Andreas Halvorsen's Stock Picks (2025 Q2): Full VIKING GLOBAL INVESTORS LP Portfolio {year}

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Ticker	Name	Date	Activity	Shares	Shares Change	Value Change
APG	APi Group Corporation	06/30/2025	Reduce -46.4%	17.31 M	-15 M	$510.5 M
AMD	Advanced Micro Devices, Inc.	06/30/2025	New Buy	1.91 M	+1.91 M	$271.11 M
APD	Air Products and Chemicals, Inc.	06/30/2025	New Buy	2.15 M	+2.15 M	$607.6 M
ALL	The Allstate Corporation	06/30/2025	Sold Out	1.7 M	-1.7 M	$352.72 M
AMZN	Amazon.com, Inc.	06/30/2025	Add 43.2%	3.9 M	+1.18 M	$257.87 M
AIG	American International Group, Inc.	06/30/2025	New Buy	1.82 M	+1.82 M	$155.41 M
AMT	American Tower Corporation	06/30/2025	Add 233.5%	2.8 M	+1.96 M	$432.83 M
COR	Cencora, Inc.	06/30/2025	Add 95.0%	2.08 M	+1.01 M	$304.02 M
APP	AppLovin Corporation	06/30/2025	Add 172.1%	372,973	+235,880	$82.58 M
ADSK	Autodesk, Inc.	06/30/2025	Sold Out	304,494	-304,494	$79.72 M
BAC	Bank of America Corporation	06/30/2025	Reduce -3.0%	31.25 M	-952,098	$45.05 M
BMRN	BioMarin Pharmaceutical Inc.	06/30/2025	Add 13.8%	12.29 M	+1.49 M	$81.83 M
BNTX	BioNTech SE	06/30/2025	Sold Out	879,972	-879,972	$80.13 M
BLK	BlackRock, Inc.	06/30/2025	New Buy	195,104	+195,104	$204.71 M
BA	The Boeing Company	06/30/2025	Reduce -12.3%	2.84 M	-396,167	$83.01 M
BSX	Boston Scientific Corporation	06/30/2025	Add 28.2%	3.05 M	+669,000	$71.86 M
BBIO	BridgeBio Pharma, Inc.	06/30/2025	Reduce -15.9%	18.56 M	-3.5 M	$151.13 M
CME	CME Group Inc.	06/30/2025	New Buy	597,374	+597,374	$164.65 M
CSX	CSX Corporation	06/30/2025	Add 10.6%	18.87 M	+1.8 M	$58.84 M
CPT	Camden Property Trust	06/30/2025	Reduce -2.6%	2.72 M	-72,767	$8.2 M

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