13F Insight
DOSSIER · 13F-HR · Q2 2026

Zweig-DiMenna Associates LLC

$1.1B in tracked AUM across 70 positions as of Q2 2026.

ZA
CIK 0001533950 · last filed Jun 30, 2026
Total AUM
$1.1B
as of Q2 2026
Holdings
70
—
positions
Whale Score
60
60
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

Zweig-DiMenna Associates LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
SNDK
SANDISK CORP
$74M33K6.7%02
AMZN
AMAZON COM INC
$54M227K4.9%03
MU
MICRON TECHNOLOGY INC
$48M41K4.3%04
WGS
GENEDX HOLDINGS CORP
$39M572K3.6%05
AMAT
APPLIED MATERIALS
$39M54K3.6%06
LRCX
LAM RESEARCH
$39M89K3.5%07
AMD
ADVANCED MICRO DEVICES INC
$37M63K3.3%08
COHR
COHERENT CORP
$36M92K3.3%09
APP
APPLOVIN CORP
$35M69K3.2%10
LITE
LUMENTUM HLDGS INC
$31M37K2.8%

Filing history

2026Q2Jun 30
$1.1B▲ 52.6%
70 positionsView →2026Q1Mar 31
$722M▼ 55.2%
61 positionsView →2025Q4Dec 31
$1.6B▲ 64.8%
106 positionsView →2025Q3Sep 30
$978M▼ 7.5%
67 positionsView →2025Q2Jun 30
$1.1B▲ 67.4%
86 positionsLocked2025Q1Mar 31
$631M▼ 52.8%
64 positionsLocked2024Q4Dec 31
$1.3B▲ 35.0%
89 positionsLocked2024Q3Sep 30
$990M▲ 11.5%
86 positionsLocked2024Q2Jun 30
$888M▼ 22.5%
76 positionsLocked2024Q1Mar 31
$1.1B▲ 29.2%
122 positionsLocked2023Q4Dec 31
$887M▲ 5.1%
107 positionsLocked2023Q3Sep 30
$844M▲ 5.5%
110 positionsLocked
Showing 12 of 51