13F filing recap · Q3 2019
What did Viking Global Investors buy in Q3 2019?
Reported stock-position changes between this filing and the previous one.
Stock value
$19.20B
Positions
62
Estimated turnover
48.9%
Turnover is a proxy: verified trade-origin share changes valued at period-end and divided by average reported stock value. SEC holdings reports do not disclose execution dates or prices. Corporate actions and unreconciled activity are excluded.
New positions
NOWServicenow, Inc.$449.49Mreported value+1.77M sharesFTVFortive Corp$331.86Mreported value+4.84M sharesGHGuardant Health, Inc.$183.47Mreported value+2.87M sharesMOHMolina Healthcare, Inc.$161.29Mreported value+1.47M sharesMIDDThe Middleby Corporation$130.45Mreported value+1.12M sharesPGRProgressive Corp/oh/$53.64Mreported value+694.3K sharesURIUnited Rentals, Inc.$50.95Mreported value+408.8K sharesEWEdwards Lifesciences Corporation$44.89Mreported value+204.1K sharesSG7Sage Therapeutics Inc$36.96Mreported value+263.5K sharesNVSTEnvista Holdings Corporation$32.01Mreported value+1.15M sharesDDOGDatadog, Inc.$30.52Mreported value+900.0K sharesNETCloudflare, Inc.$27.03Mreported value+1.46M sharesGMABGenmab A/s$12.01Mreported value+593.0K sharesCVNACarvana Co.$7.94Mreported value+120.3K sharesTXG10x Genomics, Inc.$3.58Mreported value+71.1K sharesATYRAtyr Pharma, Inc.$802.0Kreported value+229.3K shares