Get Premium to unlock powerful stock data

Viking Global Investors LP Buys Ginkgo Bioworks Holdings Inc, Humana Inc, McDonald's Corp, Sells Amazon.com Inc, Aon PLC, ServiceNow Inc

Author's Avatar
insider
Nov 15, 2021
Article's Main Image
Greenwich, CT, based Investment company Viking Global Investors LP (Current Portfolio) buys Ginkgo Bioworks Holdings Inc, Humana Inc, McDonald's Corp, Brookfield Asset Management Inc, Parker Hannifin Corp, sells Amazon.com Inc, Aon PLC, ServiceNow Inc, Palo Alto Networks Inc, UnitedHealth Group Inc during the 3-months ended 2021Q3, according to the most recent filings of the investment company, Viking Global Investors LP. As of 2021Q3, Viking Global Investors LP owns 95 stocks with a total value of $35.9 billion. These are the details of the buys and sells.

For the details of

Andreas Halvorsen 's stock buys and sells, go to https://www.gurufocus.com/guru/andreas+halvorsen/current-portfolio/portfolio

These are the top 5 holdings of Andreas Halvorsen
  1. Ginkgo Bioworks Holdings Inc (DNA) - 302,942,974 shares, 9.77% of the total portfolio. New Position
  2. General Electric Co (GE) - 16,923,702 shares, 4.85% of the total portfolio. Shares added by 47.50%
  3. T-Mobile US Inc (TMUS) - 10,225,185 shares, 3.64% of the total portfolio. Shares added by 35.57%
  4. BridgeBio Pharma Inc (BBIO) - 26,620,991 shares, 3.47% of the total portfolio.
  5. Humana Inc (HUM) - 3,007,133 shares, 3.26% of the total portfolio. Shares added by 411.17%
New Purchase: Ginkgo Bioworks Holdings Inc (DNA)

Viking Global Investors LP initiated holding in Ginkgo Bioworks Holdings Inc. The purchase prices were between $11.11 and $13.28, with an estimated average price of $12.17. The stock is now traded at around $12.970000. The impact to a portfolio due to this purchase was 9.77%. The holding were 302,942,974 shares as of 2021-09-30.

New Purchase: McDonald's Corp (MCD)

Viking Global Investors LP initiated holding in McDonald's Corp. The purchase prices were between $229.26 and $248.11, with an estimated average price of $238.61. The stock is now traded at around $252.940000. The impact to a portfolio due to this purchase was 2.01%. The holding were 2,990,312 shares as of 2021-09-30.

New Purchase: Comcast Corp (CMCSA)

Viking Global Investors LP initiated holding in Comcast Corp. The purchase prices were between $54.75 and $61.75, with an estimated average price of $58.36. The stock is now traded at around $53.380000. The impact to a portfolio due to this purchase was 1.58%. The holding were 10,176,623 shares as of 2021-09-30.

New Purchase: Farfetch Ltd (FTCH)

Viking Global Investors LP initiated holding in Farfetch Ltd. The purchase prices were between $36.9 and $50.66, with an estimated average price of $44.38. The stock is now traded at around $45.910000. The impact to a portfolio due to this purchase was 1.2%. The holding were 11,538,035 shares as of 2021-09-30.

New Purchase: Pinterest Inc (PINS)

Viking Global Investors LP initiated holding in Pinterest Inc. The purchase prices were between $50.37 and $80.29, with an estimated average price of $61.63. The stock is now traded at around $47.940000. The impact to a portfolio due to this purchase was 1.03%. The holding were 7,230,842 shares as of 2021-09-30.

New Purchase: Zoom Video Communications Inc (ZM)

Viking Global Investors LP initiated holding in Zoom Video Communications Inc. The purchase prices were between $257.41 and $401.12, with an estimated average price of $337.35. The stock is now traded at around $263.710000. The impact to a portfolio due to this purchase was 0.86%. The holding were 1,178,992 shares as of 2021-09-30.

Added: Humana Inc (HUM)

Viking Global Investors LP added to a holding in Humana Inc by 411.17%. The purchase prices were between $389.15 and $471.22, with an estimated average price of $424.73. The stock is now traded at around $438.480000. The impact to a portfolio due to this purchase was 2.62%. The holding were 3,007,133 shares as of 2021-09-30.

Added: Brookfield Asset Management Inc (BAM)

Viking Global Investors LP added to a holding in Brookfield Asset Management Inc by 311.25%. The purchase prices were between $47.88 and $57.38, with an estimated average price of $54.17. The stock is now traded at around $59.220000. The impact to a portfolio due to this purchase was 1.91%. The holding were 16,987,106 shares as of 2021-09-30.

Added: Parker Hannifin Corp (PH)

Viking Global Investors LP added to a holding in Parker Hannifin Corp by 365.57%. The purchase prices were between $279.47 and $313.39, with an estimated average price of $297.57. The stock is now traded at around $328.330000. The impact to a portfolio due to this purchase was 1.89%. The holding were 3,101,255 shares as of 2021-09-30.

Added: General Electric Co (GE)

Viking Global Investors LP added to a holding in General Electric Co by 47.50%. The purchase prices were between $96 and $107.84, with an estimated average price of $103.28. The stock is now traded at around $106.670000. The impact to a portfolio due to this purchase was 1.56%. The holding were 16,923,702 shares as of 2021-09-30.

Added: Peloton Interactive Inc (PTON)

Viking Global Investors LP added to a holding in Peloton Interactive Inc by 1135.75%. The purchase prices were between $85.4 and $126.43, with an estimated average price of $110.52. The stock is now traded at around $47.490000. The impact to a portfolio due to this purchase was 1.44%. The holding were 6,485,107 shares as of 2021-09-30.

Added: T-Mobile US Inc (TMUS)

Viking Global Investors LP added to a holding in T-Mobile US Inc by 35.57%. The purchase prices were between $124.9 and $149.41, with an estimated average price of $139.34. The stock is now traded at around $117.770000. The impact to a portfolio due to this purchase was 0.96%. The holding were 10,225,185 shares as of 2021-09-30.

Sold Out: Aon PLC (AON)

Viking Global Investors LP sold out a holding in Aon PLC. The sale prices were between $226.79 and $299.17, with an estimated average price of $268.54.

Sold Out: Bank of America Corp (BAC)

Viking Global Investors LP sold out a holding in Bank of America Corp. The sale prices were between $36.93 and $43.26, with an estimated average price of $40.31.

Sold Out: Square Inc (SQ)

Viking Global Investors LP sold out a holding in Square Inc. The sale prices were between $233.69 and $281.81, with an estimated average price of $256.82.

Sold Out: Shopify Inc (SHOP)

Viking Global Investors LP sold out a holding in Shopify Inc. The sale prices were between $1346.55 and $1643.32, with an estimated average price of $1498.75.

Sold Out: Atlassian Corporation PLC (TEAM)

Viking Global Investors LP sold out a holding in Atlassian Corporation PLC. The sale prices were between $258.43 and $413.94, with an estimated average price of $333.64.

Sold Out: Alphabet Inc (GOOGL)

Viking Global Investors LP sold out a holding in Alphabet Inc. The sale prices were between $2448.89 and $2904.31, with an estimated average price of $2720.51.



Here is the complete portfolio of Andreas Halvorsen. Also check out:

1. Andreas Halvorsen's Undervalued Stocks
2. Andreas Halvorsen's Top Growth Companies, and
3. Andreas Halvorsen's High Yield stocks
4. Stocks that Andreas Halvorsen keeps buying
Rating:
NaN / 5 ( votes)
Author's Avatar
WRITTEN BY

GuruFocus Screeners

Related Articles

Q&A with Gurus