Morgens Waterfall Vintiadis & Co. Inc.
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.
Latest 13F Filing Activity
Morgens Waterfall Vintiadis & Co. Inc. filed their most recent 13F report on Jun 30, 2025 disclosing 21 equity positions with a total 13F market value of $136M. The fund increased holdings in Hilton Worldwide HLDGS Inc., Rocket Lab Corp., Celsius HLDGS Inc. among other positions. Morgens Waterfall Vintiadis & Co. Inc. reduced exposure to Warner Bros Discovery Inc., Compass Inc., Intel Corp. among others.
Top Holdings
Equity Positions (21)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
N NFLX | NETFLIX INC | 10.80% | $14.7M | 11,000 | $202.20 | $1339.13 | +$3.5M |
N NVDA | NVIDIA CORPORATION | 8.11% | $11.1M | 70,000 | $3.86 | $157.99 | +$3.5M |
S SPOT | SPOTIFY TECHNOLOGY S A | 7.60% | $10.4M | 13,500 | $328.68 | $767.34 | +$2.9M |
G GEV | GE VERNOVA INC | 7.18% | $9.8M | 18,500 | $189.33 | $529.15 | +$4.1M |
M META | META PLATFORMS INC | 7.15% | $9.7M | 13,200 | $213.29 | $738.09 | +$175.2K |
Industry Allocation
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