Zweig Di Menna Associates LLC Incresed Positions in Q2 2025

Zweig Di Menna Associates LLC

  • $824 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
129K
+ 175.99%
$141.37 - $228.57 $18.2M - $29.4M
202K $45.7M
AMZN
Amazon Com Inc

Consumer Cyclical
61.2K
+ 20.8%
$167.32 - $223.3 $10.2M - $13.7M
355K $77.9M
MRVL
Marvell Technology, Inc.

Technology
173K
+ 201.1%
$49.38 - $79.97 $8.54M - $13.8M
259K $20M
PWR
Quanta Services, Inc.

Industrials
3.53K
+ 3.66%
$239.47 - $381.26 $844K - $1.34M
99.9K $37.8M
PRCH
Porch Group, Inc.

Technology
653K
+ 296.59%
$4.66 - $11.94 $3.04M - $7.79M
873K $10.3M
MSFT
Microsoft Corp

Technology
10.2K
+ 36.3%
$354.56 - $497.45 $3.62M - $5.07M
38.3K $19.1M
CYBR
Cyber Ark Software Ltd.

Technology
9.85K
+ 17.68%
$305.98 - $406.88 $3.01M - $4.01M
65.6K $26.7M
META
Meta Platforms, Inc.

Communication Services
3.97K
+ 20.08%
$484.66 - $738.09 $1.92M - $2.93M
23.7K $17.5M
NFLX
Netflix Inc

Communication Services
1.92K
+ 22.04%
$855.86 - $1339.13 $1.64M - $2.57M
10.6K $14.2M
GOOGL
Alphabet Inc.

Communication Services
29.5K
+ 100.6%
$144.7 - $178.6 $4.27M - $5.27M
58.9K $10.4M
NTRA
Natera, Inc.

Healthcare
3.61K
+ 3.0%
$132.23 - $171.87 $477K - $620K
124K $21M
MU
Micron Technology Inc

Technology
12K
+ 26.97%
$64.72 - $127.91 $777K - $1.53M
56.5K $6.96M
PM
Philip Morris International Inc.

Consumer Defensive
4.8K
+ 5.14%
$149.23 - $184.95 $716K - $888K
98.1K $17.9M
ERJ
Embraer S.A.

Industrials
15.3K
+ 9.94%
$40.42 - $56.91 $619K - $872K
170K $9.65M
TER
Teradyne, Inc

Technology
22K
+ 42.86%
$67.96 - $91.05 $1.5M - $2M
73.3K $6.59M
V
Visa Inc.

Financial Services
3K
+ 6.65%
$308.27 - $373.31 $925K - $1.12M
48.1K $17.1M
KSS
Kohls Corp

Consumer Cyclical
100K
+ 250.63%
$6.13 - $9.4 $613K - $940K
140K $1.19M
MA
Mastercard Inc

Financial Services
350
+ 2.01%
$479.92 - $590.74 $168K - $207K
17.8K $10M
Genedx Holdings Corp
129K
+ 28.22%
N/A
586K $0
Sandisk Corp
143K
+ 335.27%
N/A
185K $0
Servicetitan Inc
93.8K
+ 422.52%
N/A
116K $0
Bbb Foods Inc
23.3K
+ 9.0%
N/A
282K $0
Loar Holdings Inc
85.1K
+ 48.39%
N/A
261K $0
Activity Summary
Buys All Purchases 59 New Holdings 35 Increased Positions 24 Sells All Sells 11 Reductions 11 Sold out 0 Options Calls 3 Puts 0
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