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 June 2015 quarter

Ticker Name Portfolio Weight Change Share Count Price Last Trade
GILD Gilead Sciences 5.66 -19.00% 76800 117.08 99.53
Facebook Inc cl a 5.02 +4.00% 93000 85.76 0.00
JPM JPMorgan Chase & Co. 4.90 NEW 115000 67.76 60.16
Trovagene 4.89 +27.00% 765000 10.15 0.00
FCH FelCor Lodging Trust Incorporated 4.85 +2.00% 780000 9.88 10.50
AAPL Apple 3.71 +235.00% 47000 125.43 123.28
Nxp Semiconductors N V 3.71 60000 98.20 0.00
AMAG AMAG Pharmaceuticals 3.04 70000 69.06 52.58
MA MasterCard Incorporated 2.94 50000 93.48 87.52
XLNX Xilinx 2.78 NEW 100000 44.16 39.72
GS Goldman Sachs 2.76 NEW 21000 208.81 184.67
Cavium 2.73 NEW 63000 68.81 0.00
CELG Celgene Corporation 2.55 35000 115.74 118.26
LOW Lowe's Companies 2.53 60000 66.97 73.15
Qorvo 2.53 -14.00% 50000 80.28 0.00
ZMH Zimmer Holdings 2.47 NEW 36000 109.22 116.78
PFE Pfizer 2.43 -30.00% 115000 33.53 33.78
ONNN ON Semiconductor 2.26 +18.00% 307000 11.69 12.68
TOL Toll Brothers 2.10 NEW 87500 38.19 37.37
IACI IAC/InterActive 2.05 NEW 41000 79.66 68.07
ATML Atmel Corporation 2.02 NEW 325000 9.86 8.60
Allergan 2.00 NEW 10500 303.43 0.00
BIIB Biogen Idec 1.98 NEW 7800 403.97 415.20
Citizens Financial 1.98 NEW 115000 27.31 0.00
SWKS Skyworks Solutions 1.96 +76.00% 30000 104.10 92.91
CHECK POINT SOFTWARE Technolog Com Stk 1.95 39000 79.54 0.00
BYD Boyd Gaming Corporation 1.94 206000 14.95 14.25
FCEL FuelCell Energy 1.94 3152000 0.98 1.28
ARMH ARM Holdings 1.86 60000 49.27 52.66
Perrigo Company 1.86 -31.00% 16000 184.81 0.00
Dave & Buster's Entertainmnt, * 1.70 +50.00% 75000 36.09 0.00
RF Regions Financial Corporation 1.53 NEW 235000 10.36 9.54
DIS Walt Disney Company 1.44 NEW 20000 114.15 103.60
KEY Key 1.42 NEW 150000 15.02 14.07
TSLA Tesla Motors 1.35 8000 268.25 194.42
Palo Alto Networks 1.26 11500 174.70 0.00
AMZN Amazon 1.09 4000 434.00 372.62
BRCM Broadcom Corporation 0.97 NEW 30000 51.50 44.13
TREX Trex Company 0.93 30000 49.43 50.21
Therapeuticsmd 0.89 -35.00% 180000 7.86 0.00
Grubhub 0.86 40000 34.08 0.00
AMCC Applied Micro Circuits Corporation 0.79 NEW 185000 6.75 5.35
EBAY eBay 0.38 NEW 10000 60.20 59.78