What Andreas Halvorsen Bought in Q1 2024
Viking Global Investors · Quarterly 13F recap as filed with the SEC.
Period: 2024-03-31 · Filed · Historical
$26.86B
Total Value
83
Holdings
0
New Buys
0
Reduced
In Q1 2024, Andreas Halvorsen reported 83 long equity positions worth $26.86B in their Viking Global Investors 13F filing.
| Rank | Ticker | Company | Shares | Value | % Portfolio | Change |
|---|---|---|---|---|---|---|
| 1 | V | VISA INC | 6327962 | $1.77B | 6.57% | — |
| 2 | WDAY | WORKDAY INC | 5288586 | $1.44B | 5.37% | — |
| 3 | AMZN | AMAZON COM INC | 6902351 | $1.25B | 4.64% | — |
| 4 | PM | PHILIP MORRIS INTL INC | 13016896 | $1.19B | 4.44% | — |
| 5 | APG | API GROUP CORP | 28984298 | $1.14B | 4.24% | — |
| 6 | USB | US BANCORP DEL | 22626465 | $1.01B | 3.77% | — |
| 7 | LVS | LAS VEGAS SANDS CORP | 16923581 | $874.9M | 3.26% | — |
| 8 | FTV | FORTIVE CORP | 9497292 | $817.0M | 3.04% | — |
| 9 | BBIO | BRIDGEBIO PHARMA INC | 25120991 | $776.7M | 2.89% | — |
| 10 | ROIV | ROIVANT SCIENCES LTD | 69368961 | $731.1M | 2.72% | — |
| 11 | TMUS | T-MOBILE US INC | 4381297 | $715.1M | 2.66% | — |
| 12 | AMD | ADVANCED MICRO DEVICES INC | 3952088 | $713.3M | 2.66% | — |
| 13 | AMP | AMERIPRISE FINL INC | 1626845 | $713.3M | 2.66% | — |
| 14 | DHR | DANAHER CORPORATION | 2837937 | $708.7M | 2.64% | — |
| 15 | UNH | UNITEDHEALTH GROUP INC | 1361207 | $673.4M | 2.51% | — |
| 16 | MSFT | MICROSOFT CORP | 1596887 | $671.8M | 2.50% | — |
| 17 | AAPL | APPLE INC | 3870990 | $663.8M | 2.47% | — |
| 18 | PGR | PROGRESSIVE CORP | 3032941 | $627.3M | 2.34% | — |
| 19 | BMRN | BIOMARIN PHARMACEUTICAL INC | 6416288 | $560.4M | 2.09% | — |
| 20 | GE | GENERAL ELECTRIC CO | 2731787 | $479.5M | 1.79% | — |
| 21 | FCX | Freeport-McMoRan | 9517164 | $447.5M | 1.67% | — |
| 22 | CBRE | CBRE GROUP INC | 4568632 | $444.3M | 1.65% | — |
| 23 | MA | MASTERCARD INCORPORATED | 794313 | $382.5M | 1.42% | — |
| 24 | META | META PLATFORMS INC | 731983 | $355.4M | 1.32% | — |
| 25 | RPRX | ROYALTY PHARMA PLC | 11485547 | $348.8M | 1.30% | — |
| 26 | DLTR | DOLLAR TREE INC | 2571820 | $342.4M | 1.27% | — |
| 27 | TEAM | ATLASSIAN CORPORATION | 1748686 | $341.2M | 1.27% | — |
| 28 | HDB | HDFC BANK LTD | 5929295 | $331.9M | 1.24% | — |
| 29 | MCK | MCKESSON CORP | 590580 | $317.1M | 1.18% | — |
| 30 | ISRG | Intuitive Surgical | 771837 | $308.0M | 1.15% | — |
| 31 | CBOE | CBOE GLOBAL MKTS INC | 1655050 | $304.1M | 1.13% | — |
| 32 | TTWO | TAKE-TWO INTERACTIVE SOFTWAR | 2009195 | $298.3M | 1.11% | — |
| 33 | ADBE | ADOBE INC | 562548 | $283.9M | 1.06% | — |
| 34 | INBXUSD | INHIBRX INC | 7150826 | $250.0M | 0.93% | — |
| 35 | FIVN | FIVE9 INC | 3452138 | $214.4M | 0.80% | — |
| 36 | ACHC | ACADIA HEALTHCARE COMPANY IN | 2564237 | $203.1M | 0.76% | — |
| 37 | FERG | FERGUSON PLC NEW | 875421 | $191.2M | 0.71% | — |
| 38 | NAMSW | NEWAMSTERDAM PHARMA COMPANY | 8024565 | $189.8M | 0.71% | — |
| 39 | HCA | HCA HEALTHCARE INC | 529401 | $176.6M | 0.66% | — |
| 40 | DNABW | GINKGO BIOWORKS HOLDINGS INC | 143085126 | $166.0M | 0.62% | — |
| 41 | RRX | REGAL REXNORD CORPORATION | 900529 | $162.2M | 0.60% | — |
| 42 | HUM | HUMANA INC | 464130 | $160.9M | 0.60% | — |
| 43 | EPAM | EPAM SYS INC | 579543 | $160.0M | 0.60% | — |
| 44 | LAB | STANDARD BIOTOOLS INC | 58651170 | $158.9M | 0.59% | — |
| 45 | CNH | CNH INDL N V | 11956128 | $155.0M | 0.58% | — |
| 46 | CSX | CSX CORP | 3957797 | $146.7M | 0.55% | — |
| 47 | KDP | KEURIG DR PEPPER INC | 4461076 | $136.8M | 0.51% | — |
| 48 | LW | LAMB WESTON HLDGS INC | 1205772 | $128.5M | 0.48% | — |
| 49 | BSX | BOSTON SCIENTIFIC CORP | 1724755 | $118.1M | 0.44% | — |
| 50 | KKR | KKR & CO INC | 1071166 | $107.7M | 0.40% | — |
| 51 | VVV | VALVOLINE INC | 2383579 | $106.2M | 0.40% | — |
| 52 | LLY | ELI LILLY & CO | 134608 | $104.7M | 0.39% | — |
| 53 | CPT | CAMDEN PPTY TR | 1030340 | $101.4M | 0.38% | — |
| 54 | ADPT | ADAPTIVE BIOTECHNOLOGIES COR | 29993708 | $96.3M | 0.36% | — |
| 55 | KNX | KNIGHT-SWIFT TRANSN HLDGS IN | 1717327 | $94.5M | 0.35% | — |
| 56 | FDMT | 4D MOLECULAR THERAPEUTICS IN | 2934914 | $93.5M | 0.35% | — |
| 57 | VKTX | VIKING THERAPEUTICS INC | 1094940 | $89.8M | 0.33% | — |
| 58 | PPG | PPG INDS INC | 619433 | $89.8M | 0.33% | — |
| 59 | PHVS | PHARVARIS N V | 3653310 | $84.4M | 0.31% | — |
| 60 | VRT | VERTIV HOLDINGS CO | 1017994 | $83.1M | 0.31% | — |
| 61 | APD | AIR PRODS & CHEMS INC | 338206 | $81.9M | 0.31% | — |
| 62 | PCOR | PROCORE TECHNOLOGIES INC | 991229 | $81.4M | 0.30% | — |
| 63 | EQH | EQUITABLE HLDGS INC | 2057191 | $78.2M | 0.29% | — |
| 64 | TMO | THERMO FISHER SCIENTIFIC INC | 128489 | $74.7M | 0.28% | — |
| 65 | BEKE | KE HLDGS INC | 5246500 | $72.0M | 0.27% | — |
| 66 | OSCR | OSCAR HEALTH INC | 4732002 | $70.4M | 0.26% | — |
| 67 | CLX | CLOROX CO DEL | 457659 | $70.1M | 0.26% | — |
| 68 | SKAA | SKECHERS U S A INC | 1090121 | $66.8M | 0.25% | — |
| 69 | EWTX | EDGEWISE THERAPEUTICS INC | 3339146 | $60.9M | 0.23% | — |
| 70 | IMVT | IMMUNOVANT INC | 1809172 | $58.5M | 0.22% | — |
| 71 | ORIC | ORIC PHARMACEUTICALS INC | 4000000 | $55.0M | 0.20% | — |
| 72 | ITGR | INTEGER HLDGS CORP | 428399 | $50.0M | 0.19% | — |
| 73 | DAWN | DAY ONE BIOPHARMACEUTICALS I | 2558563 | $42.3M | 0.16% | — |
| 74 | ZLAB | ZAI LAB LTD | 2048129 | $32.8M | 0.12% | — |
| 75 | WTW | WILLIS TOWERS WATSON PLC LTD | 112344 | $30.9M | 0.12% | — |
| 76 | VSTM | VERASTEM INC | 2456292 | $29.0M | 0.11% | — |
| 77 | CZOO | CAZOO GROUP LTD | 2142728 | $25.7M | 0.10% | — |
| 78 | PEPG | PEPGEN INC | 1482434 | $21.8M | 0.08% | — |
| 79 | LBPH | LONGBOARD PHARMACEUTICALS IN | 981328 | $21.2M | 0.08% | — |
| 80 | TRVI | TREVI THERAPEUTICS INC | 4400000 | $15.2M | 0.06% | — |
| 81 | RDDT | REDDIT INC | 225000 | $11.1M | 0.04% | — |
| 82 | RLYB | RALLYBIO CORP | 4194777 | $7.8M | 0.03% | — |
| 83 | KNTE | KINNATE BIOPHARMA INC | 1820462 | $4.8M | 0.02% | — |