Morgens Waterfall Vintiadis & Company

Morgens Waterfall Vintiadis & Company as of March 31, 2013

Portfolio Holdings for Morgens Waterfall Vintiadis & Company

Morgens Waterfall Vintiadis & Company holds 52 positions in its portfolio as reported in the March 2013 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Insulet Corporation (PODD) 6.0 $8.9M 343k 25.86
BioScrip 4.8 $7.0M 550k 12.71
Avon Products 4.5 $6.6M 320k 20.73
United Rentals (URI) 4.5 $6.6M 120k 54.97
Gilead Sciences (GILD) 4.3 $6.4M 130k 48.94
Apple (AAPL) 3.9 $5.6M 13k 442.67
Primus Telecommunications Grou 3.8 $5.5M 500k 11.05
Lowe's Companies (LOW) 3.8 $5.5M 145k 37.92
Bank of America Corporation (BAC) 3.7 $5.4M 440k 12.18
FelCor Lodging Trust Incorporated 3.7 $5.4M 900k 5.95
Pfizer (PFE) 3.0 $4.3M 150k 28.86
Qualcomm (QCOM) 2.7 $4.0M 60k 66.93
OraSure Technologies (OSUR) 2.6 $3.8M 706k 5.40
Novartis (NVS) 2.5 $3.7M 52k 71.24
Citigroup (C) 2.4 $3.5M 80k 44.24
Coinstar 2.4 $3.5M 60k 58.42
JPMorgan Chase & Co. (JPM) 2.3 $3.4M 72k 47.46
Wells Fargo & Company (WFC) 2.3 $3.3M 90k 36.99
Calpine Corporation 2.2 $3.3M 160k 20.60
Celgene Corporation 2.0 $2.9M 25k 115.92
Optimer Pharmaceuticals 1.9 $2.7M 230k 11.90
Forest Oil Corporation 1.8 $2.6M 500k 5.26
General Mtrs Co *w exp 07/10/201 1.7 $2.4M 208k 11.79
Realogy Hldgs (HOUS) 1.7 $2.4M 50k 48.84
Research In Motion 1.6 $2.4M 163k 14.45
Pulte (PHM) 1.5 $2.2M 110k 20.24
Toll Brothers (TOL) 1.5 $2.2M 65k 34.25
Dell 1.5 $2.1M 150k 14.33
MGM Resorts International. (MGM) 1.4 $2.1M 162k 13.15
Yahoo! 1.2 $1.8M 75k 23.53
Santarus 1.2 $1.7M 100k 17.33
eBay (EBAY) 1.0 $1.5M 28k 54.21
Applied Materials (AMAT) 0.9 $1.3M 100k 13.48
SanDisk Corporation 0.9 $1.3M 24k 54.96
Best Buy (BBY) 0.8 $1.2M 55k 22.15
Shutterfly 0.8 $1.2M 27k 44.19
Netflix (NFLX) 0.8 $1.1M 6.0k 189.33
TransDigm Group Incorporated (TDG) 0.8 $1.1M 7.5k 152.93
Adobe Systems Incorporated (ADBE) 0.8 $1.1M 26k 43.50
MGIC Investment (MTG) 0.8 $1.1M 225k 4.95
Cree 0.8 $1.1M 20k 54.70
Cavium 0.7 $1.1M 28k 38.82
Analog Devices (ADI) 0.7 $1.1M 23k 46.48
Marvell Technology Group 0.7 $1.1M 100k 10.58
Electronic Arts (EA) 0.7 $1.0M 59k 17.69
Visa (V) 0.7 $1.0M 6.0k 169.83
Google 0.7 $1.0M 1.3k 793.85
Comcast Corporation (CMCSA) 0.7 $945k 23k 42.00
Tesla Motors (TSLA) 0.7 $947k 25k 37.88
Sirius XM Radio 0.6 $924k 300k 3.08
CommVault Systems (CVLT) 0.6 $902k 11k 82.00
Salix Pharmaceuticals 0.5 $768k 15k 51.20