HoldingsChannel.com
Morgens Waterfall Vintiadis & Co. Inc. Top Holdings
As of  03/31/2020

   EntityAmountChange
 12/31/2019 to 03/31/2020
Position Size
($ in 1000's)
MICROSOFT CORP 48,150 -1,785 $7,594
     MSFT48,150-1,785$7,594
NVIDIA CORP 27,300 -1,250 $7,196
     NVDA27,300-1,250$7,196
NETFLIX INC 17,150 -450 $6,440
     NFLX17,150-450$6,440
AMAZON COM INC 2,950 -75 $5,752
     AMZN2,950-75$5,752
LULULEMON ATHLETICA INC 27,700 +13,400 $5,251
     LULU27,700-600$5,251
OKTA INC 41,500 -2,400 $5,074
     OKTA41,500-2,400$5,074
ASML HOLDING N V 18,670 -1,030 $4,885
     ASML18,670-1,030$4,885
ZYNGA INC 707,000 -23,000 $4,843
     ZNGA707,000-23,000$4,843
EHEALTH INC 33,300 -1,700 $4,689
     EHTH33,300-1,700$4,689
SHOPIFY INC 10,850 +850 $4,524
     SHOP10,850+850$4,524
WALMART INC 38,000 +3,500 $4,318
     WMT38,000+3,500$4,318
DOMINOS PIZZA INC 13,300 UNCH $4,310
     DPZ13,300UNCH$4,310
ATLASSIAN CORP PLC 30,700 +2,700 $4,214
     TEAM30,700+2,700$4,214
APPLIED MATLS INC 84,800 -4,200 $3,886
     AMAT84,800-4,200$3,886
ADOBE INC 12,150 -550 $3,867
     ADBE12,150-550$3,867
COSTCO WHSL CORP NEW 12,000 +12,000 $3,422
     COST12,000+12,000$3,422
FACEBOOK INC 20,000 +2,300 $3,336
     FB20,000+2,300$3,336
THE TRADE DESK INC 17,000 -2,100 $3,281
     TTD17,000-2,100$3,281
APPLE INC 11,000 +11,000 $2,797
     AAPL11,000+11,000$2,797
BEST BUY INC 48,000 -7,400 $2,736
     BBY48,000-7,400$2,736
NIKE INC 32,000 +32,000 $2,648
     NKE32,000+32,000$2,648
MELLANOX TECHNOLOGIES LTD 20,000 +20,000 $2,426
     MLNX20,000+20,000$2,426
FRESHPET INC 36,000 +36,000 $2,299
     FRPT36,000+36,000$2,299
UNITEDHEALTH GROUP INC 6,900 UNCH $1,721
     UNH6,900UNCH$1,721
TELADOC HEALTH INC 10,000 +10,000 $1,550
     TDOC10,000+10,000$1,550
VISA INC 7,100 -5,800 $1,144
     V7,100-5,800$1,144
REATA PHARMACEUTICALS INC 6,000 -12,600 $866
     RETA6,000-22,600$866
MASTERCARD INC 3,200 -3,300 $773
     MA3,200-3,300$773
ASTRAZENECA PLC 11,200 -1,700 $500
     AZN11,200-1,700$500

See Full List: All Stocks Held By Morgens Waterfall Vintiadis & Co. Inc.
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By Morgens Waterfall Vintiadis & Co. Inc.

Size ($ in 1000's)
At 03/31/2020: $106,692
At 12/31/2019: $147,198

Morgens Waterfall Vintiadis & Co. Inc. holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Morgens Waterfall Vintiadis & Co. Inc. 13F filings. Link to 13F filings: SEC filings

Morgens Waterfall Vintiadis & Co. Inc. Top Holdings 13F Filings | www.HoldingsChannel.com

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