Zweig-DiMenna Associates LLC Q4 2018 Filing
Filed January 25, 2019
Portfolio Value
$1.0B
Holdings
125
Report Date
Q4 2018
Filing Type
13F-HR
All Holdings (125 positions)
| Stock | Value |
|---|---|
VVISA INC | $42.7M |
AMZNAMAZON COM INC | $40.5M |
AZULQAZUL S A | $39.5M |
MAMASTERCARD INCORPORATED | $33.3M |
KKRKKR & CO INC | $30.8M |
BABOEING CO | $25.4M |
GOOGLALPHABET INC | $24.2M |
GOOGALPHABET INC | $24.2M |
MDC1USDM D C HLDGS INC | $23.6M |
MSFTMICROSOFT CORP | $23.6M |
NFLXNETFLIX INC | $22.8M |
AGOASSURED GUARANTY LTD | $22.8M |
CRMSALESFORCE COM INC | $20.7M |
KBHKB HOME | $19.1M |
RTN1USDRAYTHEON CO | $18.6M |
WDAYWORKDAY INC | $18.6M |
ALAIR LEASE CORP | $17.1M |
SUSUNCOR ENERGY INC NEW | $15.8M |
TTWOTAKE-TWO INTERACTIVE SOFTWAR | $15.6M |
LPLALPL FINL HLDGS INC | $13.2M |
ADBEADOBE INC | $12.8M |
OKTAOKTA INC | $12.7M |
METAFACEBOOK INC | $11.9M |
SPOTSPOTIFY TECHNOLOGY S A | $11.5M |
CATCATERPILLAR INC DEL | $11.5M |
ALSALLSTATE CORP | $11.4M |
BABAALIBABA GROUP HLDG LTD | $11.4M |
NRANRG ENERGY INC | $11.3M |
PGRPROGRESSIVE CORP OHIO | $11.3M |
MPCMARATHON PETE CORP | $11.2M |
BACBANK AMER CORP | $11.0M |
—GTT COMMUNICATIONS INC | $10.3M |
—WPX ENERGY INC | $10.2M |
WPWORLDPAY INC | $10.2M |
AAPLAPPLE INC | $10.2M |
TWLOTWILIO INC | $10.1M |
GEGENERAL ELECTRIC CO | $10.1M |
NDQINVESCO QQQ TR | $10.1M |
SONYSONY CORP | $9.9M |
TAT&T INC | $9.6M |
UNHUNITEDHEALTH GROUP INC | $9.6M |
SSNCSS&C TECHNOLOGIES HLDGS INC | $9.5M |
RCLROYAL CARIBBEAN CRUISES LTD | $9.3M |
GDGENERAL DYNAMICS CORP | $9.1M |
XLNXEURXILINX INC | $8.6M |
UTXZUNITED TECHNOLOGIES CORP | $8.6M |
8CWCROWN CASTLE INTL CORP NEW | $8.6M |
—DOWDUPONT INC | $8.2M |
CMCSACOMCAST CORP NEW | $8.2M |
DHID R HORTON INC | $8.1M |
URIUNITED RENTALS INC | $8.1M |
HUMHUMANA INC | $7.7M |
WFCWELLS FARGO CO NEW | $7.6M |
RHT1EURRED HAT INC | $7.4M |
PYPLPAYPAL HLDGS INC | $7.2M |
MUMICRON TECHNOLOGY INC | $7.1M |
PSTGPURE STORAGE INC | $6.8M |
BDXBECTON DICKINSON & CO | $6.7M |
MCHPMICROCHIP TECHNOLOGY INC | $6.5M |
DALDELTA AIR LINES INC DEL | $6.3M |
WWEUSDWORLD WRESTLING ENTMT INC | $6.3M |
NXPINXP SEMICONDUCTORS N V | $6.0M |
ADSKAUTODESK INC | $5.4M |
AJGGALLAGHER ARTHUR J & CO | $5.2M |
EXASEXACT SCIENCES CORP | $5.0M |
SIGSIGNET JEWELERS LIMITED | $4.9M |
MDBMONGODB INC | $4.8M |
AVGOBROADCOM INC | $4.8M |
AIGAMERICAN INTL GROUP INC | $4.8M |
MNSTMONSTER BEVERAGE CORP NEW | $4.8M |
IGTINTERNATIONAL GAME TECHNOLOG | $4.6M |
RPMRPM INTL INC | $4.6M |
HSYHERSHEY CO | $4.5M |
MRVLMARVELL TECHNOLOGY GROUP LTD | $4.4M |
COUPEURCOUPA SOFTWARE INC | $4.3M |
TSLATESLA INC | $4.1M |
FDCFIRST DATA CORP NEW | $4.0M |
ATVIEURACTIVISION BLIZZARD INC | $4.0M |
—PIVOTAL SOFTWARE INC | $3.9M |
LGIHLGI HOMES INC | $3.9M |
EDUNEW ORIENTAL ED & TECH GRP I | $3.7M |
NOKNOKIA CORP | $3.7M |
MCDMCDONALDS CORP | $3.7M |
TOLTOLL BROTHERS INC | $3.3M |
WTWEURWEIGHT WATCHERS INTL INC NEW | $2.9M |
LBRDALIBERTY BROADBAND CORP | $2.8M |
KEYSKEYSIGHT TECHNOLOGIES INC | $2.6M |
BKNGBOOKING HLDGS INC | $2.6M |
THOTHOR INDS INC | $2.1M |
—CBL & ASSOC PPTYS INC | $1.7M |
CFCF INDS HLDGS INC | $1.6M |
ZAYOEURZAYO GROUP HLDGS INC | $1.6M |
—FLEXION THERAPEUTICS INC | $1.2M |
—INTELSAT S A | $1.1M |
VOYAVOYA FINL INC | $1.1M |
KELKELLOGG CO | $1.0M |
TDCTERADATA CORP DEL | $959K |
PHMPULTE GROUP INC | $940K |
PANWPALO ALTO NETWORKS INC | $861K |
SPYSPDR S&P 500 ETF TR | $752K |
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