← Latest Viking Global portfolio

Viking Global portfolio · 2021-12-31

Form 13F reports holdings as of 2021-12-31 and was filed on 2022-05-16. It is delayed, can omit confidential positions, and is not the manager's current portfolio or fund NAV. Options show reported underlying value—not premium, net exposure, or investment intent.

Disclosed long book

$34.25 billion

Long positions

107

Calls / puts

0 / 0

Top 5 concentration

24.4%

Longs with AI data

0 / 107

Average AI 1Y

PositionKindSharesValueLong weightQuarter changeAI at filing · 1YAI now

GINKGO BIOWORKS HOLDINGS INC

GINKGO BIOWORKS HOLDINGS INC · CL A SHS · 37611X100

LONG 339,055,144 $2.82 billion 8.2% UNCHANGED

1Y —

5Y —

GENERAL ELECTRIC CO

GENERAL ELECTRIC CO · COM NEW · 369604301

LONG 18,041,156 $1.70 billion 5.0% INCREASED

1Y —

5Y —

T-MOBILE US INC

T-MOBILE US INC · COM · 872590104

LONG 13,148,287 $1.52 billion 4.5% INCREASED

1Y —

5Y —

HUMANA INC

HUMANA INC · COM · 444859102

LONG 2,663,368 $1.24 billion 3.6% REDUCED

1Y —

5Y —

BROOKFIELD ASSET MGMT INC

BROOKFIELD ASSET MGMT INC · CL A LTD VT SH · 112585104

LONG 17,603,102 $1.06 billion 3.1% INCREASED

1Y —

5Y —

MICROSOFT CORP

MICROSOFT CORP · COM · 594918104

LONG 2,932,762 $986.3 million 2.9% REDUCED

1Y —

5Y —

PARKER-HANNIFIN CORP

PARKER-HANNIFIN CORP · COM · 701094104

LONG 3,056,921 $972.5 million 2.8% REDUCED

1Y —

5Y —

AMAZON COM INC

AMAZON COM INC · COM · 023135106

LONG 278,199 $927.6 million 2.7% INCREASED

1Y —

5Y —

ROIVANT SCIENCES LTD

ROIVANT SCIENCES LTD · SHS · G76279101

LONG 88,238,700 $889.4 million 2.6% NEWLY REPORTED

1Y —

5Y —

VISA INC

VISA INC · COM CL A · 92826C839

LONG 3,971,579 $860.7 million 2.5% INCREASED

1Y —

5Y —

API GROUP CORP

API GROUP CORP · COM STK · 00187Y100

LONG 33,333,333 $859.0 million 2.5% UNCHANGED

1Y —

5Y —

ADAPTIVE BIOTECHNOLOGIES COR

ADAPTIVE BIOTECHNOLOGIES COR · COM · 00650F109

LONG 29,993,708 $841.6 million 2.5% UNCHANGED

1Y —

5Y —

BOSTON SCIENTIFIC CORP

BOSTON SCIENTIFIC CORP · COM · 101137107

LONG 18,961,501 $805.5 million 2.4% INCREASED

1Y —

5Y —

TWILIO INC

TWILIO INC · CL A · 90138F102

LONG 2,980,398 $784.9 million 2.3% NEWLY REPORTED

1Y —

5Y —

COMCAST CORP NEW

COMCAST CORP NEW · CL A · 20030N101

LONG 14,213,091 $715.3 million 2.1% INCREASED

1Y —

5Y —

CHUBB LTD SWITZ

CHUBB LTD SWITZ · COM · H1467J104

LONG 3,691,765 $713.7 million 2.1% INCREASED

1Y —

5Y —

CENTENE CORP DEL

CENTENE CORP DEL · COM · 15135B101

LONG 8,618,638 $710.2 million 2.1% REDUCED

1Y —

5Y —

COUPA SOFTWARE INC

COUPA SOFTWARE INC · COM · 22266L106

LONG 4,168,030 $658.8 million 1.9% INCREASED

1Y —

5Y —

FORTIVE CORP

FORTIVE CORP · COM · 34959J108

LONG 8,484,942 $647.3 million 1.9% REDUCED

1Y —

5Y —

META PLATFORMS INC

META PLATFORMS INC · CL A · 30303M102

LONG 1,886,516 $634.5 million 1.9% INCREASED

1Y —

5Y —

GUARDANT HEALTH INC

GUARDANT HEALTH INC · COM · 40131M109

LONG 5,074,389 $507.5 million 1.5% INCREASED

1Y —

5Y —

WORKDAY INC

WORKDAY INC · CL A · 98138H101

LONG 1,751,589 $478.5 million 1.4% NEWLY REPORTED

1Y —

5Y —

AON PLC

AON PLC · SHS CL A · G0403H108

LONG 1,510,517 $454.0 million 1.3% NEWLY REPORTED

1Y —

5Y —

BRIDGEBIO PHARMA INC

BRIDGEBIO PHARMA INC · COM · 10806X102

LONG 26,620,991 $444.0 million 1.3% UNCHANGED

1Y —

5Y —

UBER TECHNOLOGIES INC

UBER TECHNOLOGIES INC · COM · 90353T100

LONG 10,584,794 $443.8 million 1.3% INCREASED

1Y —

5Y —

AMERIPRISE FINL INC

AMERIPRISE FINL INC · COM · 03076C106

LONG 1,453,796 $438.6 million 1.3% INCREASED

1Y —

5Y —

ROYALTY PHARMA PLC

ROYALTY PHARMA PLC · SHS CLASS A · G7709Q104

LONG 10,315,378 $411.1 million 1.2% INCREASED

1Y —

5Y —

FIGS INC

FIGS INC · CL A · 30260D103

LONG 14,742,689 $406.3 million 1.2% UNCHANGED

1Y —

5Y —

AVANTOR INC

AVANTOR INC · COM · 05352A100

LONG 8,787,342 $370.3 million 1.1% INCREASED

1Y —

5Y —

RIVIAN AUTOMOTIVE INC

RIVIAN AUTOMOTIVE INC · COM CL A · 76954A103

LONG 3,204,389 $332.3 million 1.0% NEWLY REPORTED

1Y —

5Y —

DEERE & CO

DEERE & CO · COM · 244199105

LONG 933,418 $320.1 million 0.9% INCREASED

1Y —

5Y —

GLOBAL E ONLINE LTD

GLOBAL E ONLINE LTD · SHS · M5216V106

LONG 5,038,891 $319.4 million 0.9% NEWLY REPORTED

1Y —

5Y —

ZIMMER BIOMET HOLDINGS INC

ZIMMER BIOMET HOLDINGS INC · COM · 98956P102

LONG 2,496,245 $317.1 million 0.9% REDUCED

1Y —

5Y —

HDFC BANK LTD

HDFC BANK LTD · SPONSORED ADS · 40415F101

LONG 4,852,938 $315.8 million 0.9% INCREASED

1Y —

5Y —

BOOKING HOLDINGS INC

BOOKING HOLDINGS INC · COM · 09857L108

LONG 128,278 $307.8 million 0.9% REDUCED

1Y —

5Y —

ASSURANT INC

ASSURANT INC · COM · 04621X108

LONG 1,723,771 $268.7 million 0.8% REDUCED

1Y —

5Y —

LABORATORY CORP AMER HLDGS

LABORATORY CORP AMER HLDGS · COM NEW · 50540R409

LONG 850,147 $267.1 million 0.8% INCREASED

1Y —

5Y —

JD.COM INC

JD.COM INC · SPON ADR CL A · 47215P106

LONG 3,765,921 $263.9 million 0.8% REDUCED

1Y —

5Y —

TENET HEALTHCARE CORP

TENET HEALTHCARE CORP · COM NEW · 88033G407

LONG 3,211,241 $262.3 million 0.8% REDUCED

1Y —

5Y —

MCDONALDS CORP

MCDONALDS CORP · COM · 580135101

LONG 958,248 $256.9 million 0.8% REDUCED

1Y —

5Y —

BIOMARIN PHARMACEUTICAL INC

BIOMARIN PHARMACEUTICAL INC · COM · 09061G101

LONG 2,869,947 $253.6 million 0.7% NEWLY REPORTED

1Y —

5Y —

MATCH GROUP INC NEW

MATCH GROUP INC NEW · COM · 57667L107

LONG 1,899,574 $251.2 million 0.7% INCREASED

1Y —

5Y —

LITHIA MTRS INC

LITHIA MTRS INC · COM · 536797103

LONG 791,084 $234.9 million 0.7% REDUCED

1Y —

5Y —

INHIBRX INC

INHIBRX INC · COM · 45720L107

LONG 5,305,866 $231.7 million 0.7% UNCHANGED

1Y —

5Y —

WILLIS TOWERS WATSON PLC LTD

WILLIS TOWERS WATSON PLC LTD · SHS · G96629103

LONG 962,328 $228.5 million 0.7% REDUCED

1Y —

5Y —

FLEETCOR TECHNOLOGIES INC

FLEETCOR TECHNOLOGIES INC · COM · 339041105

LONG 983,391 $220.1 million 0.6% REDUCED

1Y —

5Y —

PALO ALTO NETWORKS INC

PALO ALTO NETWORKS INC · COM · 697435105

LONG 395,157 $220.0 million 0.6% REDUCED

1Y —

5Y —

MARSH & MCLENNAN COS INC

MARSH & MCLENNAN COS INC · COM · 571748102

LONG 1,261,570 $219.3 million 0.6% INCREASED

1Y —

5Y —

TAKE-TWO INTERACTIVE SOFTWAR

TAKE-TWO INTERACTIVE SOFTWAR · COM · 874054109

LONG 1,203,961 $214.0 million 0.6% NEWLY REPORTED

1Y —

5Y —

FARFETCH LTD

FARFETCH LTD · ORD SH CL A · 30744W107

LONG 5,946,096 $198.8 million 0.6% REDUCED

1Y —

5Y —

ZAI LAB LTD

ZAI LAB LTD · ADR · 98887Q104

LONG 3,018,958 $189.7 million 0.6% INCREASED

1Y —

5Y —

INTELLIA THERAPEUTICS INC

INTELLIA THERAPEUTICS INC · COM · 45826J105

LONG 1,579,536 $186.8 million 0.5% INCREASED

1Y —

5Y —

TESLA INC

TESLA INC · COM · 88160R101

LONG 173,672 $183.5 million 0.5% REDUCED

1Y —

5Y —

INSULET CORP

INSULET CORP · COM · 45784P101

LONG 678,194 $180.4 million 0.5% REDUCED

1Y —

5Y —

ZENTALIS PHARMACEUTICALS INC

ZENTALIS PHARMACEUTICALS INC · COM · 98943L107

LONG 2,118,284 $178.1 million 0.5% UNCHANGED

1Y —

5Y —

ZOOMINFO TECHNOLOGIES INC

ZOOMINFO TECHNOLOGIES INC · COM CL A · 98980F104

LONG 2,706,305 $173.7 million 0.5% REDUCED

1Y —

5Y —

FEDEX CORP

FEDEX CORP · COM · 31428X106

LONG 655,242 $169.5 million 0.5% NEWLY REPORTED

1Y —

5Y —

AMERICAN INTL GROUP INC

AMERICAN INTL GROUP INC · COM NEW · 026874784

LONG 2,903,295 $165.1 million 0.5% NEWLY REPORTED

1Y —

5Y —

CHARLES RIV LABS INTL INC

CHARLES RIV LABS INTL INC · COM · 159864107

LONG 390,129 $147.0 million 0.4% INCREASED

1Y —

5Y —

CATALENT INC

CATALENT INC · COM · 148806102

LONG 1,139,354 $145.9 million 0.4% REDUCED

1Y —

5Y —

SERVICENOW INC

SERVICENOW INC · COM · 81762P102

LONG 224,261 $145.6 million 0.4% REDUCED

1Y —

5Y —

LI AUTO INC

LI AUTO INC · SPONSORED ADS · 50202M102

LONG 4,485,985 $144.0 million 0.4% NEWLY REPORTED

1Y —

5Y —

MOLINA HEALTHCARE INC

MOLINA HEALTHCARE INC · COM · 60855R100

LONG 447,686 $142.4 million 0.4% REDUCED

1Y —

5Y —

PELOTON INTERACTIVE INC

PELOTON INTERACTIVE INC · CL A COM · 70614W100

LONG 3,951,576 $141.3 million 0.4% REDUCED

1Y —

5Y —

THERMO FISHER SCIENTIFIC INC

THERMO FISHER SCIENTIFIC INC · COM · 883556102

LONG 211,058 $140.8 million 0.4% INCREASED

1Y —

5Y —

SUNRUN INC

SUNRUN INC · COM · 86771W105

LONG 3,823,259 $131.1 million 0.4% REDUCED

1Y —

5Y —

ACADIA HEALTHCARE COMPANY IN

ACADIA HEALTHCARE COMPANY IN · COM · 00404A109

LONG 2,090,576 $126.9 million 0.4% REDUCED

1Y —

5Y —

PROCEPT BIOROBOTICS CORP

PROCEPT BIOROBOTICS CORP · COM · 74276L105

LONG 4,907,892 $122.7 million 0.4% UNCHANGED

1Y —

5Y —

GUARDANT HEALTH INC

GUARDANT HEALTH INC · NOTE 11/1 · 40131MAB5

LONG 120,000,000 $122.0 million NEWLY REPORTED

1Y —

5Y —

BRISTOL-MYERS SQUIBB CO

BRISTOL-MYERS SQUIBB CO · COM · 110122108

LONG 1,815,619 $113.2 million 0.3% REDUCED

1Y —

5Y —

KARUNA THERAPEUTICS INC

KARUNA THERAPEUTICS INC · COM · 48576A100

LONG 863,664 $113.1 million 0.3% REDUCED

1Y —

5Y —

SEA LTD

SEA LTD · SPONSORD ADS · 81141R100

LONG 440,129 $98.5 million NEWLY REPORTED

1Y —

5Y —

ADAPTHEALTH CORP

ADAPTHEALTH CORP · COMMON STOCK · 00653Q102

LONG 3,949,783 $96.6 million 0.3% REDUCED

1Y —

5Y —

COUPA SOFTWARE INC

COUPA SOFTWARE INC · NOTE 0.375% 6/1 · 22266LAF3

LONG 100,000,000 $95.0 million UNCHANGED

1Y —

5Y —

4D MOLECULAR THERAPEUTICS IN

4D MOLECULAR THERAPEUTICS IN · COM · 35104E100

LONG 3,937,914 $86.4 million 0.3% UNCHANGED

1Y —

5Y —

WESTERN DIGITAL CORP.

WESTERN DIGITAL CORP. · COM · 958102105

LONG 1,311,029 $85.5 million 0.2% NEWLY REPORTED

1Y —

5Y —

PVH CORPORATION

PVH CORPORATION · COM · 693656100

LONG 768,809 $82.0 million 0.2% REDUCED

1Y —

5Y —

ZILLOW GROUP INC

ZILLOW GROUP INC · CL C CAP STK · 98954M200

LONG 1,258,215 $80.3 million 0.2% NEWLY REPORTED

1Y —

5Y —

INTERNATIONAL FLAVORS&FRAGRA

INTERNATIONAL FLAVORS&FRAGRA · COM · 459506101

LONG 510,985 $77.0 million 0.2% NEWLY REPORTED

1Y —

5Y —

BLOCK INC

BLOCK INC · CL A · 852234103

LONG 454,947 $73.5 million 0.2% NEWLY REPORTED

1Y —

5Y —

XPENG INC

XPENG INC · ADS · 98422D105

LONG 1,456,496 $73.3 million NEWLY REPORTED

1Y —

5Y —

AMEDISYS INC

AMEDISYS INC · COM · 023436108

LONG 391,131 $63.3 million 0.2% NEWLY REPORTED

1Y —

5Y —

KKR & CO INC

KKR & CO INC · COM · 48251W104

LONG 806,081 $60.1 million 0.2% NEWLY REPORTED

1Y —

5Y —

KE HLDGS INC

KE HLDGS INC · SPONSORED ADS · 482497104

LONG 2,920,256 $58.8 million 0.2% NEWLY REPORTED

1Y —

5Y —

PULTE GROUP INC

PULTE GROUP INC · COM · 745867101

LONG 913,668 $52.2 million 0.2% NEWLY REPORTED

1Y —

5Y —

TALARIS THERAPEUTICS INC

TALARIS THERAPEUTICS INC · COM · 87410C104

LONG 3,289,617 $50.3 million 0.1% UNCHANGED

1Y —

5Y —

BIOHAVEN PHARMACTL HLDG CO L

BIOHAVEN PHARMACTL HLDG CO L · COM · G11196105

LONG 348,783 $48.1 million 0.1% NEWLY REPORTED

1Y —

5Y —

OLAPLEX HLDGS INC

OLAPLEX HLDGS INC · COM · 679369108

LONG 1,613,189 $47.0 million 0.1% REDUCED

1Y —

5Y —

EDGEWISE THERAPEUTICS INC

EDGEWISE THERAPEUTICS INC · COM · 28036F105

LONG 2,727,249 $41.7 million 0.1% UNCHANGED

1Y —

5Y —

PMV PHARMACEUTICALS INC

PMV PHARMACEUTICALS INC · COM · 69353Y103

LONG 1,790,284 $41.4 million 0.1% UNCHANGED

1Y —

5Y —

ICOSAVAX INC

ICOSAVAX INC · COM · 45114M109

LONG 1,796,800 $41.1 million 0.1% REDUCED

1Y —

5Y —

RALLYBIO CORP

RALLYBIO CORP · COM · 75120L100

LONG 4,194,777 $40.0 million 0.1% UNCHANGED

1Y —

5Y —

APOLLO GLOBAL MGMT INC

APOLLO GLOBAL MGMT INC · COM CL A · 03768E105

LONG 538,212 $39.0 million 0.1% NEWLY REPORTED

1Y —

5Y —

PHARVARIS N V

PHARVARIS N V · COM · N69605108

LONG 2,455,536 $38.8 million 0.1% INCREASED

1Y —

5Y —

ORION ACQUISITION CORP

ORION ACQUISITION CORP · UNIT 02/19/2026 · 68626A207

LONG 3,669,272 $36.1 million REDUCED

1Y —

5Y —

VTEX

VTEX · SHS CL A · G9470A102

LONG 3,023,280 $32.4 million 0.1% REDUCED

1Y —

5Y —

KINNATE BIOPHARMA INC

KINNATE BIOPHARMA INC · COM · 49705R105

LONG 1,820,462 $32.3 million 0.1% UNCHANGED

1Y —

5Y —

NUVALENT INC

NUVALENT INC · COM · 670703107

LONG 1,647,671 $31.4 million 0.1% UNCHANGED

1Y —

5Y —

ABIOMED INC

ABIOMED INC · COM · 003654100

LONG 82,572 $29.7 million 0.1% NEWLY REPORTED

1Y —

5Y —

CELLDEX THERAPEUTICS INC NEW

CELLDEX THERAPEUTICS INC NEW · COM NEW · 15117B202

LONG 757,881 $29.3 million 0.1% REDUCED

1Y —

5Y —

DAY ONE BIOPHARMACEUTICALS I

DAY ONE BIOPHARMACEUTICALS I · COM · 23954D109

LONG 1,157,424 $19.5 million 0.1% REDUCED

1Y —

5Y —

TDCX INC

TDCX INC · ADS · 87190U100

LONG 1,014,497 $19.4 million NEWLY REPORTED

1Y —

5Y —

ON HLDG AG

ON HLDG AG · NAMEN AKT A · H5919C104

LONG 300,000 $11.3 million UNCHANGED

1Y —

5Y —

MELI KASZEK PIONEER CORP

MELI KASZEK PIONEER CORP · CLASS A ORD · G5S74L106

LONG 880,185 $10.2 million REDUCED

1Y —

5Y —

LIANBIO

LIANBIO · SPONSORED ADS · 53000N108

LONG 1,500,000 $9.2 million 0.0% NEWLY REPORTED

1Y —

5Y —

SEMA4 HOLDINGS CORP

SEMA4 HOLDINGS CORP · COM CL A · 81663L101

LONG 1,226,307 $5.5 million 0.0% REDUCED

1Y —

5Y —

GRACELL BIOTECHNOLOGIES INC

GRACELL BIOTECHNOLOGIES INC · SPONSORED ADS · 38406L103

LONG 491,647 $3.0 million 0.0% REDUCED

1Y —

5Y —

AI outlook values are averages across the latest successful run per covered model at the labeled cutoff. “No longer reported” does not necessarily mean sold; thresholds, confidential treatment, corporate actions, or instrument changes may explain an omission. Reviewed API mapping covers 0.0% of disclosed long-book value; exact editorial CUSIP mappings may add current-only AI coverage on this public page. Research use only. No warranty and not investment advice.