Zweig-Dimenna Associates LLC Top Holdings and 13F Report (2024) About Zweig-Dimenna Associates LLCInvestment ActivityZweig-Dimenna Associates LLC has $990.00 million in total holdings as of September 30, 2024.Zweig-Dimenna Associates LLC owns shares of 85 different stocks, but just 38 companies or ETFs make up 80% of its holdings.Approximately 22.48% of the portfolio was purchased this quarter.About 9.71% of the portfolio was sold this quarter.This quarter, Zweig-Dimenna Associates LLC has purchased 75 new stocks and bought additional shares in 18 stocks.Zweig-Dimenna Associates LLC sold shares of 27 stocks and completely divested from 9 stocks this quarter.Largest Holdings NVIDIA $56,135,033Amazon.com $54,163,150Broadcom $51,039,473Microsoft $42,095,388Meta Platforms $39,327,773 Largest New Holdings this Quarter iShares China Large-Cap ETF $12,813,696 HoldingArista Networks $11,422,867 HoldingNewmont $9,920,320 HoldingTeraWulf $9,488,700 HoldingKraneShares CSI China Internet ETF $7,943,670 Holding Largest Purchases this Quarter Broadcom 268,221 shares (about $46.27M)Natera 165,100 shares (about $20.96M)iShares China Large-Cap ETF 403,200 shares (about $12.81M)Arista Networks 29,761 shares (about $11.42M)Newmont 185,600 shares (about $9.92M) Largest Sales this Quarter Apple 46,115 shares (about $10.74M)ASML 7,750 shares (about $6.46M)Teck Resources 99,800 shares (about $5.21M)Camtek 62,325 shares (about $4.98M)Kinross Gold 500,000 shares (about $4.68M) Sector Allocation Over TimeMap of 500 Largest Holdings ofZweig-Dimenna Associates LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorNVDANVIDIA$56,135,033$2,258,784 ▲4.2%462,2455.7%Computer and TechnologyAMZNAmazon.com$54,163,150$1,695,603 ▼-3.0%290,6845.5%Retail/WholesaleAVGOBroadcom$51,039,473$46,268,123 ▲969.7%295,8815.2%Computer and TechnologyMSFTMicrosoft$42,095,388$712,146 ▼-1.7%97,8284.3%Computer and TechnologyMETAMeta Platforms$39,327,773$114,488 ▲0.3%68,7024.0%Computer and TechnologyEGEverest Group$31,310,7430.0%79,9093.2%FinanceNTRANatera$30,801,244$20,959,445 ▲213.0%242,6253.1%MedicalVSTVistra$29,940,003$1,816,863 ▼-5.7%252,5733.0%UtilitiesVRTVertiv$27,702,991$5,442,103 ▲24.4%278,4502.8%Computer and TechnologyACGLArch Capital Group$22,880,0190.0%204,5052.3%FinanceBSXBoston Scientific$22,709,800$6,745,900 ▲42.3%271,0002.3%MedicalPWRQuanta Services$21,498,404$2,340,478 ▲12.2%72,1062.2%ConstructionTSMTaiwan Semiconductor Manufacturing$20,931,924$824,932 ▼-3.8%120,5272.1%Computer and TechnologyTERTeradyne$19,775,836$3,463,162 ▲21.2%147,6582.0%Computer and TechnologyLLYEli Lilly and Company$19,614,712$2,179,412 ▲12.5%22,1402.0%MedicalAMDAdvanced Micro Devices$19,492,540$343,584 ▲1.8%118,7992.0%Computer and TechnologyPMPhilip Morris International$18,328,8510.0%150,9791.9%Consumer StaplesHUBSHubSpot$17,146,226$7,442,400 ▲76.7%32,2541.7%Computer and TechnologyNOWServiceNow$16,784,123$1,198,483 ▼-6.7%18,7661.7%Computer and TechnologyMUMicron Technology$16,681,650$840,051 ▼-4.8%160,8491.7%Computer and TechnologyMRVLMarvell Technology$14,483,211$277,662 ▲2.0%200,8211.5%Computer and TechnologyAAPLApple$14,208,573$10,744,795 ▼-43.1%60,9811.4%Computer and TechnologyGOOGLAlphabet$13,549,945$679,985 ▼-4.8%81,7001.4%Computer and TechnologyWMTWalmart$13,244,6150.0%164,0201.3%Retail/WholesaleVVisa$12,985,889$27,495 ▲0.2%47,2301.3%Business ServicesETNEaton$12,977,865$528,315 ▼-3.9%39,1561.3%Industrial ProductsFXIiShares China Large-Cap ETF$12,813,696$12,813,696 ▲New Holding403,2001.3%ETFFCXFreeport-McMoRan$12,684,822$4,522,602 ▼-26.3%254,1031.3%Basic MaterialsDDOGDatadog$12,553,046$23,012 ▼-0.2%109,1001.3%Computer and TechnologyLOAR HOLDINGS INC$12,340,916$518,401 ▼-4.0%165,4501.2%COM SHSANETArista Networks$11,422,867$11,422,867 ▲New Holding29,7611.2%Computer and TechnologyBBB FOODS INC$11,343,000$507,000 ▼-4.3%378,1001.1%CL A COMMAMastercard$10,789,530$5,851,530 ▲118.5%21,8501.1%Business ServicesCAMTCamtek$10,733,836$4,976,651 ▼-31.7%134,4251.1%Computer and TechnologyZSZscaler$10,263,409$2,623,929 ▲34.3%60,0411.0%Computer and TechnologyDALDelta Air Lines$10,151,448$1,320,540 ▼-11.5%199,8711.0%TransportationNEMNewmont$9,920,320$9,920,320 ▲New Holding185,6001.0%Basic MaterialsWULFTeraWulf$9,488,700$9,488,700 ▲New Holding2,027,5001.0%FinanceWYNNWynn Resorts$9,321,166$2,181,270 ▼-19.0%97,2170.9%Consumer DiscretionaryNFLXNetflix$9,003,473$135,471 ▼-1.5%12,6940.9%Consumer DiscretionarySMTCSemtech$8,886,6230.0%194,6260.9%Computer and TechnologyWDCWestern Digital$8,707,590$1,144,199 ▼-11.6%127,5090.9%Computer and TechnologyWRBYWarby Parker$8,286,659$3,016,151 ▲57.2%507,4500.8%MedicalKWEBKraneShares CSI China Internet ETF$7,943,670$7,943,670 ▲New Holding233,5000.8%ManufacturingPANWPalo Alto Networks$7,670,676$86,475 ▼-1.1%22,4420.8%Computer and TechnologyTECKTeck Resources$7,512,112$5,213,552 ▼-41.0%143,8000.8%Basic MaterialsCRMSalesforce$6,842,750$6,432,185 ▲1,566.7%25,0000.7%Computer and TechnologyASMLASML$6,560,177$6,457,687 ▼-49.6%7,8730.7%Computer and TechnologyBABAAlibaba Group$6,526,380$5,570,133 ▲582.5%61,5000.7%Retail/WholesaleAEMAgnico Eagle Mines$6,525,360$539,752 ▼-7.6%81,0000.7%Basic MaterialsPCORProcore Technologies$5,999,184$5,999,184 ▲New Holding97,2000.6%Business ServicesONTOOnto Innovation$5,649,368$2,746,434 ▼-32.7%27,2180.6%Computer and TechnologyRIGTransocean$5,587,4410.0%1,314,6920.6%Oils/EnergyCYBRCyberArk Software$5,404,991$5,404,991 ▲New Holding18,5350.5%Computer and TechnologySTXSeagate Technology$5,370,5840.0%49,0330.5%Computer and TechnologyDGDollar General$5,070,733$5,070,733 ▲New Holding59,9590.5%Retail/WholesaleUBERUber Technologies$5,053,0820.0%67,2310.5%Computer and TechnologyIOTSamsara$4,956,360$4,956,360 ▲New Holding103,0000.5%Computer and TechnologyCWANClearwater Analytics$4,941,425$4,941,425 ▲New Holding195,7000.5%Computer and TechnologySDRLSeadrill$4,619,3780.0%116,2400.5%Oils/EnergyNVTnVent Electric$3,934,560$3,934,560 ▲New Holding56,0000.4%Computer and TechnologyCTRACoterra Energy$3,868,5240.0%161,5250.4%Oils/EnergyCRWDCrowdStrike$3,835,427$2,971,019 ▼-43.7%13,6750.4%Computer and TechnologySSentinelOne$3,827,200$3,827,200 ▲New Holding160,0000.4%Computer and TechnologyANFAbercrombie & Fitch$3,385,580$3,385,580 ▲New Holding24,2000.3%Retail/WholesaleSGSweetgreen$3,328,755$3,328,755 ▲New Holding93,9000.3%Retail/WholesaleCOINCoinbase Global$3,067,9090.0%17,2190.3%Business ServicesXHBSPDR S&P Homebuilders ETF$2,441,376$2,441,376 ▲New Holding19,6000.2%ETFOIHVanEck Oil Services ETF$2,298,051$2,298,051 ▲New Holding8,1000.2%ETFMEDMedifast$2,151,3360.0%112,4000.2%Consumer StaplesPERMIAN RESOURCES CORP$2,127,8420.0%156,3440.2%CLASS A COMFIHLFidelis Insurance$2,058,8400.0%114,0000.2%FinanceLANDBRIDGE COMPANY LLC$1,956,000$1,956,000 ▲New Holding50,0000.2%CL AKGCKinross Gold$1,684,800$4,680,000 ▼-73.5%180,0000.2%Basic MaterialsSPOTSpotify Technology$1,474,120$1,474,120 ▲New Holding4,0000.1%Business ServicesARM HOLDINGS PLC$1,443,257$3,708,679 ▼-72.0%10,0920.1%SPONSORED ADSSQBlock$1,433,2260.0%21,3500.1%Business ServicesLYFTLyft$999,3450.0%78,3800.1%Computer and TechnologyALAir Lease$905,800$1,811,600 ▼-66.7%20,0000.1%TransportationNKENIKE$684,9230.0%7,7480.1%Consumer DiscretionaryUPSTUpstart$652,9230.0%16,3190.1%FinanceKEYSKeysight Technologies$618,7140.0%3,8930.1%Computer and TechnologySHOPShopify$593,036$593,036 ▲New Holding7,4000.1%Computer and TechnologyHRTXHeron Therapeutics$255,8980.0%128,5920.0%MedicalRUNSunrun$213,1260.0%11,8010.0%Oils/EnergyNVONovo Nordisk A/S$0$8,721,414 ▼-100.0%00.0%MedicalCEGConstellation Energy$0$6,889,288 ▼-100.0%00.0%Oils/EnergyRUBRIK INC.$0$6,729,870 ▼-100.0%00.0%CL AERJEmbraer$0$3,018,600 ▼-100.0%00.0%AerospaceCMGChipotle Mexican Grill$0$2,740,938 ▼-100.0%00.0%Retail/WholesaleQCOMQUALCOMM$0$2,539,545 ▼-100.0%00.0%Computer and TechnologyIGICInternational General Insurance$0$1,495,704 ▼-100.0%00.0%FinanceCRTOCriteo$0$1,202,174 ▼-100.0%00.0%Computer and TechnologyLABStandard BioTools$0$248,747 ▼-100.0%00.0%MedicalShowing largest 100 holdings. 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