Instuitional Investor - Morgens Waterfall Vintiadis & Co Inc

13F Holdings

Filing Period:

No.	Security	Ticker	Shares	Value	% Port
1.	Ge Vernova Inc.	GEV	12,500	$10,911,250	13.44%
2.	Nvidia Corp	NVDA	60,000	$10,464,000	12.89%
3.	Eli Lilly & Co	LLY	9,000	$8,277,930	10.19%
4.	Palantir Technologies Inc.	PLTR	50,000	$7,314,000	9.01%
5.	Rocket Lab Corp	RKLB	100,000	$6,422,000	7.91%