Legal Name: MORGENS, WATERFALL, VINTIADIS & COMPANY, INC.
報告期間:
Jun 30, 2019
有効日:
Aug 14, 2019
| セキュリティ |
保有株式/元本 |
市場価格 |
オプション |
|
MICROSOFT CORP (594918104)
|
60,180 |
$8,062k |
|
|
LULULEMON ATHLETICA (550021109)
|
43,330 |
$7,808k |
|
|
Netflix Inc (64110L106)
|
17,150 |
$6,300k |
|
|
OKTA INC CL A (679295105)
|
46,600 |
$5,756k |
|
|
THE TRADE DESK (88339J105)
|
24,700 |
$5,626k |
|
|
CAESARS ENTMT CORP COM (127686103)
|
470,000 |
$5,555k |
|
|
ATLASSIAN CORPORATION PLC COM USD0.1 CL A (G06242104)
|
41,500 |
$5,430k |
|
|
Amazon.com Inc (023135106)
|
2,750 |
$5,207k |
|
|
NEW RELIC INC COM (64829B100)
|
57,500 |
$4,974k |
|
|
Twilio Inc (90138F102)
|
35,370 |
$4,823k |
|
|
MCDONALDS CORP (580135101)
|
22,875 |
$4,750k |
|
|
NVIDIA Corp (67066G104)
|
27,800 |
$4,566k |
|
|
ASML Holdings NV - NY Reg Shs (N07059210)
|
19,170 |
$3,986k |
|
|
ZYNGA INC - CL A (98986T108)
|
650,000 |
$3,985k |
|
|
Applied Materials, Inc. (038222105)
|
87,500 |
$3,930k |
|
|
Synopsys Inc (871607107)
|
30,000 |
$3,861k |
|
|
WALMART INC COM (931142103)
|
34,500 |
$3,812k |
|
|
Facebook Inc (30303M102)
|
18,800 |
$3,628k |
|
|
Domino's Pizza Inc (25754A201)
|
13,000 |
$3,618k |
|
|
Boeing Co/The (097023105)
|
9,500 |
$3,458k |
|
|
SLACK TECHNOLOGIES (83088V102)
|
90,500 |
$3,394k |
|
|
BEST BUY INC (086516101)
|
48,000 |
$3,347k |
|
|
Reata Pharmaceuticals Inc. (75615P103)
|
34,350 |
$3,241k |
|
|
BOYD GAMING CORP (103304101)
|
120,000 |
$3,233k |
|
|
ELDORADO RESORTS INC COM (28470R102)
|
70,000 |
$3,225k |
|
|
HOME DEPOT INC (437076102)
|
12,500 |
$2,600k |
|
|
EHEALTH INC COM (28238P109)
|
30,000 |
$2,583k |
|
|
T MOBILE US INC COM USD0.00001 (872590104)
|
31,000 |
$2,298k |
|
|
ADMA BIOLOGICS INC (000899104)
|
550,000 |
$2,129k |
|
|
Illumina Inc (452327109)
|
5,000 |
$1,841k |
|
|
VISA INC COM CL A (92826C839)
|
10,000 |
$1,736k |
|
|
MASTERCARD INC (57636Q104)
|
6,500 |
$1,719k |
|
|
MEDTRONIC PLC (G5960L103)
|
15,000 |
$1,461k |
|
|
UNITEDHEALTH GRP INC (91324P102)
|
5,400 |
$1,318k |
|
|
COHERUS BIOSCIENCES INC (19249H103)
|
50,000 |
$1,105k |
|
|
Incyte Corp (45337C102)
|
12,000 |
$1,020k |
|
|
TABULA RASA HEALTHCARE INC (873379101)
|
20,000 |
$999k |
|
|
LABORATORY CORP AMER (50540R409)
|
5,600 |
$968k |
|
|
WRIGHT MEDICAL GROUP NV (NE) (N96617118)
|
27,000 |
$805k |
|
|
HERON THERAPEUTICS INC (427746102)
|
39,000 |
$725k |
|
|
ASTRAZENECA (046353108)
|
12,900 |
$533k |
|
|
MGM GROWTH PPTYS LLC (55303A105)
|
17,250 |
$529k |
|
|
BP PLC (055622104)
|
12,532 |
$523k |
|
|
MERCK & CO INC (58933Y105)
|
6,240 |
$523k |
|
|
ROYAL DUTCH SHELL (780259107)
|
7,792 |
$512k |
|
|
JPMORGAN CHASE & CO (46625H100)
|
4,575 |
$511k |
|
|
CRISPR Therapeutics AG (H17182108)
|
10,000 |
$471k |
|
|
NIKE INC (654106103)
|
5,300 |
$445k |
|
|
ADOBE INC (00724F101)
|
1,300 |
$383k |
Call |
|
Editas Medicine Inc (28106W103)
|
15,000 |
$371k |
|
|
General Motors Co (37045V100)
|
8,770 |
$338k |
|
|
PFIZER INC (717081103)
|
7,250 |
$314k |
|
|
ROCKET PHARMACEUTICALS INC (77313F106)
|
20,000 |
$300k |
|
|
THERAPEUTICSMD INC (88338N107)
|
112,000 |
$291k |
|
|
Cellectis SA (15117K103)
|
17,000 |
$265k |
|
