Morgens Waterfall Vintiadis & Company as of Dec. 31, 2011
Portfolio Holdings for Morgens Waterfall Vintiadis & Company
Morgens Waterfall Vintiadis & Company holds 27 positions in its portfolio as reported in the December 2011 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Primus Telecommunications Grou | 11.7 | $9.4M | 745k | 12.66 | |
| DUSA Pharmaceuticals | 8.2 | $6.6M | 1.5M | 4.38 | |
| Insulet Corporation (PODD) | 8.0 | $6.5M | 343k | 18.83 | |
| CVS Caremark Corporation (CVS) | 6.3 | $5.1M | 125k | 40.78 | |
| Apple (AAPL) | 5.8 | $4.7M | 12k | 405.00 | |
| IPC The Hospitalist Company | 5.7 | $4.6M | 100k | 45.72 | |
| Qualcomm (QCOM) | 4.8 | $3.8M | 70k | 54.70 | |
| Cisco Systems (CSCO) | 4.7 | $3.8M | 210k | 18.08 | |
| Calpine Corporation | 4.7 | $3.8M | 230k | 16.33 | |
| MasterCard Incorporated (MA) | 4.6 | $3.7M | 10k | 372.80 | |
| 4.0 | $3.2M | 5.0k | 646.00 | ||
| Celgene Corporation | 4.0 | $3.2M | 48k | 67.61 | |
| Eli Lilly & Co. (LLY) | 3.6 | $2.9M | 70k | 41.56 | |
| National-Oilwell Var | 3.4 | $2.7M | 40k | 68.00 | |
| SanDisk Corporation | 3.1 | $2.5M | 50k | 49.22 | |
| Hewlett-Packard Company | 2.9 | $2.3M | 90k | 25.76 | |
| FelCor Lodging Trust Incorporated | 2.9 | $2.3M | 750k | 3.05 | |
| American Tower Corporation | 2.3 | $1.9M | 31k | 60.00 | |
| Watson Pharmaceuticals | 1.9 | $1.5M | 25k | 60.36 | |
| Akamai Technologies (AKAM) | 1.9 | $1.5M | 46k | 32.28 | |
| OraSure Technologies (OSUR) | 1.1 | $911k | 100k | 9.11 | |
| Fusion-io | 1.0 | $799k | 33k | 24.21 | |
| General Mtrs Co *w exp 07/10/201 | 1.0 | $778k | 100k | 7.82 | |
| Zhongpin | 0.8 | $602k | 71k | 8.51 | |
| Mentor Graphics Corporation | 0.6 | $502k | 37k | 13.57 | |
| Intel Corporation (INTC) | 0.6 | $485k | 20k | 24.25 | |
| Silicon Motion Technology (SIMO) | 0.4 | $348k | 17k | 20.47 |
