Zweig-DiMenna Associates LLC

CIK 0001533950 · Q1 2026

13F Equity AUM

$722.2M

-55.2% QoQ

Positions

-45 QoQ

AUM Rank

#3,444

Top 28%

Skill Alpha (FF)

-1.0%/yr^ns

No Clear Edge

Rank #3,662 · Top 45%

vs S&P +0.1%/yr (unadj.)

Quarters Tracked

~13 years

Portfolio Concentration

Top 5: 28.8%Top 10: 44.5%Top 20: 67.7%

AMZN10.4%

WGS6.1%

APP4.5%

LITE4.0%

COHR3.9%

TSM3.6%

NVDA3.1%

AMAT3.1%

AVGO3.0%

META2.9%

Others (51)55.5%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Sector Allocation

Technology48.9%

Consumer Cyclical12.4%

Industrials11.7%

Healthcare9.3%

Communication Services8.1%

Financial Services6.0%

Unclassified2.5%

Other1.0%

Portfolio weight by GICS sector based on latest 13F filing. Sectors below 2% are grouped as “Other.”

Position Sizing

Positions: 61Median: 1.17%Avg: 1.64%

0–0.5%

13(3.0%)

0.5–1%

15(12.2%)

1–3%

25(46.1%)

3–5%

6(22.1%)

5%+

2(16.5%)

Count of positions per weight bucket — (%) = combined portfolio weight

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Portfolio Overlap

Shared: 58Unique: 3vs 20 funds

0.8%Low

Fund positions

7,299

Consensus CUSIPs

Jaccard similarity of this fund’s portfolio vs the consensus of top 20 funds by AUM. Low (<15%) = contrarian, Moderate (15-40%), High (>40%) = follows the crowd.

Most Similar Funds

Top 9 benchmark funds with highest portfolio overlap (Jaccard similarity)

MORGAN STANLEY

1.1%

BANK OF AMERICA CORP /DE/

1.2%

BlackRock, Inc.

1.4%

VANGUARD CAPITAL MANAGEMENT LLC

1.7%

GEODE CAPITAL MANAGEMENT, LLC

1.6%

STATE STREET CORP

1.6%

JPMORGAN CHASE & CO

1.1%

VANGUARD PORTFOLIO MANAGEMENT LLC

1.9%

FMR LLC

1.7%

Jaccard similarity per fund: shared CUSIPs / (fund A + fund B − shared). Higher values indicate more similar portfolios.

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Position Changes This Quarter

New14Increased12Decreased33Exited59

New Positions

AMAT3.1%

+65K

CRWD2.5%

+47K

QXO1.6%

+583K

BE1.2%

+63K

FN0.9%

+13K

SNOW0.8%

+40K

APPLOVIN CORP0.8%

+150

VST0.6%

+29K

GENEDX HOLDINGS CORP0.4%

+500

ALNT0.4%

+47K

Increased

TDUP0.7%

+916K(+170%)

WGS6.1%

+91K(+15%)

LUXE0.7%

+78K(+15%)

ANET1.3%

+56K(+249%)

COHR3.9%

+40K(+52%)

LRCX2.9%

+31K(+48%)

MCHP1.3%

+26K(+21%)

MU2.1%

+19K(+72%)

V2.8%

+11K(+20%)

META2.9%

+6K(+20%)

Decreased

BTO0.0%

-1,338,500(-97%)

WULF1.3%

-1,203,870(-64%)

BTBT0.1%

-814,400(-76%)

HUT0.9%

-527,103(-78%)

PRCH0.8%

-489,700(-37%)

CDNA0.9%

-288,745(-43%)

AVGO3.0%

-142,780(-67%)

TSM3.6%

-113,495(-59%)

RVMD0.1%

-96,313(-92%)

LVS0.7%

-95,000(-49%)

Exited

-1,250

-2,600

-100,439

-65,459

-825

-245,428

-137,000

Holdings

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