Zweig-DiMenna Associates LLC Q3 2025 Filing
Filed November 7, 2025
Portfolio Value
$1.4T
Holdings
99
Report Date
Q3 2025
Filing Type
13F-HR
All Holdings (99 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | APPAPPLOVIN CORP | 113,200 | $81.3B | 5.69% | |
| 2 | AMZNAMAZON COM INC | 361,484 | $79.4B | 5.55% | |
| 3 | AVGOBROADCOM INC | 210,705 | $69.5B | 4.86% | |
| 4 | WGSGENEDX HOLDINGS CORP | 602,300 | $64.9B | 4.54% | |
| 5 | BSXBOSTON SCIENTIFIC CORP | 6,000 | $58.6B | 4.10% | Call |
| 6 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 192,470 | $53.8B | 3.76% | |
| 7 | AMZNAMAZON COM INC | 2,200 | $48.3B | 3.38% | Call |
| 8 | PWRQUANTA SVCS INC | 99,000 | $41.0B | 2.87% | |
| 9 | NVDANVIDIA CORPORATION | 170,565 | $31.8B | 2.23% | |
| 10 | CYBRCYBERARK SOFTWARE LTD | 65,459 | $31.6B | 2.21% | |
| 11 | MSFTMICROSOFT CORP | 48,750 | $25.3B | 1.77% | |
| 12 | CLSCELESTICA INC | 100,439 | $24.7B | 1.73% | |
| 13 | HUTHUT 8 MINING CORP | 707,000 | $24.6B | 1.72% | |
| 14 | WULFTERAWULF INC | 1,883,700 | $21.5B | 1.51% | |
| 15 | NTRANATERA INC | 132,500 | $21.3B | 1.49% | |
| 16 | LITELUMENTUM HLDGS INC | 130,950 | $21.3B | 1.49% | |
| 17 | MRVLMARVELL TECHNOLOGY INC | 248,999 | $20.9B | 1.46% | |
| 18 | KTOSKRATOS DEFENSE & SECURITY SOLTNS INC | 208,350 | $19.0B | 1.33% | |
| 19 | LOARLOAR HOLDINGS INC | 232,250 | $18.6B | 1.30% | |
| 20 | STXSEAGATE TECHNOLOGY HLDNGS PL | 76,225 | $18.0B | 1.26% | |
| 21 | CRWVCOREWEAVE INC | 127,250 | $17.4B | 1.22% | |
| 22 | PRCHPORCH GROUP INC | 970,800 | $16.3B | 1.14% | |
| 23 | VRTVERTIV HOLDINGS CO | 103,700 | $15.6B | 1.09% | |
| 24 | METAMETA PLATFORMS INC | 21,095 | $15.5B | 1.08% | |
| 25 | QXOQXO INC | 802,800 | $15.3B | 1.07% | |
| 26 | DALDELTA AIR LINES INC DEL | 268,810 | $15.3B | 1.07% | |
| 27 | PINSPINTEREST INC | 472,350 | $15.2B | 1.06% | |
| 28 | NFLXNETFLIX INC | 12,625 | $15.1B | 1.06% | |
| 29 | BSXBOSTON SCIENTIFIC CORP | 154,450 | $15.1B | 1.06% | |
| 30 | 4I1PHILIP MORRIS INTL INC | 89,281 | $14.5B | 1.01% | |
| 31 | VVISA INC | 41,797 | $14.3B | 1.00% | |
| 32 | BSXBOSTON SCIENTIFIC CORP | 1,450 | $14.2B | 0.99% | Call |
| 33 | ZSZSCALER INC | 43,995 | $13.2B | 0.92% | |
| 34 | HOODROBINHOOD MARKETS INC - A | 87,025 | $12.5B | 0.87% | |
| 35 | GOOGLALPHABET INC | 500 | $12.2B | 0.85% | Call |
| 36 | EMBJEMBRAER SA | 196,250 | $11.9B | 0.83% | |
| 37 | AMDADVANCED MICRO DEVICES INC | 72,602 | $11.7B | 0.82% | |
| 38 | GQ9SPDR GOLD TRUST | 33,020 | $11.7B | 0.82% | |
| 39 | GOOGLALPHABET INC | 47,975 | $11.7B | 0.82% | |
| 40 | EOSEEOS ENERGY ENTERPRISES INC | 1,021,000 | $11.6B | 0.81% | |
| 41 | LVSLAS VEGAS SANDS | 212,500 | $11.4B | 0.80% | |
| 42 | FTAIFTAI AVIATION LTD | 68,400 | $11.4B | 0.80% | |
| 43 | FIGRFIGURE TECHNOLOGY SOLUT | 294,500 | $10.7B | 0.75% | |
| 44 | WDCWESTERN DIGITAL CORP | 89,000 | $10.7B | 0.75% | |
| 45 | GEVGE VERNOVA LLC | 17,055 | $10.5B | 0.73% | |
| 46 | TERTERADYNE INC | 73,329 | $10.1B | 0.71% | |
| 47 | TCEHYTENCENT HOLDINGS LTD | 117,900 | $10.0B | 0.70% | |
| 48 | COFCAPITAL ONE FINANCIAL CORP | 46,500 | $9.9B | 0.69% | |
| 49 | SPOTSPOTIFY TECHNOLOGY S A | 14,135 | $9.9B | 0.69% | |
| 50 | BABAALIBABA GROUP HOLDING LTD | 54,850 | $9.8B | 0.69% | |
| 51 | NOWSERVICENOW INC | 10,650 | $9.8B | 0.69% | |
| 52 | NXPINXP SEMICONDUCTORS NV | 41,969 | $9.6B | 0.67% | |
| 53 | WGSGENEDX HOLDINGS CORP | 875 | $9.4B | 0.66% | Call |
| 54 | TWLOTWILIO INC | 93,000 | $9.3B | 0.65% | |
| 55 | DGDOLLAR GEN CORP NEW | 90,000 | $9.3B | 0.65% | |
| 56 | SPNTSIRIUSPOINT LTD | 491,500 | $8.9B | 0.62% | |
| 57 | CRMSALESFORCE INC | 37,258 | $8.8B | 0.62% | |
| 58 | COINCOINBASE GLOBAL INC | 25,300 | $8.5B | 0.60% | |
| 59 | CDNACAREDX INC | 575,000 | $8.4B | 0.58% | |
| 60 | SGHCSUPER GROUP SGHC LTD | 622,500 | $8.2B | 0.57% | |
| 61 | LRCXLAM RESEARCH | 61,249 | $8.2B | 0.57% | |
| 62 | FDXFEDEX CORP | 33,256 | $7.8B | 0.55% | |
| 63 | VRNAVERONA PHARMA PLC | 72,518 | $7.7B | 0.54% | |
| 64 | TBBBBBB FOODS INC | 276,250 | $7.4B | 0.52% | |
| 65 | ADIANALOG DEVICES | 29,214 | $7.2B | 0.50% | |
| 66 | XMTRXOMETRY INC | 128,900 | $7.0B | 0.49% | |
| 67 | LUXELUXEXPERIENCE BV | 749,700 | $6.4B | 0.45% | |
| 68 | WGOWINNEBAGO INDUSTRIES INC | 181,657 | $6.1B | 0.43% | |
| 69 | GLXYGALAXY DIGITAL INC | 178,350 | $6.0B | 0.42% | |
| 70 | TJXTJX CO INC | 41,675 | $6.0B | 0.42% | |
| 71 | SITESITEONE LANDSCAPE SUPPLY INC | 45,600 | $5.9B | 0.41% | |
| 72 | GSGOLDMAN SACHS | 7,300 | $5.8B | 0.41% | |
| 73 | DDOGDATADOG INC | 40,239 | $5.7B | 0.40% | |
| 74 | PGYPAGAYA TECHNOLOGIES LTD | 186,075 | $5.5B | 0.39% | |
| 75 | WYNNWYNN RESORTS LTD | 42,467 | $5.4B | 0.38% | |
| 76 | IOTSAMSARA INC | 145,800 | $5.4B | 0.38% | |
| 77 | WYFIWHITEFIBER INC | 191,900 | $5.2B | 0.36% | |
| 78 | TPDSOMNIGROUP INTERNATIONAL INC | 61,000 | $5.1B | 0.36% | |
| 79 | TTDTRADE DESK INC/THE | 102,744 | $5.0B | 0.35% | |
| 80 | LYVLIVE NATION ENTMT INC | 30,800 | $5.0B | 0.35% | |
| 81 | UTIUNIVERSAL TECH | 141,000 | $4.6B | 0.32% | |
| 82 | PCORPROCORE TECHNOLOGIES INC | 62,283 | $4.5B | 0.32% | |
| 83 | MUMICRON TECHNOLOGY INC | 26,402 | $4.4B | 0.31% | |
| 84 | HCQAMN HEALTHCARE | 223,241 | $4.3B | 0.30% | |
| 85 | MAMASTERCARD INCORPORATED | 7,450 | $4.2B | 0.30% | |
| 86 | RBLXROBLOX CORP | 28,900 | $4.0B | 0.28% | |
| 87 | EQTEQT CORP | 66,500 | $3.6B | 0.25% | |
| 88 | BTBTBIT DIGITAL INC | 1,159,600 | $3.5B | 0.24% | |
| 89 | BATHE BOEING COMPANY | 15,900 | $3.4B | 0.24% | |
| 90 | ANETARISTA NETWORKS INC | 22,500 | $3.3B | 0.23% | |
| 91 | FDO.FMACYS INC | 166,000 | $3.0B | 0.21% | |
| 92 | OUSTOUSTER INC | 90,150 | $2.4B | 0.17% | |
| 93 | ON1OLD NATL BNCP | 100,000 | $2.2B | 0.15% | |
| 94 | MGNIMAGNITE INC | 99,900 | $2.2B | 0.15% | |
| 95 | KYIVKYIVSTAR GROUP LTD | 160,000 | $2.0B | 0.14% | |
| 96 | ANGIANGI INC | 70,000 | $1.1B | 0.08% | |
| 97 | XHBSPDR S&P HOMEBUILDERS | 9,200 | $1.0B | 0.07% | |
| 98 | HITIHIGH TIDE INC | 151,500 | $549.9M | 0.04% | |
| 99 | OIHVANECK ETF TRUST | 1,200 | $311.9M | 0.02% |