Morgens Waterfall Vintiadis & Company as of Sept. 30, 2011
Portfolio Holdings for Morgens Waterfall Vintiadis & Company
Morgens Waterfall Vintiadis & Company holds 29 positions in its portfolio as reported in the September 2011 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Primus Telecommunications Grou | 11.4 | $7.9M | 745k | 10.63 | |
| DUSA Pharmaceuticals | 8.0 | $5.6M | 1.5M | 3.70 | |
| Insulet Corporation (PODD) | 8.0 | $5.5M | 363k | 15.26 | |
| Apple (AAPL) | 6.4 | $4.5M | 12k | 381.28 | |
| IPC The Hospitalist Company | 5.1 | $3.6M | 100k | 35.69 | |
| Qualcomm (QCOM) | 4.9 | $3.4M | 70k | 48.63 | |
| Calpine Corporation | 4.7 | $3.2M | 230k | 14.08 | |
| Celgene Corporation | 4.2 | $3.0M | 48k | 61.91 | |
| American Tower Corporation | 3.9 | $2.7M | 50k | 53.80 | |
| ARM Holdings | 3.9 | $2.7M | 105k | 25.50 | |
| Watson Pharmaceuticals | 3.8 | $2.6M | 39k | 68.24 | |
| eBay (EBAY) | 2.9 | $2.0M | 69k | 29.49 | |
| SanDisk Corporation | 2.9 | $2.0M | 50k | 40.36 | |
| International Game Technology | 2.8 | $2.0M | 135k | 14.53 | |
| Amazon (AMZN) | 2.6 | $1.8M | 8.5k | 216.24 | |
| MGM Resorts International. (MGM) | 2.5 | $1.7M | 183k | 9.29 | |
| CVS Caremark Corporation (CVS) | 2.4 | $1.7M | 50k | 33.60 | |
| General Mtrs Co *w exp 07/10/201 | 2.4 | $1.7M | 212k | 7.93 | |
| Range Resources (RRC) | 2.3 | $1.6M | 27k | 58.44 | |
| Las Vegas Sands (LVS) | 2.2 | $1.5M | 40k | 38.35 | |
| Corning Incorporated (GLW) | 2.1 | $1.5M | 120k | 12.36 | |
| MAKO Surgical | 2.0 | $1.4M | 40k | 34.22 | |
| Cameron International Corporation | 1.9 | $1.3M | 32k | 41.53 | |
| Home Inns & Hotels Management | 1.9 | $1.3M | 50k | 25.78 | |
| National-Oilwell Var | 1.8 | $1.3M | 25k | 51.24 | |
| OraSure Technologies (OSUR) | 1.1 | $796k | 100k | 7.96 | |
| Dell | 0.8 | $566k | 40k | 14.15 | |
| Zhongpin | 0.8 | $537k | 71k | 7.60 | |
| Universal Display Corporation (OLED) | 0.4 | $288k | 6.0k | 48.00 |
