小隐寺数据中心
概览
新闻
情绪
Reddit 热门
散户社区提及与热度榜
机构
机构目录
全部机构
机构持仓
机构真实持仓
事件
新股 IPO
定价、上市与申报追踪
内部人买卖
高管与董事交易
重大事件
并购/高管/退市等重大报告
举牌
主动或被动披露
财务
季报
10-Q 季度财报申报流
年报
10-K 年度财报申报流
公司
公司目录
上市公司高管与档案
势力阵营
即将上线
校友与资本关系图谱
人物
明星投资人
知名基金经理与持仓动向
政客交易
国会议员持仓披露
API
小隐寺主站
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
21Q4 调仓
2021-09-30 → 2021-12-31 · 共 107 项
建仓 27
增持 26
减持 38
清仓 16
方向
标的
Δ市值
现股数(环比)
增持
DNA
GINKGO BIOWORKS HOLDINGS INC
-$2.03B
651,026,162
+1%
建仓
—
ROIVANT SCIENCES LTD
+$1.78B
176,477,400
清仓
FIS
FIDELITY NATL INFORMATION SV
-$1.75B
0
-100%
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。
建仓
TWLO
TWILIO INC
+$1.57B
5,960,796
增持
BSX
BOSTON SCIENTIFIC CORP
+$1.02B
37,923,002
+176%
建仓
WDAY
WORKDAY INC
+$957.0M
3,503,178
减持
MCD
MCDONALDS CORP
-$928.2M
1,916,496
-68%
建仓
—
AON PLC
+$908.0M
3,021,034
清仓
SNOW
SNOWFLAKE INC
-$868.8M
0
-100%
减持
—
FLEETCOR TECHNOLOGIES INC
-$849.7M
1,966,782
-60%
减持
PTON
PELOTON INTERACTIVE INC
-$846.4M
7,903,152
-39%
减持
PANW
PALO ALTO NETWORKS INC
-$780.1M
790,314
-69%
清仓
PINS
PINTEREST INC
-$736.8M
0
-100%
建仓
RIVN
RIVIAN AUTOMOTIVE INC
+$664.5M
6,408,778
清仓
IBN
ICICI BANK LIMITED
-$650.7M
0
-100%
建仓
—
GLOBAL E ONLINE LTD
+$638.8M
10,077,782
清仓
ZM
ZOOM VIDEO COMMUNICATIONS IN
-$616.6M
0
-100%
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$604.7M
3,631,238
-74%
清仓
UNH
UNITEDHEALTH GROUP INC
-$567.7M
0
-100%
增持
V
VISA INC
+$546.7M
7,943,158
+51%
减持
JD
JD.COM INC
-$526.5M
7,531,842
-48%
增持
—
ROYALTY PHARMA PLC
+$522.9M
20,630,756
+149%
增持
AMZN
AMAZON COM INC
+$522.1M
556,398
+37%
减持
RUN
SUNRUN INC
-$512.1M
7,646,518
-57%
建仓
BMRN
BIOMARIN PHARMACEUTICAL INC
+$507.1M
5,739,894
清仓
NFLX
NETFLIX INC
-$501.6M
0
-100%
减持
FTCHQ
FARFETCH LTD
-$467.3M
11,892,192
-48%
清仓
—
CANADIAN PAC RY LTD
-$448.7M
0
-100%
增持
TMUS
T-MOBILE US INC
+$437.1M
26,296,574
+29%
建仓
TTWO
TAKE-TWO INTERACTIVE SOFTWAR
+$427.9M
2,407,922
减持
NOW
SERVICENOW INC
-$405.1M
448,522
-60%
增持
—
COUPA SOFTWARE INC
-$399.9M
8,336,060
+6%
增持
HDB
HDFC BANK LTD
+$386.1M
9,705,876
+189%
增持
—
CHUBB LIMITED
+$372.6M
7,383,530
+21%
清仓
IR
INGERSOLL RAND INC
-$367.1M
0
-100%
减持
ZBH
ZIMMER BIOMET HOLDINGS INC
-$363.7M
4,992,490
-27%
建仓
FDX
FEDEX CORP
+$338.9M
1,310,484
建仓
AIG
AMERICAN INTL GROUP INC
+$330.2M
5,806,590
增持
UBER
UBER TECHNOLOGIES INC
+$314.9M
21,169,588
+66%
增持
—
BROOKFIELD ASSET MGMT INC
+$307.8M
35,206,204
+4%
增持
CMCSA
COMCAST CORP NEW
+$292.3M
28,426,182
+40%
建仓
LI
LI AUTO INC
+$288.0M
8,971,970
建仓
—
GUARDANT HEALTH INC
+$244.0M
240,000,000
增持
ZLAB
ZAI LAB LTD
-$238.6M
6,037,916
+3%
减持
FTV
FORTIVE CORP
-$230.8M
16,969,884
-21%
减持
TSLA
TESLA INC
-$228.2M
347,344
-55%
减持
MOH
MOLINA HEALTHCARE INC
-$222.7M
895,372
-52%
减持
PODD
INSULET CORP
-$215.0M
1,356,388
-33%
减持
PH
PARKER-HANNIFIN CORP
+$210.6M
6,113,842
-1%
增持
GH
GUARDANT HEALTH INC
-$208.8M
10,148,778
+4%
建仓
SE
SEA LTD
+$196.9M
880,258
减持
CNC
CENTENE CORP DEL
+$188.6M
17,237,276
-13%
建仓
WDC
WESTERN DIGITAL CORP.
+$171.0M
2,622,058
建仓
Z
ZILLOW GROUP INC
+$160.7M
2,516,430
增持
DE
DEERE & CO
+$158.7M
1,866,836
+30%
增持
AVTR
AVANTOR INC
+$158.1M
17,574,684
+23%
建仓
IFF
INTERNATIONAL FLAVORS&FRAGRA
+$154.0M
1,021,970
清仓
ALGN
ALIGN TECHNOLOGY INC
-$148.5M
0
-100%
增持
CRL
CHARLES RIV LABS INTL INC
+$147.6M
780,258
+120%
建仓
SQ
BLOCK INC
+$147.0M
909,894
建仓
XPEV
XPENG INC
+$146.6M
2,912,992
增持
AMP
AMERIPRISE FINL INC
+$137.1M
2,907,592
+4%
减持
HUM
HUMANA INC
+$130.4M
5,326,736
-11%
建仓
—
AMEDISYS INC
+$126.6M
782,262
清仓
ILMN
ILLUMINA INC
-$126.0M
0
-100%
减持
GTM
ZOOMINFO TECHNOLOGIES INC
-$124.8M
5,412,610
-30%
清仓
—
ACTIVISION BLIZZARD INC
-$123.2M
0
-100%
建仓
KKR
KKR & CO INC
+$120.1M
1,612,162
清仓
MET
METLIFE INC
-$118.4M
0
-100%
建仓
BEKE
KE HLDGS INC
+$117.5M
5,840,512
清仓
AVIR
ATEA PHARMACEUTICALS INC
-$116.1M
0
-100%
增持
META
META PLATFORMS INC
+$111.3M
3,773,032
+11%
建仓
PHM
PULTE GROUP INC
+$104.5M
1,827,336
建仓
—
BIOHAVEN PHARMACTL HLDG CO L
+$96.1M
697,566
增持
—
LABORATORY CORP AMER HLDGS
+$88.6M
1,700,294
+7%
增持
MRSH
MARSH & MCLENNAN COS INC
+$88.4M
2,523,140
+9%
减持
—
WILLIS TOWERS WATSON PLC LTD
-$82.2M
1,924,656
-17%
减持
MSFT
MICROSOFT CORP
-$80.6M
5,865,524
-19%
减持
THC
TENET HEALTHCARE CORP
+$79.0M
6,422,482
-4%
增持
GE
GENERAL ELECTRIC CO
-$78.6M
36,082,312
+7%
建仓
—
APOLLO GLOBAL MGMT INC
+$78.0M
1,076,424
减持
PVH
PVH CORPORATION
-$74.8M
1,537,618
-34%
增持
MTCH
MATCH GROUP INC NEW
+$73.9M
3,799,148
+39%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$73.4M
422,116
+16%
清仓
BILI
BILIBILI INC
-$72.5M
0
-100%
减持
—
VTEX
-$60.3M
6,046,560
-1%
建仓
—
ABIOMED INC
+$59.3M
165,144
减持
OLPX
OLAPLEX HLDGS INC
-$54.1M
3,226,378
-47%
减持
LAD
LITHIA MTRS INC
-$39.6M
1,582,168
-2%
建仓
—
TDCX INC
+$38.9M
2,028,994
减持
AIZ
ASSURANT INC
-$36.2M
3,447,542
-5%
减持
—
SEMA4 HOLDINGS CORP
-$34.6M
2,452,614
-59%
减持
—
GRACELL BIOTECHNOLOGIES INC
-$31.7M
983,294
-64%
增持
NTLA
INTELLIA THERAPEUTICS INC
+$30.2M
3,159,072
+23%
减持
—
ICOSAVAX INC
-$27.4M
3,593,600
-3%
减持
CLDX
CELLDEX THERAPEUTICS INC NEW
-$23.7M
1,515,762
-1%
减持
BKNG
BOOKING HOLDINGS INC
-$22.6M
256,556
-5%
减持
—
DAY ONE BIOPHARMACEUTICALS I
-$18.5M
2,314,848
-4%
建仓
LIANY
LIANBIO
+$18.5M
3,000,000
减持
—
CATALENT INC
-$17.8M
2,278,708
-2%
减持
ACHC
ACADIA HEALTHCARE COMPANY IN
-$14.4M
4,181,152
-1%
减持
—
KARUNA THERAPEUTICS INC
+$13.7M
1,727,328
-1%
增持
—
PHARVARIS N V
-$4.8M
4,911,072
+3%
减持
AHCO
ADAPTHEALTH CORP
+$3.5M
7,899,566
-3%
清仓
EM
SMART SH GLOBAL LTD
-$3.1M
0
-100%
减持
—
MELI KASZEK PIONEER CORP
-$1.8M
1,760,370
-12%
减持
—
ORION ACQUISITION CORP
-$270.0K
7,338,544
-0%
