Viking Global (Andreas Halvorsen) discloses updated portfolio positions in 13F filing: New IBN FIGS JD positions
Highlights from 2021 Q2 filing as compared to Q1 2021:
- New positions in: IBN (~21.07 mln shares), FIGS (~14.94 mln), JD (~8.24 mln), BAM (~4.13 mln), TALS (~3.29 mln), AHCO (~3.1 mln), MUDS (~3.05 mln), ZI (~2.38 mln), DAWN (~1.34 mln), NTLA (~0.98 mln)
- Increased positions in: GE (to ~91.79 mln shares from ~60.65 mln shares), BMY (to ~11.32 mln from ~5.2 mln), COUP (to ~3.6 mln from ~1.79 mln), GH (to ~4.26 mln from ~2.92 mln), RPRX (to ~3.24 mln from ~2.06 mln), IR (to ~6.42 mln from ~5.37 mln), PACB (to ~1.27 mln from ~0.29 mln) THC (to ~2.28 mln from ~1.46 mln), ZLAB (to ~1.54 mln from ~0.74 mln), AON (to ~2.9 mln from ~2.15 mln)
- Maintained positions in: APG (~33.33 mln shares), ADPT (~29.99 mln shares), BBIO (~26.62 mln shares), CNC (~11.2 mln shares)
- Closed positions in: ABCL (from ~19.08 mln shares), NUAN (from ~11.09 mln), OTIS (from ~6.83 mln), EQH (from ~5.99 mln), XPEV (from ~4.17 mln), MET (from ~3.99 mln), HIG (from ~2.55 mln), ATHA (from ~2.12 mln), MCO (from ~1.72 mln), HCA (from ~1.5 mln)
- Decreased positions in: BAC (to ~7.17 mln shares from ~31.31 mln shares), BSX (to ~13.32 mln from ~17.9 mln), MSFT (to ~4.66 mln from ~8.52 mln), AVTR (to ~11.73 mln from ~15.51 mln), TMUS (to ~7.54 mln from ~10.29 mln), V (to ~2.22 mln from ~4.04 mln), UNH (to ~1.8 mln from ~3.08 mln), HZNP (to ~1.17 mln from ~2.12 mln), GOOGL (to ~0.05 mln from ~0.45 mln), DASH (to ~0.46 mln from ~0.61 mln)