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VIKING GLOBAL INVESTORS LP 13F 持仓明细(2026-03-31) · 小隐寺数据中心
VIKING GLOBAL INVESTORS LP
报告期 2026-03-31 · CIK 0001103804
持仓数
77
前50大市值合计
$33.25B
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
24Q3
24Q2
24Q1
23Q4
23Q3
23Q2
23Q1
22Q4
22Q3
22Q2
22Q1
21Q4
21Q3
21Q2
21Q3 调仓
2021-06-30 → 2021-09-30 · 共 114 项
建仓 26
增持 63
减持 7
清仓 18
方向
标的
Δ市值
现股数(环比)
建仓
DNA
GINKGO BIOWORKS HOLDINGS INC
+$7.44B
641,998,118
建仓
GE
GENERAL ELECTRIC CO
+$3.49B
33,847,404
增持
HUM
HUMANA INC
+$2.08B
6,014,266
+922%
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
增持
—
BROOKFIELD ASSET MGMT INC
+$1.61B
33,974,212
+722%
增持
PH
PARKER-HANNIFIN CORP
+$1.53B
6,202,510
+831%
增持
TMUS
T-MOBILE US INC
+$1.52B
20,450,370
+171%
建仓
MCD
MCDONALDS CORP
+$1.44B
5,980,624
清仓
—
GENERAL ELECTRIC CO
-$1.24B
0
-100%
建仓
CMCSA
COMCAST CORP NEW
+$1.14B
20,353,246
增持
PTON
PELOTON INTERACTIVE INC
+$1.06B
12,970,214
+2371%
增持
BBIO
BRIDGEBIO PHARMA INC
+$872.6M
53,241,982
+100%
建仓
FTCHQ
FARFETCH LTD
+$864.9M
23,076,070
增持
ADPT
ADAPTIVE BIOTECHNOLOGIES COR
+$813.4M
59,987,416
+100%
增持
MSFT
MICROSOFT CORP
+$792.1M
7,283,094
+56%
增持
—
COUPA SOFTWARE INC
+$773.9M
7,835,790
+118%
建仓
PINS
PINTEREST INC
+$736.8M
14,461,684
增持
SNOW
SNOWFLAKE INC
+$736.8M
2,872,670
+426%
增持
FTV
FORTIVE CORP
+$704.1M
21,616,546
+84%
增持
GH
GUARDANT HEALTH INC
+$695.2M
9,789,872
+130%
清仓
—
AON PLC
-$693.1M
0
-100%
增持
APG
API GROUP CORP
+$660.3M
66,666,666
+100%
增持
V
VISA INC
+$655.8M
5,273,470
+138%
建仓
ZM
ZOOM VIDEO COMMUNICATIONS IN
+$616.6M
2,357,984
建仓
TSLA
TESLA INC
+$595.3M
767,612
建仓
UBER
UBER TECHNOLOGIES INC
+$572.7M
12,783,688
增持
—
FLEETCOR TECHNOLOGIES INC
+$554.3M
4,937,224
+72%
建仓
—
WILLIS TOWERS WATSON PLC LTD
+$539.2M
2,319,698
增持
RUN
SUNRUN INC
+$525.4M
17,600,366
+294%
增持
ZBH
ZIMMER BIOMET HOLDINGS INC
+$522.8M
6,818,146
+131%
增持
META
FACEBOOK INC
+$451.7M
3,411,406
+68%
建仓
—
CANADIAN PAC RY LTD
+$448.7M
6,895,266
增持
FIS
FIDELITY NATL INFORMATION SV
+$442.0M
14,344,132
+56%
增持
BKNG
BOOKING HOLDINGS INC
+$441.0M
268,806
+198%
增持
CNC
CENTENE CORP DEL
+$414.9M
19,768,212
+77%
增持
JD
JD.COM INC
+$396.5M
14,593,466
+77%
建仓
PRCT
PROCEPT BIOROBOTICS CORP
+$374.5M
9,815,784
增持
AMP
AMERIPRISE FINL INC
+$356.8M
2,801,734
+82%
增持
GTM
ZOOMINFO TECHNOLOGIES INC
+$348.1M
7,718,318
+224%
增持
FIGS
FIGS INC
+$346.5M
29,485,378
+97%
增持
ZLAB
ZAI LAB LTD
+$345.7M
5,864,912
+281%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$302.0M
364,474
-64%
减持
AMZN
AMAZON COM INC
-$298.3M
405,816
-14%
清仓
BAC
BK OF AMERICA CORP
-$295.8M
0
-100%
增持
THC
TENET HEALTHCARE CORP
+$293.0M
6,707,712
+194%
增持
IBN
ICICI BANK LIMITED
+$290.4M
34,485,714
+64%
增持
—
CHUBB LIMITED
+$272.7M
6,079,890
+24%
增持
MOH
MOLINA HEALTHCARE INC
+$261.2M
1,870,452
+92%
建仓
HDB
HDFC BANK LTD
+$245.5M
3,358,260
减持
PANW
PALO ALTO NETWORKS INC
+$240.4M
2,547,196
-4%
增持
LAD
LITHIA MTRS INC
+$232.0M
1,606,944
+99%
增持
—
INHIBRX INC
+$207.5M
10,611,732
+100%
增持
AIZ
ASSURANT INC
+$197.0M
3,635,666
+51%
增持
—
CATALENT INC
+$188.6M
2,326,068
+108%
增持
NTLA
INTELLIA THERAPEUTICS INC
+$185.4M
2,559,062
+162%
增持
PVH
PVH CORPORATION
+$170.0M
2,323,390
+263%
增持
—
ROYALTY PHARMA PLC
+$166.5M
8,281,016
+156%
增持
AVTR
AVANTOR INC
+$165.9M
14,242,384
+21%
清仓
SQ
SQUARE INC
-$159.8M
0
-100%
增持
—
COUPA SOFTWARE INC
+$158.9M
200,000,000
+300%
增持
ZNTL
ZENTALIS PHARMACEUTICALS INC
+$154.7M
4,236,568
+77%
清仓
SHOP
SHOPIFY INC
-$152.6M
0
-100%
减持
UNH
UNITEDHEALTH GROUP INC
-$152.5M
1,452,948
-19%
建仓
OLPX
OLAPLEX HLDGS INC
+$148.1M
6,044,744
建仓
—
RALLYBIO CORP
+$147.5M
8,389,554
增持
ACHC
ACADIA HEALTHCARE COMPANY IN
+$139.0M
4,205,516
+104%
增持
PODD
INSULET CORP
+$138.0M
2,026,282
+27%
清仓
—
ATLASSIAN CORP PLC
-$134.6M
0
-100%
清仓
GOOGL
ALPHABET INC
-$133.4M
0
-100%
建仓
ILMN
ILLUMINA INC
+$126.0M
310,638
建仓
—
VTEX
+$125.1M
6,081,792
建仓
—
ACTIVISION BLIZZARD INC
+$123.2M
1,592,494
增持
—
KARUNA THERAPEUTICS INC
+$118.8M
1,737,392
+111%
减持
NOW
SERVICENOW INC
-$118.5M
1,118,790
-25%
建仓
MET
METLIFE INC
+$118.4M
1,918,294
增持
FDMT
4D MOLECULAR THERAPEUTICS IN
+$117.6M
7,875,828
+100%
建仓
AVIR
ATEA PHARMACEUTICALS INC
+$116.1M
3,310,174
清仓
—
WALGREENS BOOTS ALLIANCE INC
-$114.1M
0
-100%
建仓
—
ICOSAVAX INC
+$109.6M
3,705,578
清仓
—
HORIZON THERAPEUTICS PUB L
-$109.6M
0
-100%
增持
AHCO
ADAPTHEALTH CORP
+$104.9M
8,148,058
+163%
减持
ALGN
ALIGN TECHNOLOGY INC
-$98.4M
223,140
-45%
清仓
DASH
DOORDASH INC
-$82.7M
0
-100%
建仓
CLDX
CELLDEX THERAPEUTICS INC NEW
+$82.3M
1,524,592
清仓
CHTR
CHARTER COMMUNICATIONS INC N
-$80.6M
0
-100%
清仓
IFF
INTERNATIONAL FLAVORS&FRAGRA
-$76.0M
0
-100%
增持
BMY
BRISTOL-MYERS SQUIBB CO
+$74.9M
14,046,528
+24%
建仓
NUVL
NUVALENT INC
+$74.3M
3,295,342
增持
—
LABORATORY CORP AMER HLDGS
+$66.8M
1,583,492
+15%
增持
MRSH
MARSH & MCLENNAN COS INC
+$60.7M
2,312,370
+12%
清仓
CNI
CANADIAN NATL RY CO
-$56.7M
0
-100%
增持
IR
INGERSOLL RAND INC
+$53.9M
7,282,018
+13%
增持
MTCH
MATCH GROUP INC NEW
+$48.6M
2,730,014
+16%
增持
PMVP
PMV PHARMACEUTICALS INC
+$45.5M
3,580,568
+100%
建仓
—
SEMA4 HOLDINGS CORP
+$45.5M
6,000,000
清仓
PACB
PACIFIC BIOSCIENCES CALIF IN
-$44.5M
0
-100%
增持
—
KINNATE BIOPHARMA INC
+$41.4M
3,640,924
+100%
增持
—
TALARIS THERAPEUTICS INC
+$40.9M
6,579,234
+100%
增持
BILI
BILIBILI INC
+$40.0M
1,095,922
+311%
增持
—
PHARVARIS N V
+$39.1M
4,783,034
+100%
清仓
—
MUDRICK CAPITAL ACQU CORP II
-$38.0M
0
-100%
减持
NFLX
NETFLIX INC
+$37.5M
821,826
-6%
增持
—
ORION ACQUISITION CORP
+$36.9M
7,343,576
+104%
增持
EWTX
EDGEWISE THERAPEUTICS INC
+$32.4M
5,454,498
+100%
增持
DE
DEERE & CO
+$27.4M
1,436,860
+12%
增持
—
DAY ONE BIOPHARMACEUTICALS I
+$26.9M
2,422,792
+81%
增持
BSX
BOSTON SCIENTIFIC CORP
+$26.5M
13,732,810
+3%
清仓
—
ACCELERON PHARMA INC
-$24.6M
0
-100%
建仓
—
MELI KASZEK PIONEER CORP
+$22.1M
2,000,000
清仓
BZ
KANZHUN LIMITED
-$21.6M
0
-100%
增持
—
GRACELL BIOTECHNOLOGIES INC
+$20.4M
2,715,718
+104%
建仓
—
ON HLDG AG
+$18.1M
600,000
增持
CRL
CHARLES RIV LABS INTL INC
+$16.3M
354,806
+1%
清仓
—
BROOKFIELD ASSET MGMT REINS
-$1.3M
0
-100%
增持
EM
SMART SH GLOBAL LTD
+$287.0K
940,000
+100%
