Viking Global Investors LP解除对礼来和高通的持股，增持T-Mobile US和Visa
投资观察
Nov 20, 2025
11月15日 - Viking Global Investors LP报告其在奈飞(NFLX)的持股为500,800股；其在美国银行(BAC)的股份减少63.2%，降至1,150万股；同时，Viking Global Investors LP解除对礼来(LLY)的持股；在微软(MSFT)的股份为240万股；Viking Global Investors LP也解除对高通(QCOM)的持股；其在T-Mobile US(TMUS)的股份增加14.7%，达到330万股；在KKR(KKR)的持股为270万股；Viking Global Investors LP在摩根大通(JPMorgan Chase & Co)的持股增加25.2%，至510万股；此外，Viking Global Investors LP在麦当劳(McDonald's)的股份增持8%，达到340万股；在台湾半导体制造公司(Taiwan Semiconductor MFG Ltd)的股份削减8.9%，降至390万股；同时，Viking Global Investors LP解除对Block Inc的持股；在Visa(V)的股份增持78.7%，达到290万股A类股票。Viking Global Investors LP的持股变动截至2025年9月30日，并与截至2025年6月30日的前一个季度进行比较。
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