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 March 2014 quarter

Ticker Name Portfolio Weight Change Share Count Price Last Trade
Citi 11.53 +627.00% 400000 47.60 0.00
PODD Insulet Corporation 7.18 -16.00% 250000 47.42 37.85
MTG MGIC Investment 6.35 1230000 8.52 7.96
FCH FelCor Lodging Trust Incorporated 4.98 -18.00% 910000 9.04 10.52
MGM MGM Resorts International. 4.70 300000 25.86 26.25
MSFT Microsoft Corporation 4.22 +209.00% 170000 40.99 45.27
MYGN Myriad Genetics 3.11 NEW 150000 34.19 37.74
FCEL FuelCell Energy 3.00 NEW 2000000 2.48 2.57
American Airls 2.77 -28.00% 125000 36.60 0.00
ILMN Illumina 2.70 NEW 30000 148.67 178.25
Facebook Inc cl a 2.70 NEW 74000 60.24 0.00
General Mtrs Co *w exp 07/10/201 2.55 241683 17.41 0.00
Blackberry 2.50 NEW 510000 8.08 0.00
SCHW Charles Schwab Corporation 2.48 150000 27.33 27.56
OSUR OraSure Technologies 2.46 510000 7.97 8.43
BAC Bank of America Corporation 2.40 230000 17.20 15.56
GOOG Google 2.36 NEW 3500 1114.57 595.52
EHTH eHealth 2.28 +19.00% 74000 50.80 31.52
CVS CVS Caremark Corporation 2.27 50000 74.86 77.82
LOPE Grand Canyon Education 2.26 NEW 80000 46.70 46.32
Perrigo Company 2.25 NEW 24000 154.67 0.00
Potash Corp. Of Saskatchewan I 2.19 NEW 100000 36.22 0.00
MBI MBIA 1.99 NEW 235000 13.99 9.88
Benefitfocus 1.71 +49.00% 60000 46.97 0.00
Essent 1.63 +41.00% 120000 22.46 0.00
Caesars Acquisition Co cl a 1.42 165000 14.21 0.00
ADBE Adobe Systems Incorporated 1.39 -50.00% 35000 65.74 72.21
WBMD WebMD Health 1.38 55000 41.40 49.74
CHECK POINT SOFTWARE Technolog Com Stk 1.35 NEW 33000 67.64 0.00
TSLA Tesla Motors 1.26 -28.00% 10000 208.50 223.69
Nxp Semiconductors N V 1.25 NEW 35000 58.80 0.00
XLV Health Care SPDR 1.22 NEW 34300 58.48 62.07
RFMD RF Micro Devices 1.19 NEW 250000 7.88 10.37
Sunedison 1.08 NEW 95000 18.84 0.00
Palo Alto Networks 1.04 NEW 25000 68.60 0.00
Tableau Software Inc Cl A 1.01 NEW 22000 76.09 0.00
Fireeye 0.97 NEW 26000 61.58 0.00
Nmi Hldgs Inc cl a 0.46 65000 11.72 0.00
AAPL Apple 0.39 -92.00% 1200 536.67 95.50