SEC 13F Intelligence

Morgens Waterfall Vintiadis & Co Inc / INCY

Morgens Waterfall Vintiadis & Co Inc’s Incyte Corp Position

Does Morgens Waterfall Vintiadis & Co Inc own Incyte Corp (INCY)? Not currently — the last reported position was 20.0K shares worth $2M in Q4 2025; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$2M
Q4 2025
Shares
20.0K
% of Portfolio
+1.45%
Quarters Held
5
position exited

Position History INCY

Reported value by quarter
Q2 ’19: $1MQ2 ’19Q3 ’19: $1MQ3 ’19Q4 ’22: $1MQ4 ’22Q3 ’25: $2MQ3 ’25Q4 ’25: $2MQ4 ’25filingsflow.com
QuarterSharesValue% of Portfolio
Q4 202520.0K$2M+1.45%
Q3 202520.0K$2M+1.16%
Q4 202218.5K$1M+1.29%
Q3 201918.0K$1M+1.03%
Q2 201912.0K$1M+0.70%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Morgens Waterfall Vintiadis & Co Inc’s full portfolio or all institutional holders of INCY.