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Fund detail

Viking Global Investors (Halvorsen)

hedge-fund, active

Quarters 52
2017-12-31 $16.26B
Positions 59
Showing 19 of 19 rows (filtered from 78)

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 TIME WARNER INC TWXCHF $420.4M 2.58% 4,595,932 +4,595,932 2013-06-30 $91 ~$62 +48.72%
2 NETEASE INC NTES $339.2M 2.09% 983,105 +983,105 2017-12-31 $345 ~$345 +0.00%
3 TRANSDIGM GROUP INC TDG $158.0M 0.97% 575,317 +575,317 2015-06-30 $275 ~$225 +22.32%
4 THERMO FISHER SCIENTIFIC INC TMO $154.7M 0.95% 814,517 +814,517 2013-06-30 $190 ~$141 +34.83%
5 PACCAR INC PCAR $80.2M 0.49% 1,127,627 +1,127,627 2017-12-31 $71 ~$71 +0.00%
6 DIAMONDBACK ENERGY INC FANG $78.1M 0.48% 618,923 +618,923 2017-12-31 $126 ~$126 +0.00%
7 INC RESH HLDGS INC SYNHEUR $68.0M 0.42% 1,558,512 +1,558,512 2017-12-31 $44 ~$44 +0.00%
8 TRAVELERS COMPANIES INC TRV $67.2M 0.41% 495,762 +495,762 2017-12-31 $136 ~$136 +0.00%
9 PROGRESSIVE CORP OHIO PGR $55.8M 0.34% 990,261 +990,261 2016-03-31 $56 ~$36 +55.93%
10 LOWES COS INC LOW $47.8M 0.29% 514,470 +514,470 2013-09-30 $93 ~$48 +94.33%
11 RSP PERMIAN INC $46.8M 0.29% 1,150,398 +1,150,398 2017-12-31 $41 ~$41 +0.00%
12 MARSH & MCLENNAN COS INC MRSH $39.3M 0.24% 483,287 +483,287 2014-09-30 $81 ~$56 +45.64%
13 UNION PAC CORP UNP $39.1M 0.24% 291,533 +291,533 2016-12-31 $134 ~$104 +29.34%
14 QUALCOMM INC QCOM $38.7M 0.24% 604,892 +604,892 2013-06-30 $64 ~$61 +4.80%
15 PIONEER NAT RES CO PXDEUR $18.0M 0.11% 104,166 +104,166 2014-03-31 $173 ~$176 -1.85%
16 JIANPU TECHNOLOGY INC JTUSD $17.0M 0.10% 2,617,818 +2,617,818 2017-12-31 $6 ~$6 +0.00%
17 QUDIAN INC HTT $16.9M 0.10% 1,350,114 +1,350,114 2017-12-31 $13 ~$13 +0.00%
18 LENNAR CORP LEN/B $6.2M 0.04% 119,978 +119,978 2017-12-31 $52 ~$52 +0.00%
19 ALLIANCE DATA SYSTEMS CORP BFH $3.6M 0.02% 14,286 +14,286 2017-12-31 $253 ~$253 +0.00%