Morgens Waterfall Vintiadis & Company

Morgens Waterfall Vintiadis & Co as of Sept. 30, 2013

Portfolio Holdings for Morgens Waterfall Vintiadis & Co

Morgens Waterfall Vintiadis & Co holds 42 positions in its portfolio as reported in the September 2013 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Insulet Corporation (PODD) 9.1 $12M 343k 36.24
Gilead Sciences (GILD) 6.5 $8.8M 140k 62.87
MGIC Investment (MTG) 5.8 $7.9M 1.1M 7.28
FelCor Lodging Trust Incorporated 5.5 $7.5M 1.2M 6.16
Apple (AAPL) 5.3 $7.2M 15k 476.78
Metropcs Communications (TMUS) 4.6 $6.2M 240k 25.97
MGM Resorts International. (MGM) 4.5 $6.1M 300k 20.44
Lowe's Companies (LOW) 3.5 $4.8M 100k 47.61
OraSure Technologies (OSUR) 3.5 $4.7M 786k 6.01
Santarus 3.3 $4.5M 200k 22.59
General Mtrs Co *w exp 07/10/201 3.0 $4.1M 220k 18.60
NetApp (NTAP) 2.9 $3.9M 92k 42.62
Celgene Corporation 2.8 $3.9M 25k 154.12
Fortinet (FTNT) 2.7 $3.6M 180k 20.26
GameStop (GME) 2.5 $3.5M 70k 49.66
Kodiak Oil & Gas 2.2 $3.0M 250k 12.06
CHECK POINT SOFTWARE Technolog Com Stk (CHKP) 1.9 $2.5M 45k 56.56
Best Buy (BBY) 1.7 $2.3M 62k 37.50
Netflix (NFLX) 1.6 $2.2M 7.0k 309.14
Towers Watson & Co 1.5 $2.0M 19k 106.95
Grand Canyon Education (LOPE) 1.5 $2.0M 50k 40.24
Pandora Media 1.5 $2.0M 80k 25.12
eHealth (EHTH) 1.5 $2.0M 62k 32.26
Salix Pharmaceuticals 1.5 $2.0M 30k 66.87
Tesla Motors (TSLA) 1.4 $1.9M 10k 193.40
Healthways 1.4 $1.9M 100k 18.51
Caesars Entertainment 1.3 $1.8M 90k 19.68
Lions Gate Entertainment 1.3 $1.8M 50k 35.06
Boyd Gaming Corporation (BYD) 1.2 $1.7M 120k 14.15
Groupon 1.2 $1.7M 150k 11.21
Sirius XM Radio 1.2 $1.7M 430k 3.87
3D Systems Corporation (DDD) 1.2 $1.6M 30k 54.00
Primus Telecommunications Grou 1.2 $1.6M 480k 3.39
Garmin (GRMN) 1.2 $1.6M 35k 45.20
eBay (EBAY) 1.1 $1.6M 28k 55.79
Amazon (AMZN) 1.1 $1.6M 5.0k 312.60
WebMD Health 1.1 $1.6M 55k 28.55
Mbia (MBI) 1.1 $1.5M 150k 10.23
Asml Holding (ASML) 1.1 $1.5M 15k 98.73
Forest Oil Corporation 0.9 $1.2M 200k 6.10
Bank of America Corporation (BAC) 0.4 $552k 40k 13.80
Wisconsin Energy Corporation 0.2 $323k 8.0k 40.38