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 |
