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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
22Q1 调仓
2021-12-31 → 2022-03-31 · 共 123 项
建仓 16
增持 6
减持 69
清仓 32
方向
标的
Δ市值
现股数(环比)
减持
DNA
GINKGO BIOWORKS HOLDINGS INC
-$5.20B
51,055,144
-92%
清仓
HUM
HUMANA INC
-$2.47B
0
-100%
减持
GE
GENERAL ELECTRIC CO
-$2.24B
12,808,478
-65%
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。
清仓
TWLO
TWILIO INC
-$1.57B
0
-100%
减持
—
ROIVANT SCIENCES LTD
-$1.34B
88,238,700
-50%
减持
TMUS
T-MOBILE US INC
-$1.33B
13,418,175
-49%
清仓
—
COUPA SOFTWARE INC
-$1.32B
0
-100%
减持
ADPT
ADAPTIVE BIOTECHNOLOGIES COR
-$1.27B
29,993,708
-50%
减持
—
BROOKFIELD ASSET MGMT INC
-$1.20B
16,304,989
-54%
减持
V
VISA INC
-$1.15B
2,597,820
-67%
减持
PH
PARKER-HANNIFIN CORP
-$1.05B
3,165,334
-48%
减持
BSX
BOSTON SCIENTIFIC CORP
-$1.04B
12,839,142
-66%
减持
APG
API GROUP CORP
-$1.01B
33,463,200
-50%
减持
META
META PLATFORMS INC
-$1.00B
1,209,602
-68%
减持
MSFT
MICROSOFT CORP
-$949.4M
3,319,116
-43%
清仓
FIGS
FIGS INC
-$812.6M
0
-100%
减持
CMCSA
COMCAST CORP NEW
-$771.5M
14,078,668
-50%
减持
CNC
CENTENE CORP DEL
-$763.2M
7,806,040
-55%
减持
—
CHUBB LIMITED
-$742.6M
3,201,215
-57%
建仓
MA
MASTERCARD INCORPORATED
+$641.0M
1,793,488
清仓
ZBH
ZIMMER BIOMET HOLDINGS INC
-$634.2M
0
-100%
减持
GH
GUARDANT HEALTH INC
-$630.1M
5,812,234
-43%
减持
AVTR
AVANTOR INC
-$623.6M
3,459,963
-80%
减持
BBIO
BRIDGEBIO PHARMA INC
-$617.9M
26,620,991
-50%
减持
AMP
AMERIPRISE FINL INC
-$599.8M
923,328
-68%
减持
FTV
FORTIVE CORP
-$561.5M
12,033,157
-29%
清仓
AIZ
ASSURANT INC
-$537.3M
0
-100%
减持
UBER
UBER TECHNOLOGIES INC
-$515.2M
10,437,199
-51%
清仓
MCD
MCDONALDS CORP
-$513.8M
0
-100%
减持
RIVN
RIVIAN AUTOMOTIVE INC
-$503.5M
3,204,389
-50%
减持
BKNG
BOOKING HOLDINGS INC
-$488.2M
54,234
-79%
减持
AMZN
AMAZON COM INC
-$476.7M
422,853
-24%
减持
DE
DEERE & CO
-$472.6M
403,163
-78%
减持
—
GLOBAL E ONLINE LTD
-$465.6M
5,128,448
-49%
清仓
—
WILLIS TOWERS WATSON PLC LTD
-$457.1M
0
-100%
清仓
—
FLEETCOR TECHNOLOGIES INC
-$440.2M
0
-100%
清仓
PANW
PALO ALTO NETWORKS INC
-$440.0M
0
-100%
减持
JD
JD.COM INC
-$426.6M
1,748,330
-77%
减持
WDAY
WORKDAY INC
-$417.4M
2,253,470
-36%
减持
—
ROYALTY PHARMA PLC
-$402.8M
10,764,472
-48%
减持
—
AON PLC
-$389.2M
1,593,080
-47%
减持
LAD
LITHIA MTRS INC
-$374.7M
316,904
-80%
清仓
TSLA
TESLA INC
-$367.1M
0
-100%
减持
FTCHQ
FARFETCH LTD
-$354.9M
2,819,222
-76%
减持
—
INHIBRX INC
-$345.2M
5,305,866
-50%
增持
IFF
INTERNATIONAL FLAVORS&FRAGRA
+$344.7M
3,797,230
+272%
减持
—
LABORATORY CORP AMER HLDGS
-$342.5M
727,287
-57%
清仓
FDX
FEDEX CORP
-$338.9M
0
-100%
减持
TTWO
TAKE-TWO INTERACTIVE SOFTWAR
-$337.5M
588,443
-76%
减持
THC
TENET HEALTHCARE CORP
-$332.6M
2,233,647
-65%
清仓
AIG
AMERICAN INTL GROUP INC
-$330.2M
0
-100%
建仓
—
XP INC
+$284.2M
9,443,312
清仓
PTON
PELOTON INTERACTIVE INC
-$282.6M
0
-100%
建仓
OTIS
OTIS WORLDWIDE CORP
+$272.3M
3,538,164
减持
ZNTL
ZENTALIS PHARMACEUTICALS INC
-$262.6M
2,026,656
-52%
清仓
RUN
SUNRUN INC
-$262.3M
0
-100%
减持
ZLAB
ZAI LAB LTD
-$241.7M
3,133,297
-48%
清仓
BMY
BRISTOL-MYERS SQUIBB CO
-$226.4M
0
-100%
减持
BMRN
BIOMARIN PHARMACEUTICAL INC
-$217.8M
3,752,393
-35%
减持
PODD
INSULET CORP
-$215.1M
547,387
-60%
减持
MTCH
MATCH GROUP INC NEW
-$204.0M
2,744,468
-28%
减持
HDB
HDFC BANK LTD
-$197.8M
7,073,317
-27%
清仓
SE
SEA LTD
-$196.9M
0
-100%
减持
NTLA
INTELLIA THERAPEUTICS INC
-$194.1M
2,468,760
-22%
清仓
AHCO
ADAPTHEALTH CORP
-$193.2M
0
-100%
清仓
—
COUPA SOFTWARE INC
-$190.0M
0
-100%
减持
GTM
ZOOMINFO TECHNOLOGIES INC
-$189.5M
2,644,137
-51%
清仓
WDC
WESTERN DIGITAL CORP.
-$171.0M
0
-100%
清仓
Z
ZILLOW GROUP INC
-$160.7M
0
-100%
建仓
SHOP
SHOPIFY INC
+$151.2M
223,721
减持
—
GUARDANT HEALTH INC
-$147.1M
120,000,000
-50%
清仓
XPEV
XPENG INC
-$146.6M
0
-100%
减持
CRL
CHARLES RIV LABS INTL INC
-$145.9M
521,653
-33%
减持
MOH
MOLINA HEALTHCARE INC
-$145.7M
416,883
-53%
减持
LI
LI AUTO INC
-$133.1M
6,000,478
-33%
清仓
—
AMEDISYS INC
-$126.6M
0
-100%
清仓
KKR
KKR & CO INC
-$120.1M
0
-100%
建仓
PGR
PROGRESSIVE CORP
+$118.2M
1,037,306
减持
PRCT
PROCEPT BIOROBOTICS CORP
-$117.5M
3,658,892
-63%
减持
ACHC
ACADIA HEALTHCARE COMPANY IN
-$114.2M
2,130,433
-49%
减持
FDMT
4D MOLECULAR THERAPEUTICS IN
-$113.3M
3,937,914
-50%
清仓
PHM
PULTE GROUP INC
-$104.5M
0
-100%
减持
—
KARUNA THERAPEUTICS INC
-$102.7M
974,345
-44%
建仓
—
PERRIGO CO PLC
+$97.0M
2,525,266
建仓
MET
METLIFE INC
+$95.7M
1,362,166
建仓
AMLX
AMYLYX PHARMACEUTICALS INC
+$92.1M
7,170,536
建仓
DG
DOLLAR GEN CORP NEW
+$86.5M
388,317
减持
SQ
BLOCK INC
-$85.7M
451,534
-50%
清仓
—
ICOSAVAX INC
-$82.2M
0
-100%
减持
—
CATALENT INC
-$81.7M
1,893,644
-17%
建仓
INSP
INSPIRE MED SYS INC
+$79.8M
310,881
清仓
—
APOLLO GLOBAL MGMT INC
-$78.0M
0
-100%
建仓
ELV
ANTHEM INC
+$69.2M
140,895
减持
OLPX
OLAPLEX HLDGS INC
-$68.8M
1,613,189
-50%
减持
—
TALARIS THERAPEUTICS INC
-$68.2M
3,289,617
-50%
建仓
BX
BLACKSTONE INC
+$64.7M
509,587
减持
—
VTEX
-$64.6M
30,371
-99%
减持
PMVP
PMV PHARMACEUTICALS INC
-$60.3M
1,076,000
-70%
清仓
—
ABIOMED INC
-$59.3M
0
-100%
建仓
BA
BOEING CO
+$58.5M
305,347
减持
EWTX
EDGEWISE THERAPEUTICS INC
-$56.9M
2,727,249
-50%
减持
MRSH
MARSH & MCLENNAN COS INC
-$55.0M
2,250,643
-11%
减持
—
RALLYBIO CORP
-$50.8M
4,194,777
-50%
增持
BEKE
KE HLDGS INC
+$48.7M
13,440,125
+130%
减持
NUVL
NUVALENT INC
-$47.3M
1,110,170
-66%
减持
NOW
SERVICENOW INC
-$45.9M
440,450
-2%
增持
PVH
PVH CORPORATION
-$45.8M
1,542,375
+0%
减持
—
KINNATE BIOPHARMA INC
-$44.0M
1,820,462
-50%
建仓
UNH
UNITEDHEALTH GROUP INC
+$39.2M
76,910
减持
—
TDCX INC
-$37.1M
141,117
-93%
建仓
UNM
UNUM GROUP
+$35.8M
1,137,645
减持
—
ORION ACQUISITION CORP
-$35.0M
3,788,774
-48%
减持
—
PHARVARIS N V
-$31.3M
2,480,319
-49%
减持
—
DAY ONE BIOPHARMACEUTICALS I
-$27.5M
1,157,424
-50%
清仓
—
ON HLDG AG
-$22.7M
0
-100%
清仓
—
MELI KASZEK PIONEER CORP
-$20.4M
0
-100%
增持
—
BIOHAVEN PHARMACTL HLDG CO L
+$18.4M
966,139
+39%
建仓
JPM
JPMORGAN CHASE & CO
+$16.3M
119,706
减持
LIANY
LIANBIO
-$12.9M
1,500,000
-50%
清仓
—
SEMA4 HOLDINGS CORP
-$10.9M
0
-100%
清仓
—
GRACELL BIOTECHNOLOGIES INC
-$5.9M
0
-100%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$4.6M
484,696
+15%
增持
CLDX
CELLDEX THERAPEUTICS INC NEW
+$4.3M
1,846,647
+22%
