Zweig-DiMenna Associates LLC
NEW YORK NY · SEC CIK 0001533950
$7.22亿2026Q1 申报市值
61持仓数
44.5%前十大占比 · 第一大 10.4%
13 / 51新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
AMAT 新建仓+$2,231.89万
CRWD 新建仓+$1,815.41万
COHR 加仓+$949.27万
BE 新建仓+$846.81万
ANET 加仓+$687.57万
2026Q1 卖出最多 按季末市值估算
LITE 减仓-$6,382.26万
PWR 减仓-$4,581.57万
AVGO 减仓-$4,419.18万
TSM 减仓-$3,835.56万
CLS 清仓-$2,969.08万
2026Q1 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| SPOT | SPOTIFY TECHNOLOGY S A | $1,328.90万 | 1.84% | 27,405 | -830 | -2.9% | -$40.25万 | 减仓 |
| DAL | DELTA AIR LINES INC DEL | $1,409.77万 | 1.95% | 212,060 | -60,250 | -22.1% | -$400.54万 | 减仓 |
| GOOGL | ALPHABET INC | $1,485.97万 | 2.06% | 51,675 | -600 | -1.1% | -$17.25万 | 减仓 |
| NTRA | NATERA INC | $1,524.92万 | 2.11% | 76,250 | -58,550 | -43.4% | -$1,170.94万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $1,537.17万 | 2.13% | 45,500 | 19,098 | 72.3% | $645.21万 | 加仓 |
| SNDK | SANDISK CORP | $1,578.82万 | 2.19% | 24,850 | -41,650 | -62.6% | -$2,646.19万 | 减仓 |
| CRWD | CROWDSTRIKE HOLDINGS INC | $1,815.41万 | 2.51% | 46,500 | 46,500 | — | $1,815.41万 | 新建仓 |
| VRT | VERTIV HOLDINGS CO | $1,994.19万 | 2.76% | 79,583 | -22,110 | -21.7% | -$554.03万 | 减仓 |
| V | VISA INC | $2,015.94万 | 2.79% | 66,700 | 11,303 | 20.4% | $341.62万 | 加仓 |
| LRCX | LAM RESEARCH | $2,061.82万 | 2.85% | 96,500 | 31,100 | 47.6% | $664.48万 | 加仓 |
| META | META PLATFORMS INC | $2,077.98万 | 2.88% | 36,320 | 6,025 | 19.9% | $344.71万 | 加仓 |
| AVGO | BROADCOM INC | $2,154.19万 | 2.98% | 69,600 | -142,780 | -67.2% | -$4,419.18万 | 减仓 |
| AMAT | APPLIED MATERIALS | $2,231.89万 | 3.09% | 65,300 | 65,300 | — | $2,231.89万 | 新建仓 |
| NVDA | NVIDIA CORPORATION | $2,278.36万 | 3.15% | 130,640 | -45,725 | -25.9% | -$797.44万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MFG LTD | $2,616.58万 | 3.62% | 77,425 | -113,495 | -59.4% | -$3,835.56万 | 减仓 |
| COHR | COHERENT CORP | $2,781.10万 | 3.85% | 116,750 | 39,850 | 51.8% | $949.27万 | 加仓 |
| LITE | LUMENTUM HLDGS INC | $2,863.75万 | 3.97% | 40,750 | -90,817 | -69.0% | -$6,382.26万 | 减仓 |
| APP | APPLOVIN CORP | $3,221.81万 | 4.46% | 80,950 | -38,995 | -32.5% | -$1,552.00万 | 减仓 |
| WGS | GENEDX HOLDINGS CORP | $4,426.62万 | 6.13% | 689,290 | 91,465 | 15.3% | $587.39万 | 加仓 |
| AMZN | AMAZON COM INC | $7,492.70万 | 10.37% | 359,759 | -8,025 | -2.2% | -$167.14万 | 减仓 |