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| Name: |
ZWEIGDIMENNA ASSOCIATES LLC |
| City: |
NEW YORK |
| State: |
NY |
| Zip: |
10022 |
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data |
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Filing Period: |
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| Holdings
Found :
24 |
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 |
Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
AMZN |
Amazon.com Inc |
|
- |
$175.00 |
$48,113,000 |
316,655 |
% |
11,254,000 |
26,700 |
0 |
N/A |
|
|
MSFT |
Microsoft Corp |
|
- |
$389.33 |
$36,743,000 |
97,710 |
% |
6,597,000 |
2,235 |
0 |
N/A |
|
|
RE |
Everest Re Group Ltd |
|
- |
$366.41 |
$35,503,000 |
100,410 |
% |
-984,000 |
2,240 |
0 |
N/A |
|
|
NVDA |
NVIDIA Corporation |
|
- |
$864.02 |
$27,133,000 |
54,790 |
% |
8,341,000 |
11,590 |
0 |
N/A |
|
|
FB |
Meta Platforms Inc |
|
- |
$430.17 |
$25,347,000 |
71,610 |
% |
5,695,000 |
6,150 |
0 |
N/A |
|
|
TSM |
Taiwan Semiconductor Mfg. C... |
|
- |
$137.34 |
$19,486,000 |
187,370 |
% |
5,728,000 |
29,050 |
0 |
N/A |
|
|
NOW |
Servicenow, Inc. |
|
- |
$693.33 |
$18,013,000 |
25,497 |
% |
4,471,000 |
1,270 |
0 |
N/A |
|
|
ADBE |
Adobe Systems Inc |
|
- |
$462.83 |
$16,362,000 |
27,425 |
% |
10,243,000 |
15,425 |
0 |
N/A |
|
|
GOOGL |
Alphabet Inc |
|
- |
$162.78 |
$15,781,000 |
112,975 |
% |
1,337,000 |
2,600 |
0 |
N/A |
|
|
V |
Visa Inc |
|
- |
$268.61 |
$15,150,000 |
58,190 |
% |
3,951,000 |
9,500 |
0 |
N/A |
|
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PWR |
Quanta Services Inc |
|
- |
$258.56 |
$14,027,000 |
65,000 |
% |
5,824,000 |
21,148 |
0 |
N/A |
|
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WW |
WW International |
|
- |
$37.35 |
$12,530,000 |
1,432,000 |
% |
567,000 |
351,300 |
0 |
N/A |
|
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MRVL |
Marvell Technology, Inc. |
|
- |
$65.91 |
$12,213,000 |
202,500 |
% |
4,960,000 |
68,500 |
0 |
N/A |
|
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CRWD |
Crowdstrike Holdings, Inc. |
|
- |
$292.54 |
$11,824,000 |
46,310 |
% |
4,225,000 |
910 |
0 |
N/A |
|
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FCX |
Freeport McMoRan Copper & G... |
|
- |
$49.94 |
$11,805,000 |
277,300 |
% |
10,037,000 |
229,893 |
0 |
N/A |
|
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WYNN |
Wynn Resorts Ltd |
|
- |
$91.65 |
$9,794,000 |
107,500 |
% |
2,863,000 |
32,500 |
0 |
N/A |
|
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DDOG |
Datadog, Inc. |
|
- |
$0.00 |
$8,927,000 |
73,550 |
% |
3,443,000 |
13,350 |
0 |
N/A |
|
|
WDC |
Western Digital Corp |
|
- |
$70.83 |
$8,733,000 |
166,750 |
% |
6,337,000 |
114,250 |
0 |
N/A |
|
|
PR |
Permian Resources Corp |
|
- |
$16.75 |
$7,226,000 |
531,351 |
% |
228,000 |
30,051 |
0 |
N/A |
|
|
COHR |
Coherent Corp |
|
- |
$54.63 |
$6,956,000 |
159,808 |
% |
4,613,000 |
88,034 |
0 |
N/A |
|
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HUBS |
Hubspot Inc |
|
- |
$0.00 |
$6,560,000 |
11,300 |
% |
1,652,000 |
1,335 |
0 |
N/A |
|
|
XHB |
SPDR S&P Homebuilders |
|
- |
$102.61 |
$2,229,000 |
23,300 |
% |
2,229,000 |
23,300 |
0 |
N/A |
|
|
OIH |
VANECK Vectors Oil Services... |
|
- |
$312.99 |
$2,136,000 |
6,900 |
% |
2,136,000 |
6,900 |
0 |
N/A |
|
|
PROF |
Profound Medical |
|
- |
$0.00 |
$1,109,000 |
130,617 |
% |
219,000 |
43,343 |
0 |
N/A |
|
