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Fund detail

Viking Global Investors (Halvorsen)

hedge-fund, active

Quarters 52
2020-06-30 $23.14B
Positions 72
Showing 25 of 25 rows (filtered from 89)

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 THERMO FISHER SCIENTIFIC INC TMO $628.4M 2.72% 1,734,144 +1,734,144 2013-06-30 $362 ~$252 +43.73%
2 AON PLC $569.3M 2.46% 2,956,029 +2,956,029 2020-06-30 $193 ~$193 +0.00%
3 HILTON WORLDWIDE HLDGS INC HLT $534.2M 2.31% 7,272,455 +7,272,455 2020-06-30 $73 ~$73 +0.00%
4 API GROUP CORP APG $405.0M 1.75% 33,333,333 +33,333,333 2020-06-30 $12 ~$12 +0.00%
5 NUANCE COMMUNICATIONS INC NUANEUR $323.9M 1.40% 12,799,556 +12,799,556 2020-06-30 $25 ~$25 +0.00%
6 MOODYS CORP MCO $268.5M 1.16% 977,348 +977,348 2013-06-30 $275 ~$61 +350.90%
7 PARKER HANNIFIN CORP PH $264.4M 1.14% 1,442,793 +1,442,793 2017-03-31 $183 ~$178 +2.99%
8 ANALOG DEVICES INC ADI $240.4M 1.04% 1,959,943 +1,959,943 2018-09-30 $123 ~$99 +23.92%
9 SHERWIN WILLIAMS CO SHW $229.9M 0.99% 397,835 +397,835 2013-09-30 $578 ~$344 +68.12%
10 DARDEN RESTAURANTS INC DRI $226.7M 0.98% 2,991,636 +2,991,636 2020-06-30 $76 ~$76 +0.00%
11 ZENTALIS PHARMACEUTICALS INC ZNTL $213.4M 0.92% 4,443,284 +4,443,284 2020-06-30 $48 ~$48 +0.00%
12 ALLSTATE CORP ALL $171.6M 0.74% 1,769,570 +1,769,570 2013-06-30 $97 ~$68 +43.57%
13 LINDE PLC $170.5M 0.74% 803,694 +803,694 2020-06-30 $212 ~$212 +0.00%
14 DANAHER CORPORATION DHR $159.8M 0.69% 903,929 +903,929 2013-06-30 $177 ~$48 +268.47%
15 ALIBABA GROUP HLDG LTD BABA $150.0M 0.65% 695,536 +695,536 2014-09-30 $216 ~$192 +12.52%
16 ALIGN TECHNOLOGY INC ALGN $148.0M 0.64% 539,343 +539,343 2017-09-30 $274 ~$253 +8.40%
17 ROYALTY PHARMA PLC $122.1M 0.53% 2,514,985 +2,514,985 2020-06-30 $49 ~$49 +0.00%
18 ENVISTA HOLDINGS CORPORATION NVST $95.4M 0.41% 4,524,346 +4,524,346 2019-09-30 $21 ~$26 -18.87%
19 EVEREST RE GROUP LTD $86.2M 0.37% 418,223 +418,223 2020-06-30 $206 ~$206 +0.00%
20 TJX COS INC NEW TJX $76.8M 0.33% 1,519,986 +1,519,986 2016-12-31 $51 ~$38 +34.43%
21 PVH CORPORATION PVH $73.2M 0.32% 1,522,984 +1,522,984 2020-06-30 $48 ~$48 +0.00%
22 MOMENTA PHARMACEUTICALS INC MNTA $31.5M 0.14% 946,220 +946,220 2020-06-30 $33 ~$33 +0.00%
23 AGORA INC API $17.7M 0.08% 400,000 +400,000 2020-06-30 $44 ~$44 +0.00%
24 UNIQURE NV $2.8M 0.01% 62,396 +62,396 2020-06-30 $45 ~$45 +0.00%
25 T-MOBILE US INC TMUSREUR $302K 0.00% 1,799,550 +1,799,550 2020-06-30 $0 ~$0 +0.00%