Instuitional Investor - Morgens Waterfall Vintiadis & Co Inc

13F Holdings

Filing Period:

No.	Security	Ticker	Shares	Value	% Port
1.	Netflix Inc	NFLX	11,000	$14,730,430	10.8%
2.	Nvidia Corp	NVDA	70,000	$11,059,300	8.11%
3.	Spotify Technology S.a.	SPOT	13,500	$10,359,090	7.6%
4.	Ge Vernova Inc.	GEV	18,500	$9,789,275	7.18%
5.	Meta Platforms Inc.	META	13,200	$9,742,788	7.15%