Morgens Waterfall Vintiadis & Company

Morgens Waterfall Vintiadis & Company as of June 30, 2011

Portfolio Holdings for Morgens Waterfall Vintiadis & Company

Morgens Waterfall Vintiadis & Company holds 33 positions in its portfolio as reported in the June 2011 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
DUSA Pharmaceuticals 10.8 $9.3M 1.5M 6.22
Insulet Corporation (PODD) 9.3 $8.0M 363k 22.17
Qualcomm (QCOM) 6.0 $5.1M 90k 56.79
General Mtrs Co *w exp 07/10/201 5.5 $4.7M 295k 15.93
IPC The Hospitalist Company 5.4 $4.6M 100k 46.31
Calpine Corporation 4.7 $4.0M 250k 16.13
Pfizer (PFE) 4.2 $3.6M 175k 20.60
American Tower Corporation 4.0 $3.5M 66k 52.33
Team Health Holdings 3.7 $3.2M 140k 22.51
Celgene Corporation 3.3 $2.9M 48k 60.31
ARM Holdings 3.3 $2.8M 100k 28.43
Amazon (AMZN) 3.2 $2.8M 14k 204.52
Watson Pharmaceuticals 3.1 $2.7M 39k 68.73
Examworks 3.0 $2.5M 100k 25.39
MGM Resorts International. (MGM) 2.8 $2.4M 183k 13.21
Aruba Networks 2.6 $2.2M 75k 29.55
National-Oilwell Var 2.5 $2.2M 28k 78.21
SanDisk Corporation 2.4 $2.1M 50k 41.50
Anadarko Petroleum Corporation 2.2 $1.9M 25k 76.76
Home Inns & Hotels Management 2.2 $1.9M 50k 38.04
CVS Caremark Corporation (CVS) 2.2 $1.9M 50k 37.58
General Mtrs Co *w exp 07/10/201 2.2 $1.9M 87k 21.40
Altera Corporation 2.2 $1.9M 40k 46.35
Research In Motion 2.1 $1.8M 63k 28.85
Everest Re Group (EG) 1.4 $1.2M 15k 81.73
OraSure Technologies (OSUR) 1.0 $853k 100k 8.53
Zhongpin 0.9 $741k 71k 10.48
Rackspace Hosting 0.8 $705k 17k 42.73
Citrix Systems 0.7 $640k 8.0k 80.00
Apple (AAPL) 0.7 $571k 1.7k 335.88
Dell 0.6 $550k 33k 16.67
TASER International 0.5 $455k 100k 4.55
Occidental Petroleum Corporation (OXY) 0.5 $416k 4.0k 104.00