Ole Andreas Halvorsen - Viking Global Investors 13F Activity & Position Changes (Q4 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 Dec 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 Q4 2019, the filing reported:
New Buys - American International Group, I, Booking Holdings Inc. Common St, Chewy, Inc., The Cigna Group, Comcast Corporation, and 10 more
Increases - Assurant, Inc., Avantor, Inc., Blueprint Medicines Corporation, Boston Scientific Corporation, Fortive Corporation, and 10 more
Reductions - Align Technology, Inc., Amazon.com, Inc., Alibaba Group Holding Limited, BioMarin Pharmaceutical Inc., Centene Corporation, and 17 more
Complete Exits - Adobe Inc., AnaptysBio, Inc., Boeing Company (The), Crown Holdings, Inc., Carvana Co., and 5 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 |
|---|---|---|---|
|
Q4 2019
|
ADBE
Adobe Inc.
|
Sell - Position Exit |
-317,408
|
|
Q4 2019
|
AIG
American International Group, I
|
Buy - Position Entry |
+2,740,184
|
|
Q4 2019
|
AIZ
Assurant, Inc.
|
Buy |
+447,370
|
|
Q4 2019
|
ALGN
Align Technology, Inc.
|
Sell |
-424,109
|
|
Q4 2019
|
AMZN
Amazon.com, Inc.
|
Sell |
-14,862
|
|
Q4 2019
|
ANAB
AnaptysBio, Inc.
|
Sell - Position Exit |
-576,205
|
|
Q4 2019
|
AVTR
Avantor, Inc.
|
Buy |
+470,924
|
|
Q4 2019
|
BA
Boeing Company (The)
|
Sell - Position Exit |
-2,246,766
|
|
Q4 2019
|
BABA
Alibaba Group Holding Limited
|
Sell |
-1,876,330
|
|
Q4 2019
|
BKNG
Booking Holdings Inc. Common St
|
Buy - Position Entry |
+127,676
|
|
Q4 2019
|
BMRN
BioMarin Pharmaceutical Inc.
|
Sell |
-1,436,365
|
|
Q4 2019
|
BPMC
Blueprint Medicines Corporation
|
Buy |
+504,902
|
|
Q4 2019
|
BSX
Boston Scientific Corporation
|
Buy |
+8,075,615
|
|
Q4 2019
|
CCK
Crown Holdings, Inc.
|
Sell - Position Exit |
-1,131,557
|
|
Q4 2019
|
CHWY
Chewy, Inc.
|
Buy - Position Entry |
+2,896,423
|
|
Q4 2019
|
CI
The Cigna Group
|
Buy - Position Entry |
+457,208
|
|
Q4 2019
|
CMCSA
Comcast Corporation
|
Buy - Position Entry |
+290,057
|
|
Q4 2019
|
CNC
Centene Corporation
|
Sell |
-1,442,816
|
|
Q4 2019
|
CRM
Salesforce, Inc.
|
Sell |
-564,288
|
|
Q4 2019
|
CTLT
Catalent, Inc.
|
Sell |
-65,745
|
|
Q4 2019
|
CVNA
Carvana Co.
|
Sell - Position Exit |
-120,287
|
|
Q4 2019
|
DDOG
Datadog, Inc.
|
Sell |
-77,303
|
|
Q4 2019
|
ELV
Elevance Health, Inc.
|
Sell |
-787,206
|
|
Q4 2019
|
EW
Edwards Lifesciences Corporatio
|
Sell |
-45,575
|
|
Q4 2019
|
EXAS
Exact Sciences Corporation
|
Sell |
-117,986
|
|
Q4 2019
|
FIS
Fidelity National Information S
|
Buy - Position Entry |
+554,800
|
|
Q4 2019
|
FTV
Fortive Corporation
|
Buy |
+2,323,376
|
|
Q4 2019
|
FWONK
Liberty Media Corp Formula One Group
|
Sell |
-1,369,760
|
|
Q4 2019
|
GH
Guardant Health, Inc.
|
Buy |
+960,325
|
|
Q4 2019
|
GMAB
Genmab A/S
|
Sell |
-7,657
|
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