Ole Andreas Halvorsen - Viking Global Investors 13F Activity & Position Changes (Q1 2019)
As of Mar 31, 2019, the Viking Global Investors portfolio activity showed several notable changes in holdings, according to the latest SEC 13F filing reported on May 15, 2026. The activity included new positions, additions to existing holdings, reductions, and complete exits, providing a clear view of how the portfolio evolved during the quarter.
During Q1 2019, the filing reported:
New Buys - Allstate Corporation (The), Booking Holdings Inc. Common St, Burlington Stores, Inc., Crown Holdings, Inc., Hess Corporation, and 8 more
Increases - Align Technology, Inc., AnaptysBio, Inc., Berry Global Group, Inc., BioMarin Pharmaceutical Inc., Centene Corporation, and 8 more
Reductions - Adobe Inc., Arthur J. Gallagher & Co., Amazon.com, Inc., Alibaba Group Holding Limited, Blueprint Medicines Corporation, and 13 more
Complete Exits - American Airlines Group, Inc., Amneal Pharmaceuticals, Inc., Boeing Company (The), Cognex Corporation, Salesforce, Inc., and 6 more
These updates highlight how the portfolio adjusted across different sectors and market conditions, offering insights into allocation shifts and investment trends.
| Date | Symbol | Type | Change Qty |
|---|---|---|---|
|
Q1 2019
|
AAL
American Airlines Group, Inc.
|
Sell - Position Exit |
-5,759,432
|
|
Q1 2019
|
ADBE
Adobe Inc.
|
Sell |
-739,284
|
|
Q1 2019
|
AJG
Arthur J. Gallagher & Co.
|
Sell |
-724,969
|
|
Q1 2019
|
ALGN
Align Technology, Inc.
|
Buy |
+1,234,890
|
|
Q1 2019
|
ALL
Allstate Corporation (The)
|
Buy - Position Entry |
+1,543,256
|
|
Q1 2019
|
AMRX
Amneal Pharmaceuticals, Inc.
|
Sell - Position Exit |
-2,353,204
|
|
Q1 2019
|
AMZN
Amazon.com, Inc.
|
Sell |
-352,065
|
|
Q1 2019
|
ANAB
AnaptysBio, Inc.
|
Buy |
+84,123
|
|
Q1 2019
|
BA
Boeing Company (The)
|
Sell - Position Exit |
-556,964
|
|
Q1 2019
|
BABA
Alibaba Group Holding Limited
|
Sell |
-4,447,765
|
|
Q1 2019
|
BERY
Berry Global Group, Inc.
|
Buy |
+2,204,431
|
|
Q1 2019
|
BKNG
Booking Holdings Inc. Common St
|
Buy - Position Entry |
+59,671
|
|
Q1 2019
|
BMRN
BioMarin Pharmaceutical Inc.
|
Buy |
+37,272
|
|
Q1 2019
|
BPMC
Blueprint Medicines Corporation
|
Sell |
-541,661
|
|
Q1 2019
|
BSX
Boston Scientific Corporation
|
Sell |
-1,981,459
|
|
Q1 2019
|
BURL
Burlington Stores, Inc.
|
Buy - Position Entry |
+342,079
|
|
Q1 2019
|
CCK
Crown Holdings, Inc.
|
Buy - Position Entry |
+2,025,899
|
|
Q1 2019
|
CGNX
Cognex Corporation
|
Sell - Position Exit |
-884,422
|
|
Q1 2019
|
CNC
Centene Corporation
|
Buy |
+3,237,474
|
|
Q1 2019
|
CRM
Salesforce, Inc.
|
Sell - Position Exit |
-5,174,593
|
|
Q1 2019
|
CTLT
Catalent, Inc.
|
Sell |
-517,918
|
|
Q1 2019
|
DIS
Walt Disney Company (The)
|
Sell |
-1,213,439
|
|
Q1 2019
|
DVA
DaVita Inc.
|
Buy |
+144,876
|
|
Q1 2019
|
ELV
Elevance Health, Inc.
|
Buy |
+1,096,639
|
|
Q1 2019
|
EXAS
Exact Sciences Corporation
|
Sell |
-745,029
|
|
Q1 2019
|
FANG
Diamondback Energy, Inc.
|
Sell |
-377,626
|
|
Q1 2019
|
FWONK
Liberty Media Corp Formula One Group
|
Buy |
+782,859
|
|
Q1 2019
|
GOOG
Alphabet Inc.
|
Sell |
-15,072
|
|
Q1 2019
|
GOOGL
Alphabet Inc.
|
Sell |
-401,342
|
|
Q1 2019
|
HES
Hess Corporation
|
Buy - Position Entry |
+1,641,021
|
Page 1 of 2