VIKING GLOBAL INVESTORS LP

Viking Global Investors, the prominent Minneapolis- and New York-based long/short equity firm founded by Andreas Halvorsen, reports roughly $36B in gross U.S. equity long positions on its 13F. The portfolio is concentrated in high-quality growth names—healthcare (UnitedHealth, Eli Lilly, Thermo Fisher), technology (Apple, Nvidia), and select consumer names—confirming the firm's thesis-driven, concentrated risk structure.