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Fund detail

Viking Global Investors (Halvorsen)

hedge-fund, active

Quarters 52
2025-09-30 $38.50B
Positions 78
Showing 21 of 21 rows (filtered from 98)

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 TAIWAN SEMICONDUCTOR MFG LTD TSM $1.10B 2.86% 3,944,366 -384,929 -8.89% 2.83% 2020-09-30 $279 ~$98 +186.35%
2 BRIDGEBIO PHARMA INC BBIO $829.9M 2.16% 15,977,849 -2,577,526 -13.89% 2.32% 2019-06-30 $52 ~$27 +92.58%
3 BANK AMERICA CORP BAC $593.3M 1.54% 11,500,290 -19,746,682 -63.20% 4.27% 2013-09-30 $52 ~$39 +32.61%
4 HCA HEALTHCARE INC HCA $588.4M 1.53% 1,380,583 -491,550 -26.26% 2.07% 2013-09-30 $426 ~$278 +53.20%
5 CSX CORP CSX $566.3M 1.47% 15,947,719 -2,924,163 -15.49% 1.78% 2020-03-31 $36 ~$32 +11.17%
6 CENCORA INC COR $555.7M 1.44% 1,778,135 -303,597 -14.58% 1.80% 2025-03-31 $313 ~$283 +10.28%
7 DANAHER CORPORATION DHR $545.5M 1.42% 2,751,245 -156,270 -5.37% 1.66% 2013-06-30 $198 ~$194 +2.19%
8 SEA LTD SE $543.2M 1.41% 3,039,203 -497,784 -14.07% 1.64% 2019-12-31 $179 ~$118 +51.72%
9 BIOMARIN PHARMACEUTICAL INC BMRN $450.7M 1.17% 8,322,179 -3,966,432 -32.28% 1.95% 2016-03-31 $54 ~$81 -33.38%
10 REGAL REXNORD CORPORATION RRX $448.0M 1.16% 3,123,262 -306,866 -8.95% 1.44% 2022-12-31 $143 ~$136 +5.31%
11 ROIVANT SCIENCES LTD $357.0M 0.93% 23,594,831 -10,642,948 -31.09% 1.12% 2021-12-31 $15 ~$10 +50.10%
12 ROSS STORES INC ROST $308.4M 0.80% 2,023,868 -2,723,771 -57.37% 1.75% 2024-12-31 $152 ~$143 +6.80%
13 BOSTON SCIENTIFIC CORP BSX $257.9M 0.67% 2,641,682 -404,082 -13.27% 0.95% 2015-09-30 $98 ~$79 +23.84%
14 RALLIANT CORP RAL $222.3M 0.58% 5,082,472 -221,723 -4.18% 0.74% 2025-06-30 $44 ~$48 -9.82%
15 NEWAMSTERDAM PHARMA COMPANY $184.2M 0.48% 6,475,534 -503,000 -7.21% 0.37% 2022-12-31 $28 ~$11 +152.66%
16 FIRST SOLAR INC FSLR $169.4M 0.44% 767,996 -1,498,054 -66.11% 1.08% 2025-03-31 $221 ~$134 +64.81%
17 COSTAR GROUP INC CSGP $156.1M 0.41% 1,849,729 -1,368,839 -42.53% 0.75% 2020-09-30 $84 ~$79 +6.73%
18 APPLOVIN CORP APP $116.8M 0.30% 162,525 -210,448 -56.42% 0.38% 2024-12-31 $719 ~$314 +129.19%
19 INTEGER HLDGS CORP ITGR $105.9M 0.28% 1,024,942 -259,023 -20.17% 0.46% 2024-03-31 $103 ~$117 -12.00%
20 TEVA PHARMACEUTICAL INDS LTD TEVA $51.1M 0.13% 2,532,119 -9,149,214 -78.32% 0.57% 2015-03-31 $20 ~$41 -51.32%
21 MAPLEBEAR INC CART $30.6M 0.08% 832,857 -2,920,067 -77.81% 0.49% 2023-09-30 $37 ~$37 -1.20%