ZWEIG-DIMENNA ASSOCIATES LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | LRCX | 61K | $8.20M |
 | BABA | 55K | $9.80M |
 | MSFT | 49K | $25.25M |
 | GOOGL | 48K | $11.66M |
 | COF | 47K | $9.88M |
 | SITE | 46K | $5.87M |
 | ZS | 44K | $13.18M |
 | WYNN | 42K | $5.45M |
 | NXPI | 42K | $9.56M |
 | V | 42K | $14.27M |
 | TJX | 42K | $6.02M |
 | DDOG | 40K | $5.73M |
 | CRM | 37K | $8.83M |
 | FDX | 33K | $7.84M |
 | LYV | 31K | $5.03M |
 | ADI | 29K | $7.18M |
 | RBLX | 29K | $4.00M |
 | MU | 26K | $4.42M |
 | COIN | 25K | $8.54M |
 | ANET | 23K | $3.28M |
Lam Research Corporation
LRCX
Shares Held
61K
Value
$8.20M
Alibaba Group Holding Limited
BABA
Shares Held
55K
Value
$9.80M
Microsoft Corporation
MSFT
Shares Held
49K
Value
$25.25M
Alphabet Inc.
GOOGL
Shares Held
48K
Value
$11.66M
Capital One Financial Corporation
COF
Shares Held
47K
Value
$9.88M
SiteOne Landscape Supply, Inc.
SITE
Shares Held
46K
Value
$5.87M
Zscaler, Inc.
ZS
Shares Held
44K
Value
$13.18M
Wynn Resorts, Limited
WYNN
Shares Held
42K
Value
$5.45M
NXP Semiconductors N.V.
NXPI
Shares Held
42K
Value
$9.56M
Visa Inc.
V
Shares Held
42K
Value
$14.27M
The TJX Companies, Inc.
TJX
Shares Held
42K
Value
$6.02M
Datadog, Inc.
DDOG
Shares Held
40K
Value
$5.73M
Salesforce, Inc.
CRM
Shares Held
37K
Value
$8.83M
FedEx Corporation
FDX
Shares Held
33K
Value
$7.84M
Live Nation Entertainment, Inc.
LYV
Shares Held
31K
Value
$5.03M
Analog Devices, Inc.
ADI
Shares Held
29K
Value
$7.18M
Roblox Corporation
RBLX
Shares Held
29K
Value
$4.00M
Micron Technology, Inc.
MU
Shares Held
26K
Value
$4.42M
Coinbase Global, Inc.
COIN
Shares Held
25K
Value
$8.54M
Arista Networks, Inc.
ANET
Shares Held
23K
Value
$3.28M