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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
22Q4 调仓
2022-09-30 → 2022-12-31 · 共 88 项
建仓 14
增持 21
减持 27
清仓 26
方向
标的
Δ市值
现股数(环比)
清仓
—
BROOKFIELD ASSET MGMT INC
-$603.4M
0
-100%
减持
DG
DOLLAR GEN CORP NEW
-$505.4M
310,848
-87%
增持
UNH
UNITEDHEALTH GROUP INC
+$496.1M
1,267,703
+264%
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
CSX
CSX CORP
+$481.7M
15,548,123
清仓
TMUS
T-MOBILE US INC
-$446.1M
0
-100%
减持
META
META PLATFORMS INC
-$438.8M
2,387,730
-55%
清仓
PH
PARKER-HANNIFIN CORP
-$430.2M
0
-100%
建仓
FTNT
FORTINET INC
+$348.4M
7,126,827
清仓
CRM
SALESFORCE INC
-$345.3M
0
-100%
建仓
—
SEAGATE TECHNOLOGY HLDNGS PL
+$326.1M
6,198,933
清仓
TTWO
TAKE-TWO INTERACTIVE SOFTWAR
-$305.7M
0
-100%
减持
IFF
INTERNATIONAL FLAVORS&FRAGRA
-$292.4M
439,360
-88%
增持
V
VISA INC
+$252.1M
5,784,971
+8%
清仓
WDC
WESTERN DIGITAL CORP.
-$240.9M
0
-100%
减持
UBER
UBER TECHNOLOGIES INC
-$238.1M
7,939,999
-52%
建仓
BN
BROOKFIELD CORP
+$228.5M
7,262,078
减持
DNA
GINKGO BIOWORKS HOLDINGS INC
-$211.1M
63,085,126
-38%
建仓
LI
LI AUTO INC
+$185.4M
9,090,065
减持
BSX
BOSTON SCIENTIFIC CORP
-$185.1M
9,528,593
-41%
建仓
AIG
AMERICAN INTL GROUP INC
+$163.8M
2,590,026
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$161.3M
839,526
+41%
清仓
MRSH
MARSH & MCLENNAN COS INC
-$150.3M
0
-100%
建仓
EQH
EQUITABLE HLDGS INC
+$149.6M
5,212,460
清仓
PYPL
PAYPAL HLDGS INC
-$147.5M
0
-100%
清仓
CME
CME GROUP INC
-$147.2M
0
-100%
增持
MU
MICRON TECHNOLOGY INC
+$146.5M
8,358,708
+54%
减持
GE
GENERAL ELECTRIC CO
-$145.6M
7,775,177
-40%
清仓
KKR
KKR & CO INC
-$136.6M
0
-100%
减持
—
CHUBB LIMITED
+$136.2M
3,580,128
-0%
清仓
SE
SEA LTD
-$132.4M
0
-100%
建仓
AMD
ADVANCED MICRO DEVICES INC
+$123.4M
1,905,600
清仓
NOW
SERVICENOW INC
-$122.1M
0
-100%
增持
BMRN
BIOMARIN PHARMACEUTICAL INC
+$113.5M
5,273,620
+3%
清仓
GTM
ZOOMINFO TECHNOLOGIES INC
-$104.7M
0
-100%
减持
FTV
FORTIVE CORP
-$104.3M
3,890,600
-36%
减持
ELV
ELEVANCE HEALTH INC
-$101.1M
1,872,176
-20%
清仓
BABA
ALIBABA GROUP HLDG LTD
-$99.7M
0
-100%
增持
RH
RH
+$97.9M
748,344
+80%
增持
GH
GUARDANT HEALTH INC
-$94.7M
4,107,644
+7%
减持
MA
MASTERCARD INCORPORATED
+$90.9M
1,709,228
-3%
清仓
—
LINDE PLC
-$84.0M
0
-100%
增持
CDNS
CADENCE DESIGN SYSTEM INC
+$83.3M
1,134,301
+87%
增持
RCI
ROGERS COMMS B
+$74.6M
4,375,144
+29%
建仓
ALB
ALBEMARLE CORP
+$73.2M
337,339
增持
—
INHIBRX INC
+$68.3M
6,639,199
+25%
清仓
—
APELLIS PHARMACEUTICALS INC
-$63.7M
0
-100%
减持
PODD
INSULET CORP
-$61.3M
268,052
-56%
增持
MOH
MOLINA HEALTHCARE INC
+$60.1M
588,208
+45%
减持
MCK
MCKESSON CORP
-$59.7M
2,204,418
-15%
减持
AMP
AMERIPRISE FINL INC
+$58.6M
1,647,855
-9%
减持
—
CATALENT INC
-$57.0M
1,424,388
-15%
建仓
KBR
KBR INC
+$56.9M
1,077,300
清仓
AVTR
AVANTOR INC
-$56.8M
0
-100%
减持
UNM
UNUM GROUP
-$56.1M
3,431,274
-32%
清仓
RIVN
RIVIAN AUTOMOTIVE INC
-$52.7M
0
-100%
建仓
—
CAPRI HOLDINGS LIMITED
+$46.5M
810,479
增持
BEKE
KE HLDGS INC
+$44.6M
8,084,334
+108%
建仓
RRX
REGAL REXNORD CORPORATION
+$43.5M
362,403
清仓
—
GLOBAL E ONLINE LTD
-$42.2M
0
-100%
减持
PGR
PROGRESSIVE CORP
-$41.9M
336,861
-54%
减持
—
ROYALTY PHARMA PLC
-$41.7M
10,008,511
-8%
建仓
—
NEWAMSTERDAM PHARMA COMPANY
+$39.5M
3,753,828
清仓
—
ORION ACQUISITION CORP
-$35.8M
0
-100%
增持
NTLA
INTELLIA THERAPEUTICS INC
-$35.2M
2,021,410
+7%
建仓
FTCHQ
FARFETCH LTD
+$32.0M
6,771,235
增持
CLX
CLOROX CO DEL
+$30.0M
768,839
+27%
增持
ACHC
ACADIA HEALTHCARE COMPANY IN
+$28.9M
3,161,114
+7%
减持
ZLAB
ZAI LAB LTD
-$28.8M
1,973,597
-25%
清仓
CBRE
CBRE GROUP INC
-$27.7M
0
-100%
增持
CRWD
CROWDSTRIKE HLDGS INC
+$26.8M
699,948
+146%
减持
INSP
INSPIRE MED SYS INC
+$26.1M
549,793
-13%
清仓
DPZ
DOMINOS PIZZA INC
-$23.3M
0
-100%
清仓
UPST
UPSTART HLDGS INC
-$20.8M
0
-100%
清仓
THC
TENET HEALTHCARE CORP
-$19.8M
0
-100%
减持
HDB
HDFC BANK LTD
+$18.8M
8,570,740
-12%
清仓
MTCH
MATCH GROUP INC NEW
-$18.2M
0
-100%
减持
CRL
CHARLES RIV LABS INTL INC
-$17.3M
515,168
-22%
增持
—
PHARVARIS N V
+$16.3M
3,231,923
+29%
清仓
LVS
LAS VEGAS SANDS CORP
-$14.2M
0
-100%
增持
INTU
INTUIT
+$11.6M
1,181,697
+2%
减持
VVV
VALVOLINE INC
+$11.0M
4,876,780
-17%
减持
SQ
BLOCK INC
-$10.3M
4,483,754
-16%
增持
—
SHOCKWAVE MED INC
-$9.9M
164,607
+5%
减持
AMLX
AMYLYX PHARMACEUTICALS INC
+$8.8M
4,634,606
-20%
减持
MSFT
MICROSOFT CORP
+$4.8M
3,429,127
-2%
增持
—
KARUNA THERAPEUTICS INC
+$4.5M
1,183,736
+17%
减持
PEPG
PEPGEN INC
+$4.4M
1,544,631
-14%
增持
AMZN
AMAZON COM INC
-$941.5K
12,481,958
+34%
