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Fund detail

Viking Global Investors (Halvorsen)

hedge-fund, active

Quarters 52
2024-03-31 $26.86B
Positions 83
Showing 22 of 22 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 LAS VEGAS SANDS CORP LVS $874.9M 3.26% 16,923,581 +16,923,581 2013-09-30 $52 ~$45 +15.67%
2 MICROSOFT CORP MSFT $671.8M 2.50% 1,596,887 +1,596,887 2016-06-30 $421 ~$286 +46.96%
3 APPLE INC AAPL $663.8M 2.47% 3,870,990 +3,870,990 2013-06-30 $171 ~$79 +117.80%
4 DOLLAR TREE INC DLTR $342.4M 1.27% 2,571,820 +2,571,820 2014-09-30 $133 ~$84 +58.26%
5 ADOBE INC ADBE $283.9M 1.06% 562,548 +562,548 2013-06-30 $505 ~$267 +89.25%
6 FERGUSON PLC NEW $191.2M 0.71% 875,421 +875,421 2024-03-31 $218 ~$218 +0.00%
7 HUMANA INC HUM $160.9M 0.60% 464,130 +464,130 2013-06-30 $347 ~$406 -14.52%
8 STANDARD BIOTOOLS INC LAB $158.9M 0.59% 58,651,170 +58,651,170 2024-03-31 $3 ~$3 +0.00%
9 CAMDEN PPTY TR CPT $101.4M 0.38% 1,030,340 +1,030,340 2024-03-31 $98 ~$98 +0.00%
10 KNIGHT-SWIFT TRANSN HLDGS IN KNX $94.5M 0.35% 1,717,327 +1,717,327 2024-03-31 $55 ~$55 +0.00%
11 VERTIV HOLDINGS CO VRT $83.1M 0.31% 1,017,994 +1,017,994 2024-03-31 $82 ~$82 +0.00%
12 AIR PRODS & CHEMS INC APD $81.9M 0.31% 338,206 +338,206 2014-09-30 $242 ~$127 +90.71%
13 EQUITABLE HLDGS INC EQH $78.2M 0.29% 2,057,191 +2,057,191 2020-12-31 $38 ~$27 +41.67%
14 OSCAR HEALTH INC OSCR $70.4M 0.26% 4,732,002 +4,732,002 2024-03-31 $15 ~$15 +0.00%
15 CLOROX CO DEL CLX $70.1M 0.26% 457,659 +457,659 2022-09-30 $153 ~$130 +18.10%
16 SKECHERS U S A INC SKAA $66.8M 0.25% 1,090,121 +1,090,121 2024-03-31 $61 ~$61 +0.00%
17 IMMUNOVANT INC IMVT $58.5M 0.22% 1,809,172 +1,809,172 2024-03-31 $32 ~$32 +0.00%
18 ORIC PHARMACEUTICALS INC ORIC $55.0M 0.20% 4,000,000 +4,000,000 2024-03-31 $14 ~$14 +0.00%
19 INTEGER HLDGS CORP ITGR $50.0M 0.19% 428,399 +428,399 2024-03-31 $117 ~$117 +0.00%
20 WILLIS TOWERS WATSON PLC LTD $30.9M 0.12% 112,344 +112,344 2021-03-31 $275 ~$230 +19.63%
21 LONGBOARD PHARMACEUTICALS IN $21.2M 0.08% 981,328 +981,328 2024-03-31 $22 ~$22 +0.00%
22 REDDIT INC RDDT $11.1M 0.04% 225,000 +225,000 2024-03-31 $49 ~$49 +0.00%