Top Funds / VIKING GLOBAL INVESTORS LP


Andreas Halvorsen

2021Q1 Portfolio

SEC 13F Filing

Position #Shares $Value % # vs. 2020Q4 $ vs. 2020Q4
MICROSOFT CORP 8,516,030 $2,007,824,000 5.98% -3,322,062 -$625,204,000
BridgeBio Pharma, Inc. 26,620,991 $1,639,853,000 4.88% No Change -$253,166,000
Fidelity National Information Services, Inc. 9,598,474 $1,349,641,000 4.02% -2,236,938 -$324,596,000
T-Mobile US, Inc. 10,285,244 $1,288,638,000 3.84% +1,579,763 +$114,704,000
BANK OF AMERICA CORP /DE/ 31,312,416 $1,211,477,000 3.61% New +$1,211,477,000
Adaptive Biotechnologies Corp 29,993,708 $1,207,547,000 3.60% No Change -$565,981,000
UNITEDHEALTH GROUP INC 3,080,874 $1,146,301,000 3.41% +287,209 +$166,619,000
Alphabet Inc. CAP STK CL A 454,358 $937,122,000 2.79% -165,433 -$149,148,000
VISA INC. CL A 4,038,509 $855,074,000 2.55% -47,029 -$38,556,000
Palo Alto Networks Inc 2,508,314 $807,828,000 2.41% +621,184 +$137,161,000
GENERAL ELECTRIC CO 60,649,245 $796,325,000 2.37% +31,449,248 +$480,965,000
Fortive Corp 11,190,141 $790,472,000 2.35% +3,226,204 +$226,466,000
FLEETCOR TECHNOLOGIES INC 2,632,323 $707,121,000 2.11% +362,576 +$87,866,000
CENTENE CORP 10,977,051 $701,543,000 2.09% -2,110,598 -$84,109,000
Facebook Inc CL A 2,348,638 $691,744,000 2.06% +1,316,710 +$409,863,000
BOSTON SCIENTIFIC CORP 17,896,102 $691,684,000 2.06% -12,094,790 -$386,489,000
APi Group Corp STK 33,333,333 $689,333,000 2.05% No Change +$84,333,000
Chubb Ltd 4,181,823 $660,603,000 1.97% +1,475,712 +$244,078,000
ABCELLERA BIOLOGICS INC 19,083,744 $648,084,000 1.93% -200,000 -$127,894,000
ZIMMER BIOMET HOLDINGS, INC. 3,820,971 $611,661,000 1.82% -46,103 +$15,784,000
AMAZON COM INC 181,067 $560,236,000 1.67% -19,404 -$92,684,000
O REILLY AUTOMOTIVE INC 1,066,676 $541,071,000 1.61% New +$541,071,000
MOODYS CORP /DE/ 1,716,016 $512,420,000 1.53% +70,596 +$34,853,000
AON PLC CL A 2,154,489 $495,769,000 1.48% -416,131 -$47,326,000
Nuance Communications, Inc. 11,088,603 $483,907,000 1.44% -5,294,060 -$238,405,000