Zweig-DiMenna Associates LLC
13F filer · CIK 1533950 · New York, NY
Summary
Zweig-DiMenna Associates LLC reported $1.10B across 70 positions in its 13F for 2026 Q2, filed Aug 13, 2026. The largest holdings are SNDK (6.7%), AMZN (4.9%), MU (4.3%). Versus 2026 Q1, leaving options aside, it opened 21 new positions, added to 13, trimmed 26 and sold out of 10.
Reported value$1.10B
Positions70
Report period2026 Q2
FiledAug 13, 2026
New positions21
Added13
Trimmed26
Sold out10
Top 25 holdings
By reported value, options listed separately · change vs 2026 Q1
Weight 6.7%Value $74.14MPrice $1713Shares 33K +31.22%Since Jun 30 -24.67%
Weight 4.9%Value $54.00MPrice $246.67Shares 227K -37.02%Since Jun 30 +3.50%
Weight 4.3%Value $47.76MPrice $1054Shares 41K -9.06%Since Jun 30 -8.69%
Weight 3.6%Value $39.26MPrice $85.93Shares 572K -17.02%Since Jun 30 +25.17%
Weight 3.6%Value $39.13MPrice $512.01Shares 54K -17.11%Since Jun 30 -29.18%
Weight 3.5%Value $38.55MPrice $314.47Shares 89K -7.81%Since Jun 30 -27.43%
Weight 3.3%Value $36.73MPrice $607.57Shares 63K +81.90%Since Jun 30 +4.59%
Weight 3.3%Value $36.44MPrice $282.45Shares 92K -20.88%Since Jun 30 -28.40%
Weight 3.2%Value $35.38MPrice $305.66Shares 69K -15.16%Since Jun 30 -40.68%
Weight 2.8%Value $31.36MPrice $921.32Shares 37K -10.30%Since Jun 30 +7.37%
Weight 2.8%Value $30.91MPrice $452.88Shares 65K -16.40%Since Jun 30 -5.17%
Weight 2.7%Value $29.34MPrice $228.86Shares 147K +12.23%Since Jun 30 +14.38%
Weight 2.4%Value $26.47MPrice $367.74Shares 77K +15.67%Since Jun 30 +7.18%
Weight 2.4%Value $26.37MPrice $355.10Shares 70K +0.31%Since Jun 30 -6.00%
Weight 2.0%Value $22.51MPrice $201.74Shares 120K +1350.46%Since Jun 30 +7.72%
Weight 2.0%Value $22.29MPrice $236.32Shares 79K +96.23%Since Jun 30 -15.91%
Weight 2.0%Value $22.25MPrice $411.77Shares 82K +7.52%Since Jun 30 +51.69%
Weight 2.0%Value $21.87MPrice $16.77Shares 660KSince Jun 30 -49.38%
Weight 1.9%Value $21.26MPrice $244.04Shares 64K -20.21%Since Jun 30 -27.11%
Weight 1.7%Value $18.40MPrice $401.30Shares 38KSince Jun 30 -17.06%
Weight 1.6%Value $17.41MPrice $291.25Shares 58K -7.96%Since Jun 30 -3.78%
Weight 1.6%Value $17.22MPrice $921.51Shares 18KSince Jun 30 -4.51%
Weight 1.5%Value $16.18MPrice $543.43Shares 38KSince Jun 30 +25.95%
Weight 1.4%Value $15.76MPrice $15.12Shares 638K -4.47%Since Jun 30 -38.79%
Weight 1.4%Value $15.65MPrice $259.25Shares 21K -55.89%Since Jun 30 -66.03%
| Stock | Weight | Value | Since Jun 30 | Shares change | Action |
|---|---|---|---|---|---|
| 6.7% | $74.14M | -24.67% | +31.22% | Add | |
| 4.9% | $54.00M | +3.50% | -37.02% | Trim | |
| 4.3% | $47.76M | -8.69% | -9.06% | Trim | |
| 3.6% | $39.26M | +25.17% | -17.02% | Trim | |
| 3.6% | $39.13M | -29.18% | -17.11% | Trim | |
| 3.5% | $38.55M | -27.43% | -7.81% | Trim | |
| 3.3% | $36.73M | +4.59% | +81.90% | Add | |
| 3.3% | $36.44M | -28.40% | -20.88% | Trim | |
| 3.2% | $35.38M | -40.68% | -15.16% | Trim | |
| 2.8% | $31.36M | +7.37% | -10.30% | Trim | |
| 2.8% | $30.91M | -5.17% | -16.40% | Trim | |
| 2.7% | $29.34M | +14.38% | +12.23% | Add | |
| 2.4% | $26.47M | +7.18% | +15.67% | Add | |
| 2.4% | $26.37M | -6.00% | +0.31% | Add | |
| 2.0% | $22.51M | +7.72% | +1350.46% | Add | |
| 2.0% | $22.29M | -15.91% | +96.23% | Add | |
| 2.0% | $22.25M | +51.69% | +7.52% | Add | |
| 2.0% | $21.87M | -49.38% | — | New | |
| 1.9% | $21.26M | -27.11% | -20.21% | Trim | |
| 1.7% | $18.40M | -17.06% | — | Hold | |
| 1.6% | $17.41M | -3.78% | -7.96% | Trim | |
| 1.6% | $17.22M | -4.51% | — | Hold | |
| 1.5% | $16.18M | +25.95% | — | New | |
| 1.4% | $15.76M | -38.79% | -4.47% | Trim | |
| 1.4% | $15.65M | -66.03% | -55.89% | Trim |
Weight is the share of the reported 13F value, including options at notional value. “Since Jun 30” compares the latest close with the quarter-end price implied by the filing (value ÷ shares).
Largest buys in 2026 Q2
Largest sells in 2026 Q2
Source: SEC Form 13F, values as reported by the filer. Filings lag up to 45 days after quarter end and cover only certain long positions. Research only, not investment advice.