Morgens Waterfall Vintiadis & Co as of June 30, 2013
Portfolio Holdings for Morgens Waterfall Vintiadis & Co
Morgens Waterfall Vintiadis & Co holds 39 positions in its portfolio as reported in the June 2013 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Insulet Corporation (PODD) | 8.2 | $11M | 343k | 31.41 | |
| BioScrip | 6.3 | $8.3M | 500k | 16.50 | |
| Metropcs Communications (TMUS) | 6.0 | $7.9M | 320k | 24.81 | |
| Gilead Sciences (GILD) | 5.5 | $7.2M | 140k | 51.27 | |
| Lowe's Companies (LOW) | 5.5 | $7.2M | 175k | 40.90 | |
| FelCor Lodging Trust Incorporated | 5.4 | $7.2M | 1.2M | 5.91 | |
| Citigroup Com New (C) | 4.7 | $6.2M | 130k | 47.97 | |
| Bank of America Corporation (BAC) | 4.7 | $6.2M | 480k | 12.86 | |
| Primus Telecommunications Grou | 4.4 | $5.7M | 480k | 11.94 | |
| Crocs (CROX) | 4.1 | $5.4M | 330k | 16.50 | |
| Avon Products | 4.0 | $5.3M | 250k | 21.03 | |
| Santarus | 3.2 | $4.2M | 200k | 21.05 | |
| JPMorgan Chase & Co. (JPM) | 3.0 | $4.0M | 75k | 52.79 | |
| Optimer Pharmaceuticals | 2.8 | $3.7M | 255k | 14.47 | |
| General Mtrs *w Exp 07/10/201 | 2.7 | $3.6M | 220k | 16.35 | |
| Celgene Corporation | 2.2 | $2.9M | 25k | 117.00 | |
| OraSure Technologies (OSUR) | 2.2 | $2.9M | 746k | 3.88 | |
| MGIC Investment (MTG) | 2.1 | $2.7M | 450k | 6.07 | |
| Forest Oil Corp Com Par $0.01 | 1.6 | $2.0M | 500k | 4.09 | |
| Shutterfly | 1.4 | $1.9M | 34k | 55.91 | |
| Pandora Media | 1.4 | $1.8M | 100k | 18.40 | |
| Best Buy (BBY) | 1.3 | $1.7M | 62k | 27.32 | |
| Cree | 1.3 | $1.7M | 26k | 63.85 | |
| SanDisk Corporation | 1.3 | $1.6M | 27k | 61.11 | |
| Visa Com Cl A (V) | 1.3 | $1.6M | 9.0k | 182.78 | |
| Marvell Technology Group Ord | 1.2 | $1.6M | 140k | 11.71 | |
| Tesla Motors (TSLA) | 1.2 | $1.6M | 15k | 107.33 | |
| Google Cl A | 1.2 | $1.6M | 1.8k | 880.56 | |
| Netflix (NFLX) | 1.1 | $1.5M | 7.0k | 211.14 | |
| Gamestop Corp Cl A (GME) | 1.1 | $1.5M | 35k | 42.03 | |
| Coinstar | 1.1 | $1.5M | 25k | 58.68 | |
| eBay (EBAY) | 1.1 | $1.4M | 28k | 51.71 | |
| Micron Technology (MU) | 1.1 | $1.4M | 100k | 14.33 | |
| Lions Gate Entmnt Corp Com New | 1.0 | $1.4M | 50k | 27.48 | |
| Western Digital (WDC) | 1.0 | $1.3M | 21k | 62.10 | |
| Mbia (MBI) | 0.8 | $998k | 75k | 13.31 | |
| Salix Pharmaceuticals | 0.8 | $992k | 15k | 66.13 | |
| Southern Company (SO) | 0.3 | $441k | 10k | 44.10 | |
| Wisconsin Energy Corporation | 0.2 | $328k | 8.0k | 41.00 |
