Carteres dels grans inversors (13F)
Cartera de Viking Global Investors
13F del 2026-06-30 presentat a la SEC, comparat amb el del 2026-03-31.
- Valor declarat
- 35.079 M$
- Posicions
- 90
- Compres
- 90
- Vendes
- 0
| Visa Inc (A) | nova |
| Taiwan Semiconductor Manufac | nova |
| Air Products And Chemicals I | nova |
| Sherwin Williams Co | nova |
| Fortive Corp | nova |
| Meta Platforms Inc (A) | nova |
| Schwab Charles Corp | nova |
| Thermo Fisher Scientific Inc | nova |
| Jpmorgan Chase & Co | nova |
| Lennox Intl Inc | nova |
| Amazon Com Inc | nova |
| Ferrari N V | nova |
| Carvana Co (A) | nova |
| Mcdonalds Corp | nova |
| Bridgebio Pharma Inc | nova |
| Res |
Totes les posicions
| Empresa | Pes | Valor | Accions | Canvi |
|---|---|---|---|---|
| Visa Inc (A) | 6,3% | 2.194 M$ | 6.393.604 | nova |
| Taiwan Semiconductor Manufac | 4,3% | 1.513 M$ | 3.168.097 | nova |
| Air Products And Chemicals I | 4,0% | 1.390 M$ | 4.740.351 | nova |
| Sherwin Williams Co | 3,8% | 1.335 M$ | 3.875.879 | nova |
| Fortive Corp | 3,5% | 1.218 M$ | 19.934.762 | nova |
| Meta Platforms Inc (A) | 3,0% | 1.052 M$ | 1.867.619 | nova |
| Schwab Charles Corp | 2,8% | 982 M$ | 10.638.869 | nova |
| Thermo Fisher Scientific Inc | 2,8% | 971 M$ | 1.937.415 | nova |
| Jpmorgan Chase & Co | 2,7% | 949 M$ | 2.899.386 | nova |
| Lennox Intl Inc | 2,6% | 912 M$ | 1.590.959 | nova |
| Amazon Com Inc | 2,5% | 882 M$ | 3.700.862 | nova |
| Ferrari N V | 2,3% | 817 M$ | 2.204.309 | nova |
| Carvana Co (A) | 2,3% | 811 M$ | 12.322.311 | nova |
| Mcdonalds Corp | 2,2% | 765 M$ | 2.829.158 | nova |
| Bridgebio Pharma Inc | 2,1% | 741 M$ | 9.949.219 | nova |
| Boeing Co | 2,0% | 709 M$ | 3.274.825 | nova |
| Mid-Amer Apt Cmntys Inc | 2,0% | 701 M$ | 5.043.318 | nova |
| Disney Walt Co | 2,0% | 689 M$ | 7.158.406 | nova |
| Fedex Corp | 1,9% | 674 M$ | 2.151.983 | nova |
| Msci Inc | 1,9% | 650 M$ | 1.160.687 | nova |
| Adaptive Biotechnologies Cor | 1,8% | 643 M$ | 29.993.708 | nova |
| Waters Corp | 1,8% | 623 M$ | 1.662.140 | nova |
| Johnson Controls Internation | 1,8% | 614 M$ | 4.202.694 | nova |
| Union Pac Corp | 1,6% | 557 M$ | 2.047.332 | nova |
| Microsoft Corp | 1,6% | 544 M$ | 1.458.618 | nova |
| Sea Ltd | 1,5% | 543 M$ | 5.669.877 | nova |
| Camden Ppty Tr | 1,5% | 517 M$ | 4.513.303 | nova |
| Regal Rexnord Corporation | 1,4% | 501 M$ | 2.101.759 | nova |
| Biomarin Pharmaceutical Inc | 1,2% | 436 M$ | 7.616.563 | nova |
| Interactive Brokers Group In (A) | 1,2% | 420 M$ | 4.830.748 | nova |
| Digital Rlty Tr Inc | 1,2% | 415 M$ | 2.310.475 | nova |
| Carnival Corp Ltd | 1,2% | 409 M$ | 14.299.953 | nova |
| General Mtrs Co | 1,1% | 386 M$ | 5.005.833 | nova |
| Aon Plc (A) | 1,1% | 382 M$ | 1.151.269 | nova |
| Cvs Health Corp | 1,1% | 379 M$ | 3.663.361 | nova |
| Fedex Fght Hldg Co Inc | 1,0% | 357 M$ | 2.366.634 | nova |
| Intercontinental Exchange In | 1,0% | 342 M$ | 2.777.138 | nova |
| Morgan Stanley | 1,0% | 339 M$ | 1.622.593 | nova |
| Home Depot Inc | 0,9% | 325 M$ | 920.595 | nova |
| Tic Solutions Inc | 0,8% | 290 M$ | 35.824.562 | nova |
| Qualcomm Inc | 0,8% | 280 M$ | 1.514.185 | nova |
| Aptiv Plc | 0,8% | 279 M$ | 4.552.887 | nova |
| Reddit Inc (A) | 0,8% | 272 M$ | 1.565.518 | nova |
| Hasbro Inc | 0,7% | 257 M$ | 3.107.195 | nova |
| Avalonbay Cmntys Inc | 0,7% | 253 M$ | 1.339.782 | nova |
| Dicks Sporting Goods Inc | 0,7% | 251 M$ | 1.106.134 | nova |
| Snowflake Inc | 0,7% | 244 M$ | 960.138 | nova |
| Equitable Hldgs Inc | 0,7% | 237 M$ | 5.398.896 | nova |
| Take-Two Interactive Softwar | 0,7% | 235 M$ | 940.605 | nova |
| Tesla Inc | 0,7% | 230 M$ | 547.816 | nova |
| Ati Inc | 0,6% | 227 M$ | 1.153.880 | nova |
| Roivant Sciences Ltd | 0,6% | 222 M$ | 6.271.467 | nova |
| Space Exploration Techn Corp | 0,6% | 205 M$ | 1.200.000 | nova |
| Amer Sports Inc | 0,6% | 201 M$ | 5.954.351 | nova |
| Veradermics Inc | 0,5% | 192 M$ | 1.561.494 | nova |
| Medline Inc (A) | 0,5% | 191 M$ | 4.841.080 | nova |
| Bce Inc | 0,5% | 181 M$ | 8.383.278 | nova |
| Us Foods Hldg Corp | 0,5% | 177 M$ | 1.734.346 | nova |
| Oruka Therapeutics Inc | 0,4% | 143 M$ | 1.503.478 | nova |
| Newamsterdam Pharma Company | 0,4% | 142 M$ | 4.203.567 | nova |
| Sionna Therapeutics Inc | 0,4% | 141 M$ | 3.195.181 | nova |
| Chubb Limited | 0,4% | 129 M$ | 377.312 | nova |
| Pharvaris N V | 0,4% | 126 M$ | 3.653.310 | nova |
| Ubs Group Ag | 0,3% | 121 M$ | 2.435.805 | nova |
| Brightspring Health Svcs Inc | 0,3% | 113 M$ | 1.618.237 | nova |
| Inhibrx Biosciences Inc | 0,3% | 106 M$ | 1.123.929 | nova |
| Natera Inc | 0,3% | 106 M$ | 390.694 | nova |
| Deutsche Bk Ag | 0,2% | 85 M$ | 2.510.554 | nova |
| Capital One Finl Corp | 0,2% | 78 M$ | 387.815 | nova |
| Corebridge Finl Inc | 0,2% | 77 M$ | 2.679.371 | nova |
| Solaredge Technologies Inc | 0,2% | 64 M$ | 1.088.469 | nova |
| Damora Therapeutics Inc | 0,2% | 60 M$ | 2.311.082 | nova |
| Oric Pharmaceuticals Inc | 0,2% | 56 M$ | 5.126.762 | nova |
| Bruker Corp | 0,2% | 54 M$ | 893.491 | nova |
| Standard Biotools Inc | 0,1% | 48 M$ | 58.651.170 | nova |
| Ginkgo Bioworks Holdings Inc (A) | 0,1% | 35 M$ | 3.577.128 | nova |
| Cme Group Inc | 0,1% | 34 M$ | 152.980 | nova |
| Tradeweb Mkts Inc (A) | 0,1% | 31 M$ | 314.222 | nova |
| Trevi Therapeutics Inc | 0,1% | 29 M$ | 1.544.644 | nova |
| Infleqtion Inc | 0,1% | 27 M$ | 2.032.649 | nova |
| Artiva Biotherapeutics Inc | 0,1% | 25 M$ | 2.604.166 | nova |
| Quantinuum Inc (A) | 0,1% | 25 M$ | 306.123 | nova |
| Fervo Energy Co (A) | 0,1% | 22 M$ | 750.000 | nova |
| Altimmune Inc | 0,1% | 20 M$ | 6.700.000 | nova |
| Toll Brothers Inc | 0,1% | 18 M$ | 109.856 | nova |
| Dpc Holdings Plc | 0,0% | 15 M$ | 306.123 | nova |
| X-Energy Inc (A) | 0,0% | 13 M$ | 714.286 | nova |
| Azul S A | 0,0% | 12 M$ | 1.349.734 | nova |
| Rallybio Corp | 0,0% | 8 M$ | 524.347 | nova |
| Pepgen Inc | 0,0% | 6 M$ | 3.482.434 | nova |
Dades públiques de la SEC (EDGAR). Un 13F es presenta fins a 45 dies després del tancament del trimestre, només inclou accions cotitzades als EUA i no diu a quin preu es van comprar. No és una recomanació d'inversió.
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