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Fund detail

Viking Global Investors (Halvorsen)

hedge-fund, active

Quarters 52
2022-06-30 $21.86B
Positions 82
Showing 30 of 106 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 T-MOBILE US INC TMUS $1.23B 5.64% 9,170,393 -4,247,782 -31.66% 6.96% 2015-03-31 $135 ~$113 +18.68%
2 AMAZON COM INC AMZN $860.8M 3.94% 8,104,902 +7,682,049 +1816.72% 5.57% 2015-06-30 $106 ~$151 -29.46%
3 MICROSOFT CORP MSFT $761.0M 3.48% 2,963,179 -355,937 -10.72% 4.14% 2016-06-30 $257 ~$203 +26.68%
4 PARKER-HANNIFIN CORP PH $755.5M 3.46% 3,070,691 -94,643 -2.99% 3.63% 2017-03-31 $246 ~$271 -9.21%
5 CHUBB LIMITED $741.9M 3.39% 3,774,226 +573,011 +17.90% 2.77% 2016-03-31 $197 ~$155 +27.04%
6 MASTERCARD INCORPORATED MA $726.3M 3.32% 2,302,305 +508,817 +28.37% 2.59% 2013-06-30 $315 ~$174 +81.59%
7 ELEVANCE HEALTH INC ELV $706.7M 3.23% 1,464,485 +1,323,590 +939.42% 0.28% 2014-12-31 $483 ~$462 +4.52%
8 CENTENE CORP DEL CNC $701.7M 3.21% 8,293,867 +487,827 +6.25% 2.66% 2014-06-30 $85 ~$57 +47.77%
9 FORTIVE CORP FTV $641.6M 2.93% 11,798,954 -234,203 -1.95% 2.96% 2019-09-30 $54 ~$64 -14.82%
10 INTERNATIONAL FLAVORS&FRAGRA IFF $610.1M 2.79% 5,121,603 +1,324,373 +34.88% 2.02% 2021-06-30 $119 ~$138 -13.53%
11 GENERAL ELECTRIC CO GE $557.1M 2.55% 8,750,301 -4,058,177 -31.68% 4.74% 2021-09-30 $64 ~$103 -38.04%
12 BOSTON SCIENTIFIC CORP BSX $546.2M 2.50% 14,653,954 +1,814,812 +14.13% 2.30% 2015-09-30 $37 ~$41 -9.61%
13 BROOKFIELD ASSET MGMT INC $539.5M 2.47% 12,131,195 -4,173,794 -25.60% 3.73% 2021-06-30 $44 ~$52 -14.67%
14 MCKESSON CORP MCK $530.3M 2.43% 1,625,515 +1,625,515 2013-12-31 $326 ~$195 +66.87%
15 ROYALTY PHARMA PLC $520.1M 2.38% 12,370,694 +1,606,222 +14.92% 1.70% 2020-06-30 $42 ~$41 +3.75%
16 AMERICAN INTL GROUP INC AIG $516.9M 2.36% 10,108,715 +10,108,715 2013-12-31 $51 ~$54 -4.80%
17 HDFC BANK LTD HDB $504.7M 2.31% 9,182,277 +2,108,960 +29.82% 1.75% 2017-03-31 $55 ~$60 -8.95%
18 API GROUP CORP APG $503.5M 2.30% 33,634,813 +171,613 +0.51% 2.85% 2020-06-30 $15 ~$12 +22.47%
19 VISA INC V $503.2M 2.30% 2,555,860 -41,960 -1.62% 2.33% 2013-06-30 $197 ~$213 -7.65%
20 THERMO FISHER SCIENTIFIC INC TMO $468.6M 2.14% 862,587 +377,891 +77.96% 1.16% 2013-06-30 $543 ~$563 -3.54%
21 META PLATFORMS INC META $462.1M 2.11% 2,865,864 +1,656,262 +136.93% 1.09% 2013-09-30 $161 ~$214 -24.51%
22 MARSH & MCLENNAN COS INC MRSH $439.1M 2.01% 2,828,603 +577,960 +25.68% 1.55% 2014-09-30 $155 ~$139 +11.71%
23 INTUIT INTU $430.0M 1.97% 1,115,487 +1,115,487 2022-06-30 $385 ~$385 +0.00%
24 BIOMARIN PHARMACEUTICAL INC BMRN $418.7M 1.92% 5,052,593 +1,300,200 +34.65% 1.17% 2016-03-31 $83 ~$84 -1.73%
25 ROIVANT SCIENCES LTD $359.1M 1.64% 88,238,700 +0 +0.00% 1.76% 2021-12-31 $4 ~$10 -59.62%
26 BLOCK INC XYZ $344.4M 1.58% 5,603,207 +5,151,673 +1140.93% 0.25% 2019-06-30 $61 ~$96 -36.06%
27 UBER TECHNOLOGIES INC UBER $339.3M 1.55% 16,583,623 +6,146,424 +58.89% 1.51% 2019-06-30 $20 ~$35 -41.41%
28 LAM RESEARCH CORP LRCXEUR $295.8M 1.35% 694,026 +694,026 2014-12-31 $426 ~$164 +160.45%
29 AMERIPRISE FINL INC AMP $281.4M 1.29% 1,183,896 +260,568 +28.22% 1.12% 2014-12-31 $238 ~$202 +17.50%
30 DOLLAR GEN CORP NEW DG $272.5M 1.25% 1,110,174 +721,857 +185.89% 0.35% 2013-06-30 $245 ~$170 +44.53%