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
OCR - D Omnicare Inc COMMON STOCK	Q4 2004	$34.62	Q1 2007	$39.73	+14.76%	Closed	History

CBST - D Cubist Pharmaceuticals Inc COMMON STOCK	Q1 2003	$8.01	Q1 2004	$9.19	+14.73%	Closed	History

ADSK - Autodesk, Inc.	Q1 2014	$49.18	Q2 2014	$56.38	+14.64%	Closed	History

AMLX - Amylyx Pharmaceuticals Inc	Q1 2022	$12.85	Q4 2023	$14.72	+14.55%	Closed	History

FCN - FTI Consulting, Inc.	Q2 2004	$16.50	Q3 2004	$18.90	+14.55%	Closed	History

HCA - HCA Healthcare, Inc.	Q4 2020	$164.46	Q1 2021	$188.34	+14.52%	Closed	History

GTM - ZoomInfo Technologies Inc.	Q2 2021	$52.17	Q1 2022	$59.74	+14.51%	Closed	History

COF - Capital One Financial Corp.	Q1 2025	$179.30	Open	$205.29	+14.50%	Open	History

SPNT - SiriusPoint Ltd.	Q2 2004	$17.60	Q3 2004	$20.13	+14.37%	Closed	History

TMO - Thermo Fisher Scientific Inc.	Q1 2009	$35.67	Q2 2009	$40.77	+14.30%	Closed	History

MCO - Moody's Corp.	Q1 2013	$53.32	Q2 2013	$60.93	+14.27%	Closed	History

MU - Micron Technology, Inc.	Q2 2022	$55.28	Q2 2023	$63.11	+14.16%	Closed	History

DVA - DaVita Inc.	Q4 2013	$63.37	Q3 2015	$72.33	+14.14%	Closed	History

GOOGL - Alphabet Inc.	Q3 2024	$165.85	Q4 2024	$189.30	+14.14%	Closed	History

MRSH - Marsh & McLennan Companies, Inc.	Q4 2010	$27.34	Q2 2011	$31.19	+14.08%	Closed	History

CTRA -	Q2 2012	$19.70	Q3 2012	$22.45	+13.96%	Closed	History

DB5 - Dun & Bradstreet Corp COMMON STOCK	Q3 2005	$65.87	Q3 2006	$74.99	+13.85%	Closed	History

BSX - Boston Scientific Corp.	Q3 2024	$83.80	Q4 2025	$95.35	+13.78%	Closed	History

AIZ - Assurant, Inc.	Q3 2007	$53.50	Q1 2008	$60.86	+13.76%	Closed	History

AAPL - Apple Inc.	Q3 2010	$10.13	Q4 2010	$11.52	+13.68%	Closed	History

AJG - Arthur J. Gallagher & Co.	Q1 2018	$68.73	Q1 2019	$78.10	+13.63%	Closed	History

MCK - McKesson Corp.	Q4 2008	$38.73	Q2 2009	$44.00	+13.61%	Closed	History

ECA - Encana Corp	Q4 2015	$5.09	Q4 2018	$5.78	+13.56%	Closed	History

EG - Everest Group, Ltd.	Q2 2020	$206.20	Q4 2020	$234.09	+13.53%	Closed	History

COL - Rockwell Collins Inc	Q4 2009	$553.60	Q1 2010	$625.90	+13.06%	Closed	History

LYV - Live Nation Entertainment, Inc.	Q1 2006	$19.84	Q4 2006	$22.40	+12.90%	Closed	History

NOW - ServiceNow, Inc.	Q3 2019	$50.77	Q1 2020	$57.32	+12.89%	Closed	History

6684 - Hewlett-Packard Co.	Q3 2009	$47.21	Q1 2010	$53.15	+12.58%	Closed	History

EW - Edwards Lifesciences Corp.	Q1 2026	$80.08	Open	$90.09	+12.50%	Open	History

BRCM - Broadcom Corp	Q3 2015	$51.43	Q4 2015	$57.82	+12.42%	Closed	History

COR - Cencora, Inc.	Q1 2025	$278.09	Q3 2025	$312.53	+12.38%	Closed	History

MCK - McKesson Corp.	Q4 2010	$70.38	Q1 2011	$79.05	+12.32%	Closed	History

LLTC - Linear Technology Corp	Q4 2011	$30.03	Q1 2012	$33.70	+12.22%	Closed	History

AIG - American International Group, Inc.	Q2 2016	$52.89	Q3 2016	$59.34	+12.20%	Closed	History

SCHW - The Charles Schwab Corp.	Q1 2007	$18.29	Q2 2007	$20.52	+12.19%	Closed	History

CHNG - Change Healthcare Inc	Q1 2020	$9.99	Q2 2020	$11.20	+12.11%	Closed	History

TEVA - Teva Pharmaceutical Industries Ltd.	Q3 2024	$18.02	Q3 2025	$20.20	+12.10%	Closed	History

AEGR - Aegerion Pharmaceuticals Inc	Q2 2013	$63.32	Q4 2013	$70.96	+12.07%	Closed	History

ODP - D Office Depot Inc Usd.01 Com Common Stock	Q3 2000	$7.81	Q1 2001	$8.75	+12.04%	Closed	History

AMD - Advanced Micro Devices, Inc.	Q3 2020	$81.99	Q4 2020	$91.71	+11.86%	Closed	History

PA5 - Pall Corp	Q4 2009	$36.20	Q1 2010	$40.49	+11.85%	Closed	History

TDG - TransDigm Group Inc.	Q4 2017	$274.62	Q1 2018	$306.94	+11.77%	Closed	History

MAR - Marriott International, Inc.	Q2 2005	$31.80	Q2 2006	$35.54	+11.76%	Closed	History

TECD - D Tech Data Corp. COMMON STOCK	Q1 2003	$23.94	Q2 2003	$26.75	+11.74%	Closed	History

LVS - Las Vegas Sands Corp.	Q2 2022	$33.59	Q3 2022	$37.52	+11.70%	Closed	History

MET - MetLife, Inc.	Q2 2012	$27.50	Q3 2012	$30.71	+11.70%	Closed	History

MTG - MGIC Investment Corp.	Q2 2003	$46.62	Q3 2003	$52.06	+11.67%	Closed	History

ALXN - NAME OF ISSUER TITLE OF CLASS CUSIP X($1000) PRN AMT PRN CALL DSCRETN MGR SOLE SHARED NONE Alexion Pharmaceuticals Inc	Q3 2011	$64.06	Q4 2011	$71.50	+11.61%	Closed	History

TXT - Textron Inc.	Q3 2015	$37.64	Q4 2015	$42.01	+11.61%	Closed	History

HCA - HCA Healthcare, Inc.	Q3 2013	$42.75	Q4 2013	$47.71	+11.60%	Closed	History

CEPH - D Cephalon Inc COMMON STOCK	Q4 2003	$48.41	Q2 2004	$54.00	+11.55%	Closed	History

MHK - Mohawk Industries, Inc.	Q3 2017	$247.51	Q4 2017	$275.90	+11.47%	Closed	History

LLY - Eli Lilly and Co.	Q1 2016	$72.01	Q3 2016	$80.26	+11.46%	Closed	History

SPLS* - Staples Inc. COMMON STOCK	Q2 2005	$21.29	Q2 2007	$23.73	+11.46%	Closed	History

IOC - Interoil Corporation ADRS STOCKS	Q2 2005	$27.18	Q4 2006	$30.29	+11.44%	Closed	History

QCOM - QUALCOMM Inc.	Q1 2011	$54.83	Q2 2013	$61.09	+11.42%	Closed	History

UNH - UnitedHealth Group Inc.	Q4 2020	$350.68	Q3 2021	$390.74	+11.42%	Closed	History

DDOG - Datadog, Inc.	Q3 2019	$33.91	Q4 2019	$37.78	+11.41%	Closed	History

BAC - Bank of America Corp.	Q2 2006	$48.10	Q3 2006	$53.57	+11.37%	Closed	History

8251545Q - Atlas Energy, Inc	Q3 2009	$27.07	Q4 2009	$30.14	+11.34%	Closed	History

MNST - Monster Beverage Corp.	Q4 2024	$52.56	Q1 2025	$58.52	+11.34%	Closed	History

MCD - McDonald's Corp.	Q3 2021	$241.11	Q4 2021	$268.07	+11.18%	Closed	History

LOW - Lowe's Companies, Inc.	Q3 2013	$47.61	Q3 2014	$52.92	+11.15%	Closed	History

BLK - BlackRock, Inc.	Q2 2025	$1,049.25	Q3 2025	$1,165.87	+11.11%	Closed	History

PE - Parsley Energy Inc	Q3 2017	$26.34	Q3 2018	$29.25	+11.05%	Closed	History

DE - Deere & Co.	Q1 2021	$374.14	Q1 2022	$415.46	+11.04%	Closed	History

LSXMK - Liberty Media Corp Delaware	Q1 2018	$40.85	Q2 2018	$45.36	+11.04%	Closed	History

ALKS - Alkermes plc	Q1 2023	$28.19	Q2 2023	$31.30	+11.03%	Closed	History

GGQ7 - Google Inc	Q1 2015	$548.00	Q3 2015	$608.42	+11.03%	Closed	History

ACEAF - ACE Aviation Holdings Inc COMMON STOCK	Q2 2006	$31.15	Q3 2006	$34.56	+10.95%	Closed	History

SLXP - Salix Pharmaceuticals Inc	Q1 2014	$103.61	Q4 2014	$114.94	+10.94%	Closed	History

CB - Chubb Ltd.	Q4 2025	$312.12	Open	$346.22	+10.93%	Open	History

SBC - D SBC Communications COMMON STOCK	Q1 2003	$20.06	Q3 2003	$22.25	+10.92%	Closed	History

MOH - Molina Healthcare, Inc.	Q2 2017	$69.18	Q4 2017	$76.68	+10.84%	Closed	History

MET - MetLife, Inc.	Q1 2015	$45.05	Q2 2015	$49.90	+10.76%	Closed	History

DB5 - D Dun & Bradstreet Corp COMMON STOCK	Q2 2004	$53.91	Q4 2004	$59.65	+10.65%	Closed	History

GAP - The Gap, Inc.	Q1 2004	$21.92	Q2 2004	$24.25	+10.63%	Closed	History

DG - Dollar General Corp.	Q1 2022	$222.63	Q4 2022	$246.25	+10.61%	Closed	History

DHI - D.R. Horton, Inc.	Q3 2006	$23.95	Q4 2006	$26.49	+10.61%	Closed	History

EG - Everest Group, Ltd.	Q2 2003	$76.50	Q4 2003	$84.60	+10.59%	Closed	History

DIS - The Walt Disney Co.	Q1 2018	$100.44	Q1 2019	$111.03	+10.54%	Closed	History

LLY - Eli Lilly and Co.	Q2 2012	$42.91	Q3 2012	$47.41	+10.49%	Closed	History

SEE -	Q4 2014	$42.43	Q3 2015	$46.88	+10.49%	Closed	History

NXPI - NXP Semiconductors N.V.	Q1 2019	$88.39	Q2 2019	$97.61	+10.43%	Closed	History

VRTX - Vertex Pharmaceuticals Inc.	Q1 2003	$11.14	Q3 2003	$12.30	+10.41%	Closed	History

PGR - The Progressive Corp.	Q4 2016	$35.50	Q1 2017	$39.18	+10.37%	Closed	History

IBN - ICICI Bank Ltd.	Q2 2021	$17.10	Q3 2021	$18.87	+10.35%	Closed	History

TV - Grupo Televisa, S.A.B.	Q4 2006	$27.01	Q1 2007	$29.80	+10.33%	Closed	History

DOW - Dow Inc.	Q4 2016	$57.22	Q2 2017	$63.07	+10.22%	Closed	History

SHW - The Sherwin-Williams Co.	Q2 2024	$298.43	Open	$328.50	+10.08%	Open	History

LGDG - Ligand Pharmaceuticals - CL B COMMON STOCK	Q3 2005	$10.13	Q4 2005	$11.15	+10.07%	Closed	History

WAG - D Walgreen Co Com Common Stock	Q4 1999	$29.25	Q2 2000	$32.19	+10.05%	Closed	History

AIG - American International Group, Inc.	Q2 2012	$32.09	Q4 2012	$35.30	+10.00%	Closed	History

BEC - Beckman Coulter Inc.	Q2 2009	$57.14	Q1 2010	$62.80	+9.91%	Closed	History

CCI - Crown Castle Inc.	Q4 2014	$78.70	Q1 2016	$86.50	+9.91%	Closed	History

NKE - NIKE, Inc.	Q1 2025	$63.48	Q3 2025	$69.73	+9.85%	Closed	History

NWL - Newell Brands Inc.	Q1 2016	$44.29	Q2 2016	$48.57	+9.66%	Closed	History

OTIS - Otis Worldwide Corp.	Q3 2020	$62.42	Q1 2021	$68.45	+9.66%	Closed	History

LSXMA - Liberty Media Corp Delaware	Q1 2018	$41.10	Q2 2018	$45.05	+9.61%	Closed	History

AG4 - D Allergan Inc COMMON STOCK	Q4 2003	$76.81	Q1 2004	$84.15	+9.56%	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.