|
Autozone Inc.
|
Morgens, Waterfall, Vintiadis & Co. Inc |
3663.73 |
1,400 |
0.01% |
NEW
|
5.1 M
|
|
|
|
General Electric Co.
|
Morgens, Waterfall, Vintiadis & Co. Inc |
214.96 |
34,000 |
0.00% |
0.00
|
7.3 M
|
|
|
|
Home Depot, Inc.
|
Morgens, Waterfall, Vintiadis & Co. Inc |
362.71 |
2,500 |
0.00% |
0.00
|
906.8 K
|
|
|
|
Lilly(Eli) & Co
|
Morgens, Waterfall, Vintiadis & Co. Inc |
734.57 |
10,100 |
0.00% |
0.00
|
7.4 M
|
|
|
|
Novo Nordisk - ADR
|
Morgens, Waterfall, Vintiadis & Co. Inc |
65.77 |
36,500 |
0.00% |
0.00
|
2.4 M
|
|
|
|
Palantir Technologies Inc - Ordinary Shares - Class A
|
Morgens, Waterfall, Vintiadis & Co. Inc |
117.30 |
320,000 |
0.01% |
0.00
|
37.5 M
|
|
|
|
Spotify Technology S.A.
|
Morgens, Waterfall, Vintiadis & Co. Inc |
648.25 |
20,000 |
0.01% |
NEW
|
13.0 M
|
|
|
|
Stellantis N.V
|
Morgens, Waterfall, Vintiadis & Co. Inc |
9.83 |
202,000 |
0.01% |
NEW
|
2.0 M
|
|
|
|
Apple Inc
|
Morgens, Waterfall, Vintiadis & Co. Inc |
198.53 |
25,000 |
0.00% |
0.00
|
5.0 M
|
|
|
|
Adobe Inc
|
Morgens, Waterfall, Vintiadis & Co. Inc |
383.28 |
6,000 |
0.00% |
NEW
|
2.3 M
|
|
|
|
Amazon.com Inc.
|
Morgens, Waterfall, Vintiadis & Co. Inc |
193.06 |
32,000 |
0.00% |
0.00
|
6.2 M
|
|
|
|
ASML Holding NV - New York Shares
|
Morgens, Waterfall, Vintiadis & Co. Inc |
706.21 |
12,700 |
0.00% |
0.00
|
9.0 M
|
|
|
|
Celsius Holdings Inc
|
Morgens, Waterfall, Vintiadis & Co. Inc |
36.77 |
30,000 |
0.01% |
-0.03
|
1.1 M
|
|
|
|
DraftKings Inc. - Ordinary Shares - Class A
|
Morgens, Waterfall, Vintiadis & Co. Inc |
36.23 |
100,000 |
0.02% |
0.00
|
3.6 M
|
|
|
|
Intuitive Surgical Inc
|
Morgens, Waterfall, Vintiadis & Co. Inc |
536.51 |
5,200 |
0.00% |
0.00
|
2.8 M
|
|
|
|
Lululemon Athletica inc.
|
Morgens, Waterfall, Vintiadis & Co. Inc |
279.77 |
8,000 |
0.01% |
NEW
|
2.2 M
|
|
|
|
MongoDB Inc - Ordinary Shares - Class A
|
Morgens, Waterfall, Vintiadis & Co. Inc |
178.54 |
14,700 |
0.02% |
0.00
|
2.6 M
|
|
|
|
Meta Platforms Inc - Ordinary Shares - Class A
|
Morgens, Waterfall, Vintiadis & Co. Inc |
592.49 |
19,600 |
0.00% |
0.00
|
11.6 M
|
|
|
|
Microsoft Corporation
|
Morgens, Waterfall, Vintiadis & Co. Inc |
438.73 |
19,100 |
0.00% |
0.00
|
8.4 M
|
|
|
|
Netflix Inc.
|
Morgens, Waterfall, Vintiadis & Co. Inc |
1140.22 |
17,600 |
0.00% |
0.00
|
20.1 M
|
|
|
|
NVIDIA Corp
|
Morgens, Waterfall, Vintiadis & Co. Inc |
116.65 |
26,600 |
0.00% |
0.00
|
3.1 M
|
|
|
|
ON Semiconductor Corp.
|
Morgens, Waterfall, Vintiadis & Co. Inc |
40.98 |
77,300 |
0.02% |
0.00
|
3.2 M
|
|
|
|
Regeneron Pharmaceuticals, Inc.
|
Morgens, Waterfall, Vintiadis & Co. Inc |
527.78 |
1,500 |
0.00% |
0.00
|
791.7 K
|
|
|
|
Synopsys, Inc.
|
Morgens, Waterfall, Vintiadis & Co. Inc |
482.90 |
13,400 |
0.01% |
0.00
|
6.5 M
|
|
|
|
Trade Desk Inc - Ordinary Shares - Class A
|
Morgens, Waterfall, Vintiadis & Co. Inc |
71.04 |
100,000 |
0.02% |
0.00
|
7.1 M
|
|
|
|
Take-Two Interactive Software, Inc.
|
Morgens, Waterfall, Vintiadis & Co. Inc |
226.55 |
38,000 |
0.02% |
0.00
|
8.6 M
|
|
|
|
BILL Holdings Inc
|
|
44.72 |
- |
Investor holds below 1% |
|
|
|
|
|
Boyd Gaming Corp.
|
|
71.87 |
- |
Investor holds below 1% |
|
|
|
|
|
Boeing Co.
|
|
194.85 |
- |
Investor holds below 1% |
|
|
|
|
|
Advanced Micro Devices Inc.
|
|
102.84 |
- |
Investor holds below 1% |
|
|
|
|
|
Cooper Companies, Inc.
|
|
82.27 |
- |
Investor holds below 1% |
|
|
|
|
|
GE HealthCare Technologies Inc
|
|
69.87 |
- |
Investor holds below 1% |
|
|
|
|
|
Ferrari N.V.
|
|
488.28 |
- |
Investor holds below 1% |
|
|
|
|
|
DoubleVerify Holdings Inc
|
|
13.34 |
- |
Investor holds below 1% |
|
|
|
|
|
Monster Beverage Corp.
|
|
61.00 |
- |
Investor holds below 1% |
|
|
|
|