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VIKING GLOBAL INVESTORS LP

STAMFORD, CT · CIK 0001103804

Portfolio Value: $24.74B
Positions: 91
Period: 2022-03-31
Filed: 2022-05-16
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023Q3 2023Q2 2023Q1 2023Q4 2022Q3 2022Q2 2022Q1 2022Q4 2021Q3 2021Q2 2021Q1 2021Q4 2020Q3 2020Q2 2020Q1 2020Q4 2019Q3 2019Q2 2019Q1 2019Q4 2018Q3 2018Q2 2018Q1 2018Q4 2017Q3 2017Q2 2017Q1 2017Q4 2016Q3 2016Q2 2016Q1 2016Q4 2015Q3 2015Q2 2015Q1 2015Q4 2014Q3 2014Q2 2014Q1 2014Q4 2013Q3 2013Q2 2013

Portfolio Value

$24.74B

Positions

91

New

6

Increased

41

Decreased

30

Sold Out

454

VIKING GLOBAL INVESTORS LP Q1 2022 13F Filing Summary

VIKING GLOBAL INVESTORS LP (STAMFORD, CT) reported a portfolio value of $24.74B across 91 positions in their Q1 2022 SEC 13F filing (period ending 2022-03-31). Top holdings include TMUS ($1.72B), AMZN ($1.38B), GE ($1.17B). The top 10 positions account for 40.0% of the portfolio. This quarter saw 6 new positions, 41 increases, 30 reductions, 454 complete exits. Notable new buys: XP ($284.24M), PRGO ($97.05M), AMLX ($92.14M). Notable exits: COUPA SOFTWARE INC, FIGS, COUPEUR.

All Holdings

#StockValue↓WeightChange
1
TMUST-MOBILE US INC
COM
$1.72B
6.96%
+2.1%
2
AMZNAMAZON COM INC
COM
$1.38B
5.57%
+52.0%
3
GEGENERAL ELECTRIC CO
COM NEW
$1.17B
4.74%
-29.0%
4
MSFTMICROSOFT CORP
COM
$1.02B
4.14%
+13.2%
5
BNBROOKFIELD ASSET MGMT INC
CL A LTD VT SH
$922.37M
3.73%
-7.4%
6
PHPARKER-HANNIFIN CORP
COM
$898.20M
3.63%
+3.5%
7
FTVFORTIVE CORP
COM
$733.18M
2.96%
+41.8%
8
APGAPI GROUP CORP
COM STK
$703.73M
2.85%
+0.4%
9
CBCHUBB LIMITED
COM
$684.74M
2.77%
-13.3%
10
CMCSACOMCAST CORP NEW
CL A
$659.16M
2.66%
-0.9%
11
CNCCENTENE CORP DEL
COM
$657.19M
2.66%
-9.4%
12
MAMASTERCARD INCORPORATED
CL A
$640.96M
2.59%
+0.0%
13
VVISA INC
COM CL A
$576.12M
2.33%
-34.6%
14
BSXBOSTON SCIENTIFIC CORP
COM
$568.65M
2.30%
-32.3%
15
WDAYWORKDAY INC
CL A
$539.62M
2.18%
+28.7%
16
AONAON PLC
SHS CL A
$518.75M
2.10%
+5.5%
17
IFFINTERNATIONAL FLAVORS&FRAGRA
COM
$498.69M
2.02%
+643.1%
18
ROIVROIVANT SCIENCES LTD
SHS
$435.90M
1.76%
-
19
HDBHDFC BANK LTD
SPONSORED ADS
$433.81M
1.75%
+45.8%
20
RPRXROYALTY PHARMA PLC
SHS CLASS A
$419.38M
1.70%
+4.4%
21
APTVADAPTIVE BIOTECHNOLOGIES COR
COM
$416.31M
1.68%
-
22
GHGUARDANT HEALTH INC
COM
$385.00M
1.56%
+14.5%
23
NNBRMARSH & MCLENNAN COS INC
COM
$383.56M
1.55%
+78.4%
24
UBERUBER TECHNOLOGIES INC
COM
$372.40M
1.51%
-1.4%
25
MTCHMATCH GROUP INC NEW
COM
$298.43M
1.21%
+44.5%
26
BMRNBIOMARIN PHARMACEUTICAL INC
COM
$289.31M
1.17%
+30.7%
27
TMOTHERMO FISHER SCIENTIFIC INC
COM
$286.29M
1.16%
+129.7%
28
XPXP INC
CL A
$284.24M
1.15%
New
29
AMPAMERIPRISE FINL INC
COM
$277.33M
1.12%
-36.5%
30
OTISOTIS WORLDWIDE CORP
COM
$272.26M
1.10%
+0.0%
31
BBIOBRIDGEBIO PHARMA INC
COM
$270.20M
1.09%
-
32
METAMETA PLATFORMS INC
CL A
$268.97M
1.09%
-35.9%
33
NOWSERVICENOW INC
COM
$245.28M
0.99%
+96.4%
34
CTLTEURCATALENT INC
COM
$210.00M
0.85%
+66.2%
35
DNAGINKGO BIOWORKS HOLDINGS INC
CL A SHS
$205.75M
0.83%
-83.6%
36
THCTENET HEALTHCARE CORP
COM NEW
$192.00M
0.78%
-30.4%
37
ABQQLABORATORY CORP AMER HLDGS
COM NEW
$191.76M
0.78%
-14.5%
38
NTLAINTELLIA THERAPEUTICS INC
COM
$179.41M
0.73%
+56.3%
39
GLBEGLOBAL E ONLINE LTD
SHS
$173.24M
0.70%
+1.8%
40
DEDEERE & CO
COM
$167.50M
0.68%
-56.8%
41
BEKEKE HLDGS INC
SPONSORED ADS
$166.25M
0.67%
+360.2%
42
RIVNRIVIAN AUTOMOTIVE INC
COM CL A
$160.99M
0.65%
-
43
GTMZOOMINFO TECHNOLOGIES INC
COM CL A
$157.96M
0.64%
-2.3%
44
LILI AUTO INC
SPONSORED ADS
$154.87M
0.63%
+33.8%
45
SHOPSHOPIFY INC
CL A
$151.23M
0.61%
+0.0%
46
ABQQCHARLES RIV LABS INTL INC
COM
$148.13M
0.60%
+33.7%
47
PODDINSULET CORP
COM
$145.82M
0.59%
-19.3%
48
ACHCACADIA HEALTHCARE COMPANY IN
COM
$139.61M
0.56%
+1.9%
49
MOHMOLINA HEALTHCARE INC
COM
$139.07M
0.56%
-6.9%
50
ZLABZAI LAB LTD
ADR
$137.80M
0.56%
+3.8%
Showing 1-50 of 91

Position Changes

StockValueShares
XPXP INC
$284.24M9,443,312
PRGOPERRIGO CO PLC
$97.05M2,525,266
AMLXAMYLYX PHARMACEUTICALS INC
$92.14M7,170,536
SRINSPIRE MED SYS INC
$79.80M310,881
BXBLACKSTONE INC
$64.69M509,587
UNMUNUM GROUP
$35.85M1,137,645