 |
PORCH GROUP INCSOLE | COM | 970.80K | SH | $16.29M 1.14% | 970.80K | 0.00 | 0.00 |
VERTIV HOLDINGS COSOLE | COM CL A | 103.70K | SH | $15.64M 1.09% | 103.70K | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 21.09K | SH | $15.49M 1.08% | 21.09K | 0.00 | 0.00 |
QXO INCSOLE | COM | 802.80K | SH | $15.30M 1.07% | 802.80K | 0.00 | 0.00 |
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