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 Latest Top 20 Portfolio Holdings: (Filing Date: 2021-02-16) --- full portfolio
Company (links to holding history) |
Ticker |
Value On 2020-12-31 |
No of Shares |
% of portfolio |
MICROSOFT CORP (COM) |
MSFT |
2,633,028,000 |
11,838,092 |
7.24% |
BRIDGEBIO PHARMA INC (COM) |
|
1,893,019,000 |
26,620,991 |
5.20% |
ADAPTIVE BIOTECHNOLOGIES COR (COM) |
|
1,773,528,000 |
29,993,708 |
4.87% |
FIDELITY NATL INFORMATION SV (COM) |
FIS |
1,674,237,000 |
11,835,412 |
4.60% |
T-MOBILE US INC (COM) |
TMUS |
1,173,934,000 |
8,705,481 |
3.22% |
ALPHABET INC (CAP STK CL A) |
GOOGL |
1,086,270,000 |
619,791 |
2.98% |
BOSTON SCIENTIFIC CORP (COM) |
BSX |
1,078,173,000 |
29,990,892 |
2.96% |
JPMORGAN CHASE & CO (COM) |
JPM |
1,074,895,000 |
8,459,075 |
2.95% |
UNITEDHEALTH GROUP INC (COM) |
UNH |
979,682,000 |
2,793,665 |
2.69% |
VISA INC (COM CL A) |
V |
893,630,000 |
4,085,538 |
2.45% |
CENTENE CORP DEL (COM) |
CNC |
785,652,000 |
13,087,649 |
2.16% |
ABCELLERA BIOLOGICS INC (COM) |
|
775,978,000 |
19,283,744 |
2.13% |
DISNEY WALT CO (COM) |
DIS |
773,911,000 |
4,271,505 |
2.12% |
NUANCE COMMUNICATIONS INC (COM) |
NUAN |
722,312,000 |
16,382,663 |
1.98% |
MERCADOLIBRE INC (COM) |
MELI |
690,047,000 |
411,914 |
1.89% |
PALO ALTO NETWORKS INC (COM) |
PANW |
670,667,000 |
1,887,130 |
1.84% |
AMAZON COM INC (COM) |
AMZN |
652,920,000 |
200,471 |
1.79% |
AMERICAN EXPRESS CO (COM) |
AXP |
631,662,000 |
5,224,231 |
1.73% |
FLEETCOR TECHNOLOGIES INC (COM) |
FLT |
619,255,000 |
2,269,747 |
1.70% |
TAIWAN SEMICONDUCTOR MFG LTD (SPONSORED ADS) |
TSM |
610,765,000 |
5,601,289 |
1.67% |
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Investing Just Like Andreas Halvorsen
MAJOR GURUS:
Warren Buffett
John Paulson
George Soros
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