Zweigdimenna-Associates

AI_NATIVE detailed information: This accession holds the following tickers:[
  "PCOR",
  null,
  "FTAI",
  "WGS",
  "LOAR",
  null,
  "MU",
  "ZS",
  "BABA",
  "KSS",
  "GOOGL",
  null,
  "AFRM",
  "AVGO",
  "APP",
  "BSX",
  "ERJ",
  "TTAN",
  "ISRG",
  "META",
  "PRCH",
  "PWR",
  "MRVL",
  "MA",
  "AMN",
  "MSFT",
  "DG",
  "ANET",
  "NVDA",
  "MDB",
  "IOT",
  null,
  "TLN",
  "SPNT",
  "GKOS",
  "PTON",
  "WGO",
  "TSM",
  "ANF",
  "VRT",
  null,
  "AXON",
  "AMD",
  "NTRA",
  null,
  "AMZN",
  "PDD",
  "V",
  "WRBY",
  "WYNN",
  "JD",
  "TER",
  "CRM",
  "RNR",
  "SPOT",
  "MELI",
  "AI",
  "CYBR",
  "DDOG",
  "DAL",
  "NFLX",
  "PM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-07
Total Holdings: 62
Total Value: 613202927
Accession Number: 0001104659-25-045346
Form Type: 13F-HR
CIK: zweigdimenna-associates
Manager Name: Zweigdimenna-Associates

Data Enrichment

90% identified

56 identified6 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

62 positions • $613.2M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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AXON ENTERPRISE, INC.

AXON|05464C101

Shares:9.2K

Value:$4.8M

% of Portfolio:0.8% ($4.8M/$613.2M)

Alphabet Inc.

GOOGL|02079K305

Shares:29.4K

Value:$4.5M

% of Portfolio:0.7% ($4.5M/$613.2M)

TERADYNE, INC

TER|880770102

Shares:51.3K

Value:$4.2M

% of Portfolio:0.7% ($4.2M/$613.2M)

PROCORE TECHNOLOGIES, INC.

PCOR|74275K108

Shares:62.3K

Value:$4.1M

% of Portfolio:0.7% ($4.1M/$613.2M)

PDD Holdings Inc.

PDD|722304102

Shares:34.5K

Value:$4.1M

% of Portfolio:0.7% ($4.1M/$613.2M)

Datadog, Inc.

DDOG|23804L103

Shares:40.2K

Value:$4.0M

% of Portfolio:0.7% ($4.0M/$613.2M)

MICRON TECHNOLOGY INC

MU|595112103

Shares:44.5K

Value:$3.9M

% of Portfolio:0.6% ($3.9M/$613.2M)

Philip Morris International Inc.

PM|718172109

Shares:240

Value:$3.8M

% of Portfolio:0.6% ($3.8M/$613.2M)

92189H607

Shares:13.2K

Value:$3.5M

% of Portfolio:0.6% ($3.5M/$613.2M)

36118L106

Shares:33.2K

Value:$3.4M

% of Portfolio:0.6% ($3.4M/$613.2M)

ADVANCED MICRO DEVICES INC

AMD|007903107

Shares:31.9K

Value:$3.3M

% of Portfolio:0.5% ($3.3M/$613.2M)

Affirm Holdings, Inc.

AFRM|00827B106

Shares:66.9K

Value:$3.0M

% of Portfolio:0.5% ($3.0M/$613.2M)

Talen Energy Corp

TLN|87422Q109

Shares:11.5K

Value:$2.3M

% of Portfolio:0.4% ($2.3M/$613.2M)

PELOTON INTERACTIVE, INC.

PTON|70614W100

Shares:352.0K

Value:$2.2M

% of Portfolio:0.4% ($2.2M/$613.2M)

ServiceTitan, Inc.

TTAN|81764X103

Shares:22.2K

Value:$2.1M

% of Portfolio:0.3% ($2.1M/$613.2M)

80004C200

Shares:42.5K

Value:$2.0M

% of Portfolio:0.3% ($2.0M/$613.2M)

Arista Networks, Inc.

ANET|040413205

Shares:22.5K

Value:$1.7M

% of Portfolio:0.3% ($1.7M/$613.2M)

Porch Group, Inc.

PRCH|733245104

Shares:220.0K

Value:$1.6M

% of Portfolio:0.3% ($1.6M/$613.2M)

MongoDB, Inc.

MDB|60937P106

Shares:7.5K

Value:$1.3M

% of Portfolio:0.2% ($1.3M/$613.2M)

ABERCROMBIE & FITCH CO /DE/

ANF|002896207

Shares:15.0K

Value:$1.1M

% of Portfolio:0.2% ($1.1M/$613.2M)

Instrument	Shares		Other Manager	Value	% of Portfolio
AXON ENTERPRISE, INC.(AXONcusip05464C101)	9.2K	QoQ +18.06% (+1.4K) YoY NEW(+9.2K)	All Managers (Combined)	$4.8M	0.8% ($4.8M/$613.2M)	QoQ +4.48% (+$206.5K) YoY NEW(+$4.8M)
Alphabet Inc.(GOOGLcusip02079K305)	29.4K	QoQ -56.19% (-37.6K) YoY -74.47% (-85.7K)	All Managers (Combined)	$4.5M	0.7% ($4.5M/$613.2M)	QoQ -64.21% (-$8.1M) YoY -73.85% (-$12.8M)
TERADYNE, INC(TERcusip880770102)	51.3K	QoQ -73.00% (-138.8K) YoY -15.85% (-9.7K)	All Managers (Combined)	$4.2M	0.7% ($4.2M/$613.2M)	QoQ -82.29% (-$19.7M) YoY -38.39% (-$2.6M)
PROCORE TECHNOLOGIES, INC.(PCORcusip74275K108)	62.3K	QoQ -48.09% (-57.7K) YoY NEW(+62.3K)	All Managers (Combined)	$4.1M	0.7% ($4.1M/$613.2M)	QoQ -54.26% (-$4.9M) YoY NEW(+$4.1M)
PDD Holdings Inc.(PDDcusip722304102)	34.5K	QoQ NEW(+34.5K) YoY NEW(+34.5K)	All Managers (Combined)	$4.1M	0.7% ($4.1M/$613.2M)	QoQ NEW(+$4.1M) YoY NEW(+$4.1M)
Datadog, Inc.(DDOGcusip23804L103)	40.2K	QoQ -53.62% (-46.5K) YoY -63.18% (-69.1K)	All Managers (Combined)	$4.0M	0.7% ($4.0M/$613.2M)	QoQ -67.80% (-$8.4M) YoY -70.44% (-$9.5M)
MICRON TECHNOLOGY INC(MUcusip595112103)	44.5K	QoQ -72.33% (-116.3K) YoY -73.82% (-125.5K)	All Managers (Combined)	$3.9M	0.6% ($3.9M/$613.2M)	QoQ -71.43% (-$9.7M) YoY -80.70% (-$16.2M)
Philip Morris International Inc.(PMcusip718172109)	240	QoQ -99.84% (-156.3K) YoY -99.84% (-150.7K)	All Managers (Combined)	$3.8M	0.6% ($3.8M/$613.2M)	QoQ -79.78% (-$15.0M) YoY -72.46% (-$10.0M)
(cusip92189H607)✕	13.2K	QoQ +238.46% (+9.3K) YoY +80.82% (+5.9K)	All Managers (Combined)	$3.5M	0.6% ($3.5M/$613.2M)	QoQ +227.09% (+$2.4M) YoY +40.92% (+$1.0M)
(cusip36118L106)✕	33.2K	QoQ NEW(+33.2K) YoY NEW(+33.2K)	All Managers (Combined)	$3.4M	0.6% ($3.4M/$613.2M)	QoQ NEW(+$3.4M) YoY NEW(+$3.4M)
ADVANCED MICRO DEVICES INC(AMDcusip007903107)	31.9K	QoQ -73.60% (-89.0K) YoY -80.85% (-134.7K)	All Managers (Combined)	$3.3M	0.5% ($3.3M/$613.2M)	QoQ -77.55% (-$11.3M) YoY -89.09% (-$26.8M)
Affirm Holdings, Inc.(AFRMcusip00827B106)	66.9K	QoQ NEW(+66.9K) YoY -78.64% (-246.4K)	All Managers (Combined)	$3.0M	0.5% ($3.0M/$613.2M)	QoQ NEW(+$3.0M) YoY -74.10% (-$8.7M)
Talen Energy Corp(TLNcusip87422Q109)	11.5K	QoQ NEW(+11.5K) YoY NEW(+11.5K)	All Managers (Combined)	$2.3M	0.4% ($2.3M/$613.2M)	QoQ NEW(+$2.3M) YoY NEW(+$2.3M)
PELOTON INTERACTIVE, INC.(PTONcusip70614W100)	352.0K	QoQ NEW(+352.0K) YoY NEW(+352.0K)	All Managers (Combined)	$2.2M	0.4% ($2.2M/$613.2M)	QoQ NEW(+$2.2M) YoY NEW(+$2.2M)
ServiceTitan, Inc.(TTANcusip81764X103)	22.2K	QoQ NEW(+22.2K) YoY NEW(+22.2K)	All Managers (Combined)	$2.1M	0.3% ($2.1M/$613.2M)	QoQ NEW(+$2.1M) YoY NEW(+$2.1M)
(cusip80004C200)✕	42.5K	QoQ NEW(+42.5K) YoY NEW(+42.5K)	All Managers (Combined)	$2.0M	0.3% ($2.0M/$613.2M)	QoQ NEW(+$2.0M) YoY NEW(+$2.0M)
Arista Networks, Inc.(ANETcusip040413205)	22.5K	QoQ -81.09% (-96.5K) YoY NEW(+22.5K)	All Managers (Combined)	$1.7M	0.3% ($1.7M/$613.2M)	QoQ -86.75% (-$11.4M) YoY NEW(+$1.7M)
Porch Group, Inc.(PRCHcusip733245104)	220.0K	QoQ NEW(+220.0K) YoY NEW(+220.0K)	All Managers (Combined)	$1.6M	0.3% ($1.6M/$613.2M)	QoQ NEW(+$1.6M) YoY NEW(+$1.6M)
MongoDB, Inc.(MDBcusip60937P106)	7.5K	QoQ NEW(+7.5K) YoY NEW(+7.5K)	All Managers (Combined)	$1.3M	0.2% ($1.3M/$613.2M)	QoQ NEW(+$1.3M) YoY NEW(+$1.3M)
ABERCROMBIE & FITCH CO /DE/(ANFcusip002896207)	15.0K	QoQ -69.00% (-33.4K) YoY NEW(+15.0K)	All Managers (Combined)	$1.1M	0.2% ($1.1M/$613.2M)	QoQ -84.16% (-$6.1M) YoY NEW(+$1.1M)