ZWEIG-DIMENNA ASSOCIATES LLC
ZWEIG-DIMENNA ASSOCIATES LLC runs ZWEIG-DIMENNA ASSOCIATES LLC and currently holds 70 stock positions, which is fewer than the average of 230 among the investors we track. The portfolio is valued at approximately $1.10B. Their top holdings are SNDK, AMZN, MU, WGS, AMAT. The top five represent 23.1% of reported portfolio weight. ZWEIG-DIMENNA ASSOCIATES LLC ranks #999 out of 1000 investors tracked by Alpha Score. In the most recent quarter, ZWEIG-DIMENNA ASSOCIATES LLC initiated 12 new positions. They added to 20 existing positions. They trimmed 25 positions. Their current best-performing preview position is SNDK with returns of +257.88%.
70 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
SNDK SANDISK CORP | 6.73% | $721.91 | $1,596.10 | +121.09% | Added +31.22% |
AMZN AMAZON COM INC | 4.90% | $138.37 | $258.63 | +86.91% | Trimmed -37.02% |
MU MICRON TECHNOLOGY INC | 4.33% | $200.86 | $966.78 | +381.32% | Trimmed -9.06% |
WGS GENEDX HOLDINGS CORP | 3.56% | $81.26 | $87.07 | +7.14% | Trimmed -17.02% |
AMAT APPLIED MATERIALS | 3.55% | $341.79 | $492.32 | +44.04% | Trimmed -17.11% |
LRCX LAM RESEARCH | 3.50% | $138.00 | $314.00 | +127.54% | Trimmed -7.81% |
AMD ADVANCED MICRO DEVICES INC | 3.33% | $331.56 | $473.25 | +42.73% | Added +81.90% |
COHR COHERENT CORP | 3.31% | $202.88 | $289.26 | +42.58% | Trimmed -20.88% |
APP APPLOVIN CORP | 3.21% | $318.74 | $305.77 | -4.07% | Trimmed -15.16% |
LITE LUMENTUM HLDGS INC | 2.85% | $107.11 | $866.71 | +709.18% | Trimmed -10.30% |
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