Morgens Waterfall Vintiadis & Company as of March 31, 2013
Portfolio Holdings for Morgens Waterfall Vintiadis & Company
Morgens Waterfall Vintiadis & Company holds 52 positions in its portfolio as reported in the March 2013 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Insulet Corporation (PODD) | 6.0 | $8.9M | 343k | 25.86 | |
| BioScrip | 4.8 | $7.0M | 550k | 12.71 | |
| Avon Products | 4.5 | $6.6M | 320k | 20.73 | |
| United Rentals (URI) | 4.5 | $6.6M | 120k | 54.97 | |
| Gilead Sciences (GILD) | 4.3 | $6.4M | 130k | 48.94 | |
| Apple (AAPL) | 3.9 | $5.6M | 13k | 442.67 | |
| Primus Telecommunications Grou | 3.8 | $5.5M | 500k | 11.05 | |
| Lowe's Companies (LOW) | 3.8 | $5.5M | 145k | 37.92 | |
| Bank of America Corporation (BAC) | 3.7 | $5.4M | 440k | 12.18 | |
| FelCor Lodging Trust Incorporated | 3.7 | $5.4M | 900k | 5.95 | |
| Pfizer (PFE) | 3.0 | $4.3M | 150k | 28.86 | |
| Qualcomm (QCOM) | 2.7 | $4.0M | 60k | 66.93 | |
| OraSure Technologies (OSUR) | 2.6 | $3.8M | 706k | 5.40 | |
| Novartis (NVS) | 2.5 | $3.7M | 52k | 71.24 | |
| Citigroup (C) | 2.4 | $3.5M | 80k | 44.24 | |
| Coinstar | 2.4 | $3.5M | 60k | 58.42 | |
| JPMorgan Chase & Co. (JPM) | 2.3 | $3.4M | 72k | 47.46 | |
| Wells Fargo & Company (WFC) | 2.3 | $3.3M | 90k | 36.99 | |
| Calpine Corporation | 2.2 | $3.3M | 160k | 20.60 | |
| Celgene Corporation | 2.0 | $2.9M | 25k | 115.92 | |
| Optimer Pharmaceuticals | 1.9 | $2.7M | 230k | 11.90 | |
| Forest Oil Corporation | 1.8 | $2.6M | 500k | 5.26 | |
| General Mtrs Co *w exp 07/10/201 | 1.7 | $2.4M | 208k | 11.79 | |
| Realogy Hldgs (HOUS) | 1.7 | $2.4M | 50k | 48.84 | |
| Research In Motion | 1.6 | $2.4M | 163k | 14.45 | |
| Pulte (PHM) | 1.5 | $2.2M | 110k | 20.24 | |
| Toll Brothers (TOL) | 1.5 | $2.2M | 65k | 34.25 | |
| Dell | 1.5 | $2.1M | 150k | 14.33 | |
| MGM Resorts International. (MGM) | 1.4 | $2.1M | 162k | 13.15 | |
| Yahoo! | 1.2 | $1.8M | 75k | 23.53 | |
| Santarus | 1.2 | $1.7M | 100k | 17.33 | |
| eBay (EBAY) | 1.0 | $1.5M | 28k | 54.21 | |
| Applied Materials (AMAT) | 0.9 | $1.3M | 100k | 13.48 | |
| SanDisk Corporation | 0.9 | $1.3M | 24k | 54.96 | |
| Best Buy (BBY) | 0.8 | $1.2M | 55k | 22.15 | |
| Shutterfly | 0.8 | $1.2M | 27k | 44.19 | |
| Netflix (NFLX) | 0.8 | $1.1M | 6.0k | 189.33 | |
| TransDigm Group Incorporated (TDG) | 0.8 | $1.1M | 7.5k | 152.93 | |
| Adobe Systems Incorporated (ADBE) | 0.8 | $1.1M | 26k | 43.50 | |
| MGIC Investment (MTG) | 0.8 | $1.1M | 225k | 4.95 | |
| Cree | 0.8 | $1.1M | 20k | 54.70 | |
| Cavium | 0.7 | $1.1M | 28k | 38.82 | |
| Analog Devices (ADI) | 0.7 | $1.1M | 23k | 46.48 | |
| Marvell Technology Group | 0.7 | $1.1M | 100k | 10.58 | |
| Electronic Arts (EA) | 0.7 | $1.0M | 59k | 17.69 | |
| Visa (V) | 0.7 | $1.0M | 6.0k | 169.83 | |
| 0.7 | $1.0M | 1.3k | 793.85 | ||
| Comcast Corporation (CMCSA) | 0.7 | $945k | 23k | 42.00 | |
| Tesla Motors (TSLA) | 0.7 | $947k | 25k | 37.88 | |
| Sirius XM Radio | 0.6 | $924k | 300k | 3.08 | |
| CommVault Systems (CVLT) | 0.6 | $902k | 11k | 82.00 | |
| Salix Pharmaceuticals | 0.5 | $768k | 15k | 51.20 |
