MAJOR GURUS:
David Einhorn
Bill Ackman
Bill Miller
Steven Cohen
Jim Simons
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INSTITUTION : Andreas Halvorsen (VIKING GLOBAL INVESTORS LP ) |
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Andreas Halvorsen Portfolio (reported on 2019-11-13)
Company (links to holding history) |
Ticker |
Value On 2019-09-30 |
No of Shares |
% of portfolio |
AMAZON COM INC (COM) |
AMZN |
1,570,537,000 |
904,734 |
8.18% |
ADAPTIVE BIOTECHNOLOGIES COR (COM) |
|
1,186,764,000 |
38,406,607 |
6.18% |
NETFLIX INC (COM) |
NFLX |
1,160,017,000 |
4,334,569 |
6.04% |
FACEBOOK INC (CL A) |
FB |
1,110,497,000 |
6,235,946 |
5.78% |
ANTHEM INC (COM) |
ANTM |
930,005,000 |
3,873,405 |
4.84% |
BOEING CO (COM) |
BA |
854,827,000 |
2,246,766 |
4.45% |
MICROSOFT CORP (COM) |
MSFT |
825,139,000 |
5,934,973 |
4.29% |
JD COM INC (SPON ADR CL A) |
JD |
758,975,000 |
26,904,470 |
3.95% |
SALESFORCE COM INC (COM) |
CRM |
732,108,000 |
4,932,010 |
3.81% |
SQUARE INC (CL A) |
|
621,380,000 |
10,030,341 |
3.23% |
MONSTER BEVERAGE CORP NEW (COM) |
MNST |
611,623,000 |
10,534,323 |
3.18% |
ILLUMINA INC (COM) |
ILMN |
586,219,000 |
1,926,956 |
3.05% |
BRIDGEBIO PHARMA INC (COM) |
|
571,553,000 |
26,620,991 |
2.97% |
LOWES COS INC (COM) |
LOW |
536,029,000 |
4,874,766 |
2.79% |
CENTENE CORP DEL (COM) |
CNC |
534,258,000 |
12,349,928 |
2.78% |
SERVICENOW INC (COM) |
NOW |
449,491,000 |
1,770,697 |
2.34% |
MERCADOLIBRE INC (COM) |
MELI |
445,244,000 |
807,729 |
2.31% |
UBER TECHNOLOGIES INC (COM) |
|
441,829,000 |
14,500,445 |
2.30% |
BOSTON SCIENTIFIC CORP (COM) |
BSX |
423,829,000 |
10,416,047 |
2.20% |
LIBERTY MEDIA CORP DELAWARE (COM SER C FRMLA) |
LMCK |
415,846,000 |
9,998,691 |
2.16% |
ALIBABA GROUP HLDG LTD (SPONSORED ADS) |
BABA |
368,787,000 |
2,205,268 |
1.92% |
FORTIVE CORP (COM) |
FTV |
331,863,000 |
4,840,472 |
1.72% |
UNITED TECHNOLOGIES CORP (COM) |
UTX |
273,296,000 |
2,001,875 |
1.42% |
AXA EQUITABLE HLDGS INC (COM) |
|
236,645,000 |
10,678,948 |
1.23% |
GARDNER DENVER HLDGS INC (COM) |
|
224,412,000 |
7,932,557 |
1.16% |
BIOMARIN PHARMACEUTICAL INC (COM) |
BMRN |
206,116,000 |
3,058,104 |
1.07% |
EXACT SCIENCES CORP (COM) |
EXAS |
197,480,000 |
2,185,233 |
1.02% |
GUARDANT HEALTH INC (COM) |
|
183,475,000 |
2,874,428 |
0.95% |
ASSURANT INC (COM) |
AIZ |
177,897,000 |
1,413,897 |
0.92% |
COUPA SOFTWARE INC (COM) |
|
172,811,000 |
1,333,724 |
0.90% |
MOLINA HEALTHCARE INC (COM) |
MOH |
161,295,000 |
1,470,061 |
0.84% |
ALPHABET INC (CAP STK CL A) |
GOOGL |
161,110,000 |
131,934 |
0.83% |
AON PLC (SHS CL A) |
AON |
153,454,000 |
792,757 |
0.79% |
MIDDLEBY CORP (COM) |
MIDD |
130,446,000 |
1,115,875 |
0.67% |
ALIGN TECHNOLOGY INC (COM) |
ALGN |
124,170,000 |
686,323 |
0.64% |
AVANTOR INC (COM) |
|
115,735,000 |
7,873,142 |
0.60% |
ATHENE HLDG LTD (CL A) |
|
108,879,000 |
2,588,658 |
0.56% |
GRUBHUB INC (COM) |
GRUB |
98,557,000 |
1,753,374 |
0.51% |
ADOBE INC (COM) |
ADBE |
87,684,000 |
317,408 |
0.45% |
ALPHABET INC (CAP STK CL C) |
GOOG |
84,583,000 |
69,387 |
0.44% |
CROWN HOLDINGS INC (COM) |
CCK |
74,751,000 |
1,131,557 |
0.38% |
MODERNA INC (COM) |
|
74,470,000 |
4,677,781 |
0.38% |
CATALENT INC (COM) |
CTLT |
67,900,000 |
1,424,668 |
0.35% |
RAYTHEON CO (COM NEW) |
RTN |
62,644,000 |
319,301 |
0.32% |
BLUEPRINT MEDICINES CORP (COM) |
|
58,896,000 |
801,639 |
0.30% |
PROGRESSIVE CORP OHIO (COM) |
PGR |
53,637,000 |
694,330 |
0.27% |
UNITED RENTALS INC (COM) |
URI |
50,951,000 |
408,782 |
0.26% |
EDWARDS LIFESCIENCES CORP (COM) |
EW |
44,894,000 |
204,148 |
0.23% |
VISA INC (COM CL A) |
V |
43,153,000 |
250,874 |
0.22% |
ACTIVISION BLIZZARD INC (COM) |
ATVI |
40,892,000 |
772,716 |
0.21% |
COVETRUS INC (COM) |
|
40,211,000 |
3,381,937 |
0.20% |
SAGE THERAPEUTICS INC (COM) |
SAGE |
36,962,000 |
263,466 |
0.19% |
ENVISTA HLDGS CORP (COM) |
|
32,014,000 |
1,148,263 |
0.16% |
SYNEOS HEALTH INC (CL A) |
|
30,641,000 |
575,847 |
0.15% |
DATADOG INC (CL A COM) |
|
30,519,000 |
899,999 |
0.15% |
CLOUDFLARE INC (CL A COM) |
|
27,026,000 |
1,455,336 |
0.14% |
ANAPTYSBIO INC (COM) |
|
20,161,000 |
576,205 |
0.10% |
EDITAS MEDICINE INC (COM) |
|
16,678,000 |
733,401 |
0.08% |
GENMAB A S (SPONSORED ADS) |
GMXAY |
12,013,000 |
592,966 |
0.06% |
CARVANA CO (CL A) |
|
7,939,000 |
120,287 |
0.04% |
10X GENOMICS INC (CL A COM) |
|
3,582,000 |
71,069 |
0.01% |
ATYR PHARMA INC (COM NEW) |
|
802,000 |
229,283 |
0.00% |
Total Value As 2019-09-30: |
19,195,601,000 |
SEC FILING |
* Portfolios do not reflect changes after reporting
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Investing Just Like Andreas Halvorsen
MAJOR GURUS:
Warren Buffett
John Paulson
George Soros
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