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Fund detail

Viking Global Investors (Halvorsen)

hedge-fund, active

Quarters 52
2024-03-31 $26.86B
Positions 83
Showing 19 of 19 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 VISA INC V $1.77B 6.57% 6,327,962 +637,856 +11.21% 5.43% 2013-06-30 $279 ~$210 +32.69%
2 WORKDAY INC WDAY $1.44B 5.37% 5,288,586 +1,181,863 +28.78% 4.15% 2013-09-30 $273 ~$229 +18.93%
3 AMAZON COM INC AMZN $1.25B 4.64% 6,902,351 +1,972,702 +40.02% 2.74% 2015-06-30 $180 ~$141 +27.84%
4 PHILIP MORRIS INTL INC PM $1.19B 4.44% 13,016,896 +3,392,949 +35.26% 3.32% 2023-06-30 $92 ~$95 -3.73%
5 US BANCORP DEL USB $1.01B 3.77% 22,626,465 +13,056,827 +136.44% 1.52% 2014-03-31 $45 ~$44 +2.60%
6 T-MOBILE US INC TMUS $715.1M 2.66% 4,381,297 +2,871,298 +190.15% 0.89% 2015-03-31 $163 ~$145 +12.50%
7 UNITEDHEALTH GROUP INC UNH $673.4M 2.51% 1,361,207 +900,425 +195.41% 0.89% 2016-12-31 $495 ~$508 -2.52%
8 BIOMARIN PHARMACEUTICAL INC BMRN $560.4M 2.09% 6,416,288 +1,526,834 +31.23% 1.73% 2016-03-31 $87 ~$89 -2.39%
9 CBRE GROUP INC CBRE $444.3M 1.65% 4,568,632 +759,077 +19.93% 1.30% 2022-09-30 $97 ~$80 +21.61%
10 ROYALTY PHARMA PLC $348.8M 1.30% 11,485,547 +1,398,130 +13.86% 1.04% 2020-06-30 $30 ~$38 -20.51%
11 ATLASSIAN CORPORATION TEAM $341.2M 1.27% 1,748,686 +1,312,740 +301.12% 0.38% 2023-12-31 $195 ~$222 -12.04%
12 FIVE9 INC FIVN $214.4M 0.80% 3,452,138 +738,021 +27.19% 0.78% 2023-06-30 $62 ~$77 -19.39%
13 REGAL REXNORD CORPORATION RRX $162.2M 0.60% 900,529 +208,812 +30.19% 0.38% 2022-12-31 $180 ~$135 +33.08%
14 EPAM SYS INC EPAM $160.0M 0.60% 579,543 +210,835 +57.18% 0.40% 2023-06-30 $276 ~$249 +10.93%
15 CNH INDL N V $155.0M 0.58% 11,956,128 +2,099,852 +21.30% 0.44% 2023-03-31 $13 ~$14 -4.54%
16 CSX CORP CSX $146.7M 0.55% 3,957,797 +823,884 +26.29% 0.40% 2020-03-31 $37 ~$28 +32.29%
17 KEURIG DR PEPPER INC KDP $136.8M 0.51% 4,461,076 +1,574,205 +54.53% 0.35% 2023-09-30 $31 ~$32 -3.67%
18 PROCORE TECHNOLOGIES INC PCOR $81.4M 0.30% 991,229 +377,792 +61.59% 0.16% 2023-12-31 $82 ~$72 +14.62%
19 ZAI LAB LTD ZLAB $32.8M 0.12% 2,048,129 +178,846 +9.57% 0.19% 2021-03-31 $16 ~$100 -84.02%