Andreas Halvorsen - Viking Global Investors
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    77
Portfolio value:    $35,748,670,967
Holdings Activity Buys Sells    History
Holding/activity history for  DaVita Inc. (DVA)
← All DVA superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2019   Q3 0 0.00 Sell 100.00% 0.73 $50.68–63.50 · VW $57.43i SEC
2019   Q2 2,907,034 0.73 Add 5.50% 0.04 $43.40–57.96 · VW $51.36i $163,550,000 SEC
2019   Q1 2,755,505 0.86 Add 5.55% 0.05 $49.48–59.97 · VW $55.21i $149,596,000 SEC
2018   Q4 2,610,629 0.78 Buy 0.78 $48.25–79.11 · VW $64.59i $134,343,000 SEC
2017   Q2 0 0.00 Sell 100.00% 0.12 $61.48–70.16 · VW $66.14i SEC
2017   Q1 381,597 0.12 Buy 0.12 $62.24–70.14 · VW $66.58i $25,937,000 SEC
2016   Q3 0 0.00 Sell 100.00% 1.53 $62.76–78.77 · VW $68.93i SEC
2016   Q2 4,611,729 1.53 Add 164.36% 0.95 $72.31–78.00 · VW $75.52i $356,579,000 SEC
2016   Q1 1,744,519 0.57 Buy 0.57 $61.36–74.18 · VW $67.42i $128,013,000 SEC
2015   Q4 0 0.00 Sell 100.00% 0.82 $67.34–78.94 · VW $72.87i SEC
2015   Q3 2,735,075 0.82 Reduce 44.95% 0.73 $70.12–81.89 · VW $75.96i $197,828,000 SEC
2015   Q2 4,968,551 1.62 Reduce 21.91% 0.48 $79.31–85.17 · VW $81.93i $394,851,000 SEC
2015   Q1 6,362,827 2.18 Add 42.45% 0.65 $71.89–83.04 · VW $76.66i $517,171,000 SEC
2014   Q4 4,466,740 1.78 Add 12.20% 0.19 $71.50–78.52 · VW $75.67i $338,311,000 SEC
2014   Q3 3,981,170 1.29 Add 14.10% 0.16 $70.41–75.27 · VW $72.92i $291,183,000 SEC
2014   Q2 3,489,084 1.23 Add 82.00% 0.55 $66.60–73.61 · VW $69.74i $252,331,000 SEC
2014   Q1 1,917,104 0.60 Add 22.06% 0.11 $62.52–70.68 · VW $66.94i $131,993,000 SEC
2013   Q4 1,570,667 0.51 Buy 0.51 $52.75–63.74 · VW $58.90i $99,533,000 SEC
2010   Q4 0 0.00 Sell 100.00% 2.71 $33.34–37.31 · VW $35.48i SEC
2010   Q3 5,578,764 2.71 Buy 2.71 $28.29–34.71 · VW $31.18i $192,551,000 SEC
Price snapshot:
Current price$235.58
52-week low$101.00
52-week high$239.64