MondegarAI
VIKING GLOBAL INVESTORS LP

Q3 2024 · 13F-HR

VIKING GLOBAL INVESTORS LPholdings as filed

Filed 2024-11-14 · accession 0001103804-24-000006

$27.44B
Reported value
83
Positions
2024-09-30
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
902973304USBUS BANCORP DEL$1.54B5.60%33,617,210CommonSOLE
00724F101ADBEADOBE INC$1.36B4.95%2,621,398CommonSOLE
037833100AAPLAPPLE INC$1.13B4.13%4,859,142CommonSOLE
718172109PMPHILIP MORRIS INTL INC$1.10B4.01%9,052,483CommonSOLE
92826C839VVISA INC$963.9M3.51%3,505,747CommonSOLE
L8681T102SPOTSPOTIFY TECHNOLOGY S A$949.9M3.46%2,577,629CommonSOLE
34959J108FTVFORTIVE CORP$931.2M3.39%11,797,420CommonSOLE
743315103PGRPROGRESSIVE CORP$884.6M3.22%3,485,875CommonSOLE
594918104MSFTMICROSOFT CORP$879.7M3.21%2,044,429CommonSOLE
00187Y100APGAPI GROUP CORP$849.0M3.09%25,710,544CommonSOLE
98138H101WDAYWORKDAY INC$798.7M2.91%3,267,712CommonSOLE
060505104BACBANK AMERICA CORP$792.0M2.89%19,959,530CommonSOLE
46625H100JPMJPMORGAN CHASE & CO.$779.5M2.84%3,696,535CommonSOLE
023135106AMZNAMAZON COM INC$755.5M2.75%4,054,633CommonSOLE
09061G101BMRNBIOMARIN PHARMACEUTICAL INC$685.6M2.50%9,753,293CommonSOLE
10806X102BBIOBRIDGEBIO PHARMA INC$639.6M2.33%25,120,991CommonSOLE
G76279101ROIVROIVANT SCIENCES LTD$624.3M2.28%54,099,066CommonSOLE
G3643J108FLUTFLUTTER ENTMT PLC$604.0M2.20%2,545,376CommonSOLE
25809K105DASHDOORDASH INC$513.7M1.87%3,599,305CommonSOLE
824348106SHWSHERWIN WILLIAMS CO$496.8M1.81%1,301,656CommonSOLE
049468101TEAMATLASSIAN CORPORATION$472.4M1.72%2,974,936CommonSOLE
517834107LVSLAS VEGAS SANDS CORP$436.2M1.59%8,665,215CommonSOLE
020002101ALLALLSTATE CORP$387.3M1.41%2,042,102CommonSOLE
59156R108METMETLIFE INC$370.1M1.35%4,487,602CommonSOLE
133131102CPTCAMDEN PPTY TR$365.5M1.33%2,959,136CommonSOLE
G7709Q104RPRXROYALTY PHARMA PLC$342.1M1.25%12,094,021CommonSOLE
580135101MCDMCDONALDS CORP$341.2M1.24%1,120,649CommonSOLE
126408103CSXCSX CORP$322.9M1.18%9,351,747CommonSOLE
40412C101HCAHCA HEALTHCARE INC$283.7M1.03%698,030CommonSOLE
92537N108VRTVERTIV HOLDINGS CO$279.9M1.02%2,813,448CommonSOLE
67066G104NVDANVIDIA CORPORATION$275.1M1.00%2,265,322CommonSOLE
36828A101GEVGE VERNOVA INC$258.3M0.94%1,013,133CommonSOLE
89400J107TRUTRANSUNION$251.4M0.92%2,400,728CommonSOLE
872590104TMUST-MOBILE US INC$237.5M0.87%1,150,738CommonSOLE
48251W104KKRKKR & CO INC$236.4M0.86%1,810,751CommonSOLE
00404A109ACHCACADIA HEALTHCARE COMPANY IN$234.7M0.86%3,701,347CommonSOLE
92840M102VSTVISTRA CORP$217.8M0.79%1,837,021CommonSOLE
02079K305GOOGLALPHABET INC$211.9M0.77%1,277,458CommonSOLE
052769106ADSKAUTODESK INC$209.9M0.77%762,026CommonSOLE
12504L109CBRECBRE GROUP INC$195.6M0.71%1,571,735CommonSOLE
G0403H108AONAON PLC$194.8M0.71%563,027CommonSOLE
461202103INTUINTUIT$180.0M0.66%289,919CommonSOLE
871607107SNPSSYNOPSYS INC$178.0M0.65%351,523CommonSOLE
143658300CCL1EURCARNIVAL CORP$176.7M0.64%9,559,560CommonSOLE
855244109SBUXSTARBUCKS CORP$162.3M0.59%1,665,162CommonSOLE
35671D857FCXFREEPORT-MCMORAN INC$156.8M0.57%3,140,964CommonSOLE
00650F109ADPTADAPTIVE BIOTECHNOLOGIES COR$153.6M0.56%29,993,708CommonSOLE
808513105SCHWSCHWAB CHARLES CORP$151.7M0.55%2,339,956CommonSOLE
79466L302CRMSALESFORCE INC$149.0M0.54%544,402CommonSOLE
64110L106NFLXNETFLIX INC$145.4M0.53%204,981CommonSOLE
98980G102ZSZSCALER INC$144.9M0.53%847,771CommonSOLE
45826H109ITGRINTEGER HLDGS CORP$144.4M0.53%1,110,517CommonSOLE
881624209TEVATEVA PHARMACEUTICAL INDS LTD$136.4M0.50%7,567,533CommonSOLE
532457108LLYELI LILLY & CO$134.7M0.49%152,038CommonSOLE
N62509109NAMSNEWAMSTERDAM PHARMA COMPANY$133.2M0.49%8,024,565CommonSOLE
687793109OSCROSCAR HEALTH INC$130.9M0.48%6,172,132CommonSOLE
20030N101CMCSACOMCAST CORP NEW$129.2M0.47%3,092,685CommonSOLE
29452E101EQHEQUITABLE HLDGS INC$128.2M0.47%3,050,262CommonSOLE
88579Y101MMM3M CO$114.9M0.42%840,751CommonSOLE
03076C106AMPAMERIPRISE FINL INC$114.2M0.42%243,055CommonSOLE
88160R101TSLATESLA INC$114.1M0.42%436,272CommonSOLE
34385P108LABSTANDARD BIOTOOLS INC$113.2M0.41%58,651,170CommonSOLE
775109200RCIROGERS COMMUNICATIONS INC$108.6M0.40%2,701,058CommonSOLE
758750103RRXREGAL REXNORD CORPORATION$104.5M0.38%630,121CommonSOLE
22160N109CSGPCOSTAR GROUP INC$95.1M0.35%1,261,195CommonSOLE
101137107BSXBOSTON SCIENTIFIC CORP$81.1M0.30%967,210CommonSOLE
N69605108PHVSPHARVARIS N V$67.7M0.25%3,653,310CommonSOLE
45258J102IMVTIMMUNOVANT INC$66.2M0.24%2,320,902CommonSOLE
54300N103LONGBOARD PHARMACEUTICALS IN$65.6M0.24%1,969,041CommonSOLE
50202M102LILI AUTO INC$53.2M0.19%2,075,279CommonSOLE
75886F107REGNREGENERON PHARMACEUTICALS$52.4M0.19%49,870CommonSOLE
98887Q104ZLABZAI LAB LTD$47.1M0.17%1,949,937CommonSOLE
146869102CVNACARVANA CO$46.9M0.17%269,088CommonSOLE
92686J106VKTXVIKING THERAPEUTICS INC$45.7M0.17%721,926CommonSOLE
68622P109ORICORIC PHARMACEUTICALS INC$41.0M0.15%4,000,000CommonSOLE
28036F105EWTXEDGEWISE THERAPEUTICS INC$39.5M0.14%1,481,146CommonSOLE
23954D109DAWNGBXDAY ONE BIOPHARMACEUTICALS I$35.6M0.13%2,558,563CommonSOLE
37611X209DNAGINKGO BIOWORKS HOLDINGS INC$29.2M0.11%3,577,128CommonSOLE
45720N103INBXINHIBRX BIOSCIENCES INC$28.0M0.10%1,787,705CommonSOLE
89532M101TRVITREVI THERAPEUTICS INC$14.7M0.05%4,400,000CommonSOLE
713317105PEPGPEPGEN INC$12.7M0.05%1,482,434CommonSOLE
09075V102BNTXBIONTECH SE$5.5M0.02%46,294CommonSOLE
75120L100RALLYBIO CORP$4.9M0.02%4,194,777CommonSOLE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.