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 2015 quarter

Ticker Name Portfolio Weight Change Share Count Price Last Trade
SPY SPDR S&P; 500 ETF 34.11 +33.00% 400000 203.87 205.25
Perrigo Company 13.92 NEW 230000 144.70 0.00
Express Scripts Holding 7.31 200000 87.41 0.00
Facebook Inc cl a 3.24 -7.00% 74000 104.66 0.00
GILD Gilead Sciences 2.83 66800 101.18 99.53
FCH FelCor Lodging Trust Incorporated 2.60 +8.00% 850000 7.30 10.50
V Visa 2.43 NEW 75000 77.55 266.74
AAPL Apple 2.29 52000 105.27 123.28
Alphabet Inc Class A cs 2.12 NEW 6500 778.00 0.00
LOW Lowe's Companies 1.91 60000 76.03 73.15
DAL Delta Air Lines 1.91 +100.00% 90000 50.69 44.19
NFLX Netflix 1.87 +50.00% 39000 114.38 443.79
WFC Wells Fargo & Company 1.82 +45.00% 80000 54.36 53.90
AMZN Amazon 1.78 +57.00% 6300 675.87 372.62
Trovagene 1.78 790000 5.40 0.00
Suntrust Banks Inc $1.00 Par Cmn 1.61 NEW 90000 42.84 0.00
BYD Boyd Gaming Corporation 1.55 +12.00% 186000 19.87 14.25
CELG Celgene Corporation 1.30 NEW 26000 119.77 118.26
MSFT Microsoft Corporation 1.23 NEW 53000 55.47 42.00
CVS CVS Caremark Corporation 1.23 -28.00% 30000 97.77 101.90
DHI D.R. Horton 1.23 NEW 92000 32.03 25.87
TOL Toll Brothers 1.22 87500 33.30 37.37
UNH UnitedHealth 1.18 NEW 24000 117.62 113.33
RF Regions Financial Corporation 0.86 NEW 215000 9.60 9.54
Therapeuticsmd 0.78 180000 10.37 0.00
VRML Vermillion 0.75 1000000 1.80 1.76
ADBE Adobe Systems Incorporated 0.67 NEW 17000 93.94 76.64
ATVI Activision Blizzard 0.65 NEW 40000 38.70 22.67
Tripadvisor 0.64 NEW 18000 85.28 0.00
Avago Technologies 0.61 -60.00% 10000 145.20 0.00
SWKS Skyworks Solutions 0.58 NEW 18000 76.83 92.91
DIS Walt Disney Company 0.57 NEW 13000 105.08 103.60
Fuelcell Energy 0.54 NEW 262665 4.96 0.00
LVS Las Vegas Sands 0.51 NEW 28000 43.86 52.42
PG Procter & Gamble Company 0.37 NEW 11000 79.45 81.31