Managed by Andreas Halvorsen
Long/Short EquityAUM Tracked
$35.1B
AI Exposure
13.5%
AI & Tech holdings for Viking Global Investors LP
| Ticker | Company | Shares | Value | % of Portfolio | Action Last Quarter |
|---|---|---|---|---|---|
| $TSMAI | Taiwan Semiconductor | 3,168,097 | $1.5B | 4.3% | Reduced by 29% |
| $METAAI | Meta Platforms, Inc. | 1,867,619 | $1.1B | 3% | Increased by 76% |
| $AMZNAI | Amazon.com, Inc. | 3,700,862 | $882.1M | 2.5% | Increased by 210% |
| $MSFTAI | Microsoft Corporation | 1,458,618 | $544.1M | 1.6% | Reduced by 37% |
| $QCOMAI | QUALCOMM Inc. | 1,514,185 | $279.8M | 0.8% | New Position |
| $SNOWAI | Snowflake Inc. | 960,138 | $244.4M | 0.7% | New Position |
| $TSLAAI | Tesla, Inc. | 547,816 | $230.4M | 0.7% | Reduced by 78% |