Viking Global Investors LP Buys Align Technology Inc, JD.com Inc, NVIDIA Corp, Sells Salesforce.com Inc, Alibaba Group Holding, Amazon.com Inc

Greenwich, CT, based Investment company Viking Global Investors LP buys Align Technology Inc, JD.com Inc, NVIDIA Corp, Anthem Inc, MercadoLibre Inc, NXP Semiconductors NV, Activision Blizzard Inc, UnitedHealth Group Inc, WellCare Health Plans Inc, Thermo Fisher Scientific Inc, Allstate Corp, Covetrus Inc, Centene Corp, Berry Global Group Inc, Crown Holdings Inc, Booking Holdings Inc, Hess Corp, Micron Technology Inc, Zimmer Biomet Holdings Inc, Burlington Stores Inc, LyondellBasell Industries NV, Mylan NV, Syneos Health Inc, Aon PLC, AXA Equitable Holdings Inc, Nevro Corp, aTyr Pharma Inc, sells Salesforce.com Inc, Alibaba Group Holding, Amazon.com Inc, Alphabet Inc, Visa Inc, Facebook Inc, Microsoft Corp, DowDuPont Inc, Netflix Inc, T-Mobile US Inc, Raymond James Financial Inc, American Airlines Group Inc, Boeing Co, Adobe Inc, Zillow Group Inc, Progressive Corp, The Walt Disney Co, Canadian Pacific Railway, Boston Scientific Corp, iQIYI Inc, Arthur J. Gallagher, Encana Corp, Diamondback Energy Inc, Jazz Pharmaceuticals PLC, Cognex Corp, Zendesk Inc, Amneal Pharmaceuticals Inc, Blueprint Medicines Corp, Sealed Air Corp, Catalent Inc, Lennar Corp, Ctrip.com International, Abeona Therapeutics Inc during the 3-months ended 2019Q1, according to the most recent filings of the investment company, Viking Global Investors LP. As of 2019Q1, Viking Global Investors LP owns 57 stocks with a total value of $17.4 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. Anthem Inc (ANTM) - 6,194,886 shares, 10.19% of the total portfolio. Shares added by 21.51%
  2. Microsoft Corp (MSFT) - 9,773,900 shares, 6.61% of the total portfolio. Shares reduced by 25.8%
  3. Alibaba Group Holding Ltd (BABA) - 5,736,724 shares, 6.00% of the total portfolio. Shares reduced by 43.67%
  4. UnitedHealth Group Inc (UNH) - 3,741,036 shares, 5.30% of the total portfolio. Shares added by 31.11%
  5. United Technologies Corp (UTX) - 7,087,162 shares, 5.24% of the total portfolio. Shares added by 1.48%
New Purchase: JD.com Inc (JD)

Viking Global Investors LP initiated holding in JD.com Inc. The purchase prices were between $20.35 and $30.15, with an estimated average price of $25.3. The stock is now traded at around $29.67. The impact to a portfolio due to this purchase was 2%. The holding were 11,552,547 shares as of .

New Purchase: NVIDIA Corp (NVDA)

Viking Global Investors LP initiated holding in NVIDIA Corp. The purchase prices were between $127.99 and $183.94, with an estimated average price of $154.95. The stock is now traded at around $162.04. The impact to a portfolio due to this purchase was 1.94%. The holding were 1,885,334 shares as of .

New Purchase: MercadoLibre Inc (MELI)

Viking Global Investors LP initiated holding in MercadoLibre Inc. The purchase prices were between $292.85 and $507.93, with an estimated average price of $395.73. The stock is now traded at around $562.69. The impact to a portfolio due to this purchase was 1.78%. The holding were 611,869 shares as of .

New Purchase: NXP Semiconductors NV (NXPI)

Viking Global Investors LP initiated holding in NXP Semiconductors NV. The purchase prices were between $71.97 and $97.14, with an estimated average price of $87.6. The stock is now traded at around $98.17. The impact to a portfolio due to this purchase was 1.38%. The holding were 2,725,389 shares as of .

New Purchase: Activision Blizzard Inc (ATVI)

Viking Global Investors LP initiated holding in Activision Blizzard Inc. The purchase prices were between $40.11 and $51.35, with an estimated average price of $45.26. The stock is now traded at around $44.70. The impact to a portfolio due to this purchase was 1.28%. The holding were 4,909,367 shares as of .

New Purchase: Allstate Corp (ALL)

Viking Global Investors LP initiated holding in Allstate Corp. The purchase prices were between $80.3 and $95.06, with an estimated average price of $90.32. The stock is now traded at around $94.74. The impact to a portfolio due to this purchase was 0.83%. The holding were 1,543,256 shares as of .

Added: Align Technology Inc (ALGN)

Viking Global Investors LP added to a holding in Align Technology Inc by 220.08%. The purchase prices were between $184.78 and $284.33, with an estimated average price of $238.17. The stock is now traded at around $320.09. The impact to a portfolio due to this purchase was 2.01%. The holding were 1,795,990 shares as of .

Added: Anthem Inc (ANTM)

Viking Global Investors LP added to a holding in Anthem Inc by 21.51%. The purchase prices were between $248.42 and $317.42, with an estimated average price of $288.79. The stock is now traded at around $261.33. The impact to a portfolio due to this purchase was 1.8%. The holding were 6,194,886 shares as of .

Added: UnitedHealth Group Inc (UNH)

Viking Global Investors LP added to a holding in UnitedHealth Group Inc by 31.11%. The purchase prices were between $236.02 and $271.13, with an estimated average price of $255.35. The stock is now traded at around $236.43. The impact to a portfolio due to this purchase was 1.26%. The holding were 3,741,036 shares as of .

Added: WellCare Health Plans Inc (WCG)

Viking Global Investors LP added to a holding in WellCare Health Plans Inc by 135.61%. The purchase prices were between $230.61 and $282.5, with an estimated average price of $258.4. The stock is now traded at around $276.00. The impact to a portfolio due to this purchase was 1.17%. The holding were 1,320,404 shares as of .

Added: Thermo Fisher Scientific Inc (TMO)

Viking Global Investors LP added to a holding in Thermo Fisher Scientific Inc by 109.17%. The purchase prices were between $212.17 and $273.72, with an estimated average price of $248.4. The stock is now traded at around $267.39. The impact to a portfolio due to this purchase was 0.94%. The holding were 1,146,037 shares as of .

Added: Centene Corp (CNC)

Viking Global Investors LP added to a holding in Centene Corp by 118.40%. The purchase prices were between $52.12 and $65.89, with an estimated average price of $60.76. The stock is now traded at around $54.74. The impact to a portfolio due to this purchase was 0.69%. The holding were 4,198,726 shares as of .

Sold Out: Salesforce.com Inc (CRM)

Viking Global Investors LP sold out a holding in Salesforce.com Inc. The sale prices were between $130.4 and $166.95, with an estimated average price of $154.74.

Sold Out: DowDuPont Inc (DWDP)

Viking Global Investors LP sold out a holding in DowDuPont Inc. The sale prices were between $34.76 and $39.85, with an estimated average price of $36.86.

Sold Out: T-Mobile US Inc (TMUS)

Viking Global Investors LP sold out a holding in T-Mobile US Inc. The sale prices were between $63.61 and $73.68, with an estimated average price of $69.85.

Sold Out: Raymond James Financial Inc (RJF)

Viking Global Investors LP sold out a holding in Raymond James Financial Inc. The sale prices were between $71.54 and $84.46, with an estimated average price of $80.28.

Sold Out: American Airlines Group Inc (AAL)

Viking Global Investors LP sold out a holding in American Airlines Group Inc. The sale prices were between $30.06 and $36.93, with an estimated average price of $33.6.

Sold Out: Boeing Co (BA)

Viking Global Investors LP sold out a holding in Boeing Co. The sale prices were between $310.9 and $440.62, with an estimated average price of $384.16.

Reduced: Alibaba Group Holding Ltd (BABA)

Viking Global Investors LP reduced to a holding in Alibaba Group Holding Ltd by 43.67%. The sale prices were between $130.6 and $187.25, with an estimated average price of $167.49. The stock is now traded at around $174.84. The impact to a portfolio due to this sale was -3.47%. Viking Global Investors LP still held 5,736,724 shares as of .

Reduced: Amazon.com Inc (AMZN)

Viking Global Investors LP reduced to a holding in Amazon.com Inc by 53.04%. The sale prices were between $1500.28 and $1819.26, with an estimated average price of $1661.42. The stock is now traded at around $1840.12. The impact to a portfolio due to this sale was -3.01%. Viking Global Investors LP still held 311,719 shares as of .

Reduced: Alphabet Inc (GOOGL)

Viking Global Investors LP reduced to a holding in Alphabet Inc by 51.72%. The sale prices were between $1025.47 and $1236.13, with an estimated average price of $1127.35. The stock is now traded at around $1124.86. The impact to a portfolio due to this sale was -2.39%. Viking Global Investors LP still held 374,627 shares as of .

Reduced: Visa Inc (V)

Viking Global Investors LP reduced to a holding in Visa Inc by 49.85%. The sale prices were between $128.13 and $156.19, with an estimated average price of $143.85. The stock is now traded at around $160.21. The impact to a portfolio due to this sale was -2.29%. Viking Global Investors LP still held 3,074,793 shares as of .

Reduced: Facebook Inc (FB)

Viking Global Investors LP reduced to a holding in Facebook Inc by 55.61%. The sale prices were between $131.09 and $173.37, with an estimated average price of $158.51. The stock is now traded at around $180.73. The impact to a portfolio due to this sale was -1.99%. Viking Global Investors LP still held 2,129,299 shares as of .

Reduced: Microsoft Corp (MSFT)

Viking Global Investors LP reduced to a holding in Microsoft Corp by 25.8%. The sale prices were between $97.4 and $120.22, with an estimated average price of $108.95. The stock is now traded at around $124.73. The impact to a portfolio due to this sale was -1.96%. Viking Global Investors LP still held 9,773,900 shares as of .



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