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Fund detail

Viking Global Investors (Halvorsen)

hedge-fund, active

Quarters 52
2019-09-30 $19.20B
Positions 62
Showing 30 of 75 rows

Price is the latest implied close from the selected quarter's 13F (value ÷ shares). Est. Cost is a running average that assumes each quarter's trades cleared near the midpoint of consecutive 13F closes (or yfinance VWAP when available). Most accurate for slow accumulators, least accurate for activists who build positions in a few days.

# Issuer Value ↑ Weight Shares Share Δ Share Δ % Prev Weight First Held Price Est. Cost Unrealized % Status
1 AMERICAN INTL GROUP INC $0 0 -564,604 -100.00% 0.13%
2 ATYR PHARMA INC $0 0 -3,209,955 -100.00% 0.01%
3 BERRY GLOBAL GROUP INC $0 0 -1,804,817 -100.00% 0.43%
4 CHEWY INC $0 0 -1,471,890 -100.00% 0.23%
5 DAVITA INC $0 0 -2,907,034 -100.00% 0.73%
6 EIDOS THERAPEUTICS INC $0 0 -882,353 -100.00% 0.12%
7 MICRON TECHNOLOGY INC $0 0 -6,431,167 -100.00% 1.11%
8 NVIDIA CORP $0 0 -802,330 -100.00% 0.59%
9 NXP SEMICONDUCTORS N V $0 0 -670,065 -100.00% 0.29%
10 SLACK TECHNOLOGIES INC $0 0 -4,539,615 -100.00% 0.76%
11 SMITH A O CORP $0 0 -2,452,092 -100.00% 0.52%
12 UNITEDHEALTH GROUP INC $0 0 -4,812,185 -100.00% 5.27%
13 WELLCARE HEALTH PLANS INC $0 0 -371,450 -100.00% 0.48%
14 ATYR PHARMA INC ATYR $802K 0.00% 229,283 +229,283 2019-09-30 $3 ~$3 +0.00%
15 10X GENOMICS INC TXG $3.6M 0.02% 71,069 +71,069 2019-09-30 $50 ~$50 +0.00%
16 CARVANA CO CVNA $7.9M 0.04% 120,287 +120,287 2019-09-30 $66 ~$66 +0.00%
17 GENMAB A S GMAB $12.0M 0.06% 592,966 +592,966 2019-09-30 $20 ~$20 +0.00%
18 EDITAS MEDICINE INC EDIT $16.7M 0.09% 733,401 -198,000 -21.26% 0.10% 2016-03-31 $23 ~$35 -34.16%
19 ANAPTYSBIO INC ANAB $20.2M 0.11% 576,205 -223,692 -27.97% 0.20% 2018-03-31 $35 ~$94 -62.64%
20 CLOUDFLARE INC NET $27.0M 0.14% 1,455,336 +1,455,336 2019-09-30 $19 ~$19 +0.00%
21 DATADOG INC DDOG $30.5M 0.16% 899,999 +899,999 2019-09-30 $34 ~$34 +0.00%
22 SYNEOS HEALTH INC 8IN $30.6M 0.16% 575,847 -1,220,928 -67.95% 0.41% 2018-03-31 $53 ~$38 +40.82%
23 ENVISTA HLDGS CORP NVST $32.0M 0.17% 1,148,263 +1,148,263 2019-09-30 $28 ~$28 +0.00%
24 SAGE THERAPEUTICS INC SG7 $37.0M 0.19% 263,466 +263,466 2019-09-30 $140 ~$140 +0.00%
25 COVETRUS INC CVETUSD $40.2M 0.21% 3,381,937 +0 +0.00% 0.37% 2019-03-31 $12 ~$32 -62.67%
26 ACTIVISION BLIZZARD INC ATVIEUR $40.9M 0.21% 772,716 -7,136,143 -90.23% 1.68% 2019-03-31 $53 ~$46 +15.43%
27 VISA INC V $43.2M 0.22% 250,874 -136,494 -35.24% 0.30% 2013-06-30 $172 ~$130 +32.31%
28 EDWARDS LIFESCIENCES CORP EW $44.9M 0.23% 204,148 +204,148 2019-09-30 $220 ~$220 +0.00%
29 UNITED RENTALS INC URI $51.0M 0.27% 408,782 +408,782 2019-09-30 $125 ~$125 +0.00%
30 PROGRESSIVE CORP OHIO PGR $53.6M 0.28% 694,330 +694,330 2016-03-31 $77 ~$57 +35.41%