News + Filings Key Docs Transactions Holdings Ownership
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MORGENS WATERFALL VINTIADIS & CO INC
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Changes: All | New | Increased | Decreased | Sold Out |
Portfolio as of: |
| Name | Ticker | Class | Shares | Change | Value | Change | % Port | % OS | Hist | Date |
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MongoDB, Inc.
| MDB | COM | 14,600 | 14,600 | 6,000,454,000 | 6,000,454,000 | 4.26 | |
Hist
| 06/30/2023 |
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Palantir Technologies Inc.
| PLTR | CL A | 320,000 | 320,000 | 4,905,600,000 | 4,905,600,000 | 3.49 | |
Hist
| 06/30/2023 |
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Ferrari N.V.
| RACE | COM | 13,700 | 13,700 | 4,455,377,000 | 4,455,377,000 | 3.17 | 0.01 |
Hist
| 06/30/2023 |
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BOYD GAMING CORP
| BYD | Common | 62,000 | 62,000 | 4,300,940,000 | 4,300,940,000 | 3.06 | 0.06 |
Hist
| 06/30/2023 |
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GENERAL ELECTRIC CO
| GE | Stock | 39,000 | 39,000 | 4,284,150,000 | 4,284,150,000 | 3.05 | 0.00 |
Hist
| 06/30/2023 |
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DoubleVerify Holdings, Inc.
| DV | COM | 100,000 | 100,000 | 3,892,000,000 | 3,892,000,000 | 2.77 | 0.06 |
Hist
| 06/30/2023 |
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BILL Holdings, Inc.
| BILL | Common | 30,000 | 30,000 | 3,505,500,000 | 3,505,500,000 | 2.49 | 0.03 |
Hist
| 06/30/2023 |
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NOVO NORDISK A S
| NVO | ADR | 18,000 | 18,000 | 2,912,940,000 | 2,912,940,000 | 2.07 | |
Hist
| 06/30/2023 |
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DraftKings Holdings Inc.
| DKNG | Stock | 100,000 | 100,000 | 2,657,000,000 | 2,657,000,000 | 1.89 | |
Hist
| 06/30/2023 |
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NVIDIA CORP
| NVDA | COM | 6,200 | 6,200 | 2,622,724,000 | 2,622,724,000 | 1.86 | |
Hist
| 06/30/2023 |
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GE HealthCare Technologies Inc.
| GEHC | Common | 24,300 | 24,300 | 1,974,132,000 | 1,974,132,000 | 1.40 | |
Hist
| 06/30/2023 |
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REGENERON PHARMACEUTICALS, INC.
| REGN | COM | 1,500 | 1,500 | 1,077,810,000 | 1,077,810,000 | 0.77 | |
Hist
| 06/30/2023 |
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MongoDB, Inc.
| MDB | CL A | 1,900 | 1,900 | 780,881,000 | 780,881,000 | 0.56 | |
Hist
| 06/30/2023 |
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Meta Platforms, Inc.
| FB | CL A | 2,700 | 2,700 | 774,846,000 | 774,846,000 | 0.55 | |
Hist
| 06/30/2023 |
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ADVANCED MICRO DEVICES INC
| AMD | Common | 5,500 | 5,500 | 626,505,000 | 626,505,000 | 0.45 | 0.00 |
Hist
| 06/30/2023 |
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HOME DEPOT, INC.
| HD | Common | 2,000 | 2,000 | 621,280,000 | 621,280,000 | 0.44 | 0.00 |
Hist
| 06/30/2023 |
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