Moshe Luchins
Zweig-dimenna Associates Llc
Assets Managed
$722.229M
Holdings
61
Last Quarter
2026 - Q1
Filed Date
1mo 15d ago
Growth Rate
-55.17%(2Q avg: -21.22%)
Sustained Growth
0 quarters
Portfolio positions
This chart displays the top 10 holdings in Zweig-dimenna Associates Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 61 positions.
Assets under management
The assets under management (AUM) of Zweig-dimenna Associates Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 722.229M in assets, with a quarterly growth rate of -55.17% and a 2-quarter average growth rate of -21.22%. The portfolio is managed by Moshe Luchins, and others.
Portfolio holdings
| Investment | Portfolio % | Reported Value | Recent Activity |
|---|---|---|---|
AMZN Amazon.com Inc
| 10.38% | $74.927M 359,759 shares@ $208.28 avg price | Decreased -2.18% |
WGS Genedx Holdings Corp
| 6.13% | $44.266M 689,290 shares@ $64.23 avg price | Increased 15.3% |
APP Applovin Corp-class A
| 4.47% | $32.218M 80,950 shares@ $398.0 avg price | Decreased -32.51% |
LITE Lumentum Holdings Inc
| 3.97% | $28.637M 40,750 shares@ $702.76 avg price | Decreased -69.02% |
COHR Coherent Corp
| 3.86% | $27.811M 116,750 shares@ $238.22 avg price | Increased 51.83% |
TSM Taiwan Semiconductor-sp Adr
| 3.63% | $26.166M 77,425 shares@ $337.96 avg price | Decreased -59.44% |
NVDA Nvidia Corp
| 3.16% | $22.784M 130,640 shares@ $174.4 avg price | Decreased -25.92% |
AMAT Applied Materials Inc
| 3.1% | $22.319M 65,300 shares@ $341.79 avg price | New Position |
AVGO Broadcom Inc
| 2.99% | $21.542M 69,600 shares@ $309.51 avg price | Decreased -67.22% |
META Meta Platforms Inc-class A
| 2.88% | $20.78M 36,320 shares@ $572.14 avg price | Increased 19.89% |
1-10 of 61