Ole Andreas Halvorsen - Viking Global Investors 13F Activity & Position Changes (Q3 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 Sep 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 Q3 2019, the filing reported:
New Buys - aTyr Pharma, Inc., Carvana Co., Datadog, Inc., Edwards Lifesciences Corporatio, Fortive Corporation, and 11 more
Increases - Assurant, Inc., Amazon.com, Inc., Alibaba Group Holding Limited, BioMarin Pharmaceutical Inc., Blueprint Medicines Corporation, and 8 more
Reductions - Adobe Inc., Align Technology, Inc., AnaptysBio, Inc., Avantor, Inc., Boeing Company (The), and 15 more
Complete Exits - American International Group, I, A.O. Smith Corporation, Berry Global Group, Inc., Chewy, Inc., DaVita Inc., and 4 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 |
|---|---|---|---|
|
Q3 2019
|
ADBE
Adobe Inc.
|
Sell |
-896,861
|
|
Q3 2019
|
AIG
American International Group, I
|
Sell - Position Exit |
-564,604
|
|
Q3 2019
|
AIZ
Assurant, Inc.
|
Buy |
+1,053,467
|
|
Q3 2019
|
ALGN
Align Technology, Inc.
|
Sell |
-474,822
|
|
Q3 2019
|
AMZN
Amazon.com, Inc.
|
Buy |
+101,897
|
|
Q3 2019
|
ANAB
AnaptysBio, Inc.
|
Sell |
-223,692
|
|
Q3 2019
|
AOS
A.O. Smith Corporation
|
Sell - Position Exit |
-2,452,092
|
|
Q3 2019
|
ATYR
aTyr Pharma, Inc.
|
Buy - Position Entry |
+229,283
|
|
Q3 2019
|
AVTR
Avantor, Inc.
|
Sell |
-3,472,542
|
|
Q3 2019
|
BA
Boeing Company (The)
|
Sell |
-530,354
|
|
Q3 2019
|
BABA
Alibaba Group Holding Limited
|
Buy |
+1,618,000
|
|
Q3 2019
|
BERY
Berry Global Group, Inc.
|
Sell - Position Exit |
-1,804,817
|
|
Q3 2019
|
BMRN
BioMarin Pharmaceutical Inc.
|
Buy |
+467,753
|
|
Q3 2019
|
BPMC
Blueprint Medicines Corporation
|
Buy |
+250,599
|
|
Q3 2019
|
BSX
Boston Scientific Corporation
|
Buy |
+1,220,855
|
|
Q3 2019
|
CCK
Crown Holdings, Inc.
|
Sell |
-1,161,918
|
|
Q3 2019
|
CHWY
Chewy, Inc.
|
Sell - Position Exit |
-1,471,890
|
|
Q3 2019
|
CNC
Centene Corporation
|
Sell |
-1,644,622
|
|
Q3 2019
|
CRM
Salesforce, Inc.
|
Buy |
+2,009,616
|
|
Q3 2019
|
CTLT
Catalent, Inc.
|
Sell |
-170,911
|
|
Q3 2019
|
CVNA
Carvana Co.
|
Buy - Position Entry |
+120,287
|
|
Q3 2019
|
DDOG
Datadog, Inc.
|
Buy - Position Entry |
+899,999
|
|
Q3 2019
|
DVA
DaVita Inc.
|
Sell - Position Exit |
-2,907,034
|
|
Q3 2019
|
EDIT
Editas Medicine, Inc.
|
Sell |
-198,000
|
|
Q3 2019
|
ELV
Elevance Health, Inc.
|
Sell |
-1,324,601
|
|
Q3 2019
|
EW
Edwards Lifesciences Corporatio
|
Buy - Position Entry |
+204,148
|
|
Q3 2019
|
EXAS
Exact Sciences Corporation
|
Sell |
-79,441
|
|
Q3 2019
|
FTV
Fortive Corporation
|
Buy - Position Entry |
+4,840,472
|
|
Q3 2019
|
FWONK
Liberty Media Corp Formula One Group
|
Sell |
-1,380,732
|
|
Q3 2019
|
GH
Guardant Health, Inc.
|
Buy - Position Entry |
+2,874,428
|
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