account_balance
Investment manager · 13F filer · SEC CIK 1533950
Zweig-DiMenna Associates LLC
Reported value$1.29Bas of Sep 30, 2026
Positions87 30 new, 13 sold out
Top 10 weight35.5%LITE alone is 5%
FiledNov 637 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
LITELumentum Holdings Inc.
5.4%Added +96%
MUMicron Technology Inc
4.5%Added +32%
AMZNAmazon.com Inc
4.5%Added +3%
SNDKSandisk Corp
4.3%Trimmed −3%
TSMTaiwan Semiconductor Manufacturing Co Ltd
3.4%Added +49%
LRCXLam Research Corp
2.8%Added +25%
NTRANatera, Inc.
2.7%Added +3%
NVDANVIDIA Corp
2.6%
AMDAdvanced Micro Devices Inc
2.6%Trimmed −12%
AMATApplied Materials Inc
2.6%Added +21%
COHRCoherent Corp.
2.5%Added +20%
STXSeagate Technology Holdings PLC
2.2%Added +75%
LITELumentum Holdings Inc.
5.4%+96%
MUMicron Technology Inc
4.5%
AMZNAmazon.com Inc
4.5%
SNDKSandisk Corp
4.3%
TSMTaiwan Semiconductor Manufacturing Co Ltd
3.4%
LRCXLam Research Corp
2.8%+25%
NTRANatera, Inc.
2.7%+3%
NVDANVIDIA Corp
2.6%
AMDAdvanced Micro Devices Inc
2.6%
AMAT2.6%COHR2.5%STX2.2%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
LITE Lumentum Holdings Inc. 5.4% Added +96%MU Micron Technology Inc 4.5% Added +32%AMZN Amazon.com Inc 4.5% Added +3%SNDK Sandisk Corp 4.3% Trimmed −3%TSM Taiwan Semiconductor Manufacturing Co Ltd 3.4% Added +49%LRCX Lam Research Corp 2.8% Added +25%NTRA Natera, Inc. 2.7% Added +3%NVDA NVIDIA Corp 2.6% HeldAMD Advanced Micro Devices Inc 2.6% Trimmed −12%AMAT Applied Materials Inc 2.6% Added +21%COHR Coherent Corp. 2.5% Added +20%STX Seagate Technology Holdings PLC 2.2% Added +75%
What changed
Biggest moves since Jun 30, 2026
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