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ZBH - Tracking Ole Andreas Halvorsen's Viking Global Portfolio - Q3 2021 Update
Zimmer Biomet Holdings Inc.
Halvorsen's 13F portfolio value increased from $32.98B to $36.04B this quarter. The number of positions increased from 88 to 96.
Viking Global added McDonald’s and increased General Electric, Humana, Brookfield Asset Management, and Parker Hannifin while dropping Aon plc during the quarter. They also reduced Amazon and Thermo Fisher Scientific.
The top three positions are Ginkgo Bioworks, General Electric, and T-Mobile US. Together, they are at ~18% of the portfolio.