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STAMFORD, CT · CIK 0001103804
Portfolio Value
$26.02B
Positions
85
New
25
Increased
28
Decreased
19
Sold Out
26
VIKING GLOBAL INVESTORS LP (STAMFORD, CT) reported a portfolio value of $26.02B across 85 positions in their Q2 2024 SEC 13F filing (period ending 2024-06-30). The top 10 positions account for 41.4% of the portfolio.
Top 30 holdings by portfolio weight. Block width = holding percentage. Green = new/increased, red = reduced, gray = unchanged.
| # | Stock | Value↓ | Weight | Change |
|---|---|---|---|---|
| 1 | AMZNAMAZON COM INC | $1.80B | 6.90% | +34.6% |
| 2 | ADBEADOBE INC | $1.26B | 4.86% | +304.7% |
| 3 | PMPHILIP MORRIS INTL INC | $1.11B | 4.25% | -16.2% |
| 4 | MSFTMICROSOFT CORP | $1.02B | 3.94% | +43.5% |
| 5 | APGAPI GROUP CORP | $1.02B | 3.91% | -6.7% |
| 6 | USBUS BANCORP DEL | $1.01B | 3.88% | +12.3% |
| 7 | AAPLAPPLE INC | $966.89M | 3.72% | +18.6% |
| 8 | WDAYWORKDAY INC | $885.29M | 3.40% | -25.1% |
| 9 | LVSLAS VEGAS SANDS CORP | $875.52M | 3.36% | +16.9% |
| 10 | PGRPROGRESSIVE CORP | $832.26M | 3.20% | +32.1% |
| Stock | Value | Shares |
|---|---|---|
| NFLXNETFLIX INC | $629.57M | 932,867 |
| JPMJPMORGAN CHASE & CO. | $608.77M | 3,009,822 |
| DASHDOORDASH INC | $602.20M | 5,535,921 |
| MCDMCDONALDS CORP | $478.08M | 1,876,019 |
| AVGOBROADCOM INC | $470.58M | 293,097 |
| GEVGE VERNOVA INC | $416.53M | 2,428,614 |
| FFORD MTR CO DEL | $235.62M | 18,789,638 |
| INTUINTUIT | $220.82M | 335,994 |
| DDOGDATADOG INC | $178.46M | 1,376,071 |
| NVDANVIDIA CORPORATION | $171.05M | 1,384,547 |
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