Zweig-DiMenna Associates
Zweig-DiMenna Associates reported 70 stocks worth $1.1B in its 13F filing for Q2 2026, filed Aug 13, 2026. Its largest holdings are SNDK (6.7%), AMZN (4.9%) and MU (4.3%). Compared with Q1 2026, the fund opened new positions in PL, DELL and COF, added to SNDK, AMD and NVDA, trimmed AMZN, MU and WGS and sold out of SNPS, LVS and VST.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  SNDK Sandisk Corp | $74.1M | 6.7% | 33K | +7,759 (+31%) | 5 of 8 | |
| 2 |  AMZN Amazon Com Inc | $54M | 4.9% | 227K | −133K (−37%) | 8 of 8 | |
| 3 |  MU Micron Technology Inc | $47.8M | 4.3% | 41K | −4,123 (−9%) | 8 of 8 | |
| 4 |  WGS Genedx Holdings Corp | $39.3M | 3.6% | 572K | −117K (−17%) | 7 of 8 | |
| 5 |  AMAT Applied Matls Inc | $39.1M | 3.5% | 54K | −11K (−17%) | 2 of 8 | |
| 6 |  LRCX Lam Research Corp | $38.6M | 3.5% | 89K | −7,534 (−8%) | 5 of 8 | |
| 7 |  AMD Advanced Micro Devices Inc | $36.7M | 3.3% | 63K | +28K (+82%) | 8 of 8 | |
| 8 |  COHR Coherent Corp | $36.4M | 3.3% | 92K | −24K (−21%) | 3 of 8 | |
| 9 |  APP Applovin Corp | $35.4M | 3.2% | 69K | −12K (−15%) | 7 of 8 | |
| 10 |  LITE Lumentum Hldgs Inc | $31.4M | 2.9% | 37K | −4,197 (−10%) | 6 of 8 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 SNPS Synopsys Inc | $5.7M | 14K |
 LVS Las Vegas Sands Corp | $5.3M | 98K |
 VST Vistra Corp | $4.4M | 29K |
 ALNT Allient Inc | $2.8M | 47K |
 KVYO Klaviyo Inc | $2.5M | 129K |
🔒 Free account: see all 10.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Aug 13, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Zweig-DiMenna Associates 13F FAQ
What does Zweig-DiMenna Associates own?
Zweig-DiMenna Associates reported 70 stocks worth $1.1B in its 13F filing for Q2 2026, filed Aug 13, 2026. Its largest holdings are SNDK (6.7%), AMZN (4.9%) and MU (4.3%). The table above lists every position in the filing (the top 10 without an account).
What did Zweig-DiMenna Associates buy and sell in Q2 2026?
Compared with Q1 2026: 21 new positions, 13 added to, 26 trimmed and 10 sold out. New positions include PL, DELL and COF. It sold all of SNPS, LVS and VST.
When will Zweig-DiMenna Associates file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Zweig-DiMenna Associates's portfolio worth?
The Q2 2026 filing reports $1.1B in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.