0001140361-24-037205.txt : 20240814 0001140361-24-037205.hdr.sgml : 20240814 20240814101850 ACCESSION NUMBER: 0001140361-24-037205 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20240630 FILED AS OF DATE: 20240814 DATE AS OF CHANGE: 20240814 EFFECTIVENESS DATE: 20240814 FILER: COMPANY DATA: COMPANY CONFORMED NAME: MORGENS WATERFALL VINTIADIS & CO INC CENTRAL INDEX KEY: 0001016150 ORGANIZATION NAME: IRS NUMBER: 132674766 STATE OF INCORPORATION: NY FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-04599 FILM NUMBER: 241204967 BUSINESS ADDRESS: STREET 1: 1270 AVENUE OF THE AMERICAS STREET 2: SUITE 214 CITY: NEW YORK STATE: NY ZIP: 10020 BUSINESS PHONE: 2122184100 MAIL ADDRESS: STREET 1: 1270 AVENUE OF THE AMERICAS STREET 2: SUITE 214 CITY: NEW YORK STATE: NY ZIP: 10020 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE 0001016150 XXXXXXXX 06-30-2024 06-30-2024 false MORGENS WATERFALL VINTIADIS & CO INC
1270 AVENUE OF THE AMERICAS SUITE 214 NEW YORK NY 10020
13F HOLDINGS REPORT 028-04599 000108692 801-55062 N
Edwin H Morgens Chairman 212-218-4100 /s/ Edwin H Morgens New York NY 08-14-2024 0 23 131444794
INFORMATION TABLE 2 informationtable.xml AMAZON.COM INC COM 023135106 5082476 26300 SH SOLE 26300 0 0 ARM HOLDINGS PLC SPONSORED ADR 042068205 6053940 37000 SH SOLE 37000 0 0 ASML HOLDING NV N Y REGISTRY SHS N07059210 7159110 7000 SH SOLE 7000 0 0 BRC INC COM CL A 05601U105 1532500 250000 SH SOLE 250000 0 0 CARVANA CO CL A 146869102 3861600 30000 SH SOLE 30000 0 0 DOORDASH INC CL A 25809K105 3698520 34000 SH SOLE 34000 0 0 ELI LILLY & CO COM 532457108 8148420 9000 SH SOLE 9000 0 0 GENERAL ELECTRIC CO COM NEW 369604301 5563950 35000 SH SOLE 35000 0 0 GE VERNOVA INC COM 36828A101 3944730 23000 SH SOLE 23000 0 0 HILTON WORLDWIDE HLDGS INC COM 43300A203 4364000 20000 SH SOLE 20000 0 0 LIBERTY MEDIA CORP DEL COM LBTY SRM S C 531229789 4023040 56000 SH SOLE 56000 0 0 MAPLEBEAR INC COM 565394103 4660300 145000 SH SOLE 145000 0 0 META PLATFORMS INC CL A 30303M102 8370052 16600 SH SOLE 16600 0 0 MICROSOFT CORP COM 594918104 7195895 16100 SH SOLE 16100 0 0 MONOLITHIC PWR SYS INC COM 609839105 4108400 5000 SH SOLE 5000 0 0 NETFLIX INC COM 64110L106 10528128 15600 SH SOLE 15600 0 0 NOVO- NORDISK A S ADR 670100205 4282200 30000 SH SOLE 30000 0 0 NVIDIA CORPORATION COM 67066G104 12354000 100000 SH SOLE 100000 0 0 PALANTIR TECHNOLOGIES INC CL A 69608A108 4559400 180000 SH SOLE 180000 0 0 REGENERON PHARMACEUTICALS COM 75886F107 3468399 3300 SH SOLE 3300 0 0 SPOTIFY TECHNOLOGY S A SHS L8681T102 4079270 13000 SH SOLE 13000 0 0 SYNOPSYS INC COM 871607107 7081214 11900 SH SOLE 11900 0 0 THE TRADE DESK INC COM CL A 88339J105 7325250 75000 SH SOLE 75000 0 0