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Disclosed positions
MORGENS WATERFALL VINTIADIS & CO INC: source evidence dated 2026-08-15T03:59:59.999Z.
- Issuer
- GE VERNOVA INC
- Ticker
- GEV
- Class
- COM
- Reported value
- $14,685,750
- Reported amount
- 12,500
- Unit
- SH
- Option
- None
The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.
What was reported for this quarter?
13F positions are dated quarter-end holdings, with later publication and possible amendments. Read report period and availability before calling them current.
SEC 13F-HR: 0001140361-26-032983Open the effective filing receipt and inspect shares, value and any put/call classification separately.
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Disclosed positions
See the complete disclosed positions
| GE VERNOVA INC | GEV | COM | $14,685,750 | 12,500 | SH | None |
| NVIDIA CORPORATION | NVDA | COM | $12,005,400 | 60,000 | SH | None |
| INTEL CORP | INTC | COM | $11,170,400 | 80,000 | SH | None |
| ELI LILLY & CO | LLY | COM | $10,794,870 | 9,000 | SH | None |
| ROCKET LAB CORP | RKLB | COM | $10,165,000 | 100,000 | SH | None |
| ARM HOLDINGS PLC | ARM | SPONSORED ADS | $9,573,390 | 27,000 | SH | None |
| ROBINHOOD MKTS INC | HOOD | COM CL A | $8,523,800 | 85,000 | SH | None |
| SPHERE ENTERTAINMENT CO | SPHR | CL A | $7,959,380 | 46,000 | SH | None |
| TWILIO INC | TWLO | CL A | $6,602,560 | 32,000 | SH | None |
| CARVANA CO | CVNA | CL A | $5,923,800 | 90,000 | SH | None |
| PALANTIR TECHNOLOGIES INC | PLTR | CL A | $5,833,500 | 50,000 | SH | None |
| SYNOPSYS INC | SNPS | COM | $5,798,910 | 13,000 | SH | None |
| AMAZON COM INC | AMZN | COM | $5,720,160 | 24,000 | SH | None |
| MICROSOFT CORP | MSFT | COM | $5,595,300 | 15,000 | SH | None |
| SPOTIFY TECHNOLOGY S A | SPOT | SHS | $2,984,345 | 6,500 | SH | None |
| TERADYNE INC | TER | COM | $2,903,040 | 6,000 | SH | None |
| CLOUDFLARE INC | NET | CL A COM | $2,820,720 | 11,500 | SH | None |
| GUARDANT HEALTH INC | GH | COM | $2,100,420 | 14,000 | SH | None |
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Largest 50 positions by reported value; the filing may contain more positions.
How amendments affect these holdings
This view uses 1 effective filing version(s). A restatement replaces the previous book; a new-holdings amendment adds positions. 0 positions lack a resolved ticker and 0 positions are put or call entries.
A 13F is a delayed quarterly snapshot of disclosed holdings. It is not a complete trade ledger and does not reveal every position in a manager's portfolio. Option values refer to the reported underlying position rather than a traded option premium.
Quarter end and public filing date
Use the filing's public availability date when constructing a historical observation. The quarter-end report period is earlier and cannot be substituted for when the public learned the holdings.