Ole Andreas Halvorsen - Viking Global Investors 13F Activity & Position Changes (Q1 2019)
According to the SEC 13F filed on Aug 14, 2026, the Viking Global Investors portfolio showed several notable changes in holdings as of quarter-end Mar 31, 2019. 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
|
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