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Zweig-dimenna Associates LLC

CIK:0001533950
Hedge Fund
$1B AUM
86 holdings
New York, NY, United States
Founded:1983
30 employees
Latest filing:Jun 30, 2025

Zweig-DiMenna Associates LLC is a hedge fund investment management firm headquartered in New York, NY. Founded in 1983, it primarily manages money for institutional clients and high net worth individuals. The firm specializes in long/short equity investing, leveraging fundamental research and quantitative analysis. Zweig-DiMenna is recognized for its experienced team and is registered with the U.S. Securities and Exchange Commission.

Investment Strategy

Zweig-DiMenna Associates LLC employs a long/short equity investment strategy, focusing on generating absolute returns through fundamental analysis and proprietary research. The firm seeks to capitalize on mispricings in global equity markets using both long and short positions, with risk management as a core component of the approach. It often combines both top-down and bottom-up analysis, adapting to market conditions and emphasizing capital preservation for its institutional and high-net-worth clients.

Latest 13F Filing Activity

Zweig-dimenna Associates LLC filed their most recent 13F report on Jun 30, 2025 disclosing 81 equity positions with a total 13F market value of $1B. The fund increased holdings in Taiwan Semiconductor MFG LTD, Amazon Com Inc., Broadcom Inc. among other positions. Zweig-dimenna Associates LLC reduced exposure to Alibaba Group Holding LTD, Renaissancere Holdings LTD, Tencent Holdings LTD among others.

Top Buys
T
TSMTAIWAN SEMICONDUCTOR MFG LTD
+$33.6M
A
AMZNAMAZON COM INC
+$22.0M
A
AVGOBROADCOM INC
+$21.5M
C
CLSCELESTICA INC
+$15.7M
G
GLDSPDR GOLD TRUST
+$15.5M
Top Sells
B
BABAALIBABA GROUP HOLDING LTD
-$17.3M
R
RNRRENAISSANCERE HOLDINGS LTD
-$11.1M
T
TCEHYTENCENT HOLDINGS LTD
-$9.3M
F
FTAIFTAI AVIATION LTD
-$9.1M
J
JDJD.COM INC
-$8.2M

Top Holdings

A
AMZNAMAZON COM INC
+7.4%$77.9M
A
AVGOBROADCOM INC
+5.4%$56.6M
W
WGSGENEDX HOLDINGS CORP
+5.1%$54.1M
T
TSMTAIWAN SEMICONDUCTOR MFG LTD
+4.3%$45.7M
A
APPAPPLOVIN CORP
+4.0%$41.9M

Equity Positions (81)

TickerSecurityWeightMarket ValueSharesAvg CostPriceChange (QoQ)
AMAZON COM INC7.37%$77.9M355,284$135.31$219.39+$22.0M
BROADCOM INC5.36%$56.6M205,430$81.89$275.65+$21.5M
GENEDX HOLDINGS CORP5.12%$54.1M586,100$83.21$92.31+$13.6M
TAIWAN SEMICONDUCTOR MFG LTD4.32%$45.7M201,845$173.12$226.49+$33.6M
APPLOVIN CORP3.96%$41.9M119,625$297.59$350.08+$6.7M

Industry Allocation

SEMICONDUCTORS & RELATED DEVICES
+17.0%
SERVICES-PREPACKAGED SOFTWARE
+9.5%
SERVICES-COMPUTER PROGRAMMING, DATA PROCESSING, ETC.
+9.0%
RETAIL-CATALOG & MAIL-ORDER HOUSES
+7.4%
SERVICES-HEALTH SERVICES
+5.1%