Zweig-DiMenna Associates LLC Q4 2021 Filing

Filed January 27, 2022

Portfolio Value

$1.2B

Holdings

117

Report Date

Q4 2021

Filing Type

13F-HR

All Holdings (117 positions)

StockValue
AMDADVANCED MICRO DEVICES INC
$44.3M
NVDANVIDIA CORPORATION
$42.5M
MSFTMICROSOFT CORP
$40.2M
FCXFREEPORT-MCMORAN INC
$34.2M
BBWIBATH & BODY WORKS INC
$31.3M
METAMETA PLATFORMS INC
$26.3M
AMZNAMAZON COM INC
$25.4M
HDHOME DEPOT INC
$23.8M
AAPLAPPLE INC
$23.4M
SHOPSHOPIFY INC
$22.7M
DYHTARGET CORP
$22.2M
REEVEREST RE GROUP LTD
$22.1M
AMATAPPLIED MATLS INC
$21.6M
SNPSSYNOPSYS INC
$21.5M
CFLTCONFLUENT INC
$20.9M
SICPQSILVERGATE CAP CORP
$20.4M
NXPINXP SEMICONDUCTORS N V
$20.2M
STMSTMICROELECTRONICS N V
$19.4M
GOOGLALPHABET INC
$19.3M
TWLOTWILIO INC
$18.3M
AZEKAZEK CO INC
$18.3M
GEGENERAL ELECTRIC CO
$17.6M
NKENIKE INC
$17.3M
APTVAPTIV PLC
$17.0M
TSMTAIWAN SEMICONDUCTOR MFG LTD
$16.9M
WLLWHITING PETE CORP NEW
$15.8M
XOMEXXON MOBIL CORP
$15.0M
TXRHTEXAS ROADHOUSE INC
$14.5M
GSGOLDMAN SACHS GROUP INC
$14.3M
DC4DEXCOM INC
$14.2M
NOWSERVICENOW INC
$14.0M
NFLXNETFLIX INC
$14.0M
BECNUSDBEACON ROOFING SUPPLY INC
$14.0M
ENOVCOLFAX CORP
$13.6M
LOWLOWES COS INC
$13.6M
SNAPSNAP INC
$12.6M
SHWSHERWIN WILLIAMS CO
$12.6M
MCDMCDONALDS CORP
$12.5M
PANWPALO ALTO NETWORKS INC
$12.5M
CBRECBRE GROUP INC
$12.3M
TRVCCITIGROUP INC
$12.2M
CATCATERPILLAR INC
$12.2M
MUMICRON TECHNOLOGY INC
$12.1M
SLGCUSDSOMALOGIC INC
$12.0M
BLFSBIOLIFE SOLUTIONS INC
$11.8M
PCRXPACIRA BIOSCIENCES INC
$11.7M
DEDEERE & CO
$11.7M
CDNACAREDX INC
$11.5M
FDO.FMACYS INC
$11.3M
TECK/BTECK RESOURCES LTD
$10.8M
CRWDCROWDSTRIKE HLDGS INC
$10.8M
COINCOINBASE GLOBAL INC
$10.2M
DIGITALBRIDGE GROUP INC
$10.2M
TMUST-MOBILE US INC
$9.9M
MTCHMATCH GROUP INC NEW
$9.7M
CTOSCUSTOM TRUCK ONE SOURCE INC
$9.6M
SSENTINELONE INC
$9.6M
MRVLMARVELL TECHNOLOGY INC
$9.5M
BACBK OF AMERICA CORP
$9.2M
AVGOBROADCOM INC
$8.9M
TDOCTELADOC HEALTH INC
$8.6M
OSKOSHKOSH CORP
$8.5M
BABAALIBABA GROUP HLDG LTD
$8.4M
MRO*MARATHON OIL CORP
$8.1M
COHRII-VI INC
$8.0M
URIUNITED RENTALS INC
$7.5M
VSCOVICTORIAS SECRET AND CO
$7.3M
VVISA INC
$7.3M
SESEA LTD
$6.8M
VALEVALE S A
$6.6M
WDCWESTERN DIGITAL CORP.
$6.5M
ZNGAEURZYNGA INC
$6.1M
OXYOCCIDENTAL PETE CORP
$6.1M
TJXTJX COS INC NEW
$6.0M
AEOAMERICAN EAGLE OUTFITTERS IN
$5.8M
IGICINTL GNRL INSURANCE HLDNGS L
$5.5M
CNKCINEMARK HLDGS INC
$5.3M
PINSPINTEREST INC
$4.9M
BILIBILIBILI INC
$4.8M
UBERUBER TECHNOLOGIES INC
$4.7M
CVECENOVUS ENERGY INC
$4.1M
SNOWSNOWFLAKE INC
$3.7M
HESHESS CORP
$3.7M
PTONPELOTON INTERACTIVE INC
$3.5M
DHHCUUSDDIAMONDHEAD HOLDINGS CORP
$3.4M
JDJD.COM INC
$3.3M
RSTEM INC
$3.2M
SMFRUSDSEMA4 HOLDINGS CORP
$3.1M
RUNSUNRUN INC
$3.0M
UHALAMERCO
$2.9M
STRSSTRATUS PPTYS INC
$2.9M
MDBMONGODB INC
$2.8M
PRNPROFOUND MED CORP
$2.6M
AMBAAMBARELLA INC
$2.5M
OPTUALTICE USA INC
$2.3M
EXPEEXPEDIA GROUP INC
$2.3M
BKRBAKER HUGHES COMPANY
$2.2M
MAMASTERCARD INCORPORATED
$2.2M
HUDSON EXECUTIVE INVES III
$1.9M
TENBTENABLE HLDGS INC
$1.8M
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