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CD - Tracking Ole Andreas Halvorsen's Viking Global Portfolio - Q4 2020 Update
Chindata Group Holdings Limited
Halvorsen's 13F portfolio value increased from $27.68B to $36.37B. The number of positions increased from 86 to 96.
Viking Global added UnitedHealth, AbCellera Biologics, Walt Disney, and Palo Alto Networks while dropping Analog Devices, CME Group, Comcast, and Exact Sciences.
The top three positions are Microsoft, BridgeBio Pharma, and Adaptive Biotechnologies. Together, they are at ~17% of the portfolio.