Zweig Di Menna Associates LLC Portfolio Holdings
Zweig Di Menna Associates LLC
- $1.04 Billion
- Q3 2025
Zweig Di Menna Associates LLC has filed its 13F form on November 07, 2025 for Q3 2025 where it was disclosed a total value porftolio of $1.04 Billion distributed in 99 stocks.
Among their holdings, we can observe that their the top five positions include companies like: App Lovin Corp with a value of $81.3M, Amazon Com Inc with a value of $79.4M, Broadcom Inc. with a value of $69.5M, Taiwan Semiconductor Manufacturing CO LTD with a value of $53.8M, and Quanta Services, Inc. with a value of $41M.
Examining the 13F form we can see an increase of $216M in the current position value, from $824M to 1.04B.
Below you can find more details about Zweig Di Menna Associates LLC portfolio as well as his latest detailed transactions.
Portfolio value
$1.04 Billion
Technology: $497 Million
Consumer Cyclical: $140 Million
Industrials: $132 Million
Communication Services: $97.9 Million
Financial Services: $70.8 Million
Healthcare: $57.4 Million
Consumer Defensive: $28.3 Million
ETFs: $13.1 Million
Other: $3.62 Million