Stock Taper

ZWEIG-DIMENNA ASSOCIATES LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Applied Materials, Inc.AMAT54.13K$39.13M
Marvell Technology, Inc.MRVL48.23K$14.37M
Rhythm Pharmaceuticals, Inc.RYTM42.1K$4.67M
Alphabet Inc.GOOGL41.45K$14.81M
Micron Technology, Inc.MU41.38K$47.76M
Quantinuum Inc. Class A Common StockQNT41K$3.35M
Viavi Solutions Inc.VIAV38.92K$1.86M
Teradyne, Inc.TER38.03K$18.4M
Dell Technologies Inc.DELL37.5K$16.18M
Lumentum Holdings Inc.LITE36.55K$31.36M
Analog Devices, Inc.ADI36.25K$14.4M
Sandisk CorporationSNDK32.61K$74.14M
Onto Innovation Inc.ONTO32.6K$12.34M
Microsoft CorporationMSFT29.2K$10.89M
Spotify Technology S.A.SPOT27.02K$12.41M
Meta Platforms, Inc.META26.52K$14.94M
CrowdStrike Holdings, Inc.CRWD20.51K$15.65M
Quanta Services, Inc.PWR19.85K$14.29M
Seagate Technology Holdings plcSTX17.84K$17.22M
Talen Energy CorporationTLN17.65K$6.78M