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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
22Q3 调仓
2022-06-30 → 2022-09-30 · 共 89 项
建仓 20
增持 28
减持 27
清仓 14
方向
标的
Δ市值
现股数(环比)
减持
TMUS
T-MOBILE US INC
-$787.7M
3,324,606
-64%
清仓
CNC
CENTENE CORP DEL
-$701.7M
0
-100%
清仓
AIG
AMERICAN INTL GROUP INC
-$516.9M
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。
增持
V
VISA INC
+$446.6M
5,346,584
+109%
增持
MCK
MCKESSON CORP
+$356.3M
2,608,580
+60%
增持
ELV
ELEVANCE HEALTH INC
+$354.8M
2,336,841
+60%
建仓
CRM
SALESFORCE INC
+$345.3M
2,400,649
减持
PH
PARKER-HANNIFIN CORP
-$325.3M
1,775,453
-42%
增持
DG
DOLLAR GEN CORP NEW
+$309.5M
2,426,368
+119%
清仓
—
LAM RESEARCH CORP
-$295.8M
0
-100%
减持
MRSH
MARSH & MCLENNAN COS INC
-$288.8M
1,006,898
-64%
减持
FTV
FORTIVE CORP
-$287.4M
6,076,200
-49%
减持
IFF
INTERNATIONAL FLAVORS&FRAGRA
-$271.6M
3,726,736
-27%
增持
META
META PLATFORMS INC
+$264.0M
5,351,499
+87%
增持
DNA
GINKGO BIOWORKS HOLDINGS INC
+$253.3M
101,834,126
+276%
增持
GE
GENERAL ELECTRIC CO
+$239.9M
12,874,144
+47%
减持
MA
MASTERCARD INCORPORATED
-$222.9M
1,770,583
-23%
清仓
BA
BOEING CO
-$190.2M
0
-100%
清仓
—
AON PLC
-$190.0M
0
-100%
增持
MU
MICRON TECHNOLOGY INC
+$189.9M
5,413,915
+268%
增持
AMZN
AMAZON COM INC
+$188.6M
9,286,956
+15%
建仓
UNH
UNITEDHEALTH GROUP INC
+$176.0M
348,550
增持
AMP
AMERIPRISE FINL INC
+$173.1M
1,803,989
+52%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$167.6M
593,537
-31%
清仓
DIS
DISNEY WALT CO
-$164.4M
0
-100%
清仓
BKNG
BOOKING HOLDINGS INC
-$156.1M
0
-100%
增持
WDC
WESTERN DIGITAL CORP.
+$152.7M
7,400,746
+276%
清仓
WDAY
WORKDAY INC
-$149.2M
0
-100%
建仓
VVV
VALVOLINE INC
+$148.2M
5,847,839
建仓
PYPL
PAYPAL HLDGS INC
+$147.5M
1,713,801
建仓
KKR
KKR & CO INC
+$136.6M
3,177,089
减持
AVTR
AVANTOR INC
-$135.0M
2,898,662
-53%
建仓
SE
SEA LTD
+$132.4M
2,362,871
建仓
RCI
ROGERS COMMS B
+$130.2M
3,378,977
减持
BEKE
KE HLDGS INC
-$118.6M
3,895,000
-63%
建仓
GTM
ZOOMINFO TECHNOLOGIES INC
+$104.7M
2,512,177
建仓
BABA
ALIBABA GROUP HLDG LTD
+$99.7M
1,246,400
建仓
CDNS
CADENCE DESIGN SYSTEM INC
+$99.0M
605,539
减持
UBER
UBER TECHNOLOGIES INC
+$95.2M
16,396,107
-1%
减持
—
CATALENT INC
-$89.3M
1,673,755
-15%
减持
—
CHUBB LIMITED
-$88.4M
3,593,242
-5%
减持
—
KARUNA THERAPEUTICS INC
+$86.5M
1,014,116
-9%
建仓
—
LINDE PLC
+$84.0M
311,600
减持
—
ROYALTY PHARMA PLC
-$82.8M
10,881,594
-12%
清仓
—
COUPA SOFTWARE INC
-$80.8M
0
-100%
增持
BSX
BOSTON SCIENTIFIC CORP
+$79.8M
16,162,921
+10%
建仓
CLX
CLOROX CO DEL
+$77.9M
606,655
增持
—
BROOKFIELD ASSET MGMT INC
+$63.9M
14,757,027
+22%
建仓
—
APELLIS PHARMACEUTICALS INC
+$63.7M
932,441
清仓
CLDX
CELLDEX THERAPEUTICS INC NEW
-$63.0M
0
-100%
增持
HDB
HDFC BANK LTD
+$62.8M
9,713,845
+6%
增持
TTWO
TAKE-TWO INTERACTIVE SOFTWAR
+$60.7M
2,804,400
+40%
清仓
ZNTL
ZENTALIS PHARMACEUTICALS INC
-$56.9M
0
-100%
增持
MSFT
MICROSOFT CORP
+$56.5M
3,510,344
+18%
增持
APG
API GROUP CORP
-$54.7M
33,819,567
+1%
减持
SQ
BLOCK INC
-$52.3M
5,311,049
-5%
清仓
PRCT
PROCEPT BIOROBOTICS CORP
-$50.5M
0
-100%
增持
UNM
UNUM GROUP
+$50.3M
5,074,658
+18%
建仓
CRWD
CROWDSTRIKE HLDGS INC
+$46.9M
284,329
增持
CME
CME GROUP INC
+$43.1M
831,110
+63%
清仓
CAR
AVIS BUDGET GROUP
-$41.0M
0
-100%
增持
—
PHARVARIS N V
-$35.0M
2,496,923
+0%
增持
PODD
INSULET CORP
+$30.5M
611,038
+21%
建仓
CBRE
CBRE GROUP INC
+$27.7M
409,714
减持
GH
GUARDANT HEALTH INC
+$25.8M
3,835,610
-14%
减持
ZLAB
ZAI LAB LTD
-$25.0M
2,614,817
-21%
减持
AMLX
AMYLYX PHARMACEUTICALS INC
+$24.3M
5,770,536
-20%
建仓
DPZ
DOMINOS PIZZA INC
+$23.3M
74,968
增持
EWTX
EDGEWISE THERAPEUTICS INC
+$21.7M
4,409,146
+62%
建仓
UPST
UPSTART HLDGS INC
+$20.8M
999,647
建仓
THC
TENET HEALTHCARE CORP
+$19.8M
383,510
增持
NOW
SERVICENOW INC
-$19.4M
323,368
+9%
减持
PGR
PROGRESSIVE CORP
-$19.3M
736,561
-18%
减持
—
GLOBAL E ONLINE LTD
-$19.2M
1,575,580
-48%
增持
INTU
INTUIT
+$18.4M
1,157,479
+4%
建仓
MTCH
MATCH GROUP INC NEW
+$18.2M
381,750
减持
LVS
LAS VEGAS SANDS CORP
-$18.2M
379,551
-61%
增持
RH
RH
+$16.9M
414,729
+3%
清仓
NUVL
NUVALENT INC
-$15.1M
0
-100%
增持
BMRN
BIOMARIN PHARMACEUTICAL INC
+$13.5M
5,099,164
+1%
增持
CRL
CHARLES RIV LABS INTL INC
+$11.2M
658,478
+19%
减持
—
SHOCKWAVE MED INC
-$10.5M
157,327
-45%
减持
NTLA
INTELLIA THERAPEUTICS INC
-$9.6M
1,889,067
-15%
建仓
TRVI
TREVI THERAPEUTICS INC
+$6.8M
4,400,000
减持
ACHC
ACADIA HEALTHCARE COMPANY IN
-$3.9M
2,958,932
-15%
增持
INSP
INSPIRE MED SYS INC
+$3.7M
633,572
+6%
减持
—
DAY ONE BIOPHARMACEUTICALS I
-$2.0M
1,558,563
-16%
减持
MOH
MOLINA HEALTHCARE INC
+$1.3M
406,671
-14%
减持
—
ORION ACQUISITION CORP
-$512.0K
3,629,247
-2%
