Instuitional Investor - Morgens Waterfall Vintiadis & Co Inc

13F Holdings

Filing Period:

No.	Security	Ticker	Shares	Value	% Port
1.	Ge Vernova Inc.	GEV	12,500	$14,685,750	11.2%
2.	Nvidia Corp	NVDA	60,000	$12,005,400	9.15%
3.	Intel Corp	INTC	80,000	$11,170,400	8.52%
4.	Eli Lilly & Co	LLY	9,000	$10,794,870	8.23%
5.	Rocket Lab Corp	RKLB	100,000	$10,165,000	7.75%