Holdings
Morgens Waterfall Vintiadis & Co Inc
As of Jun 30, 2026, Morgens Waterfall Vintiadis & Co Inc reported 16 positions worth US$119M. Largest: Ge Vernova Inc., Nvidia Corporation and Intel Corporation. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Ge Vernova Inc. | 12,500 | US$14.7M | no change | Jun 30, 2026 |
| Nvidia Corporation | 60,000 | US$12M | no change | Jun 30, 2026 |
| Intel Corporation | 80,000 | US$11.2M | −30,000 | Jun 30, 2026 |
| Eli Lilly And Company | 9,000 | US$10.8M | no change | Jun 30, 2026 |
| Rocket Lab Corporation | 100K | US$10.2M | no change | Jun 30, 2026 |
| Robinhood Markets, Inc. | 85,000 | US$8.52M | new | Jun 30, 2026 |
| Sphere Entertainment Co. | 46,000 | US$7.96M | +10,000 | Jun 30, 2026 |
| Twilio Inc. | 32,000 | US$6.6M | new | Jun 30, 2026 |
| Carvana Co. | 90,000 | US$5.92M | new | Jun 30, 2026 |
| Palantir Technologies Inc. | 50,000 | US$5.83M | no change | Jun 30, 2026 |