Viking Global Investors Ole Andreas Halvorsen
Top positions activity
Value History
Quarterly report: Q3 2024
Total portfolio value: $27.4B
| TICKER | CORP NAME | VALUE($) | SHARES | +/- SHARES | OWNERSHIP HISTORY |
|---|---|---|---|---|---|
|
USB
|
U.S. Bancorp. | 1.5B 5.6% | 33.6M | +8.2M ↑32.33% | |
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ADBE
|
Adobe Inc | 1.4B 4.94% | 2.6M | +344.8K ↑15.14% | |
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AAPL
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Apple Inc | 1.1B 4.12% | 4.9M | +268.4K ↑5.85% | |
|
PM
|
Philip Morris International Inc | 1.1B 4% | 9.1M | -1.9M ↓17.04% | |
|
V
|
Visa Inc - Class A | 963.9M 3.51% | 3.5M | +3.5M Newly Added | |
|
SPOT
|
Spotify Technology S.A. | 949.9M 3.46% | 2.6M | +2.1M ↑442.68% | |
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FTV
|
Fortive Corp | 931.2M 3.39% | 11.8M | +1.8M ↑17.51% | |
|
PGR
|
Progressive Corp. | 884.6M 3.22% | 3.5M | -521.0K ↓13.00% | |
|
MSFT
|
Microsoft Corporation | 879.7M 3.2% | 2.0M | -247.9K ↓10.81% | |
|
APG
|
APi Group Corporation | 849.0M 3.09% | 25.7M | -1.3M ↓4.89% | |
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WDAY
|
Workday Inc - Class A | 798.7M 2.91% | 3.3M | -692.3K ↓17.48% | |
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BAC
|
Bank Of America Corp. | 792.0M 2.88% | 20.0M | +20.0M Newly Added | |
|
JPM
|
JPMorgan Chase & Co. | 779.5M 2.84% | 3.7M | +686.7K ↑22.82% | |
|
AMZN
|
Amazon.com Inc. | 755.5M 2.75% | 4.1M | -5.2M ↓56.37% | |
|
BMRN
|
Biomarin Pharmaceutical Inc. - Registered Shares | 685.6M 2.49% | 9.8M | +2.7M ↑38.08% | |
|
BBIO
|
BridgeBio Pharma Inc | 639.6M 2.33% | 25.1M | = | |
|
ROIV
|
Roivant Sciences Ltd | 624.3M 2.27% | 54.1M | -15.1M ↓21.77% | |
|
DASH
|
DoorDash Inc - Class A | 513.7M 1.87% | 3.6M | -1.9M ↓34.98% | |
|
SHW
|
Sherwin-Williams Co. | 496.8M 1.81% | 1.3M | +893.9K ↑219.20% | |
|
TEAM
|
Atlassian Corporation Plc - Class A | 472.4M 1.72% | 3.0M | +1.5M ↑102.93% | |
|
LVS
|
Las Vegas Sands Corp | 436.2M 1.58% | 8.7M | -11.1M ↓56.20% | |
|
ALL
|
Allstate Corp (The) | 387.3M 1.41% | 2.0M | +1.5M ↑274.57% | |
|
MET
|
Metlife Inc | 370.1M 1.34% | 4.5M | +4.5M Newly Added | |
|
CPT
|
Camden Property Trust | 365.5M 1.33% | 3.0M | -300.4K ↓9.22% | |
|
RPRX
|
Royalty Pharma plc - Class A | 342.1M 1.24% | 12.1M | +124.0K ↑1.04% | |
|
MCD
|
McDonald`s Corp | 341.2M 1.24% | 1.1M | -755.4K ↓40.26% | |
|
CSX
|
CSX Corp. | 322.9M 1.17% | 9.4M | +4.6M ↑97.35% | |
|
HCA
|
HCA Healthcare Inc | 283.7M 1.03% | 698.0K | +43.9K ↑6.71% | |
|
VRT
|
Vertiv Holdings Co - Class A | 279.9M 1.02% | 2.8M | +2.1M ↑307.93% | |
|
NVDA
|
NVIDIA Corp | 275.1M 1% | 2.3M | +880.8K ↑63.61% | |
|
TRU
|
TransUnion | 251.4M 0.91% | 2.4M | +2.4M Newly Added | |
|
TMUS
|
T-Mobile US Inc | 237.5M 0.86% | 1.2M | -1.3M ↓53.84% | |
|
KKR
|
KKR & Co. Inc. | 236.4M 0.86% | 1.8M | +1.3M ↑232.19% | |
|
ACHC
|
Acadia Healthcare Company Inc | 234.7M 0.85% | 3.7M | +464.6K ↑14.35% | |
|
VST
|
Vistra Corp | 217.8M 0.79% | 1.8M | +1.8M Newly Added | |
|
GOOGL
|
Alphabet Inc - Class A | 211.9M 0.77% | 1.3M | +1.3M Newly Added | |
|
ADSK
|
Autodesk Inc. | 209.9M 0.76% | 762.0K | +762.0K Newly Added | |
|
CBRE
|
CBRE Group Inc - Class A | 195.6M 0.71% | 1.6M | -2.0M ↓56.59% | |
|
AON
|
Aon plc. - Class A | 194.8M 0.71% | 563.0K | +563.0K Newly Added | |
|
INTU
|
Intuit Inc | 180.0M 0.65% | 289.9K | -46.1K ↓13.71% | |
|
SNPS
|
Synopsys, Inc. | 178.0M 0.64% | 351.5K | +351.5K Newly Added | |
|
CCL
|
Carnival Corp. (Paired Stock) | 176.7M 0.64% | 9.6M | +9.6M Newly Added | |
|
SBUX
|
Starbucks Corp. | 162.3M 0.59% | 1.7M | +1.7M Newly Added | |
|
FCX
|
Freeport-McMoRan Inc | 156.8M 0.57% | 3.1M | -2.1M ↓39.94% | |
|
ADPT
|
Adaptive Biotechnologies Corp | 153.6M 0.55% | 30.0M | = | |
|
SCHW
|
Charles Schwab Corp. | 151.7M 0.55% | 2.3M | +2.3M Newly Added | |
|
CRM
|
Salesforce.Com Inc | 149.0M 0.54% | 544.4K | +139.3K ↑34.38% | |
|
NFLX
|
NetFlix Inc | 145.4M 0.52% | 205.0K | -727.9K ↓78.03% | |
|
ZS
|
Zscaler Inc | 144.9M 0.52% | 847.8K | +847.8K Newly Added | |
|
ITGR
|
Integer Holdings Corp | 144.4M 0.52% | 1.1M | -1.3K ↓0.11% |
Sold Out Positions
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