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Fund detail

Viking Global Investors (Halvorsen)

hedge-fund, active

Quarters 52
2020-03-31 $19.21B
Positions 64
Showing 30 of 87 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 ACTIVISION BLIZZARD INC $0 0 -4,023,395 -100.00% 1.12%
2 ALIBABA GROUP HLDG LTD $0 0 -328,938 -100.00% 0.33%
3 ALIGN TECHNOLOGY INC $0 0 -262,214 -100.00% 0.34%
4 AMERICAN INTL GROUP INC $0 0 -2,740,184 -100.00% 0.66%
5 AXA EQUITABLE HLDGS INC $0 0 -9,048,047 -100.00% 1.05%
6 CHEWY INC $0 0 -2,896,423 -100.00% 0.39%
7 COUPA SOFTWARE INC $0 0 -1,413,382 -100.00% 0.97%
8 DATADOG INC $0 0 -822,696 -100.00% 0.15%
9 EDWARDS LIFESCIENCES CORP $0 0 -158,573 -100.00% 0.17%
10 ENVISTA HLDGS CORP $0 0 -1,133,435 -100.00% 0.16%
11 GARDNER DENVER HLDGS INC $0 0 -1,109,851 -100.00% 0.19%
12 HUMANA INC $0 0 -103,638 -100.00% 0.18%
13 ILLUMINA INC $0 0 -408,658 -100.00% 0.63%
14 MCKESSON CORP $0 0 -1,508,413 -100.00% 0.98%
15 METLIFE INC $0 0 -6,723,542 -100.00% 1.61%
16 MIDDLEBY CORP $0 0 -1,856,730 -100.00% 0.95%
17 MONSTER BEVERAGE CORP NEW $0 0 -12,944,911 -100.00% 3.85%
18 RAYTHEON CO $0 0 -1,043,924 -100.00% 1.07%
19 SQUARE INC $0 0 -10,044,042 -100.00% 2.94%
20 TESLA INC $0 0 -51,844 -100.00% 0.10%
21 TEXTRON INC $0 0 -4,944,853 -100.00% 1.03%
22 UNITED RENTALS INC $0 0 -419,058 -100.00% 0.33%
23 UNITEDHEALTH GROUP INC $0 0 -958,037 -100.00% 1.32%
24 ATYR PHARMA INC ATYR $1.6M 0.01% 587,444 +358,161 +156.21% 0.00% 2019-09-30 $3 ~$3 -19.76%
25 ANAPLAN INC PLANUSD $3.5M 0.02% 116,722 -927,168 -88.82% 0.26% 2019-12-31 $30 ~$52 -42.25%
26 COVETRUS INC CVETUSD $5.1M 0.03% 632,521 -2,749,416 -81.30% 0.21% 2019-03-31 $8 ~$32 -74.44%
27 EDITAS MEDICINE INC EDIT $10.2M 0.05% 512,179 -221,222 -30.16% 0.10% 2016-03-31 $20 ~$35 -42.59%
28 SMILEDIRECTCLUB INC SDCCQ $10.7M 0.06% 2,283,972 +2,283,972 2020-03-31 $5 ~$5 +0.00%
29 GENMAB A/S GMAB $17.8M 0.09% 840,985 +255,676 +43.68% 0.06% 2019-09-30 $21 ~$21 +2.29%
30 MICROCHIP TECHNOLOGY INC MCHP $27.7M 0.14% 408,240 +408,240 2020-03-31 $68 ~$68 +0.00%