Filling information for MORGENS WATERFALL VINTIADIS & CO INC as Treemap, investor disclosed 31 total holdings based on 2023-03-31 SEC fillings. A list of the exposed holdings
Product description
| CUSIP | Symbol | Name | Title Of Class | Value in 1000's | Amount | |
|---|---|---|---|---|---|---|
| 64110L106 | 64110L106 | NETFLIX INC | COM | 5389488 | 15600 | |
| 023135106 | 023135106 | AMAZON.COM INC | COM | 2716527 | 26300 | |
| 097023105 | 097023105 | BOEING CO | COM | 3186450 | 15000 | |
| 00724F101 | 00724F101 | ADOBE SYSTEMS INCORPORATED | COM | 3082960 | 8000 | |
| 91324P102 | 91324P102 | UNITEDHEALTH GROUP INC | COM | 2974700 | 197000 | |
| 256163106 | 256163106 | DOCUSIGN INC | COM | 2909170 | 49900 | |
| 871607107 | 871607107 | SYNOPSYS INC | COM | 5368875 | 13900 | |
| 892356106 | 892356106 | TRACTOR SUPPLY CO | COM | 3713632 | 15800 | |
| 016255101 | 016255101 | ALIGN TECHNOLOGY INC | COM | 1754235 | 5250 | |
| 216648402 | 216648402 | COOPER COS INC | COM NEW | 1306760 | 3500 | |
| 874054109 | 874054109 | TAKE-TWO INTERACTIVE SOFTWAR | COM | 3847425 | 32250 | |
| 05464C101 | 05464C101 | AXON ENTERPRISE INC | COM | 3822450 | 17000 | |
| 594918104 | 594918104 | MICROSOFT CORP | COM | 5391210 | 18700 | |
| 88160R101 | 88160R101 | TESLA INC | COM | 518650 | 2500 | |
| 15118V207 | 15118V207 | CELSIUS HLDGS INC | COM NEW | 2509380 | 27000 | |
| 67066G104 | 67066G104 | NVIDIA CORPORATION | COM | 10277490 | 37000 | |
| 88339J105 | 88339J105 | THE TRADE DESK INC | COM CL A | 6091000 | 100000 | |
| 46120E602 | 46120E602 | INTUITIVE SURGICAL INC | COM NEW | 1839384 | 7200 | |
| 053332102 | 053332102 | AUTOZONE INC | COM | 5481675 | 2230 | |
| 91307C102 | 91307C102 | UNITED THERAPEUTICS CORP DEL | COM | 1948452 | 8700 | |
| 75886F107 | 75886F107 | REGENERON PHARMACEUTICALS | COM | 1232505 | 1500 | |
| N07059210 | N07059210 | ASML HOLDING N V | N Y REGISTRY SHS | 9938366 | 14600 | |
| 037833100 | 037833100 | APPLE INC | COM | 4864550 | 29500 | |
| 46137V357 | 46137V357 | INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | 799125 | 6250 | |
| 934550203 | 934550203 | WARNER MUSIC GROUP CORP | COM CL A | 3337000 | 100000 | |
| 983134107 | 983134107 | WYNN RESORTS LTD | COM | 3245390 | 29000 | |
| 61174X109 | 61174X109 | MONSTER BEVERAGE CORP NEW | COM | 2840926 | 52600 | |
| 244199105 | 244199105 | DEERE & CO | COM | 3922360 | 9500 | |
| 30303M102 | 30303M102 | META PLATFORMS INC | CL A | 4471934 | 21100 | |
| 682189105 | 682189105 | ON SEMICONDUCTOR CORP | COM | 9837240 | 119500 | |
| 532457108 | 532457108 | LILLY ELI & COM | COM | 3090780 | 9000 |