AH
Andreas Halvorsen (Viking Global) disclosed sold out in UNITEDHEALTH GROUP INC
Andreas Halvorsen (Viking Global) filed a 13F change in UNITEDHEALTH GROUP INC (91324P102) on 2025-08-14, covering period end 2025-06-30.
Action
Sold out
Capital
$0 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
111 changes from Andreas Halvorsen (Viking Global), filed 2025-08-14 for period end 2025-06-30.
$34.6B portfolio value
| Stock | Action | Change | Current | Portfolio Impact |
|---|---|---|---|---|
91324P102 UNITEDHEALTH GROUP INC | Sold out | -$1.1B | $0 | 3.24% |
461202103 INTUIT | Sold out | -$1.0B | $0 | 3.03% |
254687106 DISNEY WALT CO | New | $725.2M | $725.2M | 2.10% |
64110L106 NETFLIX INC | Sold out | -$698.9M | $0 | 2.02% |
30303M102 META PLATFORMS INC | Reduced | -$649.2M | $196.0M | 1.88% |
46625H100 JPMORGAN CHASE & CO. | Increased | $639.1M | $1.2B | 1.85% |
9158106 AIR PRODS & CHEMS INC | New | $607.6M | $607.6M | 1.76% |
H1467J104 CHUBB LTD SWITZ | Sold out | -$588.6M | $0 | 1.70% |
580135101 MCDONALDS CORP | Increased | $553.8M | $913.2M | 1.60% |
45866F104 INTERCONTINENTAL EXCHANGE IN | Sold out | -$552.1M | $0 | 1.60% |
235851102 DANAHER CORPORATION | Increased | $481.8M | $574.4M | 1.39% |
693475105 PNC FINL SVCS GROUP INC | New | $442.9M | $442.9M | 1.28% |
03027X100 AMERICAN TOWER CORP NEW | Increased | $435.7M | $618.2M | 1.26% |
741623102 PRIMO BRANDS CORPORATION | Increased | $402.3M | $580.6M | 1.16% |
14040H105 CAPITAL ONE FINL CORP | Increased | $383.5M | $1.2B | 1.11% |
902973304 US BANCORP DEL | Reduced | -$381.9M | $1.1B | 1.10% |
852234103 BLOCK INC | New | $368.2M | $368.2M | 1.06% |
D18190898 DEUTSCHE BANK AG | Sold out | -$356.4M | $0 | 1.03% |
20002101 ALLSTATE CORP | Sold out | -$352.7M | $0 | 1.02% |
25809K105 DOORDASH INC | Sold out | -$339.6M | $0 | 0.98% |
23135106 AMAZON COM INC | Increased | $337.2M | $855.0M | 0.97% |
824348106 SHERWIN WILLIAMS CO | Increased | $332.7M | $672.2M | 0.96% |
830566105 SKECHERS U S A INC | Sold out | -$329.4M | $0 | 0.95% |
3.073E+108 CENCORA INC | Increased | $327.3M | $624.2M | 0.95% |
532457108 ELI LILLY & CO | New | $325.0M | $325.0M | 0.94% |
40412C101 HCA HEALTHCARE INC | Increased | $309.0M | $717.2M | 0.89% |
37045V100 GENERAL MTRS CO | Increased | $302.6M | $640.7M | 0.87% |
743315103 PROGRESSIVE CORP | Sold out | -$302.4M | $0 | 0.87% |
871607107 SYNOPSYS INC | Sold out | -$301.9M | $0 | 0.87% |
N3167Y103 FERRARI NV | Increased | $296.1M | $353.5M | 0.86% |
747525103 QUALCOMM INC | Increased | $282.1M | $502.1M | 0.82% |
7903107 ADVANCED MICRO DEVICES INC | New | $271.1M | $271.1M | 0.78% |
872590104 T-MOBILE US INC | Increased | $260.3M | $677.9M | 0.75% |
88160R101 TESLA INC | Increased | $258.8M | $349.5M | 0.75% |
22160N109 COSTAR GROUP INC | New | $258.8M | $258.8M | 0.75% |
750940108 RALLIANT CORP | New | $257.2M | $257.2M | 0.74% |
594918104 MICROSOFT CORP | Sold out | -$256.7M | $0 | 0.74% |
G7709Q104 ROYALTY PHARMA PLC | Reduced | -$235.3M | $93.6M | 0.68% |
78709Y105 SAIA INC | New | $226.8M | $226.8M | 0.66% |
09290D101 BLACKROCK INC | New | $204.7M | $204.7M | 0.59% |
336433107 FIRST SOLAR INC | Increased | $196.7M | $375.1M | 0.57% |
88339J105 THE TRADE DESK INC | New | $192.5M | $192.5M | 0.56% |
23331A109 D R HORTON INC | Increased | $191.9M | $364.5M | 0.55% |
59522J103 MID-AMER APT CMNTYS INC | Sold out | -$187.8M | $0 | 0.54% |
758750103 REGAL REXNORD CORPORATION | Increased | $186.5M | $497.2M | 0.54% |
00187Y100 API GROUP CORP | Reduced | -$181.2M | $589.0M | 0.52% |
2.9452E+105 EQUITABLE HLDGS INC | Sold out | -$170.8M | $0 | 0.49% |
146869102 CARVANA CO | Reduced | -$170.7M | $363.2M | 0.49% |
565394103 MAPLEBEAR INC | New | $169.8M | $169.8M | 0.49% |
92826C839 VISA INC | Reduced | -$169.3M | $575.4M | 0.49% |
874039100 TAIWAN SEMICONDUCTOR MFG LTD | Increased | $168.9M | $980.5M | 0.49% |
61174X109 MONSTER BEVERAGE CORP NEW | Sold out | -$167.2M | $0 | 0.48% |
12572Q105 CME GROUP INC | New | $164.6M | $164.6M | 0.48% |
26874784 AMERICAN INTL GROUP INC | New | $155.4M | $155.4M | 0.45% |
G51502105 JOHNSON CTLS INTL PLC | New | $153.2M | $153.2M | 0.44% |
654106103 NIKE INC | Increased | $142.8M | $494.9M | 0.41% |
60505104 BANK AMERICA CORP | Increased | $134.9M | $1.5B | 0.39% |
55261F104 M & T BK CORP | Sold out | -$133.4M | $0 | 0.39% |
574795100 MASIMO CORP | New | $129.1M | $129.1M | 0.37% |
143658300 CARNIVAL CORP | Increased | $129.0M | $371.4M | 0.37% |
67066G104 NVIDIA CORPORATION | Reduced | -$127.4M | $581.7M | 0.37% |
00650F109 ADAPTIVE BIOTECHNOLOGIES COR | Increased | $126.6M | $349.4M | 0.37% |
526057104 LENNAR CORP | Increased | $124.0M | $279.1M | 0.36% |
718172109 PHILIP MORRIS INTL INC | Increased | $119.0M | $629.1M | 0.34% |
34959J108 FORTIVE CORP | Reduced | -$118.2M | $829.5M | 0.34% |
126408103 CSX CORP | Increased | $113.5M | $615.8M | 0.33% |
89400J107 TRANSUNION | Sold out | -$111.0M | $0 | 0.32% |
L8681T102 SPOTIFY TECHNOLOGY S A | Sold out | -$106.1M | $0 | 0.31% |
03831W108 APPLOVIN CORP | Increased | $94.2M | $130.6M | 0.27% |
09061G101 BIOMARIN PHARMACEUTICAL INC | Reduced | -$88.0M | $675.5M | 0.25% |
G0260P102 AMER SPORTS INC | Increased | $87.5M | $150.4M | 0.25% |
101137107 BOSTON SCIENTIFIC CORP | Increased | $87.4M | $327.1M | 0.25% |
H42097107 UBS GROUP AG | New | $87.3M | $87.3M | 0.25% |
G3643J108 FLUTTER ENTMT PLC | Increased | $87.1M | $652.9M | 0.25% |
09075V102 BIONTECH SE | Sold out | -$80.1M | $0 | 0.23% |
52769106 AUTODESK INC | Sold out | -$79.7M | $0 | 0.23% |
60855R100 MOLINA HEALTHCARE INC | New | $79.7M | $79.7M | 0.23% |
G76279101 ROIVANT SCIENCES LTD | Reduced | -$78.4M | $385.9M | 0.23% |
75886F107 REGENERON PHARMACEUTICALS | Sold out | -$62.0M | $0 | 0.18% |
778296103 ROSS STORES INC | Increased | $53.5M | $605.7M | 0.15% |
808513105 SCHWAB CHARLES CORP | Increased | $52.3M | $1.4B | 0.15% |
89422G107 TRAVERE THERAPEUTICS INC | Sold out | -$46.6M | $0 | 0.13% |
97023105 BOEING CO | Increased | $42.9M | $594.0M | 0.12% |
881624209 TEVA PHARMACEUTICAL INDS LTD | Increased | $40.2M | $195.8M | 0.12% |
10806X102 BRIDGEBIO PHARMA INC | Increased | $38.8M | $801.2M | 0.11% |
133131102 CAMDEN PPTY TR | Reduced | -$35.0M | $306.1M | 0.10% |
68622P109 ORIC PHARMACEUTICALS INC | Increased | $30.0M | $66.7M | 0.09% |
78351F107 RYAN SPECIALTY HOLDINGS INC | Increased | $25.4M | $96.1M | 0.07% |
90138F102 TWILIO INC | Sold out | -$25.0M | $0 | 0.07% |
829401108 SIONNA THERAPEUTICS INC | Increased | $24.6M | $55.4M | 0.07% |
42226A107 HEALTHEQUITY INC | New | $23.0M | $23.0M | 0.07% |
81141R100 SEA LTD | Increased | $22.9M | $565.7M | 0.07% |
37611X209 GINKGO BIOWORKS HOLDINGS INC | Increased | $19.9M | $40.2M | 0.06% |
45258J102 IMMUNOVANT INC | Sold out | -$19.1M | $0 | 0.06% |
45826H109 INTEGER HLDGS CORP | Increased | $19.0M | $157.9M | 0.05% |
78781J109 SAILPOINT INC | Sold out | -$18.9M | $0 | 0.05% |
169656105 CHIPOTLE MEXICAN GRILL INC | Increased | $17.8M | $319.4M | 0.05% |
N62509109 NEWAMSTERDAM PHARMA COMPANY | Reduced | -$16.5M | $126.4M | 0.05% |
G31249108 ESTABLISHMENT LABS HLDGS INC | New | $14.7M | $14.7M | 0.04% |
89532M101 TREVI THERAPEUTICS INC | Reduced | -$11.9M | $8.4M | 0.03% |
28036F105 EDGEWISE THERAPEUTICS INC | Sold out | -$10.8M | $0 | 0.03% |
34385P108 STANDARD BIOTOOLS INC | Increased | $7.0M | $70.4M | 0.02% |
N69605108 PHARVARIS N V | Increased | $6.9M | $64.3M | 0.02% |
59156R108 METLIFE INC | Sold out | -$6.8M | $0 | 0.02% |
00510N102 ACUREN CORP | Reduced | -$2.7M | $379.3M | 0.01% |
50202M102 LI AUTO INC | Sold out | -$2.4M | $0 | 0.01% |
363576109 GALLAGHER ARTHUR J & CO | Increased | $2.2M | $232.3M | 0.01% |
59267L107 METSERA INC | Increased | $2.0M | $46.0M | 0.01% |
75120L100 RALLYBIO CORP | Reduced | -$1.3M | $1.4M | 0.00% |
45720N103 INHIBRX BIOSCIENCES INC | Increased | $500,557 | $25.5M | 0.00% |
713317105 PEPGEN INC | Reduced | -$437,318 | $1.6M | 0.00% |