Top Funds / VIKING GLOBAL INVESTORS LP


Andreas Halvorsen

2020Q4 Portfolio

SEC 13F Filing

Position #Shares $Value % # vs. 2020Q3 $ vs. 2020Q3
MICROSOFT CORP 11,838,092 $2,633,028,000 7.24% +3,581,072 +$896,329,000
BridgeBio Pharma, Inc. 26,620,991 $1,893,019,000 5.21% No Change +$894,199,000
Adaptive Biotechnologies Corp 29,993,708 $1,773,528,000 4.88% -3,500,000 +$144,729,000
Fidelity National Information Services, Inc. 11,835,412 $1,674,237,000 4.60% +2,948,891 +$366,052,000
T-Mobile US, Inc. 8,705,481 $1,173,934,000 3.23% +635,362 +$251,035,000
Alphabet Inc. CAP STK CL A 619,791 $1,086,270,000 2.99% +427,842 +$804,950,000
BOSTON SCIENTIFIC CORP 29,990,892 $1,078,173,000 2.96% +11,161,162 +$358,689,000
JPMORGAN CHASE & CO 8,459,075 $1,074,895,000 2.96% -991,900 +$165,050,000
UNITEDHEALTH GROUP INC 2,793,665 $979,682,000 2.69% New +$979,682,000
VISA INC. CL A 4,085,538 $893,630,000 2.46% +3,763,943 +$829,321,000
CENTENE CORP 13,087,649 $785,652,000 2.16% -4,357,911 -$231,948,000
ABCELLERA BIOLOGICS INC 19,283,744 $775,978,000 2.13% New +$775,978,000
Walt Disney Co 4,271,505 $773,911,000 2.13% New +$773,911,000
Nuance Communications, Inc. 16,382,663 $722,312,000 1.99% -601,801 +$158,598,000
MERCADOLIBRE INC 411,914 $690,047,000 1.90% -61,534 +$177,549,000
Palo Alto Networks Inc 1,887,130 $670,667,000 1.84% New +$670,667,000
AMAZON COM INC 200,471 $652,920,000 1.80% -71,801 -$204,391,000
AMERICAN EXPRESS CO 5,224,231 $631,662,000 1.74% -5,624,070 -$455,880,000
FLEETCOR TECHNOLOGIES INC 2,269,747 $619,255,000 1.70% +1,799,953 +$507,397,000
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD SPONSORED ADS 5,601,289 $610,765,000 1.68% -545,834 +$112,418,000
APi Group Corp STK 33,333,333 $605,000,000 1.66% No Change +$130,667,000
ZIMMER BIOMET HOLDINGS, INC. 3,867,074 $595,877,000 1.64% +2,176,989 +$365,789,000
Fortive Corp 7,963,937 $564,006,000 1.55% +1,147,692 +$44,540,000
AON PLC CL A 2,570,620 $543,095,000 1.49% -442,286 -$78,468,000
Hilton Worldwide Holdings Inc. 4,719,901 $525,136,000 1.44% -4,111,691 -$228,375,000