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GH - Tracking Ole Andreas Halvorsen's Viking Global Portfolio - Q3 2020 Update
Guardant Health Inc.
Halvorsen's 13F portfolio value increased from $23.14B to $27.68B. The number of positions increased 71 to 86.
Viking Global increased Microsoft, Mecadolibre, and CME Group while reducing Amazon.com and dropping Uber Technologies & JD.com.
The top three positions are Microsoft, Adaptive Biotechnologies, and Fidelity National Information Services. Together, they are at ~17% of the portfolio.