Morgens Waterfall Vintiadis & Company as of March 31, 2011
Portfolio Holdings for Morgens Waterfall Vintiadis & Company
Morgens Waterfall Vintiadis & Company holds 32 positions in its portfolio as reported in the March 2011 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| DUSA Pharmaceuticals | 11.6 | $11M | 2.1M | 5.20 | |
| Insulet Corporation (PODD) | 7.9 | $7.5M | 363k | 20.62 | |
| Apple (AAPL) | 5.5 | $5.2M | 15k | 348.53 | |
| Qualcomm (QCOM) | 5.2 | $4.9M | 90k | 54.83 | |
| ARM Holdings | 4.5 | $4.2M | 150k | 28.17 | |
| Calpine Corporation | 4.2 | $4.0M | 250k | 15.87 | |
| IPC The Hospitalist Company | 4.1 | $3.8M | 85k | 45.41 | |
| Teva Pharmaceutical Industries (TEVA) | 4.0 | $3.8M | 75k | 50.17 | |
| Pfizer (PFE) | 3.8 | $3.6M | 175k | 20.31 | |
| Micron Technology (MU) | 3.6 | $3.4M | 300k | 11.47 | |
| American Tower Corporation | 3.6 | $3.4M | 66k | 51.82 | |
| Amazon (AMZN) | 3.5 | $3.3M | 19k | 180.11 | |
| SanDisk Corporation | 3.4 | $3.2M | 70k | 46.09 | |
| AbitibiBowater | 3.4 | $3.2M | 120k | 26.87 | |
| Celgene Corporation | 2.9 | $2.7M | 48k | 57.59 | |
| Aruba Networks | 2.7 | $2.5M | 75k | 33.84 | |
| Altera Corporation | 2.6 | $2.4M | 55k | 44.02 | |
| MGM Resorts International. (MGM) | 2.6 | $2.4M | 183k | 13.15 | |
| Watson Pharmaceuticals | 2.3 | $2.2M | 39k | 56.01 | |
| Team Health Holdings | 2.2 | $2.1M | 120k | 17.48 | |
| Spreadtrum Communications | 2.2 | $2.0M | 110k | 18.55 | |
| NetApp (NTAP) | 2.1 | $2.0M | 41k | 48.16 | |
| Home Inns & Hotels Management | 2.1 | $2.0M | 50k | 39.58 | |
| Skyworks Solutions (SWKS) | 2.1 | $1.9M | 60k | 32.40 | |
| Limelight Networks | 1.5 | $1.4M | 200k | 7.16 | |
| Examworks | 1.2 | $1.1M | 50k | 22.24 | |
| Zhongpin | 1.1 | $1.1M | 71k | 15.15 | |
| MAKO Surgical | 1.0 | $965k | 40k | 24.12 | |
| OraSure Technologies (OSUR) | 0.8 | $786k | 100k | 7.86 | |
| Universal Display Corporation (OLED) | 0.8 | $771k | 14k | 55.07 | |
| Rackspace Hosting | 0.8 | $707k | 17k | 42.85 | |
| Citrix Systems | 0.6 | $588k | 8.0k | 73.50 |
