Zweig-DiMenna Associates LLC — 13F holdings

Zweig-DiMenna Associates LLC reported 70 holdings worth $1.10B in its 13F filing for Q2 2026, filed August 13, 2026.

Largest positions

1. SNDK SANDISK CORP — $74.1M (6.7%)
2. AMZN AMAZON COM INC — $54.0M (4.9%)
3. MU MICRON TECHNOLOGY INC — $47.8M (4.3%)
4. WGS GENEDX HOLDINGS CORP — $39.3M (3.6%)
5. AMAT APPLIED MATLS INC — $39.1M (3.6%)
6. LRCX LAM RESEARCH CORP — $38.6M (3.5%)
7. AMD ADVANCED MICRO DEVICES INC — $36.7M (3.3%)
8. COHR COHERENT CORP — $36.4M (3.3%)
9. APP APPLOVIN CORP — $35.4M (3.2%)
10. LITE LUMENTUM HLDGS INC — $31.4M (2.8%)