VIKING GLOBAL INVESTORS LP
Long book
$35.75B
Q1 2026
Positions
77
Top-10 weight
35%
concentration
Last quarter
+12.2%
SPY +14.8%
Turnover
41%
of book per quarter
Strategy in plain words
auto-generated from filingsVIKING GLOBAL INVESTORS LP is a diversified fundamental manager, running a $35.75B US long book across 77 positions.
The portfolio is moderately concentrated (top 10 ≈ 35% of the book). The portfolio is actively managed, with meaningful quarterly turnover. Current anchor positions: VISA INC-CLASS A SHARES, TAIWAN SEMICONDUCTOR-SP ADR, SCHWAB (CHARLES) CORP, WALT DISNEY CO/THE, FORTIVE CORP.
Over the last 9 quarters its long book ran on average 0.4pp per quarter behind the S&P 500, beating the index in 5 of 9 quarters. We rate its filings as signal-bearing: position changes reflect genuine views.
Implied long-book return vs S&P 500
methodology: positions priced quarterly, no shorts/options Fund long book S&P 500
Q1 2024
-3.9%
Q2 2024
+6.3%
Q3 2024
+4.5%
Q4 2024
-0.1%
Q1 2025
+13.0%
Q2 2025
+6.1%
Q3 2025
+4.3%
Q4 2025
-6.0%
Q1 2026
+12.2%
Sector allocation
Industrials 20%
Financials 17%
Technology 16%
Healthcare 13%
Services media 11%
Consumer discretionary 11%
Other 5%
Materials 4%
Long book by quarter
What does VIKING GLOBAL own?
Q1 2026 13F| Company | Sector | Shares | Value | % of book | Change |
|---|---|---|---|---|---|
| V VISA INC-CLASS A SHARES | Services media | 6.3M | $1.91B | 5.4% | +58.8% |
| SCHW SCHWAB (CHARLES) CORP | Financials | 14.7M | $1.38B | 3.9% | +5.7% |
| DIS WALT DISNEY CO/THE | Services media | 13.3M | $1.28B | 3.6% | +18.8% |
| FTV FORTIVE CORP | Technology | 22.5M | $1.24B | 3.5% | +16.9% |
| APD AIR PRODUCTS & CHEMICALS INC | Materials | 4.1M | $1.19B | 3.3% | -14.2% |
| MCD MCDONALD'S CORP | Consumer discretionary | 3.6M | $1.13B | 3.2% | +0.2% |
| SHW SHERWIN-WILLIAMS CO/THE | Consumer discretionary | 3.1M | $997.8M | 2.8% | -1.9% |
| TSLA TESLA INC | Industrials | 2.5M | $927.0M | 2.6% | +46.7% |
| AAPL APPLE INC | Technology | 3.6M | $911.9M | 2.6% | New |
| BBIO BRIDGEBIO PHARMA INC | Healthcare | 11.8M | $879.4M | 2.5% | -17.7% |
| CVNA CARVANA CO | Consumer discretionary | 2.8M | $874.0M | 2.4% | +161.9% |
| MSFT MICROSOFT CORP | Technology | 2.3M | $854.9M | 2.4% | -28.2% |
| TMO THERMO FISHER SCIENTIFIC INC | Other | 1.7M | $819.9M | 2.3% | +110.3% |
| JPM JPMORGAN CHASE & CO | Financials | 2.7M | $795.4M | 2.2% | +41.9% |
| CSX CSX CORP | Industrials | 18.7M | $766.7M | 2.1% | +35.2% |
| ICE INTERCONTINENTAL EXCHANGE IN | Financials | 4.8M | $760.7M | 2.1% | +0.7% |
| LII LENNOX INTERNATIONAL INC | Industrials | 1.6M | $729.8M | 2.0% | +153.1% |
| GOOGL ALPHABET INC-CL A | Technology | 2.4M | $689.0M | 1.9% | -10.1% |
| FDX FEDEX CORP | Industrials | 1.9M | $688.2M | 1.9% | New |
| GM GENERAL MOTORS CO | Industrials | 9.2M | $683.7M | 1.9% | +34.8% |
| BA BOEING CO/THE | Industrials | 3.2M | $636.1M | 1.8% | -19.2% |
| PNC PNC FINANCIAL SERVICES GROUP | Financials | 3.0M | $629.9M | 1.8% | -58.5% |
| TMUS T-MOBILE US INC | Communications | 3.0M | $623.2M | 1.7% | -21.0% |
| META META PLATFORMS INC-CLASS A | Technology | 1.1M | $607.9M | 1.7% | New |
| RRX REGAL REXNORD CORP | Industrials | 3.1M | $588.5M | 1.6% | -2.5% |
| JCI JOHNSON CONTROLS INTERNATION | Industrials | 4.4M | $578.8M | 1.6% | -25.3% |
| MDLN MEDLINE INC-CL A | Healthcare | 11.4M | $508.8M | 1.4% | +64.3% |
| HCA HCA HEALTHCARE INC | Healthcare | 1.1M | $508.8M | 1.4% | +7.6% |
| ATI ATI INC | Industrials | 3.3M | $484.8M | 1.4% | New |
| CLS CELESTICA INC | Technology | 1.7M | $466.2M | 1.3% | -2.6% |
| CB CHUBB LTD | Financials | 1.3M | $422.1M | 1.2% | +27.7% |
| ADPT ADAPTIVE BIOTECHNOLOGIES | Healthcare | 30.0M | $416.3M | 1.2% | Held |
| BMRN BIOMARIN PHARMACEUTICAL INC | Healthcare | 7.1M | $398.9M | 1.1% | +17.0% |
| WAT WATERS CORP | Healthcare | 1.3M | $374.2M | 1.0% | New |
| CCL CARNIVAL CORP LTD | Industrials | 13.7M | $355.1M | 1.0% | -2.4% |
| AON AON PLC-CLASS A | Financials | 1.1M | $350.9M | 1.0% | +38.7% |
| HAS HASBRO INC | Other | 3.7M | $350.0M | 1.0% | New |
| RDDT REDDIT INC-CL A | Technology | 2.6M | $343.6M | 1.0% | New |
| PGR PROGRESSIVE CORP | Financials | 1.6M | $320.5M | 0.9% | +21.4% |
| AIG AMERICAN INTERNATIONAL GROUP | Financials | 4.2M | $317.6M | 0.9% | New |
| COF CAPITAL ONE FINANCIAL CORP | Financials | 1.6M | $294.1M | 0.8% | -45.4% |
| DKS DICK'S SPORTING GOODS INC | Consumer discretionary | 1.3M | $250.7M | 0.7% | -50.9% |
| AMZN AMAZON.COM INC | Consumer discretionary | 1.2M | $249.0M | 0.7% | -61.8% |
| AS AMER SPORTS INC | Other | 7.3M | $239.3M | 0.7% | +51.0% |
| APG API GROUP CORP | Services media | 5.8M | $236.5M | 0.7% | -49.4% |
| TIC TIC SOLUTIONS INC | Services media | 35.8M | $235.7M | 0.7% | +4.3% |
| CBOE CBOE GLOBAL MARKETS INC | Financials | 688.4K | $193.5M | 0.5% | New |
| ROIV ROIVANT SCIENCES LTD | Healthcare | 6.7M | $184.3M | 0.5% | +3.2% |
| HD HOME DEPOT INC | Consumer discretionary | 504.3K | $165.8M | 0.5% | New |
| AJG ARTHUR J GALLAGHER & CO | Financials | 727.4K | $157.5M | 0.4% | -30.1% |
13F filing history
| Period | Form | Filed | Entries | Reported value | Flags | Source |
|---|---|---|---|---|---|---|
| Q1 2026 | 13F-HR | May 15, 2026 | 77 | $35.75B | canonical | SEC ↗ |
| Q4 2025 | 13F-HR | Feb 17, 2026 | 76 | $37.68B | canonical | SEC ↗ |
| Q3 2025 | 13F-HR | Nov 14, 2025 | 78 | $38.50B | canonical | SEC ↗ |
| Q2 2025 | 13F-HR | Aug 14, 2025 | 83 | $34.59B | canonical | SEC ↗ |
| Q1 2025 | 13F-HR | May 15, 2025 | 91 | $31.48B | canonical | SEC ↗ |
| Q4 2024 | 13F-HR | Feb 14, 2025 | 86 | $30.90B | canonical | SEC ↗ |
| Q3 2024 | 13F-HR | Nov 14, 2024 | 83 | $27.44B | canonical | SEC ↗ |
| Q2 2024 | 13F-HR | Aug 14, 2024 | 82 | $26.02B | canonical | SEC ↗ |
| Q1 2024 | 13F-HR | May 15, 2024 | 83 | $26.86B | canonical | SEC ↗ |
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