13F Notebook
← Dashboard
Fund detail

Viking Global Investors (Halvorsen)

hedge-fund, active

Quarters 52
2023-09-30 $24.64B
Positions 80
Showing 15 of 15 rows (filtered from 101)

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 BLOCK INC XYZ $545.5M 2.21% 12,324,808 +12,324,808 2019-06-30 $44 ~$64 -30.88%
2 FREEPORT-MCMORAN INC FCX $364.3M 1.48% 9,769,679 +9,769,679 2023-09-30 $37 ~$37 +0.00%
3 INTUITIVE SURGICAL INC ISRG $187.4M 0.76% 640,983 +640,983 2013-06-30 $292 ~$56 +419.75%
4 METLIFE INC MET $184.5M 0.75% 2,933,356 +2,933,356 2013-06-30 $63 ~$60 +4.72%
5 RAYZEBIO INC $147.5M 0.60% 6,642,700 +6,642,700 2023-09-30 $22 ~$22 +0.00%
6 DOVER CORP DOV $74.9M 0.30% 536,587 +536,587 2015-12-31 $140 ~$93 +49.39%
7 KEURIG DR PEPPER INC KDP $72.2M 0.29% 2,288,261 +2,288,261 2023-09-30 $32 ~$32 +0.00%
8 KE HLDGS INC BEKE $71.7M 0.29% 4,620,000 +4,620,000 2021-12-31 $16 ~$16 -5.30%
9 CONFLUENT INC 8QR $58.7M 0.24% 1,983,066 +1,983,066 2023-09-30 $30 ~$30 +0.00%
10 BOSTON SCIENTIFIC CORP BSX $58.6M 0.24% 1,110,292 +1,110,292 2015-09-30 $53 ~$41 +28.99%
11 MOBILEYE GLOBAL INC MBLY $42.0M 0.17% 1,011,692 +1,011,692 2023-09-30 $42 ~$42 +0.00%
12 DOLLAR GEN CORP NEW DG $39.0M 0.16% 368,172 +368,172 2013-06-30 $106 ~$204 -48.17%
13 FOOT LOCKER INC WOO $38.8M 0.16% 2,235,456 +2,235,456 2023-09-30 $17 ~$17 +0.00%
14 ARM HOLDINGS PLC ARM $32.1M 0.13% 600,000 +600,000 2023-09-30 $54 ~$54 +0.00%
15 MAPLEBEAR INC CART $3.7M 0.02% 125,000 +125,000 2023-09-30 $30 ~$30 +0.00%