ZDA

Zweig-DiMenna Associates Portfolio holdings

AUM $1.29B
1-Year Est. Return 71.74%
This Quarter Est. Return
1 Year Est. Return
+71.74%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$624M
AUM Growth
-$559M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
111
New
Increased
Reduced
Closed

Top Buys

1
+$17.3M
2
+$15.7M
3
+$13.1M
4
ISRG icon
Intuitive Surgical
ISRG
+$12.7M
5
RNR icon
RenaissanceRe
RNR
+$11.1M

Top Sells

1
+$34.8M
2
+$34M
3
+$29M
4
META icon
Meta Platforms (Facebook)
META
+$28.1M
5
MSFT icon
Microsoft
MSFT
+$25.8M

Sector Composition

1 Technology 24.81%
2 Consumer Discretionary 17.88%
3 Healthcare 16.1%
4 Industrials 13.37%
5 Communication Services 11.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
– –
-67,000
77
– –
-92,900
78
– –
-79,909
79
– –
-39,156
80
– –
-252,810
81
– –
-114,000
82
– –
-56,500
83
– –
-128,592
84
– –
-26,254
85
– –
-84,000
86
– –
-5,375
87
– –
-112,400
88
– –
-7,748
89
– –
-18,766
90
– –
-27,400
91
– –
-107,500
92
– –
-44,884
93
– –
-156,344
94
– –
0
95
– –
-1,314,692
96
– –
-185,500
97
– –
-99,500
98
– –
-116,240
99
– –
-51,200
100
– –
-194,626
1 2 3
4
5