Copy Invest | Sonar Terminal

Andreas Halvorsen - Viking Global Investors

1954 trades · 1877 closed · 77 open · Win rate: 34.3% · Avg return: +9.4% · Median return: 0%

⚠ 33 of these positions have a value-scale error in the underlying SEC filing (an entry or exit price ≥25× off the rest of the holding), so their return is unreliable. They are marked data error below and excluded from the stats above, but their quarter-by-quarter filing history is still attached — open History on any row to see it exactly as filed.

Stock	Entry Quarter	Entry Price	Exit Quarter	Exit / Current Price	Return	Status	Filings
PVH - PVH Corp.	Q2 2020	$48.05	Q1 2022	$76.61	+59.44%	Closed	History

ILMN - Illumina, Inc.	Q4 2013	$107.58	Q3 2015	$171.03	+58.98%	Closed	History

VSTM - Verastem, Inc.	Q2 2023	$7.44	Q1 2024	$11.80	+58.60%	Closed	History

META - Meta Platforms, Inc.	Q3 2013	$50.23	Q3 2014	$79.04	+57.36%	Closed	History

DRI - Darden Restaurants, Inc.	Q2 2020	$75.77	Q4 2020	$119.12	+57.21%	Closed	History

EXEL - Exelixis, Inc.	Q3 2005	$7.65	Q1 2006	$12.01	+56.99%	Closed	History

PANW - Palo Alto Networks, Inc.	Q4 2020	$59.23	Q4 2021	$92.79	+56.66%	Closed	History

TJX - The TJX Companies, Inc.	Q4 1999	$2.56	Q1 2001	$4.00	+56.56%	Closed	History

SHPG - Shire Plc	Q2 2013	$95.11	Q1 2014	$148.53	+56.17%	Closed	History

UNM - Unum Group	Q1 2022	$31.51	Q3 2023	$49.19	+56.11%	Closed	History

SCHW - The Charles Schwab Corp.	Q3 2024	$64.81	Open	$101.10	+55.99%	Open	History

AON - Aon plc	Q3 2018	$153.78	Q2 2021	$238.76	+55.26%	Closed	History

RCPT - Receptos Inc	Q4 2014	$122.51	Q2 2015	$190.05	+55.13%	Closed	History

LBPH - Longboard Pharmaceuticals In	Q1 2024	$21.60	Q3 2024	$33.33	+54.31%	Closed	History

CBRE - CBRE Group, Inc.	Q2 2023	$80.71	Q3 2024	$124.48	+54.23%	Closed	History

STZ - Constellation Brands, Inc.	Q3 2013	$57.40	Q2 2014	$88.13	+53.54%	Closed	History

TMO - Thermo Fisher Scientific Inc.	Q2 2013	$84.63	Q2 2015	$129.76	+53.33%	Closed	History

TSLA - Tesla, Inc.	Q1 2025	$259.16	Open	$396.18	+52.87%	Open	History

EIDX - Eidos Therapeutics Inc	Q2 2018	$20.34	Q2 2019	$31.08	+52.80%	Closed	History

UNH - UnitedHealth Group Inc.	Q4 2016	$160.04	Q2 2019	$244.01	+52.47%	Closed	History

ISRG - Intuitive Surgical, Inc.	Q3 2023	$292.29	Q2 2024	$444.85	+52.19%	Closed	History

4134807Q - Globalsantafe Corp COMMON STOCK	Q3 2006	$49.99	Q3 2007	$76.02	+52.07%	Closed	History

LLY - Eli Lilly and Co.	Q4 2023	$582.92	Q3 2024	$885.94	+51.98%	Closed	History

MO - Altria Group, Inc.	Q1 2003	$29.96	Q2 2003	$45.44	+51.67%	Closed	History

VERX - Vertex Inc	Q3 2020	$23.00	Q4 2020	$34.85	+51.52%	Closed	History

HLT - Hilton Worldwide Holdings Inc.	Q2 2020	$73.45	Q4 2020	$111.26	+51.48%	Closed	History

CTRA -	Q4 2015	$17.69	Q3 2017	$26.75	+51.22%	Closed	History

RDDT - Reddit, Inc.	Q1 2026	$134.65	Open	$203.27	+50.96%	Open	History

AMD - Advanced Micro Devices, Inc.	Q2 2025	$141.90	Q4 2025	$214.16	+50.92%	Closed	History

CBRL - Cracker Barrel Old Country Store, Inc.	Q1 2001	$18.19	Q1 2003	$27.44	+50.85%	Closed	History

BAC - Bank of America Corp.	Q3 2016	$15.65	Q1 2017	$23.59	+50.73%	Closed	History

3403545Q - D Dollar General COMMON STOCK	Q1 2003	$12.21	Q3 2005	$18.34	+50.20%	Closed	History

TMUS - T-Mobile US, Inc.	Q1 2016	$38.30	Q4 2016	$57.51	+50.16%	Closed	History

SYNH - Syneos Health Inc	Q1 2018	$35.50	Q3 2019	$53.21	+49.89%	Closed	History

CI - The Cigna Group	Q3 2009	$28.09	Q4 2011	$42.00	+49.52%	Closed	History

GOOGL - Alphabet Inc.	Q4 2015	$38.90	Q1 2020	$58.10	+49.35%	Closed	History

FHN - First Horizon National Corp COMMON STOCK	Q2 2008	$7.10	Q1 2009	$10.57	+48.97%	Closed	History

HGSI - D Human Genome Sciences Inc. COMMON STOCK	Q1 2003	$8.55	Q2 2003	$12.65	+47.95%	Closed	History

CD - Chindata Group Hldgs Ltd	Q3 2020	$18.03	Q4 2020	$26.62	+47.63%	Closed	History

XR3 - D FTD Group Inc COMMON STOCK	Q1 2005	$12.12	Q4 2006	$17.89	+47.61%	Closed	History

CDWC - D CDW Computer Centers Inc. COMMON STOCK	Q2 2003	$45.81	Q1 2004	$67.61	+47.59%	Closed	History

OTVA - D Opentv Corporation Com Stk Common Stock	Q4 1999	$80.25	Q1 2000	$118.38	+47.51%	Closed	History

LAMR - Lamar Advertising Co.	Q3 2003	$29.46	Q2 2004	$43.35	+47.15%	Closed	History

AIZ - Assurant, Inc.	Q2 2019	$106.38	Q4 2021	$155.86	+46.51%	Closed	History

RIIG - Research In Motion ADRS STOCKS	Q1 2007	$136.49	Q2 2007	$199.94	+46.49%	Closed	History

META - Meta Platforms, Inc.	Q1 2016	$114.10	Q1 2020	$166.80	+46.19%	Closed	History

ZEN - Zendesk Inc	Q4 2018	$58.37	Q1 2019	$85.00	+45.62%	Closed	History

519239Q - D Concord EFS Inc COMMON STOCK	Q1 2003	$9.40	Q3 2003	$13.67	+45.43%	Closed	History

NCRA - News Corporation CL A	Q1 2011	$527.40	Q4 2012	$765.30	+45.11%	Closed	History

DLTR - Dollar Tree, Inc.	Q3 2014	$56.07	Q1 2015	$81.15	+44.73%	Closed	History

NUS - Nu Skin Enterprises Inc	Q3 2013	$95.74	Q4 2013	$138.22	+44.37%	Closed	History

GM - General Motors Co.	Q4 2024	$53.27	Open	$76.87	+44.30%	Open	History

GWPH - Gw Pharmaceuticals Plc	Q2 2016	$91.57	Q4 2017	$132.01	+44.16%	Closed	History

JD - JD.com, Inc.	Q1 2016	$26.50	Q3 2017	$38.20	+44.15%	Closed	History

TMO - Thermo Fisher Scientific Inc.	Q4 2017	$189.88	Q1 2019	$273.72	+44.15%	Closed	History

CCL - Carnival Corp. Ltd.	Q1 2025	$19.53	Q2 2025	$28.12	+43.98%	Closed	History

TTI - Tetra Technologies Inc COMMON STOCK	Q2 2005	$10.62	Q4 2005	$15.26	+43.74%	Closed	History

UHS - Universal Health Services, Inc.	Q2 2013	$66.96	Q2 2014	$95.76	+43.01%	Closed	History

ILMN - Illumina, Inc.	Q4 2008	$25.34	Q1 2009	$36.23	+42.96%	Closed	History

ELN - Elan Corp PLC - ADR ADRS STOCKS	Q4 2006	$14.72	Q3 2007	$21.02	+42.80%	Closed	History

RRX - Regal Rexnord Corp.	Q4 2023	$148.02	Open	$211.20	+42.68%	Open	History

IBKR - Interactive Brokers Group, Inc.	Q1 2026	$67.07	Open	$95.61	+42.55%	Open	History

CHKP - Check Point Software Technologies Ltd.	Q3 2010	$36.93	Q4 2011	$52.54	+42.27%	Closed	History

DPZ - Domino's Pizza, Inc.	Q3 2017	$198.55	Q2 2018	$282.17	+42.12%	Closed	History

BIDU - Baidu, Inc.	Q3 2010	$102.62	Q1 2012	$145.77	+42.05%	Closed	History

INCY - Incyte Corp.	Q3 2016	$94.29	Q1 2017	$133.67	+41.76%	Closed	History

8393860Q - Vivo Participacoes SA ADRS STOCKS	Q1 2007	$3.51	Q3 2007	$4.96	+41.31%	Closed	History

AXP - American Express Co.	Q1 2020	$85.61	Q4 2020	$120.91	+41.23%	Closed	History

DVN - Devon Energy Corp.	Q3 2006	$63.15	Q4 2007	$88.91	+40.79%	Closed	History

FPS - Forgent Power Solutions, Inc.	Q1 2026	$29.27	Open	$41.18	+40.69%	Open	History

SNDK - Sandisk Corp.	Q3 2012	$43.43	Q2 2013	$61.10	+40.69%	Closed	History

AW - Allied Waste COMMON STOCK	Q4 2005	$8.74	Q4 2006	$12.29	+40.62%	Closed	History

FTV - Fortive Corp.	Q3 2019	$43.23	Open	$60.68	+40.35%	Open	History

LVS - Las Vegas Sands Corp.	Q1 2020	$42.47	Q4 2020	$59.60	+40.33%	Closed	History

CLS - Celestica Inc.	Q3 2025	$246.38	Open	$345.03	+40.04%	Open	History

CSX - CSX Corp.	Q2 2009	$3.85	Q4 2009	$5.39	+40.02%	Closed	History

DHR - Danaher Corp.	Q3 2012	$37.07	Q4 2013	$51.89	+39.98%	Closed	History

RRC - Range Resources Corp.	Q4 2015	$24.61	Q4 2016	$34.36	+39.62%	Closed	History

CYBX - D Cyberonics COMMON STOCK	Q1 2004	$23.95	Q2 2004	$33.36	+39.29%	Closed	History

RAL - Ralliant Corp.	Q2 2025	$48.49	Open	$67.54	+39.29%	Open	History

CCI* - Crown Castle Intl Corp	Q1 2012	$53.34	Q2 2014	$74.26	+39.22%	Closed	History

ADSK - Autodesk, Inc.	Q3 2017	$112.26	Q3 2018	$156.11	+39.06%	Closed	History

BAC - Bank of America Corp.	Q3 2024	$39.68	Q4 2025	$55.00	+38.61%	Closed	History

JPM - JPMorgan Chase & Co.	Q4 2011	$33.25	Q1 2012	$45.98	+38.29%	Closed	History

DIS - The Walt Disney Co.	Q2 2009	$23.33	Q4 2009	$32.25	+38.23%	Closed	History

NFLX - Netflix, Inc.	Q2 2024	$67.49	Q1 2025	$93.25	+38.18%	Closed	History

UBS - UBS Group AG	Q2 2025	$33.84	Q4 2025	$46.66	+37.88%	Closed	History

AMZN - Amazon.com, Inc.	Q3 2010	$7.85	Q3 2011	$10.81	+37.71%	Closed	History

JCI - Johnson Controls International plc	Q2 2025	$105.62	Open	$145.24	+37.51%	Open	History

CNC - Centene Corp.	Q2 2018	$61.61	Q2 2022	$84.61	+37.34%	Closed	History

EQH - Equitable Holdings, Inc.	Q1 2024	$38.01	Q1 2025	$52.09	+37.04%	Closed	History

APOL - Apollo Group, Inc. COMMON STOCK	Q2 2008	$44.26	Q4 2009	$60.58	+36.87%	Closed	History

FTNT - Fortinet, Inc.	Q4 2010	$3.24	Q1 2011	$4.42	+36.48%	Closed	History

HIG - The Hartford Insurance Group, Inc.	Q4 2020	$48.98	Q1 2021	$66.79	+36.36%	Closed	History

TSLA - Tesla, Inc.	Q3 2021	$258.49	Q4 2021	$352.26	+36.27%	Closed	History

JNC - Nuveen Investments Cl. A COMMON STOCK	Q2 2005	$37.62	Q3 2006	$51.23	+36.18%	Closed	History

XOM - ExxonMobil Holdings Corp.	Q3 2010	$61.79	Q1 2011	$84.13	+36.15%	Closed	History

DAL - Delta Air Lines, Inc.	Q3 2014	$36.15	Q4 2014	$49.19	+36.07%	Closed	History

AAPL - Apple Inc.	Q1 2024	$171.48	Q3 2024	$233.00	+35.88%	Closed	History

AON-W - Aon Corp	Q3 2010	$39.11	Q1 2011	$52.96	+35.41%	Closed	History

Entry/exit prices and returns are split-adjusted to today's share basis. The quarter-by-quarter history shows prices exactly as filed with the SEC, so a pre-split quarter's price will look higher than the split-adjusted entry above.