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Fund detail

Viking Global Investors (Halvorsen)

hedge-fund, active

Quarters 52
2024-09-30 $27.44B
Positions 83
Showing 21 of 21 rows (filtered from 106)

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 US BANCORP DEL USB $1.54B 5.60% 33,617,210 +8,212,297 +32.33% 3.88% 2014-03-31 $46 ~$43 +5.74%
2 ADOBE INC ADBE $1.36B 4.95% 2,621,398 +344,771 +15.14% 4.86% 2013-06-30 $518 ~$474 +9.14%
3 APPLE INC AAPL $1.13B 4.13% 4,859,142 +268,449 +5.85% 3.72% 2013-06-30 $233 ~$103 +125.62%
4 SPOTIFY TECHNOLOGY S A $949.9M 3.46% 2,577,629 +2,102,648 +442.68% 0.57% 2024-06-30 $369 ~$336 +9.64%
5 FORTIVE CORP FTV $931.2M 3.39% 11,797,420 +1,757,910 +17.51% 2.86% 2019-09-30 $79 ~$70 +12.35%
6 JPMORGAN CHASE & CO. JPM $779.5M 2.84% 3,696,535 +686,713 +22.82% 2.34% 2017-03-31 $211 ~$174 +21.40%
7 BIOMARIN PHARMACEUTICAL INC BMRN $685.6M 2.50% 9,753,293 +2,689,729 +38.08% 2.24% 2016-03-31 $70 ~$86 -17.83%
8 SHERWIN WILLIAMS CO SHW $496.8M 1.81% 1,301,656 +893,870 +219.20% 0.47% 2013-09-30 $382 ~$284 +34.61%
9 ATLASSIAN CORPORATION TEAM $472.4M 1.72% 2,974,936 +1,508,959 +102.93% 1.00% 2023-12-31 $159 ~$194 -18.32%
10 ALLSTATE CORP ALL $387.3M 1.41% 2,042,102 +1,496,920 +274.57% 0.33% 2013-06-30 $190 ~$146 +29.84%
11 ROYALTY PHARMA PLC $342.1M 1.25% 12,094,021 +123,963 +1.04% 1.21% 2020-06-30 $28 ~$38 -24.96%
12 CSX CORP CSX $322.9M 1.18% 9,351,747 +4,613,203 +97.35% 0.61% 2020-03-31 $35 ~$32 +9.38%
13 HCA HEALTHCARE INC HCA $283.7M 1.03% 698,030 +43,863 +6.71% 0.81% 2013-09-30 $406 ~$144 +182.13%
14 VERTIV HOLDINGS CO VRT $279.9M 1.02% 2,813,448 +2,123,761 +307.93% 0.23% 2024-03-31 $99 ~$90 +10.24%
15 NVIDIA CORPORATION NVDA $275.1M 1.00% 2,265,322 +880,775 +63.61% 0.66% 2019-03-31 $121 ~$50 +141.10%
16 KKR & CO INC KKR $236.4M 0.86% 1,810,751 +1,265,659 +232.19% 0.22% 2021-12-31 $131 ~$101 +28.90%
17 ACADIA HEALTHCARE COMPANY IN ACHC $234.7M 0.86% 3,701,347 +464,562 +14.35% 0.84% 2017-03-31 $63 ~$66 -3.32%
18 SALESFORCE INC CRM $149.0M 0.54% 544,402 +139,267 +34.38% 0.40% 2016-09-30 $274 ~$174 +57.17%
19 ELI LILLY & CO LLY $134.7M 0.49% 152,038 +7,863 +5.45% 0.50% 2015-03-31 $886 ~$163 +442.34%
20 OSCAR HEALTH INC OSCR $130.9M 0.48% 6,172,132 +244,094 +4.12% 0.36% 2024-03-31 $21 ~$15 +40.41%
21 LONGBOARD PHARMACEUTICALS IN $65.6M 0.24% 1,969,041 +310,079 +18.69% 0.17% 2024-03-31 $33 ~$24 +39.54%