VIKING GLOBAL INVESTORS LP Q1 2022 Filing
Filed May 16, 2022
Portfolio Value
$24.7T
Holdings
91
Report Date
Q1 2022
Filing Type
13F-HR
All Holdings (91 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | TMUST-MOBILE US INC | 13,418,175 | $1.7T | 6.96% | |
| 2 | AMZNAMAZON COM INC | 422,853 | $1.4T | 5.57% | |
| 3 | GEGENERAL ELECTRIC CO | 12,808,478 | $1.2T | 4.74% | |
| 4 | MSFTMICROSOFT CORP | 3,319,116 | $1.0T | 4.14% | |
| 5 | BAMBROOKFIELD ASSET MGMT INC | 16,304,989 | $922.4B | 3.73% | |
| 6 | PHPARKER-HANNIFIN CORP | 3,165,334 | $898.2B | 3.63% | |
| 7 | FTVFORTIVE CORP | 12,033,157 | $733.2B | 2.96% | |
| 8 | APGAPI GROUP CORP | 33,463,200 | $703.7B | 2.85% | |
| 9 | CBCHUBB LIMITED | 3,201,215 | $684.7B | 2.77% | |
| 10 | CMCSACOMCAST CORP NEW | 14,078,668 | $659.2B | 2.66% | |
| 11 | CNCCENTENE CORP DEL | 7,806,040 | $657.2B | 2.66% | |
| 12 | MAMASTERCARD INCORPORATED | 1,793,488 | $641.0B | 2.59% | |
| 13 | VVISA INC | 2,597,820 | $576.1B | 2.33% | |
| 14 | BSXBOSTON SCIENTIFIC CORP | 12,839,142 | $568.6B | 2.30% | |
| 15 | WDAYWORKDAY INC | 2,253,470 | $539.6B | 2.18% | |
| 16 | AONAON PLC | 1,593,080 | $518.8B | 2.10% | |
| 17 | IFFINTERNATIONAL FLAVORS&FRAGRA | 3,797,230 | $498.7B | 2.02% | |
| 18 | ROIVROIVANT SCIENCES LTD | 88,238,700 | $435.9B | 1.76% | |
| 19 | HDBHDFC BANK LTD | 7,073,317 | $433.8B | 1.75% | |
| 20 | RPRXROYALTY PHARMA PLC | 10,764,472 | $419.4B | 1.70% | |
| 21 | ADPTADAPTIVE BIOTECHNOLOGIES COR | 29,993,708 | $416.3B | 1.68% | |
| 22 | GHGUARDANT HEALTH INC | 5,812,234 | $385.0B | 1.56% | |
| 23 | MRSHMARSH & MCLENNAN COS INC | 2,250,643 | $383.6B | 1.55% | |
| 24 | UBERUBER TECHNOLOGIES INC | 10,437,199 | $372.4B | 1.51% | |
| 25 | MTCHMATCH GROUP INC NEW | 2,744,468 | $298.4B | 1.21% | |
| 26 | BMRNBIOMARIN PHARMACEUTICAL INC | 3,752,393 | $289.3B | 1.17% | |
| 27 | TMOTHERMO FISHER SCIENTIFIC INC | 484,696 | $286.3B | 1.16% | |
| 28 | XPXP INC | 9,443,312 | $284.2B | 1.15% | |
| 29 | A4SAMERIPRISE FINL INC | 923,328 | $277.3B | 1.12% | |
| 30 | OTISOTIS WORLDWIDE CORP | 3,538,164 | $272.3B | 1.10% | |
| 31 | BBIOBRIDGEBIO PHARMA INC | 26,620,991 | $270.2B | 1.09% | |
| 32 | METAMETA PLATFORMS INC | 1,209,602 | $269.0B | 1.09% | |
| 33 | NOWSERVICENOW INC | 440,450 | $245.3B | 0.99% | |
| 34 | CTLTEURCATALENT INC | 1,893,644 | $210.0B | 0.85% | |
| 35 | DNAGINKGO BIOWORKS HOLDINGS INC | 51,055,144 | $205.8B | 0.83% | |
| 36 | THCTENET HEALTHCARE CORP | 2,233,647 | $192.0B | 0.78% | |
| 37 | —LABORATORY CORP AMER HLDGS | 727,287 | $191.8B | 0.78% | |
| 38 | NTLAINTELLIA THERAPEUTICS INC | 2,468,760 | $179.4B | 0.73% | |
| 39 | GLBEGLOBAL E ONLINE LTD | 5,128,448 | $173.2B | 0.70% | |
| 40 | DEDEERE & CO | 403,163 | $167.5B | 0.68% | |
| 41 | BEKEKE HLDGS INC | 13,440,125 | $166.3B | 0.67% | |
| 42 | RIVNRIVIAN AUTOMOTIVE INC | 3,204,389 | $161.0B | 0.65% | |
| 43 | GTMZOOMINFO TECHNOLOGIES INC | 2,644,137 | $158.0B | 0.64% | |
| 44 | LILI AUTO INC | 6,000,478 | $154.9B | 0.63% | |
| 45 | SHOPSHOPIFY INC | 223,721 | $151.2B | 0.61% | |
| 46 | CRLCHARLES RIV LABS INTL INC | 521,653 | $148.1B | 0.60% | |
| 47 | PODDINSULET CORP | 547,387 | $145.8B | 0.59% | |
| 48 | ACHCACADIA HEALTHCARE COMPANY IN | 2,130,433 | $139.6B | 0.56% | |
| 49 | MOHMOLINA HEALTHCARE INC | 416,883 | $139.1B | 0.56% | |
| 50 | ZLABZAI LAB LTD | 3,133,297 | $137.8B | 0.56% | |
| 51 | PRCTPROCEPT BIOROBOTICS CORP | 3,658,892 | $128.0B | 0.52% | |
| 52 | BKNGBOOKING HOLDINGS INC | 54,234 | $127.4B | 0.51% | |
| 53 | KRTXKARUNA THERAPEUTICS INC | 974,345 | $123.5B | 0.50% | |
| 54 | PGRPROGRESSIVE CORP | 1,037,306 | $118.2B | 0.48% | |
| 55 | INBXUSDINHIBRX INC | 5,305,866 | $118.2B | 0.48% | |
| 56 | PVHPVH CORPORATION | 1,542,375 | $118.2B | 0.48% | |
| 57 | AVTRAVANTOR INC | 3,459,963 | $117.0B | 0.47% | |
| 58 | —BIOHAVEN PHARMACTL HLDG CO L | 966,139 | $114.6B | 0.46% | |
| 59 | JDJD.COM INC | 1,748,330 | $101.2B | 0.41% | |
| 60 | PRGOPERRIGO CO PLC | 2,525,266 | $97.0B | 0.39% | |
| 61 | GH 0 11/15/27GUARDANT HEALTH INC | 120,000,000 | $96.9B | 0.39% | |
| 62 | METMETLIFE INC | 1,362,166 | $95.7B | 0.39% | |
| 63 | LADLITHIA MTRS INC | 316,904 | $95.1B | 0.38% | |
| 64 | ZNTLZENTALIS PHARMACEUTICALS INC | 2,026,656 | $93.5B | 0.38% | |
| 65 | AMLXAMYLYX PHARMACEUTICALS INC | 7,170,536 | $92.1B | 0.37% | |
| 66 | TTWOTAKE-TWO INTERACTIVE SOFTWAR | 588,443 | $90.5B | 0.37% | |
| 67 | DGDOLLAR GEN CORP NEW | 388,317 | $86.5B | 0.35% | |
| 68 | INSPINSPIRE MED SYS INC | 310,881 | $79.8B | 0.32% | |
| 69 | ELVANTHEM INC | 140,895 | $69.2B | 0.28% | |
| 70 | BXBLACKSTONE INC | 509,587 | $64.7B | 0.26% | |
| 71 | TCE2CELLDEX THERAPEUTICS INC NEW | 1,846,647 | $62.9B | 0.25% | |
| 72 | XYZBLOCK INC | 451,534 | $61.2B | 0.25% | |
| 73 | FDMT4D MOLECULAR THERAPEUTICS IN | 3,937,914 | $59.5B | 0.24% | |
| 74 | BABOEING CO | 305,347 | $58.5B | 0.24% | |
| 75 | PHVSPHARVARIS N V | 2,480,319 | $46.4B | 0.19% | |
| 76 | FTCHQFARFETCH LTD | 2,819,222 | $42.6B | 0.17% | |
| 77 | UNHUNITEDHEALTH GROUP INC | 76,910 | $39.2B | 0.16% | |
| 78 | —ORION ACQUISITION CORP | 3,788,774 | $37.2B | 0.15% | |
| 79 | UNMUNUM GROUP | 1,137,645 | $35.8B | 0.14% | |
| 80 | —TALARIS THERAPEUTICS INC | 3,289,617 | $32.4B | 0.13% | |
| 81 | RLYBRALLYBIO CORP | 4,194,777 | $29.3B | 0.12% | |
| 82 | EWTXEDGEWISE THERAPEUTICS INC | 2,727,249 | $26.5B | 0.11% | |
| 83 | OLPXOLAPLEX HLDGS INC | 1,613,189 | $25.2B | 0.10% | |
| 84 | PMVPPMV PHARMACEUTICALS INC | 1,076,000 | $22.4B | 0.09% | |
| 85 | —KINNATE BIOPHARMA INC | 1,820,462 | $20.5B | 0.08% | |
| 86 | JPMJPMORGAN CHASE & CO | 119,706 | $16.3B | 0.07% | |
| 87 | NUVLNUVALENT INC | 1,110,170 | $15.4B | 0.06% | |
| 88 | DAWNDAY ONE BIOPHARMACEUTICALS I | 1,157,424 | $11.5B | 0.05% | |
| 89 | LIANYLIANBIO | 1,500,000 | $5.6B | 0.02% | |
| 90 | —TDCX INC | 141,117 | $1.7B | 0.01% | |
| 91 | VTEXVTEX | 30,371 | $187.0M | 0.00% |