Ole Andreas Halvorsen - Viking Global Investors 13F Activity & Position Changes (Q2 2019)
As of Jun 30, 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 Q2 2019, the filing reported:
New Buys - Adaptive Biotechnologies Corpor, American International Group, I, Assurant, Inc., A.O. Smith Corporation, Avantor, Inc., and 8 more
Increases - Amazon.com, Inc., Boston Scientific Corporation, Crown Holdings, Inc., Centene Corporation, Catalent, Inc., and 8 more
Reductions - Adobe Inc., Align Technology, Inc., AnaptysBio, Inc., Alibaba Group Holding Limited, Berry Global Group, Inc., and 12 more
Complete Exits - Arthur J. Gallagher & Co., Allstate Corporation (The), Booking Holdings Inc. Common St, Burlington Stores, Inc., Walt Disney Company (The), and 9 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 |
|---|---|---|---|
|
Q2 2019
|
ADBE
Adobe Inc.
|
Sell |
-827,919
|
|
Q2 2019
|
ADPT
Adaptive Biotechnologies Corpor
|
Buy - Position Entry |
+38,406,607
|
|
Q2 2019
|
AIG
American International Group, I
|
Buy - Position Entry |
+564,604
|
|
Q2 2019
|
AIZ
Assurant, Inc.
|
Buy - Position Entry |
+360,430
|
|
Q2 2019
|
AJG
Arthur J. Gallagher & Co.
|
Sell - Position Exit |
-475,830
|
|
Q2 2019
|
ALGN
Align Technology, Inc.
|
Sell |
-634,845
|
|
Q2 2019
|
ALL
Allstate Corporation (The)
|
Sell - Position Exit |
-1,543,256
|
|
Q2 2019
|
AMZN
Amazon.com, Inc.
|
Buy |
+491,118
|
|
Q2 2019
|
ANAB
AnaptysBio, Inc.
|
Sell |
-30,263
|
|
Q2 2019
|
AOS
A.O. Smith Corporation
|
Buy - Position Entry |
+2,452,092
|
|
Q2 2019
|
AVTR
Avantor, Inc.
|
Buy - Position Entry |
+11,345,684
|
|
Q2 2019
|
BA
Boeing Company (The)
|
Buy - Position Entry |
+2,777,120
|
|
Q2 2019
|
BABA
Alibaba Group Holding Limited
|
Sell |
-5,149,456
|
|
Q2 2019
|
BBIO
BridgeBio Pharma, Inc.
|
Buy - Position Entry |
+26,620,991
|
|
Q2 2019
|
BERY
Berry Global Group, Inc.
|
Sell |
-5,916,864
|
|
Q2 2019
|
BKNG
Booking Holdings Inc. Common St
|
Sell - Position Exit |
-59,671
|
|
Q2 2019
|
BMRN
BioMarin Pharmaceutical Inc.
|
Sell |
-2,538,558
|
|
Q2 2019
|
BPMC
Blueprint Medicines Corporation
|
Sell |
-107,621
|
|
Q2 2019
|
BSX
Boston Scientific Corporation
|
Buy |
+5,974,823
|
|
Q2 2019
|
BURL
Burlington Stores, Inc.
|
Sell - Position Exit |
-342,079
|
|
Q2 2019
|
CCK
Crown Holdings, Inc.
|
Buy |
+267,576
|
|
Q2 2019
|
CHWY
Chewy, Inc.
|
Buy - Position Entry |
+1,471,890
|
|
Q2 2019
|
CNC
Centene Corporation
|
Buy |
+9,795,824
|
|
Q2 2019
|
CRM
Salesforce, Inc.
|
Buy - Position Entry |
+2,922,394
|
|
Q2 2019
|
CTLT
Catalent, Inc.
|
Buy |
+535,066
|
|
Q2 2019
|
DIS
Walt Disney Company (The)
|
Sell - Position Exit |
-2,172,157
|
|
Q2 2019
|
DVA
DaVita Inc.
|
Buy |
+151,529
|
|
Q2 2019
|
ELV
Elevance Health, Inc.
|
Sell |
-996,880
|
|
Q2 2019
|
EXAS
Exact Sciences Corporation
|
Sell |
-950,308
|
|
Q2 2019
|
FANG
Diamondback Energy, Inc.
|
Sell - Position Exit |
-1,137,514
|
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