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 2015 quarter

Ticker Name Portfolio Weight Change Share Count Price Last Trade
Citi 9.92 -3.00% 300000 51.52 0.00
GILD Gilead Sciences 5.98 +58.00% 95000 98.13 99.53
FCH FelCor Lodging Trust Incorporated 5.60 760000 11.49 10.50
Facebook Inc cl a 4.69 -10.00% 89000 82.21 0.00
PODD Insulet Corporation 4.62 -31.00% 216000 33.35 32.59
Nxp Semiconductors N V 3.80 59000 100.36 0.00
PFE Pfizer 3.68 165000 34.79 33.78
XRT SPDR S&P; Retail 3.24 -50.00% 50000 101.04 97.65
Qorvo 2.99 NEW 58500 79.69 0.00
LOW Lowe's Companies 2.86 NEW 60000 74.38 73.15
MA MasterCard Incorporated 2.77 50000 86.40 87.52
Medtronic 2.75 NEW 55000 77.98 0.00
DAL Delta Air Lines 2.74 95000 44.96 44.19
Trovagene 2.62 +60.00% 600000 6.81 0.00
CELG Celgene Corporation 2.59 35000 115.29 118.26
FCEL FuelCell Energy 2.53 +2.00% 3152000 1.25 1.28
Perrigo Company 2.50 NEW 23500 165.53 0.00
AMAG AMAG Pharmaceuticals 2.45 NEW 70000 54.66 52.58
American Airls 2.08 -46.00% 61500 52.78 0.00
CHECK POINT SOFTWARE Technolog Com Stk 2.05 NEW 39000 81.97 0.00
ONNN ON Semiconductor 2.02 NEW 260000 12.11 12.68
Actavis 2.00 10500 297.62 0.00
SLAB Silicon Laboratories 1.95 NEW 60000 50.77 50.30
ARMH ARM Holdings 1.90 NEW 60000 49.30 52.66
BYD Boyd Gaming Corporation 1.88 +85.00% 206000 14.20 14.25
Grubhub 1.17 NEW 40000 45.40 0.00
Proofpoint 1.14 +76.00% 30000 59.23 0.00
AAPL Apple 1.12 -80.00% 14000 124.43 123.28
Therapeuticsmd 1.09 NEW 280000 6.05 0.00
Palo Alto Networks 1.08 -23.00% 11500 146.09 0.00
MGM MGM Resorts International. 1.07 +5.00% 79000 21.03 19.77
SWKS Skyworks Solutions 1.07 -32.00% 17000 98.29 92.91
COH Coach 1.06 NEW 40000 41.42 40.63
TREX Trex Company 1.05 NEW 30000 54.53 50.21
Dave & Buster's Entertainmnt, * 0.98 -33.00% 50000 30.46 0.00
TSLA Tesla Motors 0.97 NEW 8000 188.75 194.42
Linkedin 0.96 6000 249.83 0.00
AMZN Amazon 0.95 -20.00% 4000 372.00 372.62
Caesars Entertainment 0.88 NEW 130000 10.53 0.00
CY Cypress Semiconductor Corporation 0.81 NEW 90000 14.11 15.52
Wisdomtree Tr intl hedge eqt 0.64 NEW 15000 66.13 0.00
VGK Vanguard European ETF 0.63 NEW 18000 54.22 53.41
MAS Masco Corporation 0.39 NEW 23000 26.70 25.99
F Ford Motor Company 0.37 NEW 36000 16.14 15.85
Blackberry 0.34 -88.00% 60000 8.93 0.00