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Morgens Waterfall Vintiadis & Co. Inc.

CIK:0001016150
Hedge Fund
$180M AUM
21 holdings
New York, NY, United States
Founded:1968
8 employees
Latest filing:Jun 30, 2025

Morgens, Waterfall, Vintiadis & Co Inc is an SEC-registered hedge fund and investment management firm headquartered in New York, NY. Founded in 1968 and registered with the SEC since 1997, the firm manages assets primarily for pooled investment vehicles, focusing on growth investing by identifying rapidly growing companies with sustainable performance. As of 2025, the firm had 8 employees, 4 of whom are in investment advisory functions. They serve institutional and high-net-worth clients through their pooled investment structures.

Investment Strategy

Morgens Waterfall Vintiadis & Co Inc employs a growth investing strategy, seeking to identify rapidly growing and underappreciated companies with sustainable growth prospects. The firm's investment objective is to maximize risk-adjusted absolute returns while preserving capital regardless of market conditions. Their process includes fundamental analysis and opportunistic allocation, with a strong focus on companies that display long-term growth potential.

Top Buys
H
HLTHILTON WORLDWIDE HLDGS INC
+$5.6M
R
RKLBROCKET LAB CORP
+$5.4M
C
CELHCELSIUS HLDGS INC
+$4.6M
A
AMDADVANCED MICRO DEVICES INC
+$4.6M
A
ASMLASML HOLDING N V
+$4.5M
Top Sells
W
WBDWARNER BROS DISCOVERY INC
-$4.3M
C
COMPCOMPASS INC
-$2.6M
D
DASHDOORDASH INC
+$1.5M
M
MSFTMICROSOFT CORP
+$1.3M
I
INTCINTEL CORP
-$1.2M

Top Holdings

N
NFLXNETFLIX INC
+10.8%$14.7M
N
NVDANVIDIA CORPORATION
+8.1%$11.1M
S
SPOTSPOTIFY TECHNOLOGY S A
+7.6%$10.4M
G
GEVGE VERNOVA INC
+7.2%$9.8M
M
METAMETA PLATFORMS INC
+7.1%$9.7M

Equity Positions (21)

TickerSecurityWeightMarket ValueSharesAvg CostPriceChange (QoQ)
N
NFLX
NETFLIX INC10.80%$14.7M11,000$202.20$1339.13+$3.5M
N
NVDA
NVIDIA CORPORATION8.11%$11.1M70,000$3.86$157.99+$3.5M
S
SPOT
SPOTIFY TECHNOLOGY S A7.60%$10.4M13,500$328.68$767.34+$2.9M
G
GEV
GE VERNOVA INC7.18%$9.8M18,500$189.33$529.15+$4.1M
M
META
META PLATFORMS INC7.15%$9.7M13,200$213.29$738.09+$175.2K

Industry Allocation

SEMICONDUCTORS & RELATED DEVICES
+14.0%
SERVICES-VIDEO TAPE RENTAL
+10.8%
SERVICES-PREPACKAGED SOFTWARE
+8.9%
RADIO BROADCASTING STATIONS
+7.6%
ELECTRONIC & OTHER ELECTRICAL EQUIPMENT (NO COMPUTER EQUIP)
+7.2%