VIKING GLOBAL INVESTORS LP Q3 2022 Filing
Filed November 14, 2022
Portfolio Value
$21.7T
Holdings
88
Report Date
Q3 2022
Filing Type
13F-HR
All Holdings (88 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | ELVELEVANCE HEALTH INC | 2,336,841 | $1.1T | 4.90% | |
| 2 | AMZNAMAZON COM INC | 9,286,956 | $1.0T | 4.85% | |
| 3 | VVISA INC | 5,346,584 | $949.8B | 4.39% | |
| 4 | MCKMCKESSON CORP | 2,608,580 | $886.6B | 4.09% | |
| 5 | MSFTMICROSOFT CORP | 3,510,344 | $817.6B | 3.77% | |
| 6 | GEGENERAL ELECTRIC CO | 12,874,144 | $797.0B | 3.68% | |
| 7 | METAMETA PLATFORMS INC | 5,351,499 | $726.1B | 3.35% | |
| 8 | CBCHUBB LIMITED | 3,593,242 | $653.5B | 3.02% | |
| 9 | BSXBOSTON SCIENTIFIC CORP | 16,162,921 | $626.0B | 2.89% | |
| 10 | BAMBROOKFIELD ASSET MGMT INC | 14,757,027 | $603.4B | 2.79% | |
| 11 | DGDOLLAR GEN CORP NEW | 2,426,368 | $582.0B | 2.69% | |
| 12 | HDBHDFC BANK LTD | 9,713,845 | $567.5B | 2.62% | |
| 13 | MAMASTERCARD INCORPORATED | 1,770,583 | $503.4B | 2.32% | |
| 14 | A4SAMERIPRISE FINL INC | 1,803,989 | $454.5B | 2.10% | |
| 15 | APGAPI GROUP CORP | 33,819,567 | $448.8B | 2.07% | |
| 16 | INTUINTUIT | 1,157,479 | $448.3B | 2.07% | |
| 17 | TMUST-MOBILE US INC | 3,324,606 | $446.1B | 2.06% | |
| 18 | RPRXROYALTY PHARMA PLC | 10,881,594 | $437.2B | 2.02% | |
| 19 | UBERUBER TECHNOLOGIES INC | 16,396,107 | $434.5B | 2.01% | |
| 20 | BMRNBIOMARIN PHARMACEUTICAL INC | 5,099,164 | $432.3B | 2.00% | |
| 21 | PHPARKER-HANNIFIN CORP | 1,775,453 | $430.2B | 1.99% | |
| 22 | FTVFORTIVE CORP | 6,076,200 | $354.2B | 1.64% | |
| 23 | CRMSALESFORCE INC | 2,400,649 | $345.3B | 1.59% | |
| 24 | IFFINTERNATIONAL FLAVORS&FRAGRA | 3,726,736 | $338.5B | 1.56% | |
| 25 | DNAGINKGO BIOWORKS HOLDINGS INC | 101,834,126 | $317.7B | 1.47% | |
| 26 | TTWOTAKE-TWO INTERACTIVE SOFTWAR | 2,804,400 | $305.7B | 1.41% | |
| 27 | TMOTHERMO FISHER SCIENTIFIC INC | 593,537 | $301.0B | 1.39% | |
| 28 | XYZBLOCK INC | 5,311,049 | $292.1B | 1.35% | |
| 29 | ROIVROIVANT SCIENCES LTD | 88,238,700 | $284.1B | 1.31% | |
| 30 | MUMICRON TECHNOLOGY INC | 5,413,915 | $271.2B | 1.25% | |
| 31 | BBIOBRIDGEBIO PHARMA INC | 26,620,991 | $264.6B | 1.22% | |
| 32 | WDCWESTERN DIGITAL CORP. | 7,400,746 | $240.9B | 1.11% | |
| 33 | ACHCACADIA HEALTHCARE COMPANY IN | 2,958,932 | $231.3B | 1.07% | |
| 34 | KRTXKARUNA THERAPEUTICS INC | 1,014,116 | $228.1B | 1.05% | |
| 35 | ADPTADAPTIVE BIOTECHNOLOGIES COR | 29,993,708 | $213.6B | 0.99% | |
| 36 | GHGUARDANT HEALTH INC | 3,835,610 | $206.5B | 0.95% | |
| 37 | UNMUNUM GROUP | 5,074,658 | $196.9B | 0.91% | |
| 38 | UNHUNITEDHEALTH GROUP INC | 348,550 | $176.0B | 0.81% | |
| 39 | AMLXAMYLYX PHARMACEUTICALS INC | 5,770,536 | $162.4B | 0.75% | |
| 40 | MRSHMARSH & MCLENNAN COS INC | 1,006,898 | $150.3B | 0.69% | |
| 41 | VVVVALVOLINE INC | 5,847,839 | $148.2B | 0.68% | |
| 42 | PYPLPAYPAL HLDGS INC | 1,713,801 | $147.5B | 0.68% | |
| 43 | CMECME GROUP INC | 831,110 | $147.2B | 0.68% | |
| 44 | PODDINSULET CORP | 611,038 | $140.2B | 0.65% | |
| 45 | KKRKKR & CO INC | 3,177,089 | $136.6B | 0.63% | |
| 46 | MOHMOLINA HEALTHCARE INC | 406,671 | $134.1B | 0.62% | |
| 47 | SESEA LTD | 2,362,871 | $132.4B | 0.61% | |
| 48 | RCI/BROGERS COMMS B | 3,378,977 | $130.2B | 0.60% | |
| 49 | CRLCHARLES RIV LABS INTL INC | 658,478 | $129.6B | 0.60% | |
| 50 | NOWSERVICENOW INC | 323,368 | $122.1B | 0.56% | |
| 51 | CTLTEURCATALENT INC | 1,673,755 | $121.1B | 0.56% | |
| 52 | INSPINSPIRE MED SYS INC | 633,572 | $112.4B | 0.52% | |
| 53 | NTLAINTELLIA THERAPEUTICS INC | 1,889,067 | $105.7B | 0.49% | |
| 54 | GTMZOOMINFO TECHNOLOGIES INC | 2,512,177 | $104.7B | 0.48% | |
| 55 | RHRH | 414,729 | $102.1B | 0.47% | |
| 56 | BABAALIBABA GROUP HLDG LTD | 1,246,400 | $99.7B | 0.46% | |
| 57 | CDNSCADENCE DESIGN SYSTEM INC | 605,539 | $99.0B | 0.46% | |
| 58 | INBXUSDINHIBRX INC | 5,305,866 | $95.2B | 0.44% | |
| 59 | ZLABZAI LAB LTD | 2,614,817 | $89.4B | 0.41% | |
| 60 | GH 0 11/15/27GUARDANT HEALTH INC | 120,000,000 | $87.9B | 0.41% | |
| 61 | PGRPROGRESSIVE CORP | 736,561 | $85.6B | 0.40% | |
| 62 | LINLINDE PLC | 311,600 | $84.0B | 0.39% | |
| 63 | CLXCLOROX CO DEL | 606,655 | $77.9B | 0.36% | |
| 64 | BEKEKE HLDGS INC | 3,895,000 | $68.2B | 0.32% | |
| 65 | APLSAPELLIS PHARMACEUTICALS INC | 932,441 | $63.7B | 0.29% | |
| 66 | RLYBRALLYBIO CORP | 4,194,777 | $60.7B | 0.28% | |
| 67 | AVTRAVANTOR INC | 2,898,662 | $56.8B | 0.26% | |
| 68 | RIVNRIVIAN AUTOMOTIVE INC | 1,602,193 | $52.7B | 0.24% | |
| 69 | CRWDCROWDSTRIKE HLDGS INC | 284,329 | $46.9B | 0.22% | |
| 70 | SWAVUSDSHOCKWAVE MED INC | 157,327 | $43.7B | 0.20% | |
| 71 | EWTXEDGEWISE THERAPEUTICS INC | 4,409,146 | $43.4B | 0.20% | |
| 72 | GLBEGLOBAL E ONLINE LTD | 1,575,580 | $42.2B | 0.19% | |
| 73 | —ORION ACQUISITION CORP | 3,629,247 | $35.8B | 0.17% | |
| 74 | FDMT4D MOLECULAR THERAPEUTICS IN | 3,937,914 | $31.7B | 0.15% | |
| 75 | DAWNDAY ONE BIOPHARMACEUTICALS I | 1,558,563 | $31.2B | 0.14% | |
| 76 | CBRECBRE GROUP INC | 409,714 | $27.7B | 0.13% | |
| 77 | DPZDOMINOS PIZZA INC | 74,968 | $23.3B | 0.11% | |
| 78 | —KINNATE BIOPHARMA INC | 1,820,462 | $21.8B | 0.10% | |
| 79 | UPSTUPSTART HLDGS INC | 999,647 | $20.8B | 0.10% | |
| 80 | PHVSPHARVARIS N V | 2,496,923 | $20.1B | 0.09% | |
| 81 | THCTENET HEALTHCARE CORP | 383,510 | $19.8B | 0.09% | |
| 82 | MTCHMATCH GROUP INC NEW | 381,750 | $18.2B | 0.08% | |
| 83 | PEPGPEPGEN INC | 1,793,923 | $16.3B | 0.08% | |
| 84 | LVSLAS VEGAS SANDS CORP | 379,551 | $14.2B | 0.07% | |
| 85 | —TALARIS THERAPEUTICS INC | 3,289,617 | $8.7B | 0.04% | |
| 86 | VSTMVERASTEM INC | 9,224,000 | $7.8B | 0.04% | |
| 87 | LIANYLIANBIO | 3,564,173 | $7.1B | 0.03% | |
| 88 | TRVITREVI THERAPEUTICS INC | 4,400,000 | $6.8B | 0.03% |