MORGENS WATERFALL VINTIADIS & CO INC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | EVGO | 700K | $3.31M |
 | PSKY | 250K | $4.73M |
 | LYFT | 190K | $4.18M |
 | RKLB | 150K | $7.19M |
 | IONQ | 79K | $4.83M |
 | NVDA | 70K | $13.06M |
 | PLTR | 50K | $9.12M |
 | HOOD | 37K | $5.30M |
 | AMZN | 26K | $5.77M |
 | DASH | 23K | $6.26M |
 | GRMN | 20K | $4.92M |
 | INCY | 20K | $1.70M |
 | TTWO | 18K | $4.65M |
 | CVNA | 15K | $5.66M |
 | SPOT | 14K | $9.42M |
 | META | 13K | $9.69M |
 | TSLA | 13K | $5.56M |
 | GEV | 13K | $7.69M |
 | NFLX | 11K | $13.19M |
 | MSFT | 11K | $5.49M |
EVgo, Inc.
EVGO
Shares Held
700K
Value
$3.31M
Paramount Skydance Corporation Class B Common Stock
PSKY
Shares Held
250K
Value
$4.73M
Lyft, Inc.
LYFT
Shares Held
190K
Value
$4.18M
Rocket Lab USA, Inc.
RKLB
Shares Held
150K
Value
$7.19M
IonQ, Inc.
IONQ
Shares Held
79K
Value
$4.83M
NVIDIA Corporation
NVDA
Shares Held
70K
Value
$13.06M
Palantir Technologies Inc.
PLTR
Shares Held
50K
Value
$9.12M
Robinhood Markets, Inc.
HOOD
Shares Held
37K
Value
$5.30M
Amazon.com, Inc.
AMZN
Shares Held
26K
Value
$5.77M
DoorDash, Inc.
DASH
Shares Held
23K
Value
$6.26M
Garmin Ltd.
GRMN
Shares Held
20K
Value
$4.92M
Incyte Corporation
INCY
Shares Held
20K
Value
$1.70M
Take-Two Interactive Software, Inc.
TTWO
Shares Held
18K
Value
$4.65M
Carvana Co.
CVNA
Shares Held
15K
Value
$5.66M
Spotify Technology S.A.
SPOT
Shares Held
14K
Value
$9.42M
Meta Platforms, Inc.
META
Shares Held
13K
Value
$9.69M
Tesla, Inc.
TSLA
Shares Held
13K
Value
$5.56M
GE Vernova Inc.
GEV
Shares Held
13K
Value
$7.69M
Netflix, Inc.
NFLX
Shares Held
11K
Value
$13.19M
Microsoft Corporation
MSFT
Shares Held
11K
Value
$5.49M