Zweig-DiMenna Associates LLC Q2 2024 Filing
Filed July 24, 2024
Portfolio Value
$888.0T
Holdings
75
Report Date
Q2 2024
Filing Type
13F-HR
All Holdings (75 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | AMZNAMAZON COM INC | 299,784 | $57.9T | 6.52% | |
| 2 | NVDANVIDIA CORPORATION | 443,645 | $54.8T | 6.17% | |
| 3 | MSFTMICROSOFT CORP | 99,483 | $44.5T | 5.01% | |
| 4 | AVGOBROADCOM INC | 27,660 | $44.4T | 5.00% | |
| 5 | METAMETA PLATFORMS INC | 68,502 | $34.5T | 3.89% | |
| 6 | REEVEREST GROUP LTD | 79,909 | $30.4T | 3.43% | |
| 7 | CAMTCAMTEK LTD | 196,750 | $24.6T | 2.77% | |
| 8 | VSTVISTRA CORP | 267,900 | $23.0T | 2.59% | |
| 9 | AAPLAPPLE INC | 107,096 | $22.6T | 2.54% | Call |
| 10 | MUMICRON TECHNOLOGY INC | 168,949 | $22.2T | 2.50% | |
| 11 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 125,277 | $21.8T | 2.45% | |
| 12 | ACGLARCH CAP GROUP LTD | 204,505 | $20.6T | 2.32% | |
| 13 | VRTVERTIV HOLDINGS CO | 223,750 | $19.4T | 2.18% | |
| 14 | AMDADVANCED MICRO DEVICES INC | 116,705 | $18.9T | 2.13% | |
| 15 | TERTERADYNE INC | 121,800 | $18.1T | 2.03% | |
| 16 | LLYELI LILLY & CO | 19,680 | $17.8T | 2.01% | |
| 17 | FCXFREEPORT-MCMORAN INC | 344,700 | $16.8T | 1.89% | |
| 18 | PWRQUANTA SVCS INC | 64,256 | $16.3T | 1.84% | |
| 19 | ASMLASML HOLDING N V | 15,623 | $16.0T | 1.80% | |
| 20 | NOWSERVICENOW INC | 20,106 | $15.8T | 1.78% | |
| 21 | GOOGLALPHABET INC | 85,800 | $15.6T | 1.76% | |
| 22 | 4I1PHILIP MORRIS INTL INC | 150,979 | $15.3T | 1.72% | |
| 23 | BSXBOSTON SCIENTIFIC CORP | 190,500 | $14.7T | 1.65% | |
| 24 | DDOGDATADOG INC | 109,300 | $14.2T | 1.60% | |
| 25 | MRVLMARVELL TECHNOLOGY INC | 196,971 | $13.8T | 1.55% | |
| 26 | ETNEATON CORP PLC | 40,750 | $12.8T | 1.44% | |
| 27 | VVISA INC | 47,130 | $12.4T | 1.39% | |
| 28 | TECK/BTECK RESOURCES LTD | 243,600 | $11.7T | 1.31% | |
| 29 | WMTWALMART INC | 164,020 | $11.1T | 1.25% | |
| 30 | WDCWESTERN DIGITAL CORP. | 144,264 | $10.9T | 1.23% | |
| 31 | HUBSHUBSPOT INC | 18,254 | $10.8T | 1.21% | |
| 32 | WYNNWYNN RESORTS LTD | 119,967 | $10.7T | 1.21% | |
| 33 | DALDELTA AIR LINES INC DEL | 225,871 | $10.7T | 1.21% | |
| 34 | TBBBBBB FOODS INC | 395,000 | $9.4T | 1.06% | |
| 35 | CRWDCROWDSTRIKE HLDGS INC | 24,268 | $9.3T | 1.05% | |
| 36 | LOARLOAR HOLDINGS INC | 172,400 | $9.2T | 1.04% | |
| 37 | ONTOONTO INNOVATION INC | 40,450 | $8.9T | 1.00% | |
| 38 | NVONOVO-NORDISK A S | 61,100 | $8.7T | 0.98% | |
| 39 | NFLXNETFLIX INC | 12,885 | $8.7T | 0.98% | |
| 40 | ZSZSCALER INC | 44,691 | $8.6T | 0.97% | |
| 41 | NTRANATERA INC | 77,525 | $8.4T | 0.95% | |
| 42 | PANWPALO ALTO NETWORKS INC | 22,695 | $7.7T | 0.87% | |
| 43 | RIGTRANSOCEAN LTD | 1,314,692 | $7.0T | 0.79% | |
| 44 | CEGCONSTELLATION ENERGY CORP | 34,400 | $6.9T | 0.78% | |
| 45 | RBRKRUBRIK INC. | 219,500 | $6.7T | 0.76% | |
| 46 | SDRLSEADRILL 2021 LTD | 116,240 | $6.0T | 0.67% | |
| 47 | ARMARM HOLDINGS PLC | 36,025 | $5.9T | 0.66% | |
| 48 | SMTCSEMTECH CORP | 194,626 | $5.8T | 0.65% | |
| 49 | AEMAGNICO EAGLE MINES LTD | 87,700 | $5.7T | 0.65% | |
| 50 | KGCKINROSS GOLD CORP | 680,000 | $5.7T | 0.64% | |
| 51 | WRBYWARBY PARKER INC | 322,750 | $5.2T | 0.58% | |
| 52 | STXSEAGATE TECHNOLOGY HLDNGS PL | 49,033 | $5.1T | 0.57% | |
| 53 | UBERUBER TECHNOLOGIES INC | 67,231 | $4.9T | 0.55% | |
| 54 | MAMASTERCARD INCORPORATED | 10,000 | $4.4T | 0.50% | |
| 55 | CTRACOTERRA ENERGY INC | 161,525 | $4.3T | 0.49% | |
| 56 | COINCOINBASE GLOBAL INC | 17,219 | $3.8T | 0.43% | |
| 57 | EMBJEMBRAER S.A. | 117,000 | $3.0T | 0.34% | |
| 58 | ALAIR LEASE CORP | 60,000 | $2.9T | 0.32% | |
| 59 | CMGCHIPOTLE MEXICAN GRILL INC | 43,750 | $2.7T | 0.31% | |
| 60 | QCOMQUALCOMM INC | 12,750 | $2.5T | 0.29% | |
| 61 | PRPERMIAN RESOURCES CORP | 156,344 | $2.5T | 0.28% | |
| 62 | MEDMEDIFAST INC | 112,400 | $2.5T | 0.28% | |
| 63 | FIHLFIDELIS INSURANCE HOLDINGS L | 114,000 | $1.9T | 0.21% | |
| 64 | IGICINTL GNRL INSURANCE HLDNGS L | 106,836 | $1.5T | 0.17% | |
| 65 | XYZBLOCK INC | 21,350 | $1.4T | 0.16% | |
| 66 | CRTOCRITEO S A | 31,871 | $1.2T | 0.14% | |
| 67 | LYFTLYFT INC | 78,380 | $1.1T | 0.12% | |
| 68 | BABAALIBABA GROUP HLDG LTD | 9,011 | $648.8B | 0.07% | |
| 69 | NKENIKE INC | 7,748 | $584.0B | 0.07% | |
| 70 | KEYSKEYSIGHT TECHNOLOGIES INC | 3,893 | $532.4B | 0.06% | |
| 71 | HRTXHERON THERAPEUTICS INC | 128,592 | $450.1B | 0.05% | |
| 72 | CRMSALESFORCE INC | 1,500 | $385.6B | 0.04% | |
| 73 | UPSTUPSTART HLDGS INC | 16,319 | $385.0B | 0.04% | |
| 74 | FLBSTANDARD BIOTOOLS INC | 140,535 | $248.7B | 0.03% | |
| 75 | RUNSUNRUN INC | 11,801 | $140.0B | 0.02% |