— Know what they know.
Not Investment Advice
Asset Manager ← All Institutions

MORGENS WATERFALL VINTIADIS & CO INC

Q3 2025 · Filed 2025-11-14
Market Value
$146M
+6.9%
Holdings
29
+5
New Purchases
8
Added To
0
Closed
7
Reduced
1
Top 10 Concentration
61.5%
Turnover
51.7%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
TSLA 3.81% 0.00% +3.81% $6M
HOOD 3.63% 0.00% +3.63% $5M
GRMN 3.38% 0.00% +3.38% $5M
PSKY 3.25% 0.00% +3.25% $5M
TTWO 3.19% 0.00% +3.19% $5M
LYFT 2.87% 0.00% +2.87% $4M
EVGO 2.27% 0.00% +2.27% $3M
PLTR 6.26% 5.00% +1.26% $9M
INCY 1.16% 0.00% +1.16% $2M
RKLB 4.93% 3.94% +1.00% $7M
NVDA 8.96% 8.11% +0.85% $13M
IONQ 3.31% 2.47% +0.84% $5M
CVNA 3.88% 3.71% +0.18% $6M
DASH 4.29% 4.16% +0.13% $6M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
HLT 0.00% 4.10% -4.10% $0
CELH 0.00% 3.40% -3.40% $0
AMD 0.00% 3.38% -3.38% $0
ASML 0.00% 3.29% -3.29% $0
RDDT 0.00% 2.65% -2.65% $0
INTC 0.00% 2.55% -2.55% $0
GEV 5.27% 7.18% -1.91% $8M
NFLX 9.05% 10.80% -1.76% $13M
WAY 0.00% 1.20% -1.20% $0
AXON 4.92% 6.07% -1.15% $7M
SPOT 6.46% 7.60% -1.13% $9M
META 6.65% 7.15% -0.49% $10M
LLY 4.71% 5.15% -0.43% $7M
AMZN 3.96% 4.23% -0.27% $6M
MSFT 3.77% 3.87% -0.10% $5M

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 12 $76M 52.4%
Large Cap 13 $62M 42.4%
Mid Cap 3 $4M 2.9%
Small Cap 1 $3M 2.3%

Portfolio Analytics

Avg Market Cap
$654.8B
Median Market Cap
$74.0B
Avg P/E
63.4
Median P/E
34.4
Avg Dividend Yield
0.00%
Avg Beta
1.64
# Stocks
29
# ETFs / Funds
0

Top Holdings (29 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 NFLX 9.05% 11,000 $13M $1,198.92 -$2M
2 NVDA 8.96% 70,000 $13M $186.58 $2M
3 META 6.65% 13,200 $10M $734.38 -$49K
4 SPOT 6.46% 13,500 $9M $698.00 -$936K
5 PLTR 6.26% 50,000 $9M $182.42 $2M
6 GEV 5.27% 12,500 $8M $614.90 -$2M -6,000 -32.4%
7 RKLB 4.93% 150,000 $7M $47.91 $2M
8 AXON 4.92% 10,000 $7M $717.64 -$1M
9 LLY 4.71% 9,000 $7M $763.00 -$149K
10 DASH 4.29% 23,000 $6M $271.99 $586K
11 AMZN 3.96% 26,300 $6M $219.57 $5K
12 CVNA 3.88% 15,000 $6M $377.24 $604K
13 TSLA 3.81% 12,500 $6M $444.72 +12,500 NEW
14 MSFT 3.77% 10,600 $5M $517.95 $218K
15 HOOD 3.63% 37,000 $5M $143.18 +37,000 NEW
16 GRMN 3.38% 20,000 $5M $246.22 +20,000 NEW
17 IONQ 3.31% 78,500 $5M $61.50 $1M
18 PSKY 3.25% 250,000 $5M $18.92 +250,000 NEW
19 TTWO 3.19% 18,000 $5M $258.36 +18,000 NEW
20 LYFT 2.87% 190,000 $4M $22.01 +190,000 NEW
21 EVGO 2.27% 700,000 $3M $4.73 +700,000 NEW
22 INCY 1.16% 20,000 $2M $84.81 +20,000 NEW
23 ASML —% -$4M -5,600 -100.0% SOLD
24 CELH —% -$5M -100,000 -100.0% SOLD
25 RDDT —% -$4M -24,000 -100.0% SOLD
26 INTC —% -$3M -155,000 -100.0% SOLD
27 WAY —% -$2M -40,000 -100.0% SOLD
28 AMD —% -$5M -32,500 -100.0% SOLD
29 HLT —% -$6M -21,000 -100.0% SOLD

New Positions

SymbolValue% Port
TSLA $6M 3.81%
HOOD $5M 3.63%
GRMN $5M 3.38%
PSKY $5M 3.25%
TTWO $5M 3.19%
LYFT $4M 2.87%
EVGO $3M 2.27%
INCY $2M 1.16%

Sold Out Positions

SymbolValue% Port
HLT —%
RDDT —%
ASML —%
AMD —%
CELH —%
INTC —%
WAY —%
View SEC EDGAR Filings for MORGENS WATERFALL VINTIADIS & CO INC →

Sign in to InsiderStreet

You'll also get our free weekly newsletter with
smart money signals, market insights, and alpha ideas.
Unsubscribe anytime.

For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms