Ole Andreas Halvorsen - Viking Global Investors 13F Activity & Position Changes (Q1 2020)
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, 2020. 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 2020, the filing reported:
New Buys - Agilent Technologies, Inc., Arthur J. Gallagher & Co., American Express Company, Chubb Limited, CME Group Inc., and 11 more
Increases - Assurant, Inc., aTyr Pharma, Inc., Avantor, Inc., Booking Holdings Inc. Common St, Blueprint Medicines Corporation, and 15 more
Reductions - Adaptive Biotechnologies Corpor, Amazon.com, Inc., BioMarin Pharmaceutical Inc., Salesforce, Inc., Editas Medicine, Inc., and 12 more
Complete Exits - American International Group, I, Align Technology, Inc., Alibaba Group Holding Limited, Chewy, Inc., Datadog, Inc., and 13 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 2020
|
A
Agilent Technologies, Inc.
|
Buy - Position Entry |
+2,789,478
|
|
Q1 2020
|
ADPT
Adaptive Biotechnologies Corpor
|
Sell |
-4,912,899
|
|
Q1 2020
|
AIG
American International Group, I
|
Sell - Position Exit |
-2,740,184
|
|
Q1 2020
|
AIZ
Assurant, Inc.
|
Buy |
+287,138
|
|
Q1 2020
|
AJG
Arthur J. Gallagher & Co.
|
Buy - Position Entry |
+1,158,751
|
|
Q1 2020
|
ALGN
Align Technology, Inc.
|
Sell - Position Exit |
-262,214
|
|
Q1 2020
|
AMZN
Amazon.com, Inc.
|
Sell |
-9,779
|
|
Q1 2020
|
ATYR
aTyr Pharma, Inc.
|
Buy |
+358,161
|
|
Q1 2020
|
AVTR
Avantor, Inc.
|
Buy |
+1,706,772
|
|
Q1 2020
|
AXP
American Express Company
|
Buy - Position Entry |
+3,878,280
|
|
Q1 2020
|
BABA
Alibaba Group Holding Limited
|
Sell - Position Exit |
-328,938
|
|
Q1 2020
|
BKNG
Booking Holdings Inc. Common St
|
Buy |
+59,268
|
|
Q1 2020
|
BMRN
BioMarin Pharmaceutical Inc.
|
Sell |
-168,114
|
|
Q1 2020
|
BPMC
Blueprint Medicines Corporation
|
Buy |
+293,926
|
|
Q1 2020
|
BSX
Boston Scientific Corporation
|
Buy |
+13,324,535
|
|
Q1 2020
|
CB
Chubb Limited
|
Buy - Position Entry |
+918,541
|
|
Q1 2020
|
CHWY
Chewy, Inc.
|
Sell - Position Exit |
-2,896,423
|
|
Q1 2020
|
CI
The Cigna Group
|
Buy |
+2,090,750
|
|
Q1 2020
|
CMCSA
Comcast Corporation
|
Buy |
+17,612,726
|
|
Q1 2020
|
CME
CME Group Inc.
|
Buy - Position Entry |
+1,701,973
|
|
Q1 2020
|
CNC
Centene Corporation
|
Buy |
+5,323,440
|
|
Q1 2020
|
CRM
Salesforce, Inc.
|
Sell |
-860,794
|
|
Q1 2020
|
CSX
CSX Corporation
|
Buy - Position Entry |
+844,182
|
|
Q1 2020
|
CTLT
Catalent, Inc.
|
Buy |
+579,005
|
|
Q1 2020
|
DDOG
Datadog, Inc.
|
Sell - Position Exit |
-822,696
|
|
Q1 2020
|
EDIT
Editas Medicine, Inc.
|
Sell |
-221,222
|
|
Q1 2020
|
EHC
Encompass Health Corporation
|
Buy - Position Entry |
+1,446,151
|
|
Q1 2020
|
ELV
Elevance Health, Inc.
|
Sell |
-1,275,567
|
|
Q1 2020
|
EW
Edwards Lifesciences Corporatio
|
Sell - Position Exit |
-158,573
|
|
Q1 2020
|
EXAS
Exact Sciences Corporation
|
Buy |
+360,323
|
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