13F HOLDINGS REPORT
VIKING GLOBAL INVESTORS LP
Quarter ended Q3 2024 · Filed November 14, 2024 · Accession 0001103804-24-000006
Total Value
$27.44B
Positions
83
Other Managers
0
Confidential Omitted
No
Holdings (83)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | US BANCORP DEL | USB-PS | 33,617,210 | $1.54B | 5.60% |
| 2 | ADOBE INC | ADBE | 2,621,398 | $1.36B | 4.95% |
| 3 | APPLE INC | AAPL | 4,859,142 | $1.13B | 4.13% |
| 4 | PHILIP MORRIS INTL INC | 718172109 | 9,052,483 | $1.10B | 4.01% |
| 5 | VISA INC | V | 3,505,747 | $963.9M | 3.51% |
| 6 | SPOTIFY TECHNOLOGY S A | SPOT | 2,577,629 | $949.9M | 3.46% |
| 7 | FORTIVE CORP | FTV | 11,797,420 | $931.2M | 3.39% |
| 8 | PROGRESSIVE CORP | 743315103 | 3,485,875 | $884.6M | 3.22% |
| 9 | MICROSOFT CORP | MSFT | 2,044,429 | $879.7M | 3.21% |
| 10 | API GROUP CORP | APG | 25,710,544 | $849.0M | 3.09% |
| 11 | WORKDAY INC | WDAY | 3,267,712 | $798.7M | 2.91% |
| 12 | BANK AMERICA CORP | 060505104 | 19,959,530 | $792.0M | 2.89% |
| 13 | JPMORGAN CHASE & CO. | VYLD | 3,696,535 | $779.5M | 2.84% |
| 14 | AMAZON COM INC | AMZN | 4,054,633 | $755.5M | 2.75% |
| 15 | BIOMARIN PHARMACEUTICAL INC | BMRN | 9,753,293 | $685.6M | 2.50% |
| 16 | BRIDGEBIO PHARMA INC | BBIO | 25,120,991 | $639.6M | 2.33% |
| 17 | ROIVANT SCIENCES LTD | ROIV | 54,099,066 | $624.3M | 2.28% |
| 18 | FLUTTER ENTMT PLC | G3643J108 | 2,545,376 | $604.0M | 2.20% |
| 19 | DOORDASH INC | DASH | 3,599,305 | $513.7M | 1.87% |
| 20 | SHERWIN WILLIAMS CO | SHW | 1,301,656 | $496.8M | 1.81% |
| 21 | ATLASSIAN CORPORATION | TEAM | 2,974,936 | $472.4M | 1.72% |
| 22 | LAS VEGAS SANDS CORP | LVS | 8,665,215 | $436.2M | 1.59% |
| 23 | ALLSTATE CORP | ALL-PJ | 2,042,102 | $387.3M | 1.41% |
| 24 | METLIFE INC | MET-PF | 4,487,602 | $370.1M | 1.35% |
| 25 | CAMDEN PPTY TR | 133131102 | 2,959,136 | $365.5M | 1.33% |
| 26 | ROYALTY PHARMA PLC | RPRX | 12,094,021 | $342.1M | 1.25% |
| 27 | MCDONALDS CORP | MCD | 1,120,649 | $341.2M | 1.24% |
| 28 | CSX CORP | CSX | 9,351,747 | $322.9M | 1.18% |
| 29 | HCA HEALTHCARE INC | HCA | 698,030 | $283.7M | 1.03% |
| 30 | VERTIV HOLDINGS CO | VRT | 2,813,448 | $279.9M | 1.02% |
| 31 | NVIDIA CORPORATION | NVDA | 2,265,322 | $275.1M | 1.00% |
| 32 | GE VERNOVA INC | GEV | 1,013,133 | $258.3M | 0.94% |
| 33 | TRANSUNION | TRU | 2,400,728 | $251.4M | 0.92% |
| 34 | T-MOBILE US INC | TMUSZ | 1,150,738 | $237.5M | 0.87% |
| 35 | KKR & CO INC | KKRT | 1,810,751 | $236.4M | 0.86% |
| 36 | ACADIA HEALTHCARE COMPANY IN | ACHC | 3,701,347 | $234.7M | 0.86% |
| 37 | VISTRA CORP | VST | 1,837,021 | $217.8M | 0.79% |
| 38 | ALPHABET INC | GOOG | 1,277,458 | $211.9M | 0.77% |
| 39 | AUTODESK INC | ADSK | 762,026 | $209.9M | 0.77% |
| 40 | CBRE GROUP INC | CBRE | 1,571,735 | $195.6M | 0.71% |
| 41 | AON PLC | AON | 563,027 | $194.8M | 0.71% |
| 42 | INTUIT | INTU | 289,919 | $180.0M | 0.66% |
| 43 | SYNOPSYS INC | SNPS | 351,523 | $178.0M | 0.65% |
| 44 | CARNIVAL CORP | CUKPF | 9,559,560 | $176.7M | 0.64% |
| 45 | STARBUCKS CORP | SBUX | 1,665,162 | $162.3M | 0.59% |
| 46 | FREEPORT-MCMORAN INC | FCX | 3,140,964 | $156.8M | 0.57% |
| 47 | ADAPTIVE BIOTECHNOLOGIES COR | ADTI | 29,993,708 | $153.6M | 0.56% |
| 48 | SCHWAB CHARLES CORP | SCHW-PJ | 2,339,956 | $151.7M | 0.55% |
| 49 | SALESFORCE INC | CRM | 544,402 | $149.0M | 0.54% |
| 50 | NETFLIX INC | NFLX | 204,981 | $145.4M | 0.53% |
| 51 | ZSCALER INC | ZS | 847,771 | $144.9M | 0.53% |
| 52 | INTEGER HLDGS CORP | ITGR | 1,110,517 | $144.4M | 0.53% |
| 53 | TEVA PHARMACEUTICAL INDS LTD | 881624209 | 7,567,533 | $136.4M | 0.50% |
| 54 | ELI LILLY & CO | LLY | 152,038 | $134.7M | 0.49% |
| 55 | NEWAMSTERDAM PHARMA COMPANY | NAMSW | 8,024,565 | $133.2M | 0.49% |
| 56 | OSCAR HEALTH INC | OSCR | 6,172,132 | $130.9M | 0.48% |
| 57 | COMCAST CORP NEW | CCZ | 3,092,685 | $129.2M | 0.47% |
| 58 | EQUITABLE HLDGS INC | EQH-PC | 3,050,262 | $128.2M | 0.47% |
| 59 | 3M CO | MMM | 840,751 | $114.9M | 0.42% |
| 60 | AMERIPRISE FINL INC | 03076C106 | 243,055 | $114.2M | 0.42% |
| 61 | TESLA INC | TSLA | 436,272 | $114.1M | 0.42% |
| 62 | STANDARD BIOTOOLS INC | LAB | 58,651,170 | $113.2M | 0.41% |
| 63 | ROGERS COMMUNICATIONS INC | RCIAF | 2,701,058 | $108.6M | 0.40% |
| 64 | REGAL REXNORD CORPORATION | RRX | 630,121 | $104.5M | 0.38% |
| 65 | COSTAR GROUP INC | CSGP | 1,261,195 | $95.1M | 0.35% |
| 66 | BOSTON SCIENTIFIC CORP | BSX | 967,210 | $81.1M | 0.30% |
| 67 | PHARVARIS N V | PHVS | 3,653,310 | $67.7M | 0.25% |
| 68 | IMMUNOVANT INC | IMVT | 2,320,902 | $66.2M | 0.24% |
| 69 | LONGBOARD PHARMACEUTICALS IN | 54300N103 | 1,969,041 | $65.6M | 0.24% |
| 70 | LI AUTO INC | LAAOF | 2,075,279 | $53.2M | 0.19% |
| 71 | REGENERON PHARMACEUTICALS | REGN | 49,870 | $52.4M | 0.19% |
| 72 | ZAI LAB LTD | ZLAB | 1,949,937 | $47.1M | 0.17% |
| 73 | CARVANA CO | CVNA | 269,088 | $46.9M | 0.17% |
| 74 | VIKING THERAPEUTICS INC | VKTX | 721,926 | $45.7M | 0.17% |
| 75 | ORIC PHARMACEUTICALS INC | ORIC | 4,000,000 | $41.0M | 0.15% |
| 76 | EDGEWISE THERAPEUTICS INC | EWTX | 1,481,146 | $39.5M | 0.14% |
| 77 | DAY ONE BIOPHARMACEUTICALS I | DAWN | 2,558,563 | $35.6M | 0.13% |
| 78 | GINKGO BIOWORKS HOLDINGS INC | DNABW | 3,577,128 | $29.2M | 0.11% |
| 79 | INHIBRX BIOSCIENCES INC | INBX | 1,787,705 | $28.0M | 0.10% |
| 80 | TREVI THERAPEUTICS INC | TRVI | 4,400,000 | $14.7M | 0.05% |
| 81 | PEPGEN INC | PEPG | 1,482,434 | $12.7M | 0.05% |
| 82 | BIONTECH SE | BNTX | 46,294 | $5.5M | 0.02% |
| 83 | RALLYBIO CORP | RLYB | 4,194,777 | $4.9M | 0.02% |