← Viking Global portfolio
13F-HR filing
VALIDATEDHoldings period 2020-03-31 · Filed 2020-05-13 · Accession 0001103804-20-000005
Open official SEC source ↗| # | Issuer | Class / CUSIP | Kind | Shares | Value |
|---|---|---|---|---|---|
| 1 | ADAPTIVE BIOTECHNOLOGIES COR | COM · 00650F109 | LONG | 33,493,708 | $930.5 million |
| 2 | AGILENT TECHNOLOGIES INC | COM · 00846U101 | LONG | 2,789,478 | $199.8 million |
| 3 | ALPHABET INC | CAP STK CL A · 02079K305 | LONG | 313,179 | $363.9 million |
| 4 | AMAZON COM INC | COM · 023135106 | LONG | 880,093 | $1.72 billion |
| 5 | AMERICAN EXPRESS CO | COM · 025816109 | LONG | 3,878,280 | $332.0 million |
| 6 | ANAPLAN INC | COM · 03272L108 | LONG | 116,722 | $3.5 million |
| 7 | ELEVANCE HEALTH INC | COM · 036752103 | LONG | 1,810,632 | $411.1 million |
| 8 | AON PLC | SHS CL A · G0408V102 | LONG | 2,290,520 | $378.0 million |
| 9 | ASSURANT INC | COM · 04621X108 | LONG | 2,148,405 | $223.6 million |
| 10 | ATYR PHARMA INC | COM NEW · 002120202 | LONG | 587,444 | $1.6 million |
| 11 | AVANTOR INC | COM · 05352A100 | LONG | 10,050,838 | $125.5 million |
| 12 | BIOMARIN PHARMACEUTICAL INC | COM · 09061G101 | LONG | 1,453,625 | $122.8 million |
| 13 | BLUEPRINT MEDICINES CORP | COM · 09627Y109 | LONG | 1,600,467 | $93.6 million |
| 14 | BOOKING HOLDINGS INC | COM · 09857L108 | LONG | 186,944 | $251.5 million |
| 15 | BOSTON SCIENTIFIC CORP | COM · 101137107 | LONG | 31,816,197 | $1.04 billion |
| 16 | BRIDGEBIO PHARMA INC | COM · 10806X102 | LONG | 26,620,991 | $772.0 million |
| 17 | BRISTOL-MYERS SQUIBB CO | RIGHT 99/99/9999 · 110122157 | LONG | 19,639,201 | $74.6 million |
| 18 | CANADA GOOSE HOLDINGS INC | SHS SUB VTG · 135086106 | LONG | 1,393,448 | $27.7 million |
| 19 | CATALENT INC | COM · 148806102 | LONG | 1,937,928 | $100.7 million |
| 20 | CENTENE CORP DEL | COM · 15135B101 | LONG | 16,230,552 | $964.3 million |
| 21 | CHANGE HEALTHCARE INC | COM · 15912K100 | LONG | 12,777,239 | $127.6 million |
| 22 | CHUBB LTD SWITZ | COM · H1467J104 | LONG | 918,541 | $102.6 million |
| 23 | CIGNA CORP NEW | COM · 125523100 | LONG | 2,547,958 | $451.4 million |
| 24 | CME GROUP INC | COM · 12572Q105 | LONG | 1,701,973 | $294.3 million |
| 25 | COMCAST CORP NEW | CL A · 20030N101 | LONG | 17,902,783 | $615.5 million |
| 26 | COOPER COS INC | COM NEW · 216648402 | LONG | 436,986 | $120.5 million |
| 27 | COVETRUS INC | COM · 22304C100 | LONG | 632,521 | $5.1 million |
| 28 | CSX CORP | COM · 126408103 | LONG | 844,182 | $48.4 million |
| 29 | EDITAS MEDICINE INC | COM · 28106W103 | LONG | 512,179 | $10.2 million |
| 30 | ENCOMPASS HEALTH CORP | COM · 29261A100 | LONG | 1,446,151 | $92.6 million |
| 31 | EXACT SCIENCES CORP | COM · 30063P105 | LONG | 2,427,570 | $140.8 million |
| 32 | META PLATFORMS INC | CL A · 30303M102 | LONG | 2,009,125 | $335.1 million |
| 33 | FIDELITY NATL INFORMATION SV | COM · 31620M106 | LONG | 3,799,548 | $462.2 million |
| 34 | FORTIVE CORP | COM · 34959J108 | LONG | 9,416,697 | $519.7 million |
| 35 | GALLAGHER ARTHUR J & CO | COM · 363576109 | LONG | 1,158,751 | $94.5 million |
| 36 | GENMAB A/S | SPONSORED ADS · 372303206 | LONG | 840,985 | $17.8 million |
| 37 | GUARDANT HEALTH INC | COM · 40131M109 | LONG | 3,798,450 | $264.4 million |
| 38 | HORIZON THERAPEUTICS PUB L | SHS · G46188101 | LONG | 1,991,270 | $59.0 million |
| 39 | INGERSOLL RAND INC | COM · 45687V106 | LONG | 12,012,233 | $297.9 million |
| 40 | JD.COM INC | SPON ADR CL A · 47215P106 | LONG | 18,858,480 | $763.8 million |
| 41 | JPMORGAN CHASE & CO | COM · 46625H100 | LONG | 4,085,317 | $367.8 million |
| 42 | LAS VEGAS SANDS CORP | COM · 517834107 | LONG | 3,094,371 | $131.4 million |
| 43 | LIBERTY MEDIA CORP DEL | COM SER C FRMLA · 531229854 | LONG | 1,923,501 | $52.4 million |
| 44 | LOWES COS INC | COM · 548661107 | LONG | 5,470,144 | $470.7 million |
| 45 | MERCADOLIBRE INC | COM · 58733R102 | LONG | 389,285 | $190.2 million |
| 46 | MICROCHIP TECHNOLOGY INC | COM · 595017104 | LONG | 408,240 | $27.7 million |
| 47 | MICRON TECHNOLOGY INC | COM · 595112103 | LONG | 6,711,669 | $282.3 million |
| 48 | MICROSOFT CORP | COM · 594918104 | LONG | 4,900,338 | $772.8 million |
| 49 | MODERNA INC | COM · 60770K107 | LONG | 994,886 | $29.8 million |
| 50 | MOLINA HEALTHCARE INC | COM · 60855R100 | LONG | 1,365,252 | $190.7 million |
| 51 | NETFLIX INC | COM · 64110L106 | LONG | 2,659,247 | $998.5 million |
| 52 | NORFOLK SOUTHERN CORP | COM · 655844108 | LONG | 1,767,825 | $258.1 million |
| 53 | OREILLY AUTOMOTIVE INC | COM · 67103H107 | LONG | 669,339 | $201.5 million |
| 54 | PROGRESSIVE CORP | COM · 743315103 | LONG | 2,088,830 | $154.2 million |
| 55 | SALESFORCE INC | COM · 79466L302 | LONG | 3,506,928 | $504.9 million |
| 56 | SEA LTD | SPONSORED ADS · 81141R100 | LONG | 1,323,864 | $58.7 million |
| 57 | SERVICENOW INC | COM · 81762P102 | LONG | 668,493 | $191.6 million |
| 58 | SMILEDIRECTCLUB INC | CL A COM · 83192H106 | LONG | 2,283,972 | $10.7 million |
| 59 | T-MOBILE US INC | COM · 872590104 | LONG | 1,253,880 | $105.2 million |
| 60 | UBER TECHNOLOGIES INC | COM · 90353T100 | LONG | 26,226,216 | $732.2 million |
| 61 | VARIAN MED SYS INC | COM · 92220P105 | LONG | 867,110 | $89.0 million |
| 62 | VIELA BIO INC | COM · 926613100 | LONG | 1,250,000 | $47.5 million |
| 63 | VISA INC | COM CL A · 92826C839 | LONG | 430,109 | $69.3 million |
| 64 | WORKDAY INC | CL A · 98138H101 | LONG | 2,461,978 | $320.6 million |