Top Funds / Zweig-DiMenna Associates LLC


Joseph DiMenna

2020Q4 Portfolio

SEC 13F Filing

Position #Shares $Value % # vs. 2020Q3 $ vs. 2020Q3
JD.com, Inc. SPON ADR CL A 536,607 $47,168,000 2.99% -30,787 +$3,133,000
AMAZON COM INC 13,808 $44,972,000 2.85% -2,169 -$5,335,000
MICROSOFT CORP 197,011 $43,819,000 2.78% +2,726 +$2,955,000
Facebook Inc CL A 144,379 $39,439,000 2.50% -64,821 -$15,350,000
Alibaba Group Holding Ltd SPONSORED ADS 155,939 $36,292,000 2.30% -5,483 -$11,163,000
FREEPORT-MCMORAN INC CL B 1,221,215 $31,776,000 2.01% -140,815 +$10,474,000
Snap Inc CL A 632,107 $31,650,000 2.01% -117,232 +$12,085,000
ADVANCED MICRO DEVICES INC 330,789 $30,337,000 1.92% -9,607 +$2,428,000
Apple Inc. 226,076 $29,998,000 1.90% -111,041 -$9,044,000
Sea Ltd SPONS ADS 141,607 $28,187,000 1.79% New +$28,187,000
MATCH GROUP INC NEW 176,767 $26,725,000 1.69% +160,327 +$24,906,000
AMAZON COM INC CALL 8,000 $26,055,000 1.65% New +$26,055,000
TJX COMPANIES INC /DE/ 381,056 $26,022,000 1.65% +96,202 +$10,170,000
TWILIO INC CL A 75,439 $25,536,000 1.62% -7,883 +$4,948,000
PINTEREST, INC. CL A 369,888 $24,376,000 1.54% -226,570 -$383,000
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD SPONSORED ADS 223,465 $24,367,000 1.54% +79,503 +$12,696,000
Teladoc Health, Inc. 119,668 $23,929,000 1.52% -26,917 -$8,208,000
T-Mobile US, Inc. 172,410 $23,249,000 1.47% +89,733 +$13,794,000
Facebook Inc CL A CALL 80,000 $21,853,000 1.38% New +$21,853,000
EVEREST RE GROUP LTD 93,245 $21,828,000 1.38% -47,609 -$5,996,000
GLOBAL PAYMENTS INC 100,598 $21,671,000 1.37% New +$21,671,000
NVIDIA CORP 40,790 $21,301,000 1.35% -6,161 -$4,110,000
L Brands, Inc. 559,383 $20,803,000 1.32% New +$20,803,000
RingCentral, Inc. CL A 54,270 $20,567,000 1.30% -8,007 +$3,465,000
NETFLIX INC 37,316 $20,178,000 1.28% -8,166 -$2,564,000