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Fund detail

Viking Global Investors (Halvorsen)

hedge-fund, active

Quarters 52
2018-12-31 $17.57B
Positions 57
Showing 30 of 79 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 ALIBABA GROUP HLDG LTD BABA $1.40B 7.95% 10,184,489 +710,192 +7.50% 8.64% 2014-09-30 $137 ~$163 -15.96%
2 ANTHEM INC ELV $1.34B 7.62% 5,098,247 +315,448 +6.60% 7.26% 2014-12-31 $263 ~$214 +22.50%
3 MICROSOFT CORP MSFT $1.34B 7.61% 13,172,062 +2,904,018 +28.28% 6.50% 2016-06-30 $102 ~$74 +37.77%
4 AMAZON COM INC AMZN $997.0M 5.67% 663,784 +478,683 +258.61% 2.05% 2015-06-30 $1,502 ~$1,662 -9.61%
5 NETFLIX INC NFLX $810.9M 4.62% 3,029,736 +2,441,763 +415.28% 1.22% 2014-06-30 $268 ~$297 -9.88%
6 ALPHABET INC GOOGL $810.9M 4.62% 775,969 +718,057 +1239.91% 0.39% 2015-12-31 $1,045 ~$1,107 -5.60%
7 VISA INC V $808.9M 4.60% 6,130,962 +4,881,187 +390.57% 1.04% 2013-06-30 $132 ~$130 +1.49%
8 MARATHON PETE CORP MPC $781.1M 4.45% 13,236,261 +6,085,160 +85.09% 3.17% 2013-06-30 $59 ~$70 -15.96%
9 UNITED TECHNOLOGIES CORP UTXZ $743.6M 4.23% 6,983,646 +1,094,482 +18.58% 4.56% 2016-12-31 $106 ~$121 -11.85%
10 UNITEDHEALTH GROUP INC UNH $710.8M 4.05% 2,853,362 +1,608,680 +129.24% 1.83% 2016-12-31 $249 ~$217 +14.64%
11 SALESFORCE COM INC CRM $708.8M 4.03% 5,174,593 +2,990,641 +136.94% 1.92% 2016-09-30 $137 ~$133 +2.85%
12 ADOBE INC ADBE $629.3M 3.58% 2,781,472 +2,781,472 2013-06-30 $226 ~$171 +32.28%
13 FACEBOOK INC META $628.8M 3.58% 4,796,694 +3,015,877 +169.35% 1.62% 2013-09-30 $131 ~$143 -8.22%
14 BIOMARIN PHARMACEUTICAL INC BMRN $433.6M 2.47% 5,091,637 +962,696 +23.32% 2.22% 2016-03-31 $85 ~$89 -4.41%
15 DISNEY WALT CO DIS $371.2M 2.11% 3,385,596 -7,482,939 -68.85% 7.04% 2013-09-30 $110 ~$101 +8.09%
16 ILLUMINA INC ILMN $343.1M 1.95% 1,143,954 +758,764 +196.98% 0.78% 2013-12-31 $300 ~$273 +10.01%
17 LIBERTY MEDIA CORP DELAWARE FWONKUSD $334.2M 1.90% 10,887,257 -353,309 -3.14% 2.31% 2017-03-31 $31 ~$34 -10.11%
18 DOWDUPONT INC $312.9M 1.78% 5,850,184 -4,536,261 -43.67% 3.70% 2018-06-30 $53 ~$66 -18.85%
19 BERRY GLOBAL GROUP INC BERYEUR $262.2M 1.49% 5,517,250 +334,622 +6.46% 1.39% 2018-09-30 $48 ~$48 -1.72%
20 MODERNA INC MRNA $260.8M 1.48% 17,081,164 +17,081,164 2018-12-31 $15 ~$15 +0.00%
21 EXACT SCIENCES CORP EXK $249.9M 1.42% 3,960,011 +2,665,361 +205.88% 0.57% 2018-09-30 $63 ~$74 -14.26%
22 T MOBILE US INC TMUS $219.6M 1.25% 3,452,893 +531,503 +18.19% 1.14% 2015-03-31 $64 ~$43 +46.81%
23 PROGRESSIVE CORP OHIO PGR $208.7M 1.19% 3,459,941 +2,173,871 +169.03% 0.51% 2016-03-31 $60 ~$57 +5.75%
24 RAYMOND JAMES FINANCIAL INC RJF $185.5M 1.06% 2,493,428 -1,679,526 -40.25% 2.13% 2017-06-30 $74 ~$85 -12.33%
25 AMERICAN AIRLS GROUP INC AAL $184.9M 1.05% 5,759,432 +5,759,432 2014-06-30 $32 ~$38 -15.53%
26 BOSTON SCIENTIFIC CORP BSX $183.8M 1.05% 5,201,828 +2,045,827 +64.82% 0.67% 2015-09-30 $35 ~$28 +27.33%
27 BOEING CO BA $179.6M 1.02% 556,964 +556,964 2013-06-30 $323 ~$102 +214.82%
28 ALPHABET INC GOOG $158.2M 0.90% 152,714 +152,714 2015-12-31 $1,036 ~$754 +37.38%
29 ZILLOW GROUP INC Z $146.9M 0.84% 4,651,037 +4,651,037 2018-12-31 $32 ~$32 +0.00%
30 DIAMONDBACK ENERGY INC FANG $140.5M 0.80% 1,515,140 +1,515,140 2017-12-31 $93 ~$116 -20.31%