AH
Andreas Halvorsen (Viking Global) disclosed increased in BLACKROCK INC
Andreas Halvorsen (Viking Global) filed a 13F change in BLACKROCK INC (09290D101) on 2025-11-14, covering period end 2025-09-30.
Action
Increased
Capital
$722,247,138 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
98 changes from Andreas Halvorsen (Viking Global), filed 2025-11-14 for period end 2025-09-30.
$38.5B portfolio value
| Stock | Action | Change | Current | Portfolio Impact |
|---|---|---|---|---|
594918104 MICROSOFT CORP | New | $1.3B | $1.3B | 3.27% |
693475105 PNC FINL SVCS GROUP INC | Increased | $1.2B | $1.6B | 3.00% |
902973304 US BANCORP DEL | Sold out | -$1.1B | $0 | 2.83% |
60505104 BANK AMERICA CORP | Reduced | -$885.3M | $593.3M | 2.30% |
23135106 AMAZON COM INC | Sold out | -$855.0M | $0 | 2.22% |
G3643J108 FLUTTER ENTMT PLC | Sold out | -$652.9M | $0 | 1.70% |
03027X100 AMERICAN TOWER CORP NEW | Sold out | -$618.2M | $0 | 1.61% |
64110L106 NETFLIX INC | New | $600.4M | $600.4M | 1.56% |
G51502105 JOHNSON CTLS INTL PLC | Increased | $594.1M | $747.3M | 1.54% |
67066G104 NVIDIA CORPORATION | Sold out | -$581.7M | $0 | 1.51% |
26142V105 DRAFTKINGS INC NEW | New | $561.1M | $561.1M | 1.46% |
09290D101 BLACKROCK INC | Increased | $517.5M | $722.2M | 1.34% |
G0403H108 AON PLC | New | $504.4M | $504.4M | 1.31% |
747525103 QUALCOMM INC | Sold out | -$502.1M | $0 | 1.30% |
30303M102 META PLATFORMS INC | Increased | $486.3M | $682.2M | 1.26% |
254687106 DISNEY WALT CO | Increased | $471.3M | $1.2B | 1.22% |
H42097107 UBS GROUP AG | Increased | $447.5M | $534.9M | 1.16% |
146869102 CARVANA CO | Increased | $429.4M | $792.7M | 1.12% |
15101Q207 CELESTICA INC | New | $424.5M | $424.5M | 1.10% |
46625H100 JPMORGAN CHASE & CO. | Increased | $424.0M | $1.6B | 1.10% |
92826C839 VISA INC | Increased | $413.6M | $989.0M | 1.07% |
7903107 ADVANCED MICRO DEVICES INC | Increased | $405.4M | $676.5M | 1.05% |
9158106 AIR PRODS & CHEMS INC | Increased | $392.5M | $1.0B | 1.02% |
143658300 CARNIVAL CORP | Sold out | -$371.4M | $0 | 0.96% |
59522J103 MID-AMER APT CMNTYS INC | New | $369.6M | $369.6M | 0.96% |
852234103 BLOCK INC | Sold out | -$368.2M | $0 | 0.96% |
88160R101 TESLA INC | Increased | $366.4M | $715.9M | 0.95% |
23331A109 D R HORTON INC | Sold out | -$364.5M | $0 | 0.95% |
14040H105 CAPITAL ONE FINL CORP | Increased | $364.0M | $1.6B | 0.95% |
N3167Y103 FERRARI NV | Sold out | -$353.5M | $0 | 0.92% |
48251W104 KKR & CO INC | New | $352.0M | $352.0M | 0.91% |
824348106 SHERWIN WILLIAMS CO | Increased | $325.4M | $997.6M | 0.85% |
532457108 ELI LILLY & CO | Sold out | -$325.0M | $0 | 0.84% |
778296103 ROSS STORES INC | Reduced | -$297.3M | $308.4M | 0.77% |
526057104 LENNAR CORP | Sold out | -$279.1M | $0 | 0.72% |
2.8176E+112 EDWARDS LIFESCIENCES CORP | New | $238.7M | $238.7M | 0.62% |
363576109 GALLAGHER ARTHUR J & CO | Sold out | -$232.3M | $0 | 0.60% |
09061G101 BIOMARIN PHARMACEUTICAL INC | Reduced | -$224.8M | $450.7M | 0.58% |
16679L109 CHEWY INC | New | $221.8M | $221.8M | 0.58% |
D18190898 DEUTSCHE BANK AG | New | $214.6M | $214.6M | 0.56% |
336433107 FIRST SOLAR INC | Reduced | -$205.8M | $169.4M | 0.53% |
88339J105 THE TRADE DESK INC | Sold out | -$192.5M | $0 | 0.50% |
12504L109 CBRE GROUP INC | New | $190.6M | $190.6M | 0.50% |
78709Y105 SAIA INC | Increased | $187.5M | $414.3M | 0.49% |
461202103 INTUIT | New | $180.4M | $180.4M | 0.47% |
243537107 DECKERS OUTDOOR CORP | New | $175.1M | $175.1M | 0.45% |
34959J108 FORTIVE CORP | Increased | $174.0M | $1.0B | 0.45% |
00187Y100 API GROUP CORP | Reduced | -$166.0M | $423.0M | 0.43% |
12572Q105 CME GROUP INC | Sold out | -$164.6M | $0 | 0.43% |
26874784 AMERICAN INTL GROUP INC | Sold out | -$155.4M | $0 | 0.40% |
37045V100 GENERAL MTRS CO | Increased | $153.6M | $794.3M | 0.40% |
881624209 TEVA PHARMACEUTICAL INDS LTD | Reduced | -$144.6M | $51.1M | 0.38% |
808513105 SCHWAB CHARLES CORP | Increased | $144.0M | $1.6B | 0.37% |
565394103 MAPLEBEAR INC | Reduced | -$139.2M | $30.6M | 0.36% |
654106103 NIKE INC | Increased | $132.4M | $627.3M | 0.34% |
40412C101 HCA HEALTHCARE INC | Reduced | -$128.8M | $588.4M | 0.33% |
874039100 TAIWAN SEMICONDUCTOR MFG LTD | Increased | $121.1M | $1.1B | 0.31% |
580135101 MCDONALDS CORP | Increased | $112.4M | $1.0B | 0.29% |
133131102 CAMDEN PPTY TR | Increased | $104.7M | $410.8M | 0.27% |
872590104 T-MOBILE US INC | Increased | $103.0M | $781.0M | 0.27% |
22160N109 COSTAR GROUP INC | Reduced | -$102.7M | $156.1M | 0.27% |
00650F109 ADAPTIVE BIOTECHNOLOGIES COR | Increased | $99.3M | $448.7M | 0.26% |
G7709Q104 ROYALTY PHARMA PLC | Sold out | -$93.6M | $0 | 0.24% |
718172109 PHILIP MORRIS INTL INC | Increased | $88.8M | $717.9M | 0.23% |
60855R100 MOLINA HEALTHCARE INC | Sold out | -$79.7M | $0 | 0.21% |
00510N102 ACUREN CORP | Increased | $78.0M | $457.3M | 0.20% |
741623102 PRIMO BRANDS CORPORATION | Reduced | -$71.6M | $509.1M | 0.19% |
G0260P102 AMER SPORTS INC | Increased | $70.0M | $220.4M | 0.18% |
101137107 BOSTON SCIENTIFIC CORP | Reduced | -$69.2M | $257.9M | 0.18% |
3.073E+108 CENCORA INC | Reduced | -$68.5M | $555.7M | 0.18% |
169656105 CHIPOTLE MEXICAN GRILL INC | Reduced | -$59.3M | $260.1M | 0.15% |
N62509109 NEWAMSTERDAM PHARMA COMPANY | Increased | $57.8M | $184.2M | 0.15% |
97023105 BOEING CO | Increased | $55.7M | $649.8M | 0.14% |
45826H109 INTEGER HLDGS CORP | Reduced | -$52.0M | $105.9M | 0.14% |
687604108 ORUKA THERAPEUTICS INC | New | $51.3M | $51.3M | 0.13% |
126408103 CSX CORP | Reduced | -$49.5M | $566.3M | 0.13% |
758750103 REGAL REXNORD CORPORATION | Reduced | -$49.2M | $448.0M | 0.13% |
59267L107 METSERA INC | Sold out | -$46.0M | $0 | 0.12% |
829401108 SIONNA THERAPEUTICS INC | Increased | $38.5M | $94.0M | 0.10% |
89532M101 TREVI THERAPEUTICS INC | Increased | $38.5M | $46.9M | 0.10% |
750940108 RALLIANT CORP | Reduced | -$34.9M | $222.3M | 0.09% |
45720N103 INHIBRX BIOSCIENCES INC | Increased | $34.7M | $60.2M | 0.09% |
86384P109 STUBHUB HLDGS INC | New | $34.4M | $34.4M | 0.09% |
574795100 MASIMO CORP | Increased | $29.3M | $158.4M | 0.08% |
235851102 DANAHER CORPORATION | Reduced | -$28.9M | $545.5M | 0.08% |
G76279101 ROIVANT SCIENCES LTD | Reduced | -$28.9M | $357.0M | 0.07% |
10806X102 BRIDGEBIO PHARMA INC | Increased | $28.7M | $829.9M | 0.07% |
N69605108 PHARVARIS N V | Increased | $26.9M | $91.2M | 0.07% |
42226A107 HEALTHEQUITY INC | Sold out | -$23.0M | $0 | 0.06% |
81141R100 SEA LTD | Reduced | -$22.5M | $543.2M | 0.06% |
713317105 PEPGEN INC | Increased | $14.4M | $16.1M | 0.04% |
03831W108 APPLOVIN CORP | Reduced | -$13.8M | $116.8M | 0.04% |
78351F107 RYAN SPECIALTY HOLDINGS INC | Increased | $13.0M | $109.1M | 0.03% |
68622P109 ORIC PHARMACEUTICALS INC | Increased | $12.2M | $78.9M | 0.03% |
37611X209 GINKGO BIOWORKS HOLDINGS INC | Increased | $11.9M | $52.2M | 0.03% |
34385P108 STANDARD BIOTOOLS INC | Increased | $5.9M | $76.2M | 0.02% |
75120L100 RALLYBIO CORP | Increased | $675,359 | $2.1M | 0.00% |
G31249108 ESTABLISHMENT LABS HLDGS INC | Reduced | -$590,760 | $14.1M | 0.00% |