# EDGAR Filing Document

**Accession Number:** 0001016150
**File Stem:** 0001140361-25-033344
**Filing Date:** 2025-8
**Character Count:** 11336
**Document Hash:** 083c1a4434ee87745252479a093c56be
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001140361-25-033344.hdr.sgml**: 20250829

**ACCESSION NUMBER**: 0001140361-25-033344

**CONFORMED SUBMISSION TYPE**: N-PX

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20250630

**FILED AS OF DATE**: 20250829

**EFFECTIVENESS DATE**: 20250829

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** MORGENS WATERFALL VINTIADIS & CO INC
- **CENTRAL INDEX KEY:** 0001016150

**ORGANIZATION NAME:**
- **EIN:** 132674766
- **STATE OF INCORPORATION:** NY
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** N-PX
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-04599
- **FILM NUMBER:** 251277608

**BUSINESS ADDRESS:**
- **STREET 1:** 1270 AVENUE OF THE AMERICAS
- **STREET 2:** SUITE 214
- **CITY:** NEW YORK
- **STATE:** NY
- **ZIP:** 10020
- **BUSINESS PHONE:** 2122184100

**MAIL ADDRESS:**
- **STREET 1:** 1270 AVENUE OF THE AMERICAS
- **STREET 2:** SUITE 214
- **CITY:** NEW YORK
- **STATE:** NY
- **ZIP:** 10020

## FORM N-PX
### ANNUAL REPORT OF PROXY VOTING RECORD

## N-PX: Filer Information

**Filer CIK:** 0001016150

**Date of Report:** 06/30/2025

**Are you a Registered Management Investment Company or an Institutional Manager?:** Institutional Manager

**Is this a LIVE or TEST Filing?:** LIVE

**Is this an electronic copy of an official filing submitted in paper format?:** [ ]

### Submission Contact Information
_Not provided in this filing._

### Notification Information
**Notify via Filing Website only?:** [ ]

## N-PX: Cover Page

**Name of reporting person:** MORGENS WATERFALL VINTIADIS  CO INC

**Address:** 1270 Avenue of the Americas, New York, NY 10020

**Telephone number:** 212-218-4100

**Name of agent for service:** Joann McNiff

**Agent Address:** 1270 Avenue of the Americas, New York, NY 10020

**Reporting Period:** Report for the year ended 06/30/2025

**SEC File Number:** 028-04599

**CRD Number (if any):** —

**Other SEC File Number (if any):** —

**LEI (if any):** —

**Report Type (check only one):**

Institutional Manager.

- [x] Institutional Manager Voting Report

- [ ] Institutional Manager Notice Report

- [ ] Institutional Manager Combination Report

Registered Management Investment Company.

- [ ] Fund Voting Report

- [ ] Fund Notice Report

**Do you wish to provide explanatory information pursuant to Special Instruction B.4?:**

- [x] No

- [ ] Yes

**Additional information:** —

## N-PX: Summary - Included Managers

**Number of Included Institutional Managers:** 0

**Included Institutional Managers:** —

## FORM N-PX PROXY VOTING RECORD

| NAME OF ISSUER                 | CUSIP     | MEETING DATE   | VOTE DESCRIPTION                                                                                                                                                                                                                                        | VOTE CATEGORY                |   SHARES VOTED |   SHARES ON LOAN | HOW VOTED   |   SHARES VOTED FOR OR AGAINST MANAGEMENT | FOR OR AGAINST MANAGEMENT   | OTHER INFO   |
|:---|:---|:---|:---|:---|---:|---:|:---|---:|:---|:---|
| MICROSOFT CORPORATION          | 594918104 | 12/10/2024     | Advisory Vote to Approve Named Executive Officer Compensation (“say-on-pay vote”)                                                                                                                                                                       | SECTION 14A SAY-ON-PAY VOTES |          16100 |                0 | FOR         |                                    16100 | FOR                         |  |
| CARVANA CO.                    | 146869102 | 05/05/2025     | To consider the approval, by an advisory vote, of the compensation of our named executive officers (“say-on-pay”)                                                                                                                                       | SECTION 14A SAY-ON-PAY VOTES |          15000 |                0 | FOR         |                                    15000 | FOR                         |  |
| CARVANA CO.                    | 146869102 | 05/05/2025     | To recommend, by an advisory vote, the frequency of future advisory votes on the compensation of our named executive officers (“say-on-pay frequency”)                                                                                                  | SECTION 14A SAY-ON-PAY VOTES |          15000 |                0 | 1 YEAR      |                                    15000 | FOR                         |  |
| ELI LILLY AND COMPANY          | 532457108 | 05/05/2025     | Approval, on an advisory basis, of the compensation paid to the company's named executive officers                                                                                                                                                      | SECTION 14A SAY-ON-PAY VOTES |           9000 |                0 | FOR         |                                     9000 | FOR                         |  |
| GILEAD SCIENCES, INC.          | 375558103 | 05/07/2025     | Advisory Vote to Approve the Compensation of Our Named Executive Officers                                                                                                                                                                               | SECTION 14A SAY-ON-PAY VOTES |          40000 |                0 | FOR         |                                    40000 | FOR                         |  |
| ALNYLAM PHARMACEUTICALS, INC.  | 02043Q107 | 05/08/2025     | To approve, on a non-binding advisory basis, the compensation of our named executive officers, as described in the “Compensation Discussion and Analysis,” executive compensation tables and accompanying narrative disclosures in this proxy statement | SECTION 14A SAY-ON-PAY VOTES |           4000 |                0 | FOR         |                                     4000 | FOR                         |  |
| GE VERNOVA INC.                | 36828A101 | 05/14/2025     | Advisory (Non-Binding) Vote to Approve the Compensation of our NEOs (Say-on-Pay)                                                                                                                                                                        | SECTION 14A SAY-ON-PAY VOTES |          18500 |                0 | FOR         |                                    18500 | FOR                         |  |
| GE VERNOVA INC.                | 36828A101 | 05/14/2025     | Advisory (Non-Binding) Vote on the Frequency of Future Advisory Votes on Executive Compensation                                                                                                                                                         | SECTION 14A SAY-ON-PAY VOTES |          18500 |                0 | 1 YEAR      |                                    18500 | FOR                         |  |
| HILTON WORLDWIDE HOLDINGS INC. | 43300A203 | 05/14/2025     | To approve, in a non-binding advisory vote, the compensation paid to our named executive officers                                                                                                                                                       | SECTION 14A SAY-ON-PAY VOTES |          21500 |                0 | FOR         |                                    21500 | FOR                         |  |
| AMAZON.COM, INC.               | 023135106 | 05/21/2025     | Advisory vote to approve executive compensation                                                                                                                                                                                                         | SECTION 14A SAY-ON-PAY VOTES |          26300 |                0 | FOR         |                                    26300 | FOR                         |  |
| COMPASS, INC.                  | 20464U100 | 05/22/2025     | Approve, on an advisory (non-binding) basis, the 2024 compensation paid to our named executive officers as described in more detail in the proxy statement (the “Say-on-Pay Vote”)                                                                      | SECTION 14A SAY-ON-PAY VOTES |         300000 |                0 | FOR         |                                   300000 | FOR                         |  |
| META PLATFORMS, INC.           | 30303M102 | 05/28/2025     | Advisory vote on the compensation program for our named executive officers                                                                                                                                                                              | SECTION 14A SAY-ON-PAY VOTES |          16600 |                0 | FOR         |                                    16600 | FOR                         |  |
| META PLATFORMS, INC.           | 30303M102 | 05/28/2025     | Advisory vote on the frequency with which we will conduct a non-binding advisory vote on the compensation program for our named executive officers                                                                                                      | SECTION 14A SAY-ON-PAY VOTES |          16600 |                0 | 3 YEARS     |                                    16600 | FOR                         |  |
| AXON ENTERPRISE, INC.          | 05464C101 | 05/29/2025     | Advisory vote to approve the compensation of the Company's named executive officers                                                                                                                                                                     | SECTION 14A SAY-ON-PAY VOTES |          10000 |                0 | FOR         |                                    10000 | FOR                         |  |
| NETFLIX, INC.                  | 64110L106 | 06/05/2025     | Advisory approval of the Company's Named Executive Officer compensation                                                                                                                                                                                 | SECTION 14A SAY-ON-PAY VOTES |          12000 |                0 | FOR         |                                    12000 | FOR                         |  |
| DOORDASH, INC.                 | 25809K105 | 06/24/2025     | To approve, on an advisory basis, the compensation of our named executive officers                                                                                                                                                                      | SECTION 14A SAY-ON-PAY VOTES |          23000 |                0 | FOR         |                                    23000 | FOR                         |  |
| NVIDIA CORPORATION             | 67066G104 | 06/25/2025     | Advisory approval of executive compensation                                                                                                                                                                                                             | SECTION 14A SAY-ON-PAY VOTES |          70000 |                0 | FOR         |                                    70000 | FOR                         |  |

## N-PX: Signature Block

**Reporting Person:** MORGENS WATERFALL VINTIADIS  CO INC

**By (Signature):** Edwin H Morgens

**By (Printed Signature):** Edwin H Morgens

**By (Title):** Chairman

**Date:** 08/29/2025