HoldingsChannel.com
Morgens Waterfall Vintiadis & Co. Inc. Top Holdings
As of  06/30/2019

   EntityAmountChange
 03/31/2019 to 06/30/2019
Position Size
($ in 1000's)
MICROSOFT CORP 60,180 -4,245 $8,062
     MSFT60,180-4,245$8,062
LULULEMON ATHLETICA INC 43,330 +330 $7,808
     LULU43,330+330$7,808
NETFLIX INC 17,150 -950 $6,300
     NFLX17,150-950$6,300
OKTA INC 46,600 -8,400 $5,756
     OKTA46,600-8,400$5,756
THE TRADE DESK INC 24,700 +1,700 $5,626
     TTD24,700+1,700$5,626
CAESARS ENTMT CORP 470,000 +25,000 $5,555
     CZR470,000+25,000$5,555
ATLASSIAN CORP PLC 41,500 +3,000 $5,430
     TEAM41,500+3,000$5,430
AMAZON COM INC 2,750 UNCH $5,207
     AMZN2,750UNCH$5,207
NEW RELIC INC 57,500 -4,200 $4,974
     NEWR57,500-4,200$4,974
TWILIO INC 35,370 +2,870 $4,823
     TWLO35,370+2,870$4,823
MCDONALDS CORP 22,875 +22,875 $4,750
     MCD22,875+22,875$4,750
NVIDIA CORP 27,800 -2,500 $4,566
     NVDA27,800-2,500$4,566
ASML HOLDING N V 19,170 -1,630 $3,986
     ASML19,170-1,630$3,986
ZYNGA INC 650,000 UNCH $3,985
     ZNGA650,000UNCH$3,985
APPLIED MATLS INC 87,500 -4,800 $3,930
     AMAT87,500-4,800$3,930
SYNOPSYS INC 30,000 +30,000 $3,861
     SNPS30,000+30,000$3,861
WALMART INC 34,500 +1,500 $3,812
     WMT34,500+1,500$3,812
FACEBOOK INC 18,800 +18,800 $3,628
     FB18,800+18,800$3,628
DOMINOS PIZZA INC 13,000 +2,300 $3,618
     DPZ13,000+2,300$3,618
BOEING CO 9,500 +1,900 $3,458
     BA9,500+1,900$3,458
SLACK TECHNOLOGIES INC 90,500 +90,500 $3,394
     WORK90,500+90,500$3,394
BEST BUY INC 48,000 UNCH $3,347
     BBY48,000UNCH$3,347
REATA PHARMACEUTICALS INC 34,350 +2,350 $3,241
     RETA34,350+2,350$3,241
BOYD GAMING CORP 120,000 -20,000 $3,233
     BYD120,000-20,000$3,233
ELDORADO RESORTS INC 70,000 +70,000 $3,225
     ERI70,000+70,000$3,225
HOME DEPOT INC 12,500 +1,900 $2,600
     HD12,500+1,900$2,600
EHEALTH INC 30,000 UNCH $2,583
     EHTH30,000UNCH$2,583
T MOBILE US INC 31,000 +31,000 $2,298
     TMUS31,000+31,000$2,298
ADMA BIOLOGICS INC 550,000 -25,000 $2,129
     ADMA550,000-25,000$2,129
ILLUMINA INC 5,000 UNCH $1,841
     ILMN5,000UNCH$1,841
VISA INC 10,000 -4,000 $1,736
     V10,000-4,000$1,736
MASTERCARD INC 6,500 UNCH $1,719
     MA6,500UNCH$1,719
MEDTRONIC PLC 15,000 +15,000 $1,461
     MDT15,000+15,000$1,461
UNITEDHEALTH GROUP INC 5,400 -1,600 $1,318
     UNH5,400-1,600$1,318
COHERUS BIOSCIENCES INC 50,000 +50,000 $1,105
     CHRS50,000+50,000$1,105
INCYTE CORP 12,000 +12,000 $1,020
     INCY12,000+12,000$1,020
TABULA RASA HEALTHCARE INC 20,000 +4,000 $999
     TRHC20,000+4,000$999
LABORATORY CORP AMER HLDGS 5,600 +5,600 $968
     LH5,600+5,600$968
WRIGHT MED GROUP N V 27,000 UNCH $805
     WMGI27,000UNCH$805
HERON THERAPEUTICS INC 39,000 UNCH $725
     HRTX39,000UNCH$725
ASTRAZENECA PLC 12,900 UNCH $533
     AZN12,900UNCH$533
MGM GROWTH PPTYS LLC 17,250 UNCH $529
     MGP17,250UNCH$529
BP PLC 12,532 UNCH $523
     BP12,532UNCH$523
MERCK & CO INC 6,240 UNCH $523
     MRK6,240UNCH$523
ROYAL DUTCH SHELL PLC      $512
     RDS.B7,792UNCH$512
JPMORGAN CHASE & CO 4,575 UNCH $511
     JPM4,575UNCH$511
CRISPR THERAPEUTICS AG 10,000 UNCH $471
     CRSP10,000UNCH$471
NIKE INC 5,300 -40,700 $445
     NKE5,300-40,700$445
ADOBE INC      $383
     Call1,300+1,300$383
EDITAS MEDICINE INC 15,000 UNCH $371
     EDIT15,000UNCH$371

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 06/30/2019: $145,191
At 03/31/2019: $139,732

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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