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Viking Global Investors LP
12%held throughout
No earlier quarter to measure against.
This is the earliest available report, so there is no previous quarter to compare.
1–25 of 64, sorted by portfolio weight, high to low
| AMZNAMAZON.COM INCConsumer DiscretionarySupply chain (as of Q2 2026) | 8.9% | Unchanged | 880,093 | $1949.72 | $1.72B |
| BSXBOSTON SCIENTIFIC CORPHealth Care | 5.4% | Unchanged | 31,816,197 | $32.63 | $1.04B |
| NFLXNETFLIX INCCommunication Services | 5.2% | Unchanged | 2,659,247 | $375.50 | $998.5M |
| CNCCENTENE CORPHealth Care | 5.0% | Unchanged | 16,230,552 | $59.41 | $964.3M |
| ADPTADAPTIVE BIOTECHNOLOGIESHealth Care | 4.8% | Unchanged | 33,493,708 | $27.78 | $930.5M |
| MSFTMICROSOFT CORPInformation Technology | 4.0% | Unchanged | 4,900,338 | $157.71 | $772.8M |
| BBIOBRIDGEBIO PHARMA INCHealth Care | 4.0% | Unchanged | 26,620,991 | $29.00 | $772.0M |
| JDJD.COM INC-ADRConsumer Discretionary | 4.0% | Unchanged | 18,858,480 | $40.50 | $763.8M |
| UBERUBER TECHNOLOGIES INCConsumer Discretionary | 3.8% | Unchanged | 26,226,216 | $27.92 | $732.2M |
| CMCSACOMCAST CORP-CLASS ACommunication Services | 3.2% | Unchanged | 17,902,783 | $34.38 | $615.5M |
| FTVFORTIVE CORPIndustrials | 2.7% | Unchanged | 9,416,697 | $55.19 | $519.7M |
| CRMSALESFORCE INCInformation Technology | 2.6% | Unchanged | 3,506,928 | $143.98 | $504.9M |
| LOWLOWE'S COS INCConsumer Discretionary | 2.5% | Unchanged | 5,470,144 | $86.05 | $470.7M |
| FISFIDELITY NATIONAL INFO SERVFinancials | 2.4% | Unchanged | 3,799,548 | $121.64 | $462.2M |
| CITHE CIGNA GROUPHealth Care | 2.3% | Unchanged | 2,547,958 | $177.18 | $451.4M |
| ELVELEVANCE HEALTH INCHealth Care | 2.1% | Unchanged | 1,810,632 | $227.04 | $411.1M |
| Ticker unavailableAON PLCUnclassified | 2.0% | Unchanged | 2,290,520 | $165.04 | $378.0M |
| JPMJPMORGAN CHASE & COFinancials | 1.9% | Unchanged | 4,085,317 | $90.03 | $367.8M |
| GOOGLALPHABET INC-CL ACommunication ServicesSupply chain (as of Q2 2026) | 1.9% | Unchanged | 313,179 | $1161.95 | $363.9M |
| METAMETA PLATFORMS INC-CLASS ACommunication Services | 1.7% | Unchanged | 2,009,125 | $166.80 | $335.1M |
| AXPAMERICAN EXPRESS COFinancials | 1.7% | Unchanged | 3,878,280 | $85.61 | $332.0M |
| WDAYWORKDAY INC-CLASS AInformation Technology | 1.7% | Unchanged | 2,461,978 | $130.22 | $320.6M |
| IRINGERSOLL-RAND INCIndustrials | 1.6% | Unchanged | 12,012,233 | $24.80 | $297.9M |
| CMECME GROUP INCFinancials | 1.5% | Unchanged | 1,701,973 | $172.91 | $294.3M |
| MUMICRON TECHNOLOGY INCInformation Technology | 1.5% | Unchanged | 6,711,669 | $42.06 | $282.3M |