Viking Global (Andreas Halvorsen) discloses updated portfolio positions in 13F filing: New GE ABCL HIG DIS MET positions
Highlights from 2020 Q4 filing as compared to Q3 2020:
- New positions in: GE (~29.2 mln shares), ABCL (~19.28 mln), HIG (~8.07 mln), MCFE (~5.25 mln), DIS (~4.27 mln), FDMT (~3.94 mln), EQH (~3.87 mln), MET (~3.34 mln), UNH (~2.79 mln), PANW (~1.89 mln), HCA (~1.75 mln), MMC (~1.32 mln), BILI (~1.31 mln), FB (~1.03 mln)
- Increased positions in: BSX (to ~29.99 mln shares from ~18.83 mln shares), AVTR (to ~13.36 mln from ~8.22 mln), V (to ~4.09 mln from ~0.32 mln), MSFT (to ~11.84 mln from ~8.26 mln), FIS (to ~11.84 mln from ~8.89 mln) HZNP (to ~3.66 mln from ~1.17 mln), OTIS (to ~5.4 mln from ~3 mln) ZBH (to ~3.87 mln from ~1.69 mln), FLT (to ~2.27 mln from ~0.47 mln)
- Maintained positions in: APG (~33.33 mln shares), BBIO (~26.62 mln shares), AIZ (~2.76 mln shares)
- Closed positions in: CMCSA (from ~10.05 mln shares), VBIV (from ~8.8 mln), RTX (from ~6.15 mln), EXAS (from ~3 mln), ADI (from ~2.93 mln), CME (from ~2.32 mln), BILL (from ~2.03 mln), NKLA (from ~1.8 mln), TEAM (from ~0.95 mln), ALL (from ~0.82 mln)
- Decreased positions in: LVS (to ~2.83 mln shares from ~8.59 mln shares), AXP (to ~5.22 mln from ~10.85 mln), CNC (to ~13.09 mln from ~17.45 mln), HLT (to ~4.72 mln from ~8.83 mln), ADPT (to ~29.99 mln from ~33.49 mln), PACB (to ~1.56 mln from ~4.52 mln), IR (to ~6.15 mln from ~8.38 mln), GOCO (to ~2.6 mln from ~4.69 mln), ZNTL (to ~3.01 mln from ~4.44 mln