Morgens Waterfall Vintiadis & Company

Morgens Waterfall Vintiadis & Company as of March 31, 2012

Portfolio Holdings for Morgens Waterfall Vintiadis & Company

Morgens Waterfall Vintiadis & Company holds 43 positions in its portfolio as reported in the March 2012 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Primus Telecommunications Grou 10.6 $12M 743k 16.08
DUSA Pharmaceuticals 7.5 $8.5M 1.4M 6.26
Insulet Corporation (PODD) 5.8 $6.6M 343k 19.14
JPMorgan Chase & Co. (JPM) 4.7 $5.3M 115k 45.98
Citigroup (C) 4.4 $4.9M 135k 36.55
Qualcomm (QCOM) 4.2 $4.8M 70k 68.06
Apple (AAPL) 3.7 $4.2M 7.0k 599.57
Calpine Corporation 3.5 $4.0M 230k 17.21
Cisco Systems (CSCO) 3.5 $3.9M 185k 21.15
Celgene Corporation 3.3 $3.7M 48k 77.53
MGM Resorts International. (MGM) 3.2 $3.6M 265k 13.62
EMC Corporation 3.2 $3.6M 120k 29.88
Sprint Nextel Corporation 2.8 $3.1M 1.1M 2.85
Eli Lilly & Co. (LLY) 2.5 $2.8M 70k 40.27
Comcast Corporation (CMCSA) 2.4 $2.7M 91k 30.01
FelCor Lodging Trust Incorporated 2.4 $2.7M 750k 3.60
Fusion-io 2.2 $2.5M 87k 28.41
General Mtrs Co *w exp 07/10/201 2.2 $2.5M 220k 11.20
OCZ Technology 2.2 $2.4M 350k 6.98
OraSure Technologies (OSUR) 2.0 $2.3M 200k 11.49
Akamai Technologies (AKAM) 1.9 $2.1M 58k 36.71
Fortinet (FTNT) 1.8 $2.1M 75k 27.65
CHECK POINT SOFTWARE Technolog Com Stk (CHKP) 1.7 $1.9M 30k 63.83
Marriott International (MAR) 1.7 $1.9M 50k 37.86
F5 Networks (FFIV) 1.6 $1.8M 13k 134.92
Questcor Pharmaceuticals 1.5 $1.7M 45k 37.62
BioScrip 1.5 $1.7M 250k 6.79
MAKO Surgical 1.5 $1.7M 40k 42.15
Family Dollar Stores 1.4 $1.6M 25k 63.28
Human Genome Sciences 0.9 $1.1M 130k 8.24
Linkedin Corp 0.9 $1.0M 10k 102.00
Informatica Corporation 0.8 $952k 18k 52.89
Visa (V) 0.8 $944k 8.0k 118.00
TransDigm Group Incorporated (TDG) 0.8 $926k 8.0k 115.75
Asml Holding Nv Adr depository receipts 0.8 $903k 18k 50.17
Cree 0.8 $886k 28k 31.64
Penn National Gaming (PENN) 0.8 $860k 20k 43.00
eBay (EBAY) 0.7 $738k 20k 36.90
Shuffle Master 0.6 $686k 39k 17.59
Amylin Pharmaceuticals 0.6 $624k 25k 24.96
Ameristar Casinos 0.5 $559k 30k 18.63
Zagg 0.4 $425k 40k 10.62
Dynavax Technologies Corporation 0.2 $176k 35k 5.03