Zweig Di Menna Associates LLC Portfolio Holdings
Zweig Di Menna Associates LLC
- $824 Million
- Q2 2025
Zweig Di Menna Associates LLC has filed its 13F form on August 05, 2025 for Q2 2025 where it was disclosed a total value porftolio of $824 Million distributed in 86 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Amazon Com Inc with a value of $77.9M, Broadcom Inc. with a value of $56.6M, Taiwan Semiconductor Manufacturing CO LTD with a value of $45.7M, App Lovin Corp with a value of $41.9M, and Quanta Services, Inc. with a value of $37.8M.
Examining the 13F form we can see an increase of $291M in the current position value, from $533M to 824M.
Below you can find more details about Zweig Di Menna Associates LLC portfolio as well as his latest detailed transactions.
Portfolio value
$824 Million
Technology: $371 Million
Consumer Cyclical: $102 Million
Industrials: $88.6 Million
Communication Services: $87.1 Million
Healthcare: $62.2 Million
Financial Services: $62.1 Million
Consumer Defensive: $32.9 Million
ETFs: $18.3 Million
Other: $0