Zweig-DiMenna Associates LLC Q1 2025 Filing
Filed May 7, 2025
Portfolio Value
$631.4B
Holdings
62
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (62 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | AMZNAMAZON COM INC | 294,109 | $56.0B | 8.86% | |
| 2 | WGSGENEDX HOLDINGS CORP | 457,100 | $40.5B | 6.41% | |
| 3 | AVGOBROADCOM INC | 210,060 | $35.2B | 5.57% | |
| 4 | APPAPPLOVIN CORP | 132,635 | $35.1B | 5.57% | |
| 5 | PWRQUANTA SVCS INC | 96,325 | $24.5B | 3.88% | |
| 6 | CYBRCYBERARK SOFTWARE LTD | 55,708 | $18.8B | 2.98% | |
| 7 | 4I1PHILIP MORRIS INTL INC | 93,540 | $18.6B | 2.95% | Call |
| 8 | BABAALIBABA GROUP HOLDING LTD | 131,100 | $17.3B | 2.75% | |
| 9 | NTRANATERA INC | 120,490 | $17.0B | 2.70% | |
| 10 | NVDANVIDIA CORPORATION | 156,740 | $17.0B | 2.69% | |
| 11 | VVISA INC | 45,097 | $15.8B | 2.50% | |
| 12 | FTAIFTAI AVIATION LTD | 138,200 | $15.3B | 2.43% | |
| 13 | SPOTSPOTIFY TECHNOLOGY S A | 24,030 | $13.2B | 2.09% | |
| 14 | ISRGINTUITIVE SURGICAL INC | 25,743 | $12.7B | 2.02% | |
| 15 | WULFTERAWULF INC | 3,388,258 | $12.6B | 2.00% | Call |
| 16 | LOARLOAR HOLDINGS INC | 175,925 | $12.4B | 1.97% | |
| 17 | BSXBOSTON SCIENTIFIC CORP | 123,000 | $12.4B | 1.97% | |
| 18 | DALDELTA AIR LINES INC DEL | 281,310 | $12.3B | 1.94% | |
| 19 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 73,135 | $12.1B | 1.92% | |
| 20 | METAMETA PLATFORMS INC | 19,775 | $11.4B | 1.81% | |
| 21 | RNRRENAISSANCERE HOLDINGS LTD | 46,400 | $11.1B | 1.76% | |
| 22 | MSFTMICROSOFT CORP | 28,100 | $10.5B | 1.67% | |
| 23 | CRMSALESFORCE INC | 37,258 | $10.0B | 1.58% | |
| 24 | MAMASTERCARD INCORPORATED | 17,450 | $9.6B | 1.51% | |
| 25 | TCEHYTENCENT HOLDINGS LTD | 145,000 | $9.3B | 1.47% | |
| 26 | MLB1MERCADOLIBRE INC | 4,740 | $9.2B | 1.46% | |
| 27 | ZSZSCALER INC | 43,995 | $8.7B | 1.38% | |
| 28 | JDJD.COM INC | 198,600 | $8.2B | 1.29% | |
| 29 | NFLXNETFLIX INC | 8,710 | $8.1B | 1.29% | |
| 30 | DGDOLLAR GEN CORP NEW | 90,000 | $7.9B | 1.25% | |
| 31 | SPNTSIRIUSPOINT LTD | 438,500 | $7.6B | 1.20% | |
| 32 | EMBJEMBRAER SA | 154,180 | $7.1B | 1.13% | |
| 33 | VRTVERTIV HOLDINGS CO | 97,100 | $7.0B | 1.11% | |
| 34 | TBBBBBB FOODS INC | 258,766 | $6.9B | 1.09% | |
| 35 | WYNNWYNN RESORTS LTD | 82,467 | $6.9B | 1.09% | |
| 36 | WRBYWARBY PARKER INC | 348,150 | $6.3B | 1.01% | |
| 37 | WGOWINNEBAGO INDUSTRIES INC | 181,657 | $6.3B | 0.99% | |
| 38 | GKOSGLAUKOS CORP | 60,800 | $6.0B | 0.95% | |
| 39 | IOTSAMSARA INC | 145,800 | $5.6B | 0.89% | |
| 40 | HCQAMN HEALTHCARE | 223,241 | $5.5B | 0.86% | |
| 41 | MRVLMARVELL TECHNOLOGY INC | 86,027 | $5.3B | 0.84% | |
| 42 | AXONAXON ENTERPRISE INC | 9,150 | $4.8B | 0.76% | |
| 43 | GOOGLALPHABET INC | 29,350 | $4.5B | 0.72% | |
| 44 | TERTERADYNE INC | 51,329 | $4.2B | 0.67% | |
| 45 | PCORPROCORE TECHNOLOGIES INC | 62,283 | $4.1B | 0.65% | |
| 46 | PDDPDD HOLDINGS INC | 34,500 | $4.1B | 0.65% | |
| 47 | DDOGDATADOG INC | 40,239 | $4.0B | 0.63% | |
| 48 | MUMICRON TECHNOLOGY INC | 44,500 | $3.9B | 0.61% | |
| 49 | OIHVANECK ETF TRUST | 13,200 | $3.5B | 0.55% | |
| 50 | FUTUFUTU HOLDINGS LTD | 33,200 | $3.4B | 0.54% | |
| 51 | AMDADVANCED MICRO DEVICES INC | 31,894 | $3.3B | 0.52% | |
| 52 | AFRMAFFIRM HOLDINGS INC | 66,900 | $3.0B | 0.48% | |
| 53 | TLNTALEN ENERGY CORP | 11,500 | $2.3B | 0.36% | |
| 54 | PTONPELOTON INTERACTIVE INC | 352,000 | $2.2B | 0.35% | |
| 55 | TTANSERVICETITAN INC | 22,200 | $2.1B | 0.33% | |
| 56 | SNDKSANDISK CORP | 42,503 | $2.0B | 0.32% | |
| 57 | ANETARISTA NETWORKS INC | 22,500 | $1.7B | 0.28% | |
| 58 | PRCHPORCH GROUP INC | 220,000 | $1.6B | 0.25% | |
| 59 | MDBMONGODB INC | 7,500 | $1.3B | 0.21% | |
| 60 | ANFABERCROMBIE & FITCH CO | 15,000 | $1.1B | 0.18% | |
| 61 | KSSKOHL S CORP | 39,900 | $326.4M | 0.05% | |
| 62 | AIC3.AI INC | 13,000 | $273.6M | 0.04% |