13F Notebook
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Fund detail

Viking Global Investors (Halvorsen)

hedge-fund, active

Quarters 52
2021-12-31 $34.71B
Positions 107
Showing 27 of 27 rows (filtered from 123)

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 ROIVANT SCIENCES LTD $889.4M 2.56% 88,238,700 +88,238,700 2021-12-31 $10 ~$10 +0.00%
2 TWILIO INC TWLO $784.9M 2.26% 2,980,398 +2,980,398 2021-12-31 $263 ~$263 +0.00%
3 WORKDAY INC WDAY $478.5M 1.38% 1,751,589 +1,751,589 2013-09-30 $273 ~$188 +45.23%
4 AON PLC $454.0M 1.31% 1,510,517 +1,510,517 2020-06-30 $301 ~$203 +47.71%
5 RIVIAN AUTOMOTIVE INC RIVN $332.3M 0.96% 3,204,389 +3,204,389 2021-12-31 $104 ~$104 +0.00%
6 GLOBAL E ONLINE LTD $319.4M 0.92% 5,038,891 +5,038,891 2021-12-31 $63 ~$63 +0.00%
7 BIOMARIN PHARMACEUTICAL INC BMRN $253.6M 0.73% 2,869,947 +2,869,947 2016-03-31 $88 ~$87 +1.80%
8 TAKE-TWO INTERACTIVE SOFTWAR TTWO $214.0M 0.62% 1,203,961 +1,203,961 2021-12-31 $178 ~$178 +0.00%
9 FEDEX CORP FDX $169.5M 0.49% 655,242 +655,242 2021-12-31 $259 ~$259 +0.00%
10 AMERICAN INTL GROUP INC AIG $165.1M 0.48% 2,903,295 +2,903,295 2013-12-31 $57 ~$53 +7.28%
11 LI AUTO INC LI $144.0M 0.41% 4,485,985 +4,485,985 2020-09-30 $32 ~$22 +44.36%
12 GUARDANT HEALTH INC GH 0 11/15/27 $122.0M 0.35% 120,000,000 +120,000,000 2021-12-31 $1 ~$1 +0.00%
13 SEA LTD SE $98.5M 0.28% 440,129 +440,129 2019-12-31 $224 ~$122 +84.11%
14 WESTERN DIGITAL CORP. WDC $85.5M 0.25% 1,311,029 +1,311,029 2016-12-31 $65 ~$77 -15.37%
15 ZILLOW GROUP INC Z $80.3M 0.23% 1,258,215 +1,258,215 2018-12-31 $64 ~$32 +102.18%
16 INTERNATIONAL FLAVORS&FRAGRA IFF $77.0M 0.22% 510,985 +510,985 2021-06-30 $151 ~$149 +0.83%
17 BLOCK INC XYZ $73.5M 0.21% 454,947 +454,947 2019-06-30 $162 ~$69 +135.32%
18 XPENG INC XPEV $73.3M 0.21% 1,456,496 +1,456,496 2021-03-31 $50 ~$37 +37.85%
19 AMEDISYS INC AMED $63.3M 0.18% 391,131 +391,131 2021-12-31 $162 ~$162 +0.00%
20 KKR & CO INC KKR $60.1M 0.17% 806,081 +806,081 2021-12-31 $74 ~$74 +0.00%
21 KE HLDGS INC BEKE $58.8M 0.17% 2,920,256 +2,920,256 2021-12-31 $20 ~$20 +0.00%
22 PULTE GROUP INC PHM $52.2M 0.15% 913,668 +913,668 2021-12-31 $57 ~$57 +0.00%
23 BIOHAVEN PHARMACTL HLDG CO L $48.1M 0.14% 348,783 +348,783 2021-12-31 $138 ~$138 +0.00%
24 APOLLO GLOBAL MGMT INC APOEUR $39.0M 0.11% 538,212 +538,212 2021-12-31 $72 ~$72 +0.00%
25 ABIOMED INC ABMDEUR $29.7M 0.09% 82,572 +82,572 2021-12-31 $359 ~$359 +0.00%
26 TDCX INC $19.4M 0.06% 1,014,497 +1,014,497 2021-12-31 $19 ~$19 +0.00%
27 LIANBIO LIANY $9.2M 0.03% 1,500,000 +1,500,000 2021-12-31 $6 ~$6 +0.00%