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 |
