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Name: |
MORGENS WATERFALL VINTIADIS & CO INC |
City: |
NEW YORK |
State: |
NY |
Zip: |
10020 |
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Holdings
Found :
14 |
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Ticker |
Company Name |
Position Rank |
New/Closed Postion |
Last Close |
Value |
Shares Held |
% of Portfolio |
Value Change |
Change In Shares Held |
% of Company |
Industry |
|
NVDA |
NVIDIA Corporation |
1 |
- |
$887.89 |
$10,895,000 |
22,000 |
8.43% |
-676,000 |
-4,600 |
0.001 |
Semiconductor - Speci... |
|
ASML |
ASML Holding N.V. (ADR) |
2 |
- |
$0.00 |
$9,386,000 |
12,400 |
7.26% |
1,910,000 |
-300 |
0.003 |
Semiconductor Equipme... |
|
NFLX |
Netflix Inc |
3 |
- |
$579.34 |
$8,326,000 |
17,100 |
6.44% |
1,680,000 |
-500 |
0.004 |
Music & Video Stores |
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MSFT |
Microsoft Corp |
4 |
- |
$406.66 |
$6,994,000 |
18,600 |
5.41% |
963,000 |
-500 |
0 |
Application Software |
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FB |
Meta Platforms Inc |
5 |
- |
$451.96 |
$6,831,000 |
19,300 |
5.29% |
947,000 |
-300 |
0.001 |
Internet Service Prov... |
|
TTD |
Trade Desk, Inc. |
6 |
- |
$88.59 |
$6,476,000 |
90,000 |
5.01% |
-1,339,000 |
-10,000 |
0.021 |
N/A |
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SNPS |
Synopsys Inc |
7 |
- |
$536.94 |
$6,127,000 |
11,900 |
4.74% |
-23,000 |
-1,500 |
0.008 |
Technical & System So... |
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LLY |
Eli Lilly & Co |
9 |
- |
$734.97 |
$5,829,000 |
10,000 |
4.51% |
404,000 |
-100 |
0.001 |
Drug Manufacturers - ... |
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MDB |
Mongodb Inc |
11 |
- |
$362.85 |
$5,192,000 |
12,700 |
4.02% |
108,000 |
-2,000 |
0.018 |
N/A |
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ON |
On Semiconductor Corp |
17 |
- |
$70.37 |
$4,177,000 |
50,000 |
3.23% |
-3,008,000 |
-27,300 |
0.011 |
Semiconductor- Broad... |
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PLTR |
Palantir Technologies Inc |
18 |
- |
$23.33 |
$3,949,000 |
230,000 |
3.06% |
-1,171,000 |
-90,000 |
0.016 |
N/A |
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NVO |
Novo Nordisk A/S (ADR) |
19 |
- |
$123.05 |
$3,693,000 |
35,700 |
2.86% |
374,000 |
-800 |
0.002 |
Drug Manufacturers - ... |
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GE |
General Electric Co |
22 |
- |
$164.11 |
$3,574,000 |
28,000 |
2.77% |
-185,000 |
-6,000 |
0.003 |
Conglomerates |
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ADBE |
Adobe Systems Inc |
27 |
- |
$486.18 |
$656,000 |
1,100 |
0.51% |
-2,403,000 |
-4,900 |
0 |
Application Software |
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