Ole Andreas Halvorsen - Viking Global Investors 13F Activity & Position Changes (Q2 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 Jun 30, 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 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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