MORGENS WATERFALL VINTIADIS & CO INC
13F Portfolio Filings
- Most recent 13FQ3 2024
- Locationnew york, NY
- CIK0001016150
- All SEC filings
Quater | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
---|---|---|---|---|---|---|---|
24 | $129.19M | NVDA, NFLX, META, THE TRADE DESK INC | 13F-HR | Nov 14, 2024 | 000114036124046763 | ||
23 | $131.44M | NVDA, NFLX, META, LLY | 13F-HR | Aug 14, 2024 | 000114036124037205 | ||
36 | $144.74M | NVDA, NFLX, ASML HOLDING N V, META | 13F-HR | May 15, 2024 | 000114036124026152 | ||
34 | $134.60M | NVDA, ASML HOLDING N V, NFLX, MSFT | 13F-HR | Feb 14, 2024 | 000114036124007750 | ||
27 | $123.67M | NVDA, THE TRADE DESK INC, ASML HOLDING N V, ON | 13F-HR | Nov 14, 2023 | 000114036123053122 | ||
34 | $140.69M | NVDA, ASML HOLDING N V, THE TRADE DESK INC, NFLX | 13F-HR | Aug 14, 2023 | 000114036123039435 | ||
31 | $121.71M | NVDA, ASML HOLDING N V, ON, THE TRADE DESK INC | 13F-HR | May 15, 2023 | 000114036123024548 | ||
39 | $115.43M | ASML HOLDING N V, NVDA, ON, AZO | 13F-HR | Feb 14, 2023 | 000114036123006620 | ||
31 | $91.25M | ON, ASML HOLDING N V, NVDA, THE TRADE DESK INC | 13F-HR | Nov 14, 2022 | 000156761922019658 | ||
28 | $106.44M | NVDA, ASML HOLDING N V, ON, AZO | 13F-HR | Aug 15, 2022 | 000156761922016120 | ||
26 | $158.91M | NVDA, THE TRADE DESK INC, ASML HOLDING N V, ZNGA | 13F-HR | May 16, 2022 | 000156761922010698 | ||
27 | $185.89M | NVDA, THE TRADE DESK INC, ASML HOLDING N V, SHOP | 13F-HR | Feb 14, 2022 | 000156761922003988 | ||
30 | $193.90M | NVDA, ASML HOLDING N V, THE TRADE DESK INC, SHOP | 13F-HR | Nov 15, 2021 | 000156761921020251 | ||
31 | $195.64M | NVDA, THE TRADE DESK INC, SHOP, ASML HOLDING N V | 13F-HR | Aug 16, 2021 | 000156761921015594 | ||
34 | $179.97M | NVDA, THE TRADE DESK INC, ASML HOLDING N V, SHOP | 13F-HR | May 17, 2021 | 000156761921010347 | ||
29 | $184.91M | NVDA, THE TRADE DESK INC, THE TRADE DESK INC, OKTA | 13F-HR | Feb 16, 2021 | 000156761921003862 | ||
29 | $175.01M | NVDA, THE TRADE DESK INC, AMZN, LULU | 13F-HR | Nov 16, 2020 | 000156761920019756 | ||
31 | $155.61M | NVDA, SHOP, AMZN, OKTA | 13F-HR | Aug 14, 2020 | 000156761920015170 | ||
30 | $106.69M | MSFT, NVDA, NFLX, AMZN | 13F-HR | May 15, 2020 | 000090266420002126 | ||
50 | $147.20M | MSFT, NVDA, LULU, RETA | 13F-HR | Feb 14, 2020 | 000090266420001177 | ||
51 | $130.23M | MSFT, LULU, AMZN, MCD | 13F-HR | Nov 14, 2019 | 000090266419004337 | ||
55 | $145.19M | MSFT, LULU, NFLX, OKTA | 13F-HR | Aug 14, 2019 | 000090266419003374 | ||
56 | $139.73M | MSFT, LULU, NFLX, NEWR | 13F-HR | May 15, 2019 | 000090266419002362 | ||
59 | $112.41M | MSFT, LULU, NEWR, NFLX | 13F-HR | Feb 14, 2019 | 000090266419001117 | ||
56 | $152.92M | NVDA, SQ, MSFT, LULU | 13F-HR | Nov 14, 2018 | 000090266418004110 | ||
54 | $141.13M | NFLX, NEWR, NVDA, MSFT | 13F-HR | Aug 14, 2018 | 000090266418003158 | ||
54 | $131.52M | NFLX, MSFT, NVDA, NEWR | 13F-HR | May 15, 2018 | 000090266418002283 | ||
58 | $127.04M | TTWO, NVDA, WYNN, MSFT | 13F-HR | Feb 14, 2018 | 000090266418001157 | ||
48 | $119.15M | 1816375D, NVDA, TTWO, AMAT | 13F-HR | Nov 14, 2017 | 000090266417004341 | ||
50 | $102.97M | 1816375D, TSLA, NVDA, WYNN | 13F-HR | Aug 14, 2017 | 000090266417003276 | ||
50 | $113.08M | 1816375D, V, MSFT, KRE | 13F-HR | May 15, 2017 | 000090266417002340 | ||
49 | $104.54M | KRE, CELG, UNH, IBM | 13F-HR | Jan 19, 2017 | 000090266417000265 | ||
41 | $114.56M | AMZN, AIY, V, AMAT | 13F-HR | Oct 12, 2016 | 000090266416008366 | ||
50 | $108.17M | UNH, SPY, META, AMZN | 13F-HR | Jul 21, 2016 | 000090266416007671 | ||
51 | $144.20M | SPY, ESRX, FCH, GILD | 13F-HR | Apr 27, 2016 | 000090266416006849 | ||
36 | $239.06M | SPY, PERRIGO CO PLC, ESRX, META | 13F-HR | Jan 22, 2016 | 000090266416004980 | ||
37 | $181.50M | SPY, ESRX, META, GILD | 13F-HR | Nov 10, 2015 | 000090266415004125 | ||
43 | $158.93M | GILD, META, JPM, TROVAGENE INC | 13F-HR | Aug 3, 2015 | 000090266415003230 | ||
45 | $155.86M | C, GILD, FCH, META | 13F-HR | May 11, 2015 | 000090266415002427 | ||
43 | $179.00M | C, PODD, KRE, FCH | 13F-HR | Feb 4, 2015 | 000090266415000425 | ||
34 | $142.69M | C, PODD, META, FCH | 13F-HR | Nov 4, 2014 | 000090266414004213 | ||
36 | $152.55M | C, PODD, FCH, AAL | 13F-HR | Jul 30, 2014 | 000090266414003290 | ||
41 | $165.09M | C, PODD, FCH, MGM | 13F-HR | May 8, 2014 | 000090266414002385 | ||
39 | $145.98M | PODD, FCH, AAPL, GILD | 13F-HR | Feb 4, 2014 | 000090266414000505 |