Filed: 8/13/2026ACC: 0001104659-26-095779
📋 What this filing means
ZWEIG-DIMENNA ASSOCIATES LLC filed this quarterly 13F‑HR report disclosing 70 equity positions with a total reported market value of $1.10B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
70
Positions
$1.10B
Total AUM (reported)
10.82M
Total Shares
Allocation by class
COM$779.47M70.7%
COM CL A$193.54M17.6%
SPONSORED ADS$43.09M3.9%
ORD SHS$17.22M1.6%
COM CL C$16.18M1.5%
CL A$14.94M1.4%
CAP STK CL A$14.81M1.3%
Portfolio Concentration
Top 3$175.91M16.0%
4–10$256.86M23.3%
11–25$323.90M29.4%
Rest$345.57M31.4%
Top 3 weight
16.0%
Top 10 weight
39.3%
Voting Authority Distribution
Total shares with voting rights: 10.82M
Sole
Full voting authority
10.82M
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)
Sole70
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings70
Rows:
SANDISK CORP
SOLEShares32.61K
TypeSH
Market value$74.14M
6.73%
Sole
32.61K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares226.58K
TypeSH
Market value$54.00M
4.90%
Sole
226.58K
Shared
0.00
None
0.00
MICRON TECHNOLOGY INC
SOLEShares41.38K
TypeSH
Market value$47.76M
4.33%
Sole
41.38K
Shared
0.00
None
0.00
GENEDX HOLDINGS CORP
SOLEShares571.95K
TypeSH
Market value$39.26M
3.56%
Sole
571.95K
Shared
0.00
None
0.00
APPLIED MATERIALS
SOLEShares54.13K
TypeSH
Market value$39.13M
3.55%
Sole
54.13K
Shared
0.00
None
0.00
LAM RESEARCH
SOLEShares88.97K
TypeSH
Market value$38.55M
3.50%
Sole
88.97K
Shared
0.00
None
0.00
ADVANCED MICRO DEVICES INC
SOLEShares63.23K
TypeSH
Market value$36.73M
3.33%
Sole
63.23K
Shared
0.00
None
0.00
COHERENT CORP
SOLEShares92.37K
TypeSH
Market value$36.44M
3.31%
Sole
92.37K
Shared
0.00
None
0.00
APPLOVIN CORP
SOLEShares68.67K
TypeSH
Market value$35.38M
3.21%
Sole
68.67K
Shared
0.00
None
0.00
LUMENTUM HLDGS INC
SOLEShares36.55K
TypeSH
Market value$31.36M
2.85%
Sole
36.55K
Shared
0.00
None
0.00
TAIWAN SEMICONDUCTOR MFG LTD
SOLEShares64.73K
TypeSH
Market value$30.91M
2.80%
Sole
64.73K
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares146.62K
TypeSH
Market value$29.34M
2.66%
Sole
146.62K
Shared
0.00
None
0.00
VISA INC
SOLEShares77.15K
TypeSH
Market value$26.47M
2.40%
Sole
77.15K
Shared
0.00
None
0.00
BROADCOM INC
SOLEShares69.81K
TypeSH
Market value$26.37M
2.39%
Sole
69.81K
Shared
0.00
None
0.00
REVOLUTION MEDICINES INC
SOLEShares120.20K
TypeSH
Market value$22.51M
2.04%
Sole
120.20K
Shared
0.00
None
0.00
NXP SEMICONDUCTORS NV
SOLEShares79.30K
TypeSH
Market value$22.29M
2.02%
Sole
79.30K
Shared
0.00
None
0.00
NATERA INC
SOLEShares81.98K
TypeSH
Market value$22.25M
2.02%
Sole
81.98K
Shared
0.00
None
0.00
PLANET LABS PBC
SOLEShares660.20K
TypeSH
Market value$21.87M
1.98%
Sole
660.20K
Shared
0.00
None
0.00
VERTIV HOLDINGS CO
SOLEShares63.50K
TypeSH
Market value$21.26M
1.93%
Sole
63.50K
Shared
0.00
None
0.00
TERADYNE INC
SOLEShares38.03K
TypeSH
Market value$18.40M
1.67%
Sole
38.03K
Shared
0.00
None
0.00
BLOOM ENERGY CORP
SOLEShares57.52K
TypeSH
Market value$17.41M
1.58%
Sole
57.52K
Shared
0.00
None
0.00
SEAGATE TECHNOLOGY HLDNGS PL
SOLEShares17.84K
TypeSH
Market value$17.22M
1.56%
Sole
17.84K
Shared
0.00
None
0.00
DELL TECHNOLOGIES
SOLEShares37.50K
TypeSH
Market value$16.18M
1.47%
Sole
37.50K
Shared
0.00
None
0.00
TERAWULF INC
SOLEShares637.98K
TypeSH
Market value$15.76M
1.43%
Sole
637.98K
Shared
0.00
None
0.00
CROWDSTRIKE HOLDINGS INC
SOLEShares20.51K
TypeSH
Market value$15.65M
1.42%
Sole
20.51K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
SANDISK CORPSOLE | COM | 32.61K | SH | $74.14M 6.73% | 32.61K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 226.58K | SH | $54.00M 4.90% | 226.58K | 0.00 | 0.00 |
MICRON TECHNOLOGY INCSOLE | COM | 41.38K | SH | $47.76M 4.33% | 41.38K | 0.00 | 0.00 |
GENEDX HOLDINGS CORPSOLE | COM CL A | 571.95K | SH | $39.26M 3.56% | 571.95K | 0.00 | 0.00 |
APPLIED MATERIALSSOLE | COM | 54.13K | SH | $39.13M 3.55% | 54.13K | 0.00 | 0.00 |
LAM RESEARCHSOLE | COM | 88.97K | SH | $38.55M 3.50% | 88.97K | 0.00 | 0.00 |
ADVANCED MICRO DEVICES INCSOLE | COM | 63.23K | SH | $36.73M 3.33% | 63.23K | 0.00 | 0.00 |
COHERENT CORPSOLE | COM | 92.37K | SH | $36.44M 3.31% | 92.37K | 0.00 | 0.00 |
APPLOVIN CORPSOLE | COM CL A | 68.67K | SH | $35.38M 3.21% | 68.67K | 0.00 | 0.00 |
LUMENTUM HLDGS INCSOLE | COM | 36.55K | SH | $31.36M 2.85% | 36.55K | 0.00 | 0.00 |
TAIWAN SEMICONDUCTOR MFG LTDSOLE | SPONSORED ADS | 64.73K | SH | $30.91M 2.80% | 64.73K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 146.62K | SH | $29.34M 2.66% | 146.62K | 0.00 | 0.00 |
VISA INCSOLE | COM CL A | 77.15K | SH | $26.47M 2.40% | 77.15K | 0.00 | 0.00 |
BROADCOM INCSOLE | COM | 69.81K | SH | $26.37M 2.39% | 69.81K | 0.00 | 0.00 |
REVOLUTION MEDICINES INCSOLE | COM | 120.20K | SH | $22.51M 2.04% | 120.20K | 0.00 | 0.00 |
NXP SEMICONDUCTORS NVSOLE | COM | 79.30K | SH | $22.29M 2.02% | 79.30K | 0.00 | 0.00 |
NATERA INCSOLE | COM | 81.98K | SH | $22.25M 2.02% | 81.98K | 0.00 | 0.00 |
PLANET LABS PBCSOLE | COM | 660.20K | SH | $21.87M 1.98% | 660.20K | 0.00 | 0.00 |
VERTIV HOLDINGS COSOLE | COM CL A | 63.50K | SH | $21.26M 1.93% | 63.50K | 0.00 | 0.00 |
TERADYNE INCSOLE | COM | 38.03K | SH | $18.40M 1.67% | 38.03K | 0.00 | 0.00 |
BLOOM ENERGY CORPSOLE | COM CL A | 57.52K | SH | $17.41M 1.58% | 57.52K | 0.00 | 0.00 |
SEAGATE TECHNOLOGY HLDNGS PLSOLE | ORD SHS | 17.84K | SH | $17.22M 1.56% | 17.84K | 0.00 | 0.00 |
DELL TECHNOLOGIESSOLE | COM CL C | 37.50K | SH | $16.18M 1.47% | 37.50K | 0.00 | 0.00 |
TERAWULF INCSOLE | COM | 637.98K | SH | $15.76M 1.43% | 637.98K | 0.00 | 0.00 |
CROWDSTRIKE HOLDINGS INCSOLE | COM CL A | 20.51K | SH | $15.65M 1.42% | 20.51K | 0.00 | 0.00 |
Page 1 of 3