Morgens Waterfall Vintiadis & Company

Morgens Waterfall Vintiadis & Co as of March 31, 2014

Portfolio Holdings for Morgens Waterfall Vintiadis & Co

Morgens Waterfall Vintiadis & Co holds 39 positions in its portfolio as reported in the March 2014 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Citigroup (C) 11.5 $19M 400k 47.60
Insulet Corporation (PODD) 7.2 $12M 250k 47.42
MGIC Investment (MTG) 6.3 $11M 1.2M 8.52
FelCor Lodging Trust Incorporated 5.0 $8.2M 910k 9.04
MGM Resorts International. (MGM) 4.7 $7.8M 300k 25.86
Microsoft Corporation (MSFT) 4.2 $7.0M 170k 40.99
Myriad Genetics (MYGN) 3.1 $5.1M 150k 34.19
FuelCell Energy 3.0 $5.0M 2.0M 2.48
American Airls (AAL) 2.8 $4.6M 125k 36.60
Illumina (ILMN) 2.7 $4.5M 30k 148.67
Facebook Inc cl a (META) 2.7 $4.5M 74k 60.24
General Mtrs Co *w exp 07/10/201 2.5 $4.2M 242k 17.41
Blackberry (BB) 2.5 $4.1M 510k 8.08
Charles Schwab Corporation (SCHW) 2.5 $4.1M 150k 27.33
OraSure Technologies (OSUR) 2.5 $4.1M 510k 7.97
Bank of America Corporation (BAC) 2.4 $4.0M 230k 17.20
Google 2.4 $3.9M 3.5k 1114.57
eHealth (EHTH) 2.3 $3.8M 74k 50.80
CVS Caremark Corporation (CVS) 2.3 $3.7M 50k 74.86
Grand Canyon Education (LOPE) 2.3 $3.7M 80k 46.70
Perrigo Company (PRGO) 2.2 $3.7M 24k 154.67
Potash Corp. Of Saskatchewan I 2.2 $3.6M 100k 36.22
Mbia (MBI) 2.0 $3.3M 235k 13.99
Benefitfocus 1.7 $2.8M 60k 46.97
Essent (ESNT) 1.6 $2.7M 120k 22.46
Caesars Acquisition Co cl a 1.4 $2.3M 165k 14.21
Adobe Systems Incorporated (ADBE) 1.4 $2.3M 35k 65.74
WebMD Health 1.4 $2.3M 55k 41.40
CHECK POINT SOFTWARE Technolog Com Stk (CHKP) 1.4 $2.2M 33k 67.64
Tesla Motors (TSLA) 1.3 $2.1M 10k 208.50
Nxp Semiconductors N V (NXPI) 1.2 $2.1M 35k 58.80
Health Care SPDR (XLV) 1.2 $2.0M 34k 58.48
RF Micro Devices 1.2 $2.0M 250k 7.88
Sunedison 1.1 $1.8M 95k 18.84
Palo Alto Networks (PANW) 1.0 $1.7M 25k 68.60
Tableau Software Inc Cl A 1.0 $1.7M 22k 76.09
Fireeye 1.0 $1.6M 26k 61.58
Nmi Hldgs Inc cl a (NMIH) 0.5 $762k 65k 11.72
Apple (AAPL) 0.4 $644k 1.2k 536.67