Andreas Halvorsen's Viking Global Investors initiated a significant new stake in Natera Inc., a genetic testing and diagnostics company. The investment, valued at approximately $106.05 million for 390,690 shares, establishes a 0.30% weight in the hedge fund's portfolio. Natera specializes in cell-free DNA testing for oncology, women's health, and organ health. The company recently reported strong Q2 2026 results, beating revenue estimates and raising its full-year guidance.
This trade was disclosed in a quarterly 13F filing with the SEC on August 14, 2026, which details holdings as of June 30, 2026. The filing reveals portfolio changes that occurred during the second quarter, not a single-day transaction. During this period, Natera processed over one million tests for the second consecutive quarter and saw oncology test volumes grow by 57% year-over-year.