Stock Taper 
MORGENS WATERFALL VINTIADIS & CO INC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Rocket Lab USA, Inc. | RKLB | 100K | $10.16M |
 Carvana Co. | CVNA | 90K | $5.92M |
 Robinhood Markets, Inc. | HOOD | 85K | $8.52M |
 Intel Corp. | INTC | 80K | $11.17M |
 NVIDIA Corporation | NVDA | 60K | $12.01M |
 Palantir Technologies Inc. | PLTR | 50K | $5.83M |
 Sphere Entertainment Co. | SPHR | 46K | $7.96M |
 Twilio Inc. | TWLO | 32K | $6.6M |
 Arm Holdings plc American Depositary Shares | ARM | 27K | $9.57M |
 Amazon.com, Inc. | AMZN | 24K | $5.72M |
 Microsoft Corporation | MSFT | 15K | $5.6M |
 Guardant Health, Inc. | GH | 14K | $2.1M |
 Synopsys, Inc. | SNPS | 13K | $5.8M |
 GE Vernova Inc. | GEV | 12.5K | $14.69M |
 Cloudflare, Inc. | NET | 11.5K | $2.82M |
 Eli Lilly and Company | LLY | 9K | $10.79M |
 Spotify Technology S.A. | SPOT | 6.5K | $2.98M |
 Teradyne, Inc. | TER | 6K | $2.9M |