# EDGAR Filing Document

**Accession Number:** 0001533950
**File Stem:** 0001104659-25-074002
**Filing Date:** 2025-8
**Character Count:** 12315
**Document Hash:** 90b117631f8fea3d2eec2ab0ea6bd3ef
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001104659-25-074002.hdr.sgml**: 20250805

**ACCESSION NUMBER**: 0001104659-25-074002

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20250630

**FILED AS OF DATE**: 20250805

**DATE AS OF CHANGE**: 20250805

**EFFECTIVENESS DATE**: 20250805

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** Zweig-DiMenna Associates LLC
- **CENTRAL INDEX KEY:** 0001533950

**ORGANIZATION NAME:**
- **EIN:** 133831888
- **STATE OF INCORPORATION:** NY
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-14950
- **FILM NUMBER:** 251183236

**BUSINESS ADDRESS:**
- **STREET 1:** 900 THIRD AVE
- **STREET 2:** 31ST FL
- **CITY:** NEW YORK
- **STATE:** NY
- **ZIP:** 10022
- **BUSINESS PHONE:** 212.451.1196

**MAIL ADDRESS:**
- **STREET 1:** 900 THIRD AVE
- **STREET 2:** 31ST FL
- **CITY:** NEW YORK
- **STATE:** NY
- **ZIP:** 10022

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 06-30-2025

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** Zweig-DiMenna Associates LLC<br>**Address:** 900 Third Ave<br>31st Fl<br>New York, NY 10022

**Form 13F File Number:** 028-14950

**SEC File Number (if applicable):** 28-4790

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** Moshe Luchins<br>**Title:** Chief Compliance Officer<br>**Phone:** 212-451-1100

**Signature, Place, and Date of Signing:**

/s/ Moshe Luchins  New York, NY  08-01-2025<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 2

**Form 13F Information Table Entry Total:** 86

**Form 13F Information Table Value Total:** $1057281106

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

| No.   | Name                                      | Form 13F File Number   |
|:---|:---|:---|
|  | Zweig-DiMenna Associates LLC              |  |
|  | Zweig-DiMenna International Managers Inc. |  |

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| ADVANCED MICRO DEVICES INC | COM | 007903107 |  | 4525759 | 31894 | SH |  | SOLE |  | 31894 | 0 | 0 |
| ALPHABET INC | CAP STK CL A | 02079K305 |  | 10375541 | 58875 | SH |  | SOLE |  | 58875 | 0 | 0 |
| AMAZON COM INC | COM | 023135106 |  | 77945757 | 355284 | SH |  | SOLE |  | 355284 | 0 | 0 |
| AMN HEALTHCARE | COM | 001744101 |  | 4614391 | 223241 | SH |  | SOLE |  | 223241 | 0 | 0 |
| ANALOG DEVICES | COM | 032654105 |  | 8092680 | 34000 | SH |  | SOLE |  | 34000 | 0 | 0 |
| APPLIED OPTOELR | COM | 03823U102 |  | 3468150 | 135000 | SH |  | SOLE |  | 135000 | 0 | 0 |
| APPLOVIN CORP | COM CL A | 03831W108 |  | 41878320 | 119625 | SH |  | SOLE |  | 119625 | 0 | 0 |
| ARISTA NETWORKS INC | COM SHS | 040413205 |  | 2301975 | 22500 | SH |  | SOLE |  | 22500 | 0 | 0 |
| BBB FOODS INC | CL A COM | G0896C103 |  | 7829708 | 282050 | SH |  | SOLE |  | 282050 | 0 | 0 |
| BIT DIGITAL INC | COM | G1144A105 |  | 1983483 | 905700 | SH |  | SOLE |  | 905700 | 0 | 0 |
| BOSTON SCIENTIFIC CORP | COM | 101137107 |  | 16723737 | 155700 | SH |  | SOLE |  | 155700 | 0 | 0 |
| BROADCOM INC | COM | 11135F101 |  | 56626780 | 205430 | SH |  | SOLE |  | 205430 | 0 | 0 |
| C3.AI INC | COM CL A | 12468P104 |  | 319410 | 13000 | SH |  | SOLE |  | 13000 | 0 | 0 |
| CAPITAL ONE FINANCIAL CORP | COM | 14040H105 |  | 12233700 | 57500 | SH |  | SOLE |  | 57500 | 0 | 0 |
| CAREDX INC | COM | 14167L103 |  | 4427764 | 226600 | SH |  | SOLE |  | 226600 | 0 | 0 |
| CELESTICA INC | COM | 15101Q207 |  | 15679532 | 100439 | SH |  | SOLE |  | 100439 | 0 | 0 |
| CISCO SYSTEMS INC | COM | 17275R102 |  | 4162800 | 60000 | SH |  | SOLE |  | 60000 | 0 | 0 |
| COINBASE GLOBAL INC | COM CL A | 19260Q107 |  | 5993379 | 17100 | SH |  | SOLE |  | 17100 | 0 | 0 |
| CYBERARK SOFTWARE LTD | SHS | M2682V108 |  | 26674239 | 65558 | SH |  | SOLE |  | 65558 | 0 | 0 |
| CYTOKINETICS | COM | 23282W605 |  | 1176224 | 35600 | SH |  | SOLE |  | 35600 | 0 | 0 |
| DATADOG INC | CL A COM | 23804L103 |  | 5405305 | 40239 | SH |  | SOLE |  | 40239 | 0 | 0 |
| DELTA AIR LINES INC DEL | COM NEW | 247361702 |  | 12113526 | 246310 | SH |  | SOLE |  | 246310 | 0 | 0 |
| DOLLAR GEN CORP NEW | COM | 256677105 |  | 10294200 | 90000 | SH |  | SOLE |  | 90000 | 0 | 0 |
| EMBRAER SA | SPONSORED ADS | 29082A107 |  | 9646245 | 169500 | SH |  | SOLE |  | 169500 | 0 | 0 |
| FEDEX CORP | COM | 31428X106 |  | 7559421 | 33256 | SH |  | SOLE |  | 33256 | 0 | 0 |
| FTAI AVIATION LTD | SHS | G3730V105 |  | 6281184 | 54600 | SH |  | SOLE |  | 54600 | 0 | 0 |
| GENEDX HOLDINGS CORP | COM CL A | 81663L200 |  | 54102891 | 586100 | SH |  | SOLE |  | 586100 | 0 | 0 |
| GENERAL ELECTRIC AEROSPACE | COM | 369604301 |  | 3062941 | 11900 | SH |  | SOLE |  | 11900 | 0 | 0 |
| GLAUKOS CORP | COM | 377322102 |  | 888294 | 8600 | SH |  | SOLE |  | 8600 | 0 | 0 |
| GOLDMAN SACHS | COM | 38141G104 |  | 3715688 | 5250 | SH |  | SOLE |  | 5250 | 0 | 0 |
| HUT 8 MINING CORP | COM | 44812J104 |  | 3688380 | 198300 | SH |  | SOLE |  | 198300 | 0 | 0 |
| INTUITIVE SURGICAL INC | COM | 46120E602 |  | 6398653 | 11775 | SH |  | SOLE |  | 11775 | 0 | 0 |
| INVESCO QQQ TR | UNIT SER 1 | 99DKCJ4V8 |  | 52405800 | 950 | SH | Call | SOLE |  | 950 | 0 | 0 |
| KOHL S CORP | COM | 500255104 |  | 1186352 | 139900 | SH |  | SOLE |  | 139900 | 0 | 0 |
| KRATOS DEFENSE  SECURITY SOLTNS INC | COM | 50077B207 |  | 7246200 | 156000 | SH |  | SOLE |  | 156000 | 0 | 0 |
| LAM RESEARCH | COM | 512807306 |  | 6100492 | 62672 | SH |  | SOLE |  | 62672 | 0 | 0 |
| LIVE NATION ENTMT INC | COM | 538034109 |  | 6187352 | 40900 | SH |  | SOLE |  | 40900 | 0 | 0 |
| LOAR HOLDINGS INC | COM SHS | 53947R105 |  | 22494679 | 261050 | SH |  | SOLE |  | 261050 | 0 | 0 |
| LUMENTUM HLDGS INC | COM | 55024U109 |  | 10456600 | 110000 | SH |  | SOLE |  | 110000 | 0 | 0 |
| LUXEXPERIENCE BV | SPONSORED ADS | 55406W103 |  | 3176000 | 400000 | SH |  | SOLE |  | 400000 | 0 | 0 |
| MACYS INC | COM | 55616P104 |  | 524700 | 45000 | SH |  | SOLE |  | 45000 | 0 | 0 |
| MAGNITE INC | COM | 55955D100 |  | 2689380 | 111500 | SH |  | SOLE |  | 111500 | 0 | 0 |
| MARVELL TECHNOLOGY INC | COM | 573874104 |  | 20048690 | 259027 | SH |  | SOLE |  | 259027 | 0 | 0 |
| MASTERCARD INCORPORATED | CL A | 57636Q104 |  | 10002532 | 17800 | SH |  | SOLE |  | 17800 | 0 | 0 |
| MERCADOLIBRE INC | COM | 58733R102 |  | 4900556 | 1875 | SH |  | SOLE |  | 1875 | 0 | 0 |
| META PLATFORMS INC | CL A | 30303M102 |  | 17525947 | 23745 | SH |  | SOLE |  | 23745 | 0 | 0 |
| MICRON TECHNOLOGY INC | COM | 595112103 |  | 6963625 | 56500 | SH |  | SOLE |  | 56500 | 0 | 0 |
| MICROSOFT CORP | COM | 594918104 |  | 19050803 | 38300 | SH |  | SOLE |  | 38300 | 0 | 0 |
| MICROSOFT CORP | COM | 99DDBT7W8 |  | 25865320 | 520 | SH | Call | SOLE |  | 520 | 0 | 0 |
| NATERA INC | COM | 632307104 |  | 20965454 | 124100 | SH |  | SOLE |  | 124100 | 0 | 0 |
| NETFLIX INC | COM | 64110L106 |  | 14234952 | 10630 | SH |  | SOLE |  | 10630 | 0 | 0 |
| NVIDIA CORPORATION | COM | 67066G104 |  | 24518468 | 155190 | SH |  | SOLE |  | 155190 | 0 | 0 |
| NXP SEMICONDUCTORS NV | COM | N6596X109 |  | 10159785 | 46500 | SH |  | SOLE |  | 46500 | 0 | 0 |
| PHILIP MORRIS INTL INC | COM | 718172109 |  | 17866953 | 98100 | SH |  | SOLE |  | 98100 | 0 | 0 |
| PHILIP MORRIS INTL INC | COM | 9A999SF31 |  | 4371120 | 240 | SH | Call | SOLE |  | 240 | 0 | 0 |
| PINTEREST INC | COM CL A | 72352L106 |  | 14799422 | 412700 | SH |  | SOLE |  | 412700 | 0 | 0 |
| PORCH GROUP INC | COM | 733245104 |  | 10286775 | 872500 | SH |  | SOLE |  | 872500 | 0 | 0 |
| PROCORE TECHNOLOGIES INC | COM | 74275K108 |  | 4261403 | 62283 | SH |  | SOLE |  | 62283 | 0 | 0 |
| QUANTA SVCS INC | COM | 74762E102 |  | 37751288 | 99850 | SH |  | SOLE |  | 99850 | 0 | 0 |
| QXO INC | COM | 82846H405 |  | 7289136 | 338400 | SH |  | SOLE |  | 338400 | 0 | 0 |
| ROBINHOOD MARKETS INC - A | COM | 770700102 |  | 8489900 | 90675 | SH |  | SOLE |  | 90675 | 0 | 0 |
| SALESFORCE INC | COM | 79466L302 |  | 10159884 | 37258 | SH |  | SOLE |  | 37258 | 0 | 0 |
| SAMSARA INC | COM CL A | 79589L106 |  | 5799924 | 145800 | SH |  | SOLE |  | 145800 | 0 | 0 |
| SANDISK CORP | COM | 80004C200 |  | 8389886 | 185003 | SH |  | SOLE |  | 185003 | 0 | 0 |
| SEAGATE TECHNOLOGY HLDNGS PL | ORD SHS | G7997R103 |  | 10117533 | 70100 | SH |  | SOLE |  | 70100 | 0 | 0 |
| SERVICETITAN INC | COM CL A | 81764X103 |  | 12432880 | 116000 | SH |  | SOLE |  | 116000 | 0 | 0 |
| SIRIUSPOINT LTD | COM | G8192H106 |  | 8941015 | 438500 | SH |  | SOLE |  | 438500 | 0 | 0 |
| SITEONE LANDSCAPE SUPPLY INC | COM | 82982L103 |  | 1173118 | 9700 | SH |  | SOLE |  | 9700 | 0 | 0 |
| SOMNIGROUP INTERNATIONAL INC | COM | 88023U101 |  | 4151050 | 61000 | SH |  | SOLE |  | 61000 | 0 | 0 |
| SPDR GOLD TRUST | GOLD ETF | 78463V107 |  | 15508226 | 50875 | SH |  | SOLE |  | 50875 | 0 | 0 |
| SPDR S HOMEBUILDERS | HOMEBUILDERS ETF | 78464A888 |  | 1882687 | 19100 | SH |  | SOLE |  | 19100 | 0 | 0 |
| SPOTIFY TECHNOLOGY S A | SHS | L8681T102 |  | 9764402 | 12725 | SH |  | SOLE |  | 12725 | 0 | 0 |
| TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | 874039100 |  | 45715874 | 201845 | SH |  | SOLE |  | 201845 | 0 | 0 |
| TERADYNE INC | COM | 880770102 |  | 6593744 | 73329 | SH |  | SOLE |  | 73329 | 0 | 0 |
| TERAWULF INC | COM | 88080T104 |  | 8132784 | 1856800 | SH |  | SOLE |  | 1856800 | 0 | 0 |
| TRADE DESK INC/THE | COM CL A | 88339J105 |  | 7594945 | 105500 | SH |  | SOLE |  | 105500 | 0 | 0 |
| TWILIO INC | COM | 90138F102 |  | 11565480 | 93000 | SH |  | SOLE |  | 93000 | 0 | 0 |
| UNIVERSAL TECH | COM | 913915104 |  | 4727655 | 139500 | SH |  | SOLE |  | 139500 | 0 | 0 |
| VANECK ETF TRUST | OIL SERVICES ETF | 92189H607 |  | 921160 | 4000 | SH |  | SOLE |  | 4000 | 0 | 0 |
| VERONA PHARMA PLC | SPONSORED ADS | 925050106 |  | 7022565 | 74250 | SH |  | SOLE |  | 74250 | 0 | 0 |
| VERTIV HOLDINGS CO | COM CL A | 92537N108 |  | 12468611 | 97100 | SH |  | SOLE |  | 97100 | 0 | 0 |
| VISA INC | COM CL A | 92826C839 |  | 17076840 | 48097 | SH |  | SOLE |  | 48097 | 0 | 0 |
| WINNEBAGO INDUSTRIES INC | COM | 974637100 |  | 5268053 | 181657 | SH |  | SOLE |  | 181657 | 0 | 0 |
| WYNN RESORTS LTD | COM | 983134107 |  | 4446234 | 47467 | SH |  | SOLE |  | 47467 | 0 | 0 |
| XOMETRY INC | COM CL A | 98423F109 |  | 1605025 | 47500 | SH |  | SOLE |  | 47500 | 0 | 0 |
| ZSCALER INC | COM | 98980G102 |  | 13811790 | 43995 | SH |  | SOLE |  | 43995 | 0 | 0 |

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