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Investors looking for Andreas Halvorsen stock picks need look no further than the long positions filed on form 13F as of 06/30/2019, versus the prior quarter. Comparing the most recent positions versus those of the prior quarter reveals to investors which stock picks are new investments, which prior picks were exited (arguably these could then be termed "stock pans"), and whether prior picks were sold down or the positions increased. Although the data is only updated quarterly, and funds are only required to report long positions (meaning there may be offsetting short positions we don't know about), this information can still be a great jumping-off point for further research.
EntityShares/Amount
Change
Position Value
Change
ADPT +38,406,607+$1,855,039
BA +2,777,120+$1,010,899
BBIO +26,620,991+$717,968
UBER +13,368,682+$620,039
MNST +8,851,947+$565,020
CRM +2,922,394+$443,415
AVTR +11,345,684+$216,589
SQ +2,657,236+$192,729
WORK +4,539,615+$170,236
LOW +1,381,012+$139,358
EntityShares/Amount
Change
Position Value
Change
MPC -13,742,884-$822,512
TMO -1,146,037-$313,693
DIS -2,172,157-$241,175
ALL -1,543,256-$145,344
FANG -1,137,514-$115,492
BKNG -59,671-$104,121
MYL -3,583,269-$101,550
HES -1,641,021-$98,839
JAZZ -635,736-$90,878
MIDD -622,493-$80,943
EntityShares/Amount
Change
Position Value
Change
JD +20,269,351+$615,576
CNC +9,795,824+$510,922
EQH +8,160,750+$171,078
BSX +5,974,823+$271,611
FB +4,934,406+$1,008,362
MU +4,141,275+$153,538
ATVI +2,999,492+$149,775
UNH +1,071,149+$249,212
CTLT +535,066+$43,450
AMZN +491,118+$965,182
EntityShares/Amount
Change
Position Value
Change
MRNA -8,470,408-$219,180
BERY -5,916,864-$321,052
BABA -5,149,456-$947,152
V -2,687,425-$413,024
BMRN -2,538,558-$233,737
MSFT -2,069,837-$120,698
NXPI -2,055,324-$175,492
EIDX -1,103,848-$19,152
NVDA -1,083,004-$206,764
Size ($ in 1000's)
At 06/30/2019: $22,285,075
At 03/31/2019: $17,438,182

Viking Global Investors LP holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Viking Global Investors LP 13F filings. Link to 13F filings: SEC filings

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