Morgens Waterfall Vintiadis & Company as of Dec. 31, 2012
Portfolio Holdings for Morgens Waterfall Vintiadis & Company
Morgens Waterfall Vintiadis & Company holds 49 positions in its portfolio as reported in the December 2012 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| iShares FTSE/Xinhua China 25 Index (FXI) | 7.8 | $8.9M | 220k | 40.45 | |
| Apple (AAPL) | 6.4 | $7.3M | 14k | 532.15 | |
| Insulet Corporation (PODD) | 6.3 | $7.3M | 343k | 21.22 | |
| BioScrip | 5.6 | $6.4M | 595k | 10.77 | |
| Primus Telecommunications Grou | 5.3 | $6.1M | 560k | 10.87 | |
| FelCor Lodging Trust Incorporated | 4.5 | $5.2M | 1.1M | 4.67 | |
| Qualcomm (QCOM) | 4.0 | $4.5M | 74k | 61.86 | |
| Facebook Inc cl a (META) | 3.4 | $3.9M | 145k | 26.62 | |
| Pfizer (PFE) | 3.3 | $3.8M | 150k | 25.08 | |
| Celgene Corporation | 3.3 | $3.7M | 48k | 78.47 | |
| Texas Instruments Incorporated (TXN) | 3.1 | $3.6M | 115k | 30.89 | |
| Bank of America Corporation (BAC) | 3.0 | $3.5M | 300k | 11.61 | |
| Novartis (NVS) | 2.8 | $3.3M | 52k | 63.30 | |
| JPMorgan Chase & Co. (JPM) | 2.8 | $3.2M | 72k | 43.97 | |
| Wells Fargo & Company (WFC) | 2.7 | $3.1M | 90k | 34.18 | |
| Calpine Corporation | 2.5 | $2.9M | 160k | 18.13 | |
| Merck & Co (MRK) | 2.5 | $2.9M | 70k | 40.94 | |
| General Mtrs Co *w exp 07/10/201 | 2.4 | $2.7M | 220k | 12.49 | |
| United Rentals (URI) | 2.4 | $2.7M | 60k | 45.52 | |
| Forest Oil Corporation | 2.3 | $2.7M | 400k | 6.69 | |
| OraSure Technologies (OSUR) | 2.2 | $2.5M | 350k | 7.18 | |
| Optimer Pharmaceuticals | 1.8 | $2.1M | 230k | 9.05 | |
| MGM Resorts International. (MGM) | 1.5 | $1.7M | 145k | 11.64 | |
| Lowe's Companies (LOW) | 1.4 | $1.6M | 45k | 35.51 | |
| Gilead Sciences (GILD) | 1.3 | $1.5M | 20k | 73.45 | |
| SanDisk Corporation | 0.9 | $1.0M | 24k | 43.50 | |
| Akamai Technologies (AKAM) | 0.9 | $1.0M | 25k | 40.92 | |
| eBay (EBAY) | 0.9 | $1.0M | 20k | 51.00 | |
| Amazon (AMZN) | 0.9 | $1.0M | 4.0k | 250.75 | |
| Acme Packet | 0.8 | $973k | 44k | 22.11 | |
| Analog Devices (ADI) | 0.8 | $967k | 23k | 42.04 | |
| Motorola Solutions (MSI) | 0.8 | $947k | 17k | 55.71 | |
| Visa (V) | 0.8 | $909k | 6.0k | 151.50 | |
| Electronic Arts (EA) | 0.8 | $871k | 60k | 14.52 | |
| Comcast Corporation (CMCSA) | 0.7 | $841k | 23k | 37.38 | |
| TransDigm Group Incorporated (TDG) | 0.7 | $818k | 6.0k | 136.33 | |
| ARM Holdings | 0.5 | $605k | 16k | 37.81 | |
| Nxp Semiconductors N V (NXPI) | 0.5 | $605k | 23k | 26.30 | |
| Adt | 0.5 | $604k | 13k | 46.46 | |
| Yahoo! | 0.5 | $597k | 30k | 19.90 | |
| Asml Holding (ASML) | 0.5 | $580k | 9.0k | 64.44 | |
| SBA Communications Corporation | 0.5 | $568k | 8.0k | 71.00 | |
| Cree | 0.5 | $578k | 17k | 34.00 | |
| 0.5 | $566k | 800.00 | 707.50 | ||
| CommVault Systems (CVLT) | 0.5 | $557k | 8.0k | 69.62 | |
| Netflix (NFLX) | 0.5 | $556k | 6.0k | 92.67 | |
| Cincinnati Bell | 0.5 | $548k | 100k | 5.48 | |
| Research In Motion | 0.5 | $534k | 45k | 11.87 | |
| MAKO Surgical | 0.4 | $468k | 36k | 12.86 |
