Fund Universe

MORGENS WATERFALL VINTIADIS & CO INC

CIK 0001016150 · holdings for 2026Q2 (change vs 2026Q1) · in signal universe
Quality Q
0.105
AUM ($M)
131
Positions
18
Turnover
0.36
Top-10 wt
74%
Herfindahl
0.068
History (qtrs)
6
Excess Return
not eligible

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Quarter
Activity this period
Security type

Holdings · 22 positions · portfolio value $131M

TickerNameActivitySecurity Type WeightΔ Weight Value ($M)SharesΔ Shares Qtrs HeldExcess Return
GEV funds › GE VERNOVA INC HOLD 11.2% -2.2% 14.7 12,500 +0 5
NVDA funds › NVIDIA CORPORATION HOLD 9.2% -3.7% 12.0 60,000 +0 5
INTC funds › INTEL CORP TRIM 8.5% +2.5% 11.2 80,000 -30,000 3
LLY funds › ELI LILLY & CO HOLD 8.2% -2.0% 10.8 9,000 +0 5
RKLB funds › ROCKET LAB CORP HOLD 7.8% -0.2% 10.2 100,000 +0 5
ARM funds › ARM HOLDINGS PLC ADD 7.3% +3.6% 9.6 27,000 +7,000 2
HOOD funds › ROBINHOOD MKTS INC NEW 6.5% +6.5% 8.5 85,000 +85,000 1
SPHR funds › SPHERE ENTERTAINMENT CO ADD 6.1% +0.9% 8.0 46,000 +10,000 2
TWLO funds › TWILIO INC NEW 5.0% +5.0% 6.6 32,000 +32,000 1
CVNA funds › CARVANA CO NEW 4.5% +4.5% 5.9 90,000 +90,000 1
PLTR funds › PALANTIR TECHNOLOGIES INC HOLD 4.4% -4.6% 5.8 50,000 +0 5
SNPS funds › SYNOPSYS INC NEW 4.4% +4.4% 5.8 13,000 +13,000 1
AMZN funds › AMAZON COM INC TRIM 4.4% -2.4% 5.7 24,000 -2,300 5
MSFT funds › MICROSOFT CORP ADD 4.3% -0.6% 5.6 15,000 +4,400 5
SPOT funds › SPOTIFY TECHNOLOGY S A NEW 2.3% +2.3% 3.0 6,500 +6,500 1
TER funds › TERADYNE INC NEW 2.2% +2.2% 2.9 6,000 +6,000 1
NET funds › CLOUDFLARE INC NEW 2.2% +2.2% 2.8 11,500 +11,500 1
GH funds › GUARDANT HEALTH INC NEW 1.6% +1.6% 2.1 14,000 +14,000 1
IRDM funds › IRIDIUM COMMUNICATIONS INC EXIT 0.0% -5.3% 0.0 0 -154,000 0
HLT funds › HILTON WORLDWIDE HLDGS INC EXIT 0.0% -5.1% 0.0 0 -13,500 0
LION funds › LIONSGATE STUDIOS CORP EXIT 0.0% -4.7% 0.0 0 -400,000 0
NFLX funds › NETFLIX INC. EXIT 0.0% -5.0% 0.0 0 -42,500 0

Point-in-time history

Each row is this fund as of that period, not as of today — what the scoring for that quarter actually saw.
PeriodAUM ($M)Positions TurnoverTop-10 wtHerfindahl Quality Q Skill Universe
2026Q2 131 18 0.36 74% 0.068 0.106 in
2026Q1 81 14 0.45 82% 0.084 0.058 in
2025Q4 137 23 0.33 60% 0.050 0.068 in
2025Q3 146 22 0.28 62% 0.053 0.115 in
2025Q2 136 21 0.25 65% 0.058 0.186 entered
2025Q1 88 17 0.00 77% 0.074 0.000 out
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status