Morgens Waterfall Vintiadis & Company

Latest statistics and disclosures from MORGENS WATERFALL VINTIADIS & CO's latest quarterly 13F-HR filing:

MORGENS WATERFALL VINTIADIS & CO portfolio companies for September 2014 quarter

Ticker Name Portfolio Weight Change Share Count Price Last Trade
Citi 10.89 300000 51.82 0.00
PODD Insulet Corporation 8.16 316000 36.85 46.37
Facebook Inc cl a 5.48 -3.00% 99000 79.04 0.00
FCH FelCor Lodging Trust Incorporated 4.99 -6.00% 760000 9.36 10.75
Nxp Semiconductors N V 4.41 -4.00% 92000 68.43 0.00
Google Inc Class C 4.37 -4.00% 10800 577.31 0.00
BAC Bank of America Corporation 3.73 +1150.00% 312500 17.05 17.53
ILMN Illumina 3.59 +4.00% 31250 163.94 186.30
Blackberry 3.55 510000 9.94 0.00
MSFT Microsoft Corporation 3.51 -6.00% 108000 46.36 47.81
PFE Pfizer 3.42 NEW 165000 29.57 31.85
FCEL FuelCell Energy 3.35 +3.00% 2287000 2.09 1.62
GILD Gilead Sciences 2.98 -46.00% 40000 106.45 105.03
American Airls 2.86 -34.00% 115000 35.48 0.00
MTG MGIC Investment 2.74 -51.00% 500000 7.81 9.02
Sprint 2.67 NEW 600000 6.34 0.00
SCHW Charles Schwab Corporation 2.51 NEW 122000 29.39 30.07
TEVA Teva Pharmaceutical Industries 2.45 NEW 65000 53.75 57.08
MDT Medtronic 2.39 NEW 55000 61.95 74.14
XLNX Xilinx 2.37 NEW 80000 42.35 42.70
AMAT Applied Materials 2.33 NEW 154000 21.61 25.01
TWC Time Warner Cable 2.31 NEW 23000 143.48 147.91
RF Regions Financial Corporation 2.29 NEW 325000 10.04 10.48
Actavis 1.78 NEW 10500 241.24 0.00
SWKS Skyworks Solutions 1.55 38000 58.05 72.08
TSLA Tesla Motors 1.24 NEW 7300 242.74 217.92
RFMD RF Micro Devices 1.21 NEW 150000 11.54 15.78
AAPL Apple 1.20 NEW 17000 100.76 112.65
AMZN Amazon 1.13 NEW 5000 322.40 297.73
KLAC KLA-Tencor Corporation 1.10 NEW 20000 78.80 69.15
XLV Health Care SPDR 0.99 -35.00% 22000 63.91 70.49
ISIL Intersil Corporation 0.97 NEW 97000 14.21 14.08
Sunedison 0.90 68000 18.88 0.00
Acelrx Pharmaceuticals 0.58 150000 5.49 0.00