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 December 2013 quarter

Ticker Name Portfolio Weight Change Share Count Price Last Trade
PODD Insulet Corporation 7.62 -12.00% 300000 37.10 43.08
MTG MGIC Investment 7.11 +13.00% 1230000 8.44 8.36
FCH FelCor Lodging Trust Incorporated 6.20 -8.00% 1110000 8.16 9.07
AAPL Apple 5.84 15200 561.05 520.88
GILD Gilead Sciences 5.66 -21.00% 110000 75.10 70.25
MGM MGM Resorts International. 4.83 300000 23.52 24.30
General Mtrs Co *w exp 07/10/201 3.83 +10.00% 241683 23.12 0.00
Metropcs Communications 3.69 -33.00% 160000 33.64 0.00
Sprint 3.09 NEW 420000 10.75 0.00
American Airls 3.03 NEW 175000 25.25 0.00
ADBE Adobe Systems Incorporated 2.87 NEW 70000 59.89 63.00
SCHW Charles Schwab Corporation 2.67 NEW 150000 26.00 26.95
JPM JPMorgan Chase & Co. 2.60 NEW 65000 58.48 55.24
SNTS Santarus 2.52 -42.00% 115200 31.96 31.96
BAC Bank of America Corporation 2.45 +475.00% 230000 15.57 16.03
CVS CVS Caremark Corporation 2.45 NEW 50000 71.58 73.84
OSUR OraSure Technologies 2.20 -35.00% 510000 6.29 6.72
EHTH eHealth 1.97 62000 46.48 45.25
Citi 1.96 NEW 55000 52.11 0.00
RF Regions Financial Corporation 1.93 NEW 285000 9.89 10.23
TDSC 3D Systems Corporation 1.91 30000 92.93 0.00
SLXP Salix Pharmaceuticals 1.82 29500 89.93 102.21
Groupon 1.81 +50.00% 225000 11.76 0.00
NFLX Netflix 1.77 7000 368.14 341.10
TW Towers Watson & Co 1.66 19000 127.63 108.39
Benefitfocus 1.58 NEW 40050 57.73 0.00
WBMD WebMD Health 1.49 55000 39.51 44.59
TSLA Tesla Motors 1.44 +40.00% 14000 150.43 198.47
MSFT Microsoft Corporation 1.41 NEW 55000 37.42 39.78
SNDK SanDisk Corporation 1.40 NEW 29000 70.55 83.41
Essent 1.40 NEW 85000 24.06 0.00
AMZN Amazon 1.37 5000 398.80 325.90
Caesars Acquisition Co cl a 1.36 NEW 165000 12.06 0.00
MU Micron Technology 1.24 NEW 83000 21.75 23.50
BBY Best Buy 1.09 -35.00% 40000 39.88 24.59
LVS Las Vegas Sands 1.08 NEW 20000 78.85 76.43
HWAY Healthways 1.05 100000 15.35 16.97
Nmi Hldgs Inc cl a 0.57 NEW 65000 12.72 0.00