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
FANG - Diamondback Energy, Inc.	Q4 2018	$92.70	Q1 2019	$101.53	+9.53%	Closed	History

NKE - NIKE, Inc.	Q3 2007	$14.66	Q4 2007	$16.06	+9.51%	Closed	History

SRCL - D Stericycle COMMON STOCK	Q4 2004	$45.95	Q2 2005	$50.32	+9.51%	Closed	History

CROX - Crocs, Inc.	Q4 2006	$21.58	Q1 2007	$23.63	+9.48%	Closed	History

FIS - Fidelity National Information Services, Inc.	Q1 2006	$40.55	Q3 2007	$44.37	+9.42%	Closed	History

DD - DuPont de Nemours, Inc.	Q3 2005	$69.98	Q3 2006	$76.53	+9.37%	Closed	History

DVA - DaVita Inc.	Q4 2018	$51.46	Q2 2019	$56.26	+9.33%	Closed	History

GOOG - Alphabet Inc.	Q4 2015	$37.94	Q1 2017	$41.48	+9.31%	Closed	History

CLX - The Clorox Co.	Q3 2022	$128.39	Q4 2022	$140.33	+9.30%	Closed	History

FDX - FedEx Corp.	Q1 2026	$287.01	Open	$313.66	+9.29%	Open	History

GFIG - GFI Group Inc COMMON STOCK	Q4 2006	$62.23	Q1 2007	$67.97	+9.22%	Closed	History

VSW - Avago Technologies Ltd	Q2 2015	$132.93	Q4 2015	$145.15	+9.19%	Closed	History

PH - Parker-Hannifin Corp.	Q1 2017	$160.32	Q3 2017	$175.02	+9.17%	Closed	History

MRSH - Marsh & McLennan Companies, Inc.	Q4 2011	$31.62	Q4 2012	$34.47	+9.01%	Closed	History

CSGP - CoStar Group, Inc.	Q3 2020	$84.85	Q4 2020	$92.43	+8.93%	Closed	History

VRSK - Verisk Analytics, Inc.	Q2 2013	$59.70	Q3 2013	$64.96	+8.81%	Closed	History

DIS - The Walt Disney Co.	Q4 2016	$104.22	Q1 2017	$113.39	+8.80%	Closed	History

KEY - KeyCorp	Q2 2008	$10.98	Q3 2008	$11.94	+8.74%	Closed	History

MCO - Moody's Corp.	Q2 2020	$274.73	Q1 2021	$298.61	+8.69%	Closed	History

BERY - Berry Global Group Inc	Q3 2018	$48.39	Q2 2019	$52.59	+8.68%	Closed	History

IBN - ICICI Bank Ltd.	Q3 2012	$7.30	Q4 2012	$7.93	+8.64%	Closed	History

GGQ1 - Google Inc	Q3 2014	$588.41	Q3 2015	$638.37	+8.49%	Closed	History

BKNG - Booking Holdings Inc.	Q4 2019	$82.15	Q4 2020	$89.09	+8.45%	Closed	History

CBST - Cubist Pharmaceuticals Inc	Q3 2013	$63.55	Q4 2013	$68.87	+8.37%	Closed	History

838969Q - D Fidelity National Finl Inc COMMON STOCK	Q1 2005	$32.94	Q2 2005	$35.69	+8.35%	Closed	History

DST - DST Systems COMMON STOCK	Q2 2007	$39.61	Q3 2007	$42.91	+8.33%	Closed	History

AMT - American Tower Corp.	Q3 2012	$71.39	Q4 2012	$77.27	+8.24%	Closed	History

SRCL - Stericycle Inc	Q1 2012	$83.64	Q3 2012	$90.48	+8.18%	Closed	History

NKE - NIKE, Inc.	Q2 2006	$10.13	Q3 2006	$10.95	+8.17%	Closed	History

SI6 - Smith International COMMON STOCK	Q2 2006	$44.47	Q1 2007	$48.05	+8.05%	Closed	History

DHR - Danaher Corp.	Q4 2009	$25.27	Q3 2010	$27.29	+8.01%	Closed	History

TD - The Toronto-Dominion Bank	Q3 2017	$56.30	Q3 2018	$60.77	+7.94%	Closed	History

TROW - T. Rowe Price Group, Inc.	Q4 2006	$43.77	Q1 2007	$47.19	+7.81%	Closed	History

APC - Anadarko Pete Corp	Q2 2017	$45.34	Q3 2017	$48.85	+7.74%	Closed	History

RIVN - Rivian Automotive, Inc.	Q1 2023	$15.48	Q2 2023	$16.66	+7.62%	Closed	History

SWAV - Shockwave Med Inc	Q2 2022	$191.17	Q4 2022	$205.61	+7.55%	Closed	History

AVB - AvalonBay Communities, Inc.	Q3 2020	$149.34	Q4 2020	$160.43	+7.43%	Closed	History

TU - TELUS Corp.	Q4 2004	$9.06	Q1 2005	$9.72	+7.37%	Closed	History

FLT - Fleetcor Technologies Inc	Q2 2017	$144.21	Q3 2017	$154.77	+7.32%	Closed	History

CAO - CSK Auto Corporation COMMON STOCK	Q4 2006	$17.15	Q2 2007	$18.40	+7.29%	Closed	History

AMZN - Amazon.com, Inc.	Q4 2025	$230.82	Open	$247.49	+7.22%	Open	History

WMB - The Williams Companies, Inc.	Q3 2012	$34.97	Q1 2013	$37.46	+7.12%	Closed	History

HST - Host Hotels & Resorts, Inc.	Q4 2011	$14.77	Q2 2012	$15.82	+7.11%	Closed	History

HET - D Harrahs Entmt Inc Com Common Stock	Q3 2000	$27.50	Q1 2001	$29.43	+7.02%	Closed	History

838969Q - Fidelity National Finl Inc COMMON STOCK	Q2 2006	$38.95	Q3 2006	$41.65	+6.93%	Closed	History

PHM - PulteGroup, Inc.	Q1 2005	$36.82	Q4 2005	$39.36	+6.91%	Closed	History

DKS - DICK'S Sporting Goods, Inc.	Q4 2025	$197.97	Open	$211.37	+6.77%	Open	History

COV - Covidien Limited COMMON STOCK	Q3 2007	$41.49	Q4 2007	$44.28	+6.72%	Closed	History

HCA - HCA Healthcare, Inc.	Q3 2014	$70.52	Q1 2015	$75.23	+6.68%	Closed	History

BAC - Bank of America Corp.	Q1 2021	$38.69	Q2 2021	$41.23	+6.57%	Closed	History

MOO - Monsanto Co New	Q1 2013	$105.63	Q3 2014	$112.51	+6.51%	Closed	History

TMUS - T-Mobile US, Inc.	Q2 2018	$59.75	Q4 2018	$63.61	+6.46%	Closed	History

BNY - The Bank of New York Mellon Cor	Q3 2014	$38.73	Q4 2015	$41.22	+6.43%	Closed	History

390429Q - D Saxon Capital Acquisition Co COMMON STOCK	Q4 2002	$12.51	Q1 2003	$13.31	+6.39%	Closed	History

NVST - Envista Holdings Corp.	Q3 2019	$27.88	Q4 2019	$29.64	+6.31%	Closed	History

PNC - The PNC Financial Services Group, Inc.	Q3 2004	$53.96	Q4 2004	$57.35	+6.28%	Closed	History

LM09 - Liberty Media Corp Delaware	Q1 2017	$34.15	Q3 2020	$36.27	+6.21%	Closed	History

APD - Air Products and Chemicals, Inc.	Q2 2025	$282.06	Open	$299.40	+6.15%	Open	History

ICE - Intercontinental Exchange, Inc.	Q4 2016	$56.42	Q1 2017	$59.87	+6.11%	Closed	History

EW - Edwards Lifesciences Corp.	Q3 2019	$73.30	Q4 2019	$77.76	+6.08%	Closed	History

ESE - ESCO Technologies Inc.	Q2 2005	$50.40	Q2 2006	$53.45	+6.06%	Closed	History

LBTYK - Liberty Global Ltd.	Q3 2016	$17.30	Q1 2017	$18.35	+6.05%	Closed	History

GDI-W - Gardner Denver Hldgs Inc	Q2 2019	$34.60	Q4 2019	$36.68	+6.01%	Closed	History

NOK - Nokia Oyj	Q4 2002	$15.50	Q2 2003	$16.43	+6.00%	Closed	History

VRTX - Vertex Pharmaceuticals Inc.	Q4 2014	$118.80	Q4 2015	$125.83	+5.92%	Closed	History

LULU - lululemon athletica inc.	Q1 2023	$364.19	Q3 2023	$385.61	+5.88%	Closed	History

STT - State Street Corp.	Q1 2014	$69.55	Q3 2014	$73.61	+5.84%	Closed	History

COR - Cencora, Inc.	Q4 2011	$37.19	Q2 2012	$39.35	+5.81%	Closed	History

EV - D Eaton Vance Corp. COMMON STOCK	Q2 2004	$38.21	Q3 2004	$40.39	+5.71%	Closed	History

STJ - St Jude Med Inc	Q4 2013	$61.95	Q1 2014	$65.39	+5.55%	Closed	History

ZS - Zscaler, Inc.	Q3 2024	$170.94	Q4 2024	$180.41	+5.54%	Closed	History

FDCP - First Data Corporation COMMON STOCK	Q4 2006	$25.52	Q1 2007	$26.90	+5.41%	Closed	History

DVA - DaVita Inc.	Q1 2016	$73.38	Q2 2016	$77.32	+5.37%	Closed	History

HD - The Home Depot, Inc.	Q1 2012	$50.31	Q2 2012	$52.99	+5.33%	Closed	History

STT - State Street Corp.	Q2 2012	$44.64	Q4 2012	$47.01	+5.31%	Closed	History

TJX - The TJX Companies, Inc.	Q4 2016	$37.57	Q1 2017	$39.54	+5.26%	Closed	History

MET - MetLife, Inc.	Q3 2023	$62.91	Q4 2023	$66.13	+5.12%	Closed	History

TDC - Teradata Corp.	Q3 2007	$26.08	Q4 2007	$27.41	+5.10%	Closed	History

AIG - American International Group, Inc.	Q1 2026	$75.25	Open	$79.00	+4.98%	Open	History

KBR - KBR, Inc.	Q4 2022	$52.80	Q4 2023	$55.41	+4.94%	Closed	History

LBTYA - Liberty Global Ltd.	Q3 2016	$17.61	Q1 2017	$18.48	+4.94%	Closed	History

GOCO - Gohealth Inc	Q3 2020	$195.30	Q4 2020	$204.90	+4.92%	Closed	History

BBY - Best Buy Co., Inc.	Q1 2004	$34.48	Q3 2004	$36.16	+4.87%	Closed	History

3517233Q - D UST Inc. COMMON STOCK	Q4 2002	$33.42	Q2 2003	$35.03	+4.82%	Closed	History

HUM - Humana Inc.	Q2 2021	$442.72	Q4 2021	$463.86	+4.78%	Closed	History

YUM - Yum! Brands, Inc.	Q4 2010	$35.26	Q1 2011	$36.94	+4.75%	Closed	History

AXS - AXIS Capital Holdings Ltd.	Q1 2005	$27.04	Q2 2005	$28.30	+4.66%	Closed	History

LYB - LyondellBasell Industries N.V.	Q3 2016	$80.66	Q2 2017	$84.39	+4.62%	Closed	History

MEKA - Meli Kaszek Pioneer Corp	Q3 2021	$11.05	Q4 2021	$11.56	+4.62%	Closed	History

KFT - D Kraft Foods Inc-A COMMON STOCK	Q1 2003	$28.20	Q3 2003	$29.50	+4.61%	Closed	History

AON - Aon plc	Q1 2016	$104.45	Q2 2016	$109.23	+4.58%	Closed	History

SHPG - D Shire Pharmaceuticals - ADR ADRS STOCKS	Q4 2002	$18.89	Q2 2003	$19.75	+4.55%	Closed	History

USB - U.S. Bancorp	Q4 2023	$43.28	Q2 2025	$45.25	+4.55%	Closed	History

PPDI - Pharmaceutical Product Devel COMMON STOCK	Q4 2006	$32.21	Q1 2007	$33.67	+4.53%	Closed	History

BA - The Boeing Co.	Q2 2019	$364.01	Q3 2019	$380.47	+4.52%	Closed	History

MTSR - Metsera Inc	Q1 2025	$27.22	Q2 2025	$28.45	+4.52%	Closed	History

TMO - Thermo Fisher Scientific Inc.	Q1 2012	$56.38	Q3 2012	$58.83	+4.35%	Closed	History

BMRN - BioMarin Pharmaceutical Inc.	Q1 2018	$81.07	Q1 2020	$84.50	+4.23%	Closed	History

NKE - NIKE, Inc.	Q1 2005	$10.41	Q4 2005	$10.85	+4.21%	Closed	History

F1E - Fidelity National Title COMMON STOCK	Q1 2006	$22.77	Q2 2007	$23.69	+4.04%	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.