StockDriftsStockDriftsTop 50 Zweig-DiMenna Associates LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AMZN | AMAZON COM INC | 10.51% | 359.8K | $74.9M | -2.18%(-8.03K) | $131.82(+104.93%) | 2026-03-31 | |
| WGS | GENEDX HOLDINGS CORP | 6.21% | 689.3K | $44.3M | +15.30%(+91.47K) | $76.52(-49.11%) | 2026-03-31 | |
| APP | APPLOVIN CORP | 4.52% | 81.0K | $32.2M | -32.51%(-38.99K) | $281.84(+60.92%) | 2026-03-31 | |
| LITE | LUMENTUM HLDGS INC | 4.02% | 40.8K | $28.6M | -69.03%(-90.82K) | $84.38(+1121.15%) | 2026-03-31 | |
| COHR | COHERENT CORP | 3.9% | 116.8K | $27.8M | +51.82%(+39.85K) | $168.41(+139.71%) | 2026-03-31 | |
| TSM | TAIWAN SEMICONDUCTOR MFG LTD | 3.67% | 77.4K | $26.2M | -59.45%(-113.50K) | $148.53(+169.17%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION | 3.2% | 130.6K | $22.8M | -25.93%(-45.73K) | $47.78(+372.61%) | 2026-03-31 | |
| AMAT | APPLIED MATERIALS | 3.13% | 65.3K | $22.3M | new | $299.39(+45.83%) | 2026-03-31 | |
| AVGO | BROADCOM INC | 3.02% | 69.6K | $21.5M | -67.23%(-142.78K) | $88.62(+370.32%) | 2026-03-31 | |
| META | META PLATFORMS INC | 2.91% | 36.3K | $20.8M | +19.89%(+6.03K) | $470.46(+31.07%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +27.69% | +108.18% |
| Top 20 Holdings Unweighted | +26.67% | +103.24% |
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