Instuitional Investor - Morgens Waterfall Vintiadis & Co Inc

13F Holdings

Filing Period:

No.	Security	Ticker	Shares	Value	% Port
1.	Netflix Inc	NFLX	15,600	$13,904,592	10.61%
2.	Nvidia Corp	NVDA	100,000	$13,429,000	10.25%
3.	Meta Platforms Inc.	META	16,600	$9,719,466	7.42%
4.	Trade Desk Inc.	TTD	75,000	$8,814,750	6.73%
5.	Eli Lilly & Co	LLY	9,000	$6,948,000	5.3%