Zweig-DiMenna Associates LLC Q4 2018 Filing
Filed January 25, 2019
Portfolio Value
$1.0T
Holdings
125
Report Date
Q4 2018
Filing Type
13F-HR
All Holdings (125 positions)
| Stock | Value |
|---|---|
VVISA INC | $42.7B |
AMZNAMAZON COM INC | $40.5B |
AZULQAZUL S A | $39.5B |
MAMASTERCARD INCORPORATED | $33.3B |
KKRKKR & CO INC | $30.8B |
BABOEING CO | $25.4B |
GOOGLALPHABET INC | $24.2B |
GOOGALPHABET INC | $24.2B |
MDC1USDM D C HLDGS INC | $23.6B |
MSFTMICROSOFT CORP | $23.6B |
NFLXNETFLIX INC | $22.8B |
AGOASSURED GUARANTY LTD | $22.8B |
CRMSALESFORCE COM INC | $20.7B |
KBHKB HOME | $19.1B |
RTN1USDRAYTHEON CO | $18.6B |
WDAYWORKDAY INC | $18.6B |
ALAIR LEASE CORP | $17.1B |
SUSUNCOR ENERGY INC NEW | $15.8B |
TTWOTAKE-TWO INTERACTIVE SOFTWAR | $15.6B |
LPLALPL FINL HLDGS INC | $13.2B |
ADBEADOBE INC | $12.8B |
OKTAOKTA INC | $12.7B |
METAFACEBOOK INC | $11.9B |
SPOTSPOTIFY TECHNOLOGY S A | $11.5B |
CATCATERPILLAR INC DEL | $11.5B |
ALSALLSTATE CORP | $11.4B |
BABAALIBABA GROUP HLDG LTD | $11.4B |
NRANRG ENERGY INC | $11.3B |
PGRPROGRESSIVE CORP OHIO | $11.3B |
MPCMARATHON PETE CORP | $11.2B |
BACBANK AMER CORP | $11.0B |
—GTT COMMUNICATIONS INC | $10.3B |
—WPX ENERGY INC | $10.2B |
WPWORLDPAY INC | $10.2B |
AAPLAPPLE INC | $10.2B |
TWLOTWILIO INC | $10.1B |
GEGENERAL ELECTRIC CO | $10.1B |
NDQINVESCO QQQ TR | $10.1B |
SONYSONY CORP | $9.9B |
TAT&T INC | $9.6B |
UNHUNITEDHEALTH GROUP INC | $9.6B |
SSNCSS&C TECHNOLOGIES HLDGS INC | $9.5B |
RCLROYAL CARIBBEAN CRUISES LTD | $9.3B |
GDGENERAL DYNAMICS CORP | $9.1B |
XLNXEURXILINX INC | $8.6B |
UTXZUNITED TECHNOLOGIES CORP | $8.6B |
8CWCROWN CASTLE INTL CORP NEW | $8.6B |
—DOWDUPONT INC | $8.2B |
CMCSACOMCAST CORP NEW | $8.2B |
DHID R HORTON INC | $8.1B |
URIUNITED RENTALS INC | $8.1B |
HUMHUMANA INC | $7.7B |
WFCWELLS FARGO CO NEW | $7.6B |
RHT1EURRED HAT INC | $7.4B |
PYPLPAYPAL HLDGS INC | $7.2B |
MUMICRON TECHNOLOGY INC | $7.1B |
PSTGPURE STORAGE INC | $6.8B |
BDXBECTON DICKINSON & CO | $6.7B |
MCHPMICROCHIP TECHNOLOGY INC | $6.5B |
DALDELTA AIR LINES INC DEL | $6.3B |
WWEUSDWORLD WRESTLING ENTMT INC | $6.3B |
NXPINXP SEMICONDUCTORS N V | $6.0B |
ADSKAUTODESK INC | $5.4B |
AJGGALLAGHER ARTHUR J & CO | $5.2B |
EXASEXACT SCIENCES CORP | $5.0B |
SIGSIGNET JEWELERS LIMITED | $4.9B |
MDBMONGODB INC | $4.8B |
AVGOBROADCOM INC | $4.8B |
AIGAMERICAN INTL GROUP INC | $4.8B |
MNSTMONSTER BEVERAGE CORP NEW | $4.8B |
IGTINTERNATIONAL GAME TECHNOLOG | $4.6B |
RPMRPM INTL INC | $4.6B |
HSYHERSHEY CO | $4.5B |
MRVLMARVELL TECHNOLOGY GROUP LTD | $4.4B |
COUPEURCOUPA SOFTWARE INC | $4.3B |
TSLATESLA INC | $4.1B |
FDCFIRST DATA CORP NEW | $4.0B |
ATVIEURACTIVISION BLIZZARD INC | $4.0B |
—PIVOTAL SOFTWARE INC | $3.9B |
LGIHLGI HOMES INC | $3.9B |
EDUNEW ORIENTAL ED & TECH GRP I | $3.7B |
NOKNOKIA CORP | $3.7B |
MCDMCDONALDS CORP | $3.7B |
TOLTOLL BROTHERS INC | $3.3B |
WTWEURWEIGHT WATCHERS INTL INC NEW | $2.9B |
LBRDALIBERTY BROADBAND CORP | $2.8B |
KEYSKEYSIGHT TECHNOLOGIES INC | $2.6B |
BKNGBOOKING HLDGS INC | $2.6B |
THOTHOR INDS INC | $2.1B |
—CBL & ASSOC PPTYS INC | $1.7B |
CFCF INDS HLDGS INC | $1.6B |
ZAYOEURZAYO GROUP HLDGS INC | $1.6B |
—FLEXION THERAPEUTICS INC | $1.2B |
—INTELSAT S A | $1.1B |
VOYAVOYA FINL INC | $1.1B |
KELKELLOGG CO | $1.0B |
TDCTERADATA CORP DEL | $959.0M |
PHMPULTE GROUP INC | $940.0M |
PANWPALO ALTO NETWORKS INC | $861.0M |
SPYSPDR S&P 500 ETF TR | $752.0M |
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