AH
Andreas Halvorsen (Viking Global) disclosed reduced in AMAZON COM INC
Andreas Halvorsen (Viking Global) filed a 13F change in AMAZON COM INC (23135106) on 2024-11-14, covering period end 2024-09-30.
Action
Reduced
Capital
$755,499,767 current disclosed value
Institutional 13F Signals1 evidence source
Why it matters
This signal is selected by portfolio impact within the manager filing, while the full filing change list remains available in the briefing.
Full Filing Changes
106 changes from Andreas Halvorsen (Viking Global), filed 2024-11-14 for period end 2024-09-30.
$27.4B portfolio value
| Stock | Action | Change | Current | Portfolio Impact |
|---|---|---|---|---|
23135106 AMAZON COM INC | Reduced | -$1.0B | $755.5M | 3.79% |
92826C839 VISA INC | New | $963.9M | $963.9M | 3.51% |
L8681T102 SPOTIFY TECHNOLOGY S A | Increased | $800.9M | $949.9M | 2.92% |
60505104 BANK AMERICA CORP | New | $792.0M | $792.0M | 2.89% |
256746108 DOLLAR TREE INC | Sold out | -$727.0M | $0 | 2.65% |
G3643J108 FLUTTER ENTMT PLC | New | $604.0M | $604.0M | 2.20% |
40415F101 HDFC BANK LTD | Sold out | -$563.3M | $0 | 2.05% |
902973304 US BANCORP DEL | Increased | $528.7M | $1.5B | 1.93% |
64110L106 NETFLIX INC | Reduced | -$484.2M | $145.4M | 1.76% |
11135F101 BROADCOM INC | Sold out | -$470.6M | $0 | 1.72% |
517834107 LAS VEGAS SANDS CORP | Reduced | -$439.3M | $436.2M | 1.60% |
824348106 SHERWIN WILLIAMS CO | Increased | $375.1M | $496.8M | 1.37% |
59156R108 METLIFE INC | New | $370.1M | $370.1M | 1.35% |
G3421J106 FERGUSON PLC NEW | Sold out | -$324.1M | $0 | 1.18% |
20002101 ALLSTATE CORP | Increased | $300.2M | $387.3M | 1.09% |
03076C106 AMERIPRISE FINL INC | Reduced | -$274.1M | $114.2M | 1.00% |
89400J107 TRANSUNION | New | $251.4M | $251.4M | 0.92% |
345370860 FORD MTR CO DEL | Sold out | -$235.6M | $0 | 0.86% |
91324P102 UNITEDHEALTH GROUP INC | Sold out | -$225.0M | $0 | 0.82% |
92537N108 VERTIV HOLDINGS CO | Increased | $220.2M | $279.9M | 0.80% |
92840M102 VISTRA CORP | New | $217.8M | $217.8M | 0.79% |
49468101 ATLASSIAN CORPORATION | Increased | $213.1M | $472.4M | 0.78% |
02079K305 ALPHABET INC | New | $211.9M | $211.9M | 0.77% |
52769106 AUTODESK INC | New | $209.9M | $209.9M | 0.77% |
872590104 T-MOBILE US INC | Reduced | -$201.7M | $237.5M | 0.74% |
G0403H108 AON PLC | New | $194.8M | $194.8M | 0.71% |
34959J108 FORTIVE CORP | Increased | $187.2M | $931.2M | 0.68% |
48251W104 KKR & CO INC | Increased | $179.1M | $236.4M | 0.65% |
23804L103 DATADOG INC | Sold out | -$178.5M | $0 | 0.65% |
871607107 SYNOPSYS INC | New | $178.0M | $178.0M | 0.65% |
143658300 CARNIVAL CORP | New | $176.7M | $176.7M | 0.64% |
46625H100 JPMORGAN CHASE & CO. | Increased | $170.7M | $779.5M | 0.62% |
00187Y100 API GROUP CORP | Reduced | -$168.3M | $849.0M | 0.61% |
37833100 APPLE INC | Increased | $165.3M | $1.1B | 0.60% |
126408103 CSX CORP | Increased | $164.4M | $322.9M | 0.60% |
855244109 STARBUCKS CORP | New | $162.3M | $162.3M | 0.59% |
36828A101 GE VERNOVA INC | Reduced | -$158.2M | $258.3M | 0.58% |
H42097107 UBS GROUP AG | Sold out | -$152.7M | $0 | 0.56% |
808513105 SCHWAB CHARLES CORP | New | $151.7M | $151.7M | 0.55% |
46120E602 INTUITIVE SURGICAL INC | Sold out | -$150.3M | $0 | 0.55% |
98980G102 ZSCALER INC | New | $144.9M | $144.9M | 0.53% |
594918104 MICROSOFT CORP | Reduced | -$144.8M | $879.7M | 0.53% |
29414B104 EPAM SYS INC | Sold out | -$142.3M | $0 | 0.52% |
580135101 MCDONALDS CORP | Reduced | -$136.8M | $341.2M | 0.50% |
881624209 TEVA PHARMACEUTICAL INDS LTD | New | $136.4M | $136.4M | 0.50% |
30303M102 META PLATFORMS INC | Sold out | -$134.3M | $0 | 0.49% |
16119P108 CHARTER COMMUNICATIONS INC N | Sold out | -$131.1M | $0 | 0.48% |
20030N101 COMCAST CORP NEW | New | $129.2M | $129.2M | 0.47% |
12504L109 CBRE GROUP INC | Reduced | -$127.0M | $195.6M | 0.46% |
03769M106 APOLLO GLOBAL MGMT INC | Sold out | -$114.7M | $0 | 0.42% |
88160R101 TESLA INC | New | $114.1M | $114.1M | 0.42% |
2.9452E+105 EQUITABLE HLDGS INC | Reduced | -$111.2M | $128.2M | 0.41% |
775109200 ROGERS COMMUNICATIONS INC | New | $108.6M | $108.6M | 0.40% |
G76279101 ROIVANT SCIENCES LTD | Reduced | -$106.7M | $624.3M | 0.39% |
67066G104 NVIDIA CORPORATION | Increased | $104.1M | $275.1M | 0.38% |
09061G101 BIOMARIN PHARMACEUTICAL INC | Increased | $104.0M | $685.6M | 0.38% |
35671D857 FREEPORT-MCMORAN INC | Reduced | -$97.4M | $156.8M | 0.35% |
22160N109 COSTAR GROUP INC | New | $95.1M | $95.1M | 0.35% |
00724F101 ADOBE INC | Increased | $92.6M | $1.4B | 0.34% |
74275K108 PROCORE TECHNOLOGIES INC | Sold out | -$91.1M | $0 | 0.33% |
25809K105 DOORDASH INC | Reduced | -$88.5M | $513.7M | 0.32% |
98138H101 WORKDAY INC | Reduced | -$86.6M | $798.7M | 0.32% |
58155Q103 MCKESSON CORP | Sold out | -$83.0M | $0 | 0.30% |
101137107 BOSTON SCIENTIFIC CORP | New | $81.1M | $81.1M | 0.30% |
338307101 FIVE9 INC | Sold out | -$76.5M | $0 | 0.28% |
40412C101 HCA HEALTHCARE INC | Increased | $73.5M | $283.7M | 0.27% |
629377508 NRG ENERGY INC | Sold out | -$73.5M | $0 | 0.27% |
457669307 INSMED INC | Sold out | -$69.4M | $0 | 0.25% |
3.5104E+104 4D MOLECULAR THERAPEUTICS IN | Sold out | -$61.6M | $0 | 0.22% |
50202M102 LI AUTO INC | New | $53.2M | $53.2M | 0.19% |
88579Y101 3M CO | Reduced | -$53.1M | $114.9M | 0.19% |
75886F107 REGENERON PHARMACEUTICALS | New | $52.4M | $52.4M | 0.19% |
743315103 PROGRESSIVE CORP | Increased | $52.3M | $884.6M | 0.19% |
37611X100 GINKGO BIOWORKS HOLDINGS INC | Sold out | -$47.8M | $0 | 0.17% |
758750103 REGAL REXNORD CORPORATION | Reduced | -$47.3M | $104.5M | 0.17% |
00650F109 ADAPTIVE BIOTECHNOLOGIES COR | Increased | $45.0M | $153.6M | 0.16% |
79466L302 SALESFORCE INC | Increased | $44.8M | $149.0M | 0.16% |
461202103 INTUIT | Reduced | -$40.8M | $180.0M | 0.15% |
687793109 OSCAR HEALTH INC | Increased | $37.1M | $130.9M | 0.14% |
50212V100 LPL FINL HLDGS INC | Sold out | -$36.3M | $0 | 0.13% |
37611X209 GINKGO BIOWORKS HOLDINGS INC | New | $29.2M | $29.2M | 0.11% |
781154109 RUBRIK INC. | Sold out | -$27.5M | $0 | 0.10% |
G7709Q104 ROYALTY PHARMA PLC | Increased | $26.5M | $342.1M | 0.10% |
92686J106 VIKING THERAPEUTICS INC | Reduced | -$26.1M | $45.7M | 0.10% |
146869102 CARVANA CO | Reduced | -$24.4M | $46.9M | 0.09% |
N62509109 NEWAMSTERDAM PHARMA COMPANY | Reduced | -$20.9M | $133.2M | 0.08% |
54300N103 LONGBOARD PHARMACEUTICALS IN | Increased | $20.8M | $65.6M | 0.08% |
00404A109 ACADIA HEALTHCARE COMPANY IN | Increased | $16.1M | $234.7M | 0.06% |
80105N105 SANOFI | Sold out | -$15.8M | $0 | 0.06% |
45826H109 INTEGER HLDGS CORP | Increased | $15.6M | $144.4M | 0.06% |
28036F105 EDGEWISE THERAPEUTICS INC | Increased | $12.9M | $39.5M | 0.05% |
68622P109 ORIC PHARMACEUTICALS INC | Increased | $12.7M | $41.0M | 0.05% |
98887Q104 ZAI LAB LTD | Increased | $11.8M | $47.1M | 0.04% |
713317105 PEPGEN INC | Reduced | -$11.0M | $12.7M | 0.04% |
133131102 CAMDEN PPTY TR | Increased | $9.9M | $365.5M | 0.04% |
34385P108 STANDARD BIOTOOLS INC | Increased | $9.4M | $113.2M | 0.03% |
718172109 PHILIP MORRIS INTL INC | Reduced | -$6.8M | $1.1B | 0.02% |
09075V102 BIONTECH SE | New | $5.5M | $5.5M | 0.02% |
45258J102 IMMUNOVANT INC | Increased | $4.9M | $66.2M | 0.02% |
532457108 ELI LILLY & CO | Increased | $4.2M | $134.7M | 0.02% |
10806X102 BRIDGEBIO PHARMA INC | Increased | $3.3M | $639.6M | 0.01% |
45720N103 INHIBRX BIOSCIENCES INC | Increased | $2.7M | $28.0M | 0.01% |
89532M101 TREVI THERAPEUTICS INC | Increased | $1.6M | $14.7M | 0.01% |
N69605108 PHARVARIS N V | Reduced | -$1.0M | $67.7M | 0.00% |
75120L100 RALLYBIO CORP | Reduced | -$713,112 | $4.9M | 0.00% |
23954D109 DAY ONE BIOPHARMACEUTICALS I | Increased | $383,785 | $35.6M | 0.00% |