VIKING GLOBAL INVESTORS LP Q2 2022 Filing
Filed August 15, 2022
Portfolio Value
$21.9T
Holdings
82
Report Date
Q2 2022
Filing Type
13F-HR
All Holdings (82 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | TMUST-MOBILE US INC | 9,170,393 | $1.2T | 5.64% | |
| 2 | AMZNAMAZON COM INC | 8,104,902 | $860.8B | 3.94% | |
| 3 | MSFTMICROSOFT CORP | 2,963,179 | $761.0B | 3.48% | |
| 4 | PHPARKER-HANNIFIN CORP | 3,070,691 | $755.5B | 3.46% | |
| 5 | CBCHUBB LIMITED | 3,774,226 | $741.9B | 3.39% | |
| 6 | MAMASTERCARD INCORPORATED | 2,302,305 | $726.3B | 3.32% | |
| 7 | ELVELEVANCE HEALTH INC | 1,464,485 | $706.7B | 3.23% | |
| 8 | CNCCENTENE CORP DEL | 8,293,867 | $701.7B | 3.21% | |
| 9 | FTVFORTIVE CORP | 11,798,954 | $641.6B | 2.93% | |
| 10 | IFFINTERNATIONAL FLAVORS&FRAGRA | 5,121,603 | $610.1B | 2.79% | |
| 11 | GEGENERAL ELECTRIC CO | 8,750,301 | $557.1B | 2.55% | |
| 12 | BSXBOSTON SCIENTIFIC CORP | 14,653,954 | $546.2B | 2.50% | |
| 13 | BAMBROOKFIELD ASSET MGMT INC | 12,131,195 | $539.5B | 2.47% | |
| 14 | MCKMCKESSON CORP | 1,625,515 | $530.3B | 2.43% | |
| 15 | RPRXROYALTY PHARMA PLC | 12,370,694 | $520.1B | 2.38% | |
| 16 | AIGAMERICAN INTL GROUP INC | 10,108,715 | $516.9B | 2.36% | |
| 17 | HDBHDFC BANK LTD | 9,182,277 | $504.7B | 2.31% | |
| 18 | APGAPI GROUP CORP | 33,634,813 | $503.5B | 2.30% | |
| 19 | VVISA INC | 2,555,860 | $503.2B | 2.30% | |
| 20 | TMOTHERMO FISHER SCIENTIFIC INC | 862,587 | $468.6B | 2.14% | |
| 21 | METAMETA PLATFORMS INC | 2,865,864 | $462.1B | 2.11% | |
| 22 | MRSHMARSH & MCLENNAN COS INC | 2,828,603 | $439.1B | 2.01% | |
| 23 | INTUINTUIT | 1,115,487 | $430.0B | 1.97% | |
| 24 | BMRNBIOMARIN PHARMACEUTICAL INC | 5,052,593 | $418.7B | 1.92% | |
| 25 | ROIVROIVANT SCIENCES LTD | 88,238,700 | $359.1B | 1.64% | |
| 26 | XYZBLOCK INC | 5,603,207 | $344.4B | 1.58% | |
| 27 | UBERUBER TECHNOLOGIES INC | 16,583,623 | $339.3B | 1.55% | |
| 28 | LRCXEURLAM RESEARCH CORP | 694,026 | $295.8B | 1.35% | |
| 29 | A4SAMERIPRISE FINL INC | 1,183,896 | $281.4B | 1.29% | |
| 30 | DGDOLLAR GEN CORP NEW | 1,110,174 | $272.5B | 1.25% | |
| 31 | TTWOTAKE-TWO INTERACTIVE SOFTWAR | 1,999,669 | $245.0B | 1.12% | |
| 32 | ADPTADAPTIVE BIOTECHNOLOGIES COR | 29,993,708 | $242.6B | 1.11% | |
| 33 | BBIOBRIDGEBIO PHARMA INC | 26,620,991 | $241.7B | 1.11% | |
| 34 | ACHCACADIA HEALTHCARE COMPANY IN | 3,478,476 | $235.2B | 1.08% | |
| 35 | CTLTEURCATALENT INC | 1,961,249 | $210.4B | 0.96% | |
| 36 | AVTRAVANTOR INC | 6,168,685 | $191.8B | 0.88% | |
| 37 | BABOEING CO | 1,391,238 | $190.2B | 0.87% | |
| 38 | AONAON PLC | 704,639 | $190.0B | 0.87% | |
| 39 | BEKEKE HLDGS INC | 10,410,507 | $186.9B | 0.85% | |
| 40 | GHGUARDANT HEALTH INC | 4,479,020 | $180.7B | 0.83% | |
| 41 | DISDISNEY WALT CO | 1,741,500 | $164.4B | 0.75% | |
| 42 | BKNGBOOKING HOLDINGS INC | 89,251 | $156.1B | 0.71% | |
| 43 | WDAYWORKDAY INC | 1,068,804 | $149.2B | 0.68% | |
| 44 | UNMUNUM GROUP | 4,310,548 | $146.6B | 0.67% | |
| 45 | KRTXKARUNA THERAPEUTICS INC | 1,119,360 | $141.6B | 0.65% | |
| 46 | NOWSERVICENOW INC | 297,495 | $141.5B | 0.65% | |
| 47 | AMLXAMYLYX PHARMACEUTICALS INC | 7,170,536 | $138.1B | 0.63% | |
| 48 | MOHMOLINA HEALTHCARE INC | 475,158 | $132.9B | 0.61% | |
| 49 | CRLCHARLES RIV LABS INTL INC | 553,409 | $118.4B | 0.54% | |
| 50 | NTLAINTELLIA THERAPEUTICS INC | 2,228,383 | $115.3B | 0.53% | |
| 51 | ZLABZAI LAB LTD | 3,299,598 | $114.4B | 0.52% | |
| 52 | PODDINSULET CORP | 503,401 | $109.7B | 0.50% | |
| 53 | INSPINSPIRE MED SYS INC | 595,193 | $108.7B | 0.50% | |
| 54 | PGRPROGRESSIVE CORP | 901,744 | $104.8B | 0.48% | |
| 55 | CMECME GROUP INC | 508,639 | $104.1B | 0.48% | |
| 56 | WDCWESTERN DIGITAL CORP. | 1,966,376 | $88.2B | 0.40% | |
| 57 | RHRH | 401,230 | $85.2B | 0.39% | |
| 58 | MUMICRON TECHNOLOGY INC | 1,470,600 | $81.3B | 0.37% | |
| 59 | COUPEURCOUPA SOFTWARE INC | 1,414,833 | $80.8B | 0.37% | |
| 60 | GH 0 11/15/27GUARDANT HEALTH INC | 120,000,000 | $74.7B | 0.34% | |
| 61 | DNAGINKGO BIOWORKS HOLDINGS INC | 27,084,126 | $64.5B | 0.29% | |
| 62 | TCE2CELLDEX THERAPEUTICS INC NEW | 2,337,854 | $63.0B | 0.29% | |
| 63 | GLBEGLOBAL E ONLINE LTD | 3,044,726 | $61.4B | 0.28% | |
| 64 | INBXUSDINHIBRX INC | 5,305,866 | $60.2B | 0.28% | |
| 65 | ZNTLZENTALIS PHARMACEUTICALS INC | 2,026,656 | $56.9B | 0.26% | |
| 66 | PHVSPHARVARIS N V | 2,491,923 | $55.1B | 0.25% | |
| 67 | SWAVUSDSHOCKWAVE MED INC | 284,000 | $54.3B | 0.25% | |
| 68 | PRCTPROCEPT BIOROBOTICS CORP | 1,545,000 | $50.5B | 0.23% | |
| 69 | RIVNRIVIAN AUTOMOTIVE INC | 1,602,193 | $41.2B | 0.19% | |
| 70 | CUCAAVIS BUDGET GROUP | 278,673 | $41.0B | 0.19% | |
| 71 | —ORION ACQUISITION CORP | 3,703,693 | $36.3B | 0.17% | |
| 72 | DAWNDAY ONE BIOPHARMACEUTICALS I | 1,857,424 | $33.2B | 0.15% | |
| 73 | LVSLAS VEGAS SANDS CORP | 964,915 | $32.4B | 0.15% | |
| 74 | RLYBRALLYBIO CORP | 4,194,777 | $31.7B | 0.14% | |
| 75 | FDMT4D MOLECULAR THERAPEUTICS IN | 3,937,914 | $27.5B | 0.13% | |
| 76 | —KINNATE BIOPHARMA INC | 1,820,462 | $23.0B | 0.11% | |
| 77 | EWTXEDGEWISE THERAPEUTICS INC | 2,727,249 | $21.7B | 0.10% | |
| 78 | PEPGPEPGEN INC | 1,793,923 | $17.8B | 0.08% | |
| 79 | NUVLNUVALENT INC | 1,110,170 | $15.1B | 0.07% | |
| 80 | —TALARIS THERAPEUTICS INC | 3,289,617 | $14.8B | 0.07% | |
| 81 | VSTMVERASTEM INC | 9,224,000 | $10.7B | 0.05% | |
| 82 | LIANYLIANBIO | 3,564,173 | $7.7B | 0.04% |