Viking Global Investors LP 13F Holdings Breakdown
Viking Global Investors LPCIK: 0001103804
Diversified strategyMomentum followerQuality / disciplined sizing
Total reported value
$35.7B
Reporting period: 2026-03-31 · Number of holdings: 77
VIKING GLOBAL INVESTORS LP disclosed 77 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $35.7B and a quarterly turnover rate of 52.8%.
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Personality snowflake
- Concentration
- 9.09
- Portfolio Stability
- 52.81
- Momentum/Contrarian
- 100
- Sector conviction
- 45.1
- Diversification
- 100
- Sizing Uniformity
- 91.29
Viking Global Investors LP's disclosed holdings carry a Herfindahl concentration index of 0.023 — mathematically equivalent to about 44 equally-sized positions, well below its 77 actual disclosed holdings. That gap points to a strategy built around a small core of high-conviction bets rather than broad diversification.
Position sizes are fairly uniform across the portfolio (a coefficient of variation of 0.87), suggesting a disciplined, rules-based approach to how much capital goes into each idea.
No strong tilt toward either adding to existing winners or initiating outsized new positions was observed in the latest reported quarter.
Recent moves
Trim PNC
-58.5% -$891.1M
Trim MSFT
-28.2% -$701.2M
Add V
+58.8% $515.3M
Add CVNA
+161.9% $426.0M
Add LII
+153.1% $428.1M
Trim AMZN
-61.8% -$472.8M
Holdings Map
New buyAddUnchangedTrim
Institutional Game-State Analysis
Core Intent
VIKING GLOBAL INVESTORS LP entered Q1 2026 aggressively rotating capital: slashing semiconductor and bank exposure (AMD, PNC, MSFT) while opening new positions in consumer tech and logistics heavyweights (AAPL, META, FDX). This is a momentum-led hunt for relative strength in global trade and consumer-facing tech, not a defensive posture—they are chasing the winners and cutting the laggards with conviction.
Macro & Fundamentals
The rotation telegraphs a bet on a consumer-driven cyclical upswing and a global trade revival, with FedEx as a high-conviction macro proxy. The opposing thesis: the AI capex supercycle is still accelerating, making the AMD exit and MSFT trim a premature fade of the most powerful growth engine in markets.
Blind Spots / Risks
Viking’s momentum factor loading is extreme—registering 100/100 on the tilt scale—creating a classic crowded consensus trade. A sharp reversal in market leadership would expose them to a momentum crash, where the exact names they built as winners (AAPL, META, FDX) become the epicenter of a positioning unwind.
AI-assisted summary drawn from public regulatory disclosures, covering historical data only. Not a substitute for professional investment advice.
Top 10 holdings by weight
Full holdings list this quarter
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | V | Visa Inc-class A Shares | Stock-Financials | 5.35% | +1.64% | +58.83% | |
| 2 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 4.22% | — | -9.15% | |
| 3 | SCHW | Schwab (charles) CORP | Stock-Financials | 3.86% | — | +5.71% | |
| 4 | DIS | Walt Disney Co/the | Stock-Comm Services | 3.59% | — | +18.81% | |
| 5 | FTV | Fortive CORP | Stock-Tech | 3.48% | +0.66% | +16.91% | |
| 6 | APD | Air Products & Chemicals INC | Stock-Materials | 3.33% | — | -14.19% | |
| 7 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 3.15% | — | +0.16% | |
| 8 | SHW | Sherwin-williams Co/the | Stock-Materials | 2.79% | — | -1.88% | |
| 9 | TSLA | Tesla INC | Stock-Consumer Disc | 2.59% | +0.56% | +46.70% | |
| 10 | AAPL | Apple INC | Stock-Tech | 2.55% | +2.55% | NEW | |
| 11 | BBIO | Bridgebio Pharma INC | Stock-Healthcare | 2.46% | -0.46% | -17.73% | |
| 12 | CVNA | Carvana Co | Stock-Consumer Disc | 2.44% | +1.25% | +161.89% | |
| 13 | MSFT | Microsoft CORP | Stock-Tech | 2.39% | -1.74% | -28.23% | |
| 14 | TMO | Thermo Fisher Scientific INC | Stock-Healthcare | 2.29% | +1.07% | +110.29% | |
| 15 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.23% | +0.59% | +41.87% | |
| 16 | CSX | Csx CORP | Stock-Industrials | 2.14% | +0.81% | +35.18% | |
| 17 | ICE | Intercontinental Exchange In | Stock-Financials | 2.13% | — | +0.70% | |
| 18 | LII | Lennox International INC | Stock-Industrials | 2.04% | +1.24% | +153.08% | |
| 19 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.93% | -0.28% | -10.14% | |
| 20 | FDX | Fedex CORP | Stock-Industrials | 1.93% | +1.93% | NEW | |
| 21 | GM | General Motors Co | Stock-Consumer Disc | 1.91% | +0.44% | +34.83% | |
| 22 | BA | Boeing Co/the | Stock-Industrials | 1.78% | -0.50% | -19.15% | |
| 23 | PNC | Pnc Financial Services Group | Stock-Financials | 1.76% | -2.28% | -58.46% | |
| 24 | TMUS | T-mobile US INC | Stock-Comm Services | 1.74% | -0.28% | -20.96% | |
| 25 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.70% | +1.70% | NEW | |
| 26 | RRX | Regal Rexnord CORP | Stock-Industrials | 1.65% | +0.45% | -2.52% | |
| 27 | MAA | Mid-america Apartment Comm | Stock-Real Estate | 1.64% | — | +23.67% | |
| 28 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.62% | -0.26% | -25.32% | |
| 29 | MDLN | Medline Inc-cl A | Stock-Other | 1.42% | +0.64% | +64.30% | |
| 30 | HCA | Hca Healthcare INC | Stock-Healthcare | 1.42% | — | +7.60% | |
| 31 | ATI | Ati INC | Stock-Industrials | 1.36% | +1.36% | NEW | |
| 32 | CLS | Celestica INC | Stock-Tech | 1.30% | — | -2.60% | |
| 33 | CPT | Camden Property Trust | Stock-Real Estate | 1.29% | — | -1.03% | |
| 34 | CB | Chubb Limited | Stock-Financials | 1.18% | — | +27.73% | |
| 35 | ADPT | Adaptive Biotechnologies | Stock-Other | 1.16% | — | — | |
| 36 | BMRN | Biomarin Pharmaceutical INC | Stock-Healthcare | 1.12% | — | +16.98% | |
| 37 | SE | Sea Ltd-adr | Stock-Comm Services | 1.10% | — | +29.02% | |
| 38 | WAT | Waters CORP | Stock-Healthcare | 1.05% | +1.05% | NEW | |
| 39 | CCL1EUR | Carnival CORP LTD | Stock-Consumer Disc | 0.99% | — | -2.42% | |
| 40 | AON | Aon plc | Stock-Financials | 0.98% | — | +38.72% | |
| 41 | HAS | Hasbro INC | Stock-Consumer Disc | 0.98% | +0.98% | NEW | |
| 42 | RDDT | Reddit Inc-cl A | Stock-Comm Services | 0.96% | +0.96% | NEW | |
| 43 | PGR | Progressive CORP | Stock-Financials | 0.90% | — | +21.41% | |
| 44 | AIG | American International Group | Stock-Financials | 0.89% | +0.89% | NEW | |
| 45 | COF | Capital One Financial CORP | Stock-Financials | 0.82% | -1.08% | -45.39% | |
| 46 | DKS | Dick's Sporting Goods INC | Stock-Consumer Disc | 0.70% | -0.65% | -50.87% | |
| 47 | AMZN | Amazon.com INC | Stock-Consumer Disc | 0.70% | -1.22% | -61.77% | |
| 48 | AS | Amer Sports, Inc. | Stock-Consumer Disc | 0.67% | — | +51.02% | |
| 49 | APG | Api Group CORP | Stock-Industrials | 0.66% | -0.51% | -49.41% | |
| 50 | TIC | Tic Solutions INC | Stock-Other | 0.66% | — | +4.26% |
1–50 of 77
Portfolio Performance
Performance for Q3 2026
+5.4%
Performance Last 4 Quarters
+16%
Based on 68% of reported portfolio value with available pricing
- Stdev
- +15%
- Beta
- +0.99
- Alpha
- -2.3%
- Max Drawdown
- -8%
- Annualized Perf
- +16%
- Batting Avg vs S&P
- +50%
- Sortino
- +2.15
- Stutzer
- +0.32
- Treynor
- +0.16
- Sterling
- +0.93
- Calmar
- +2.01
- Information Ratio
- -0.33
- Tracking Error
- +7.5%
- Stdev Down
- +7.5%
- Winning Months %
- +63.9%
- Losing Months %
- +36.1%
- Best 12 Months
- +30.8%
- Worst 12 Months
- +5.3%
- Efficiency Ratio
- +0.46
- Sharpe
- +1.07
- Stdev Sectors
- +5.6%
- Skewness
- +0.32
- Kurtosis
- -0.47
- Upside Potential
- +3.79
Reported value over time
Sector allocation
Sector allocation over time
Quarterly history
| Period | Holdings | Total value | Stability | Top holdings |
|---|---|---|---|---|
| 2026-03-31 | 77 | $35.7B | 53 | |
| 2025-12-31 | 76 | $37.7B | 59 | |
| 2025-09-30 | 78 | $38.5B | 91 | |
| 2025-06-30 | 83 | $34.6B | 0 | |
| 2025-03-31 | 91 | $31.5B | 100 | |
| 2024-12-31 | 86 | $30.9B | 0 | |
| 2024-09-30 | 83 | $27.4B | 0 | |
| 2024-06-30 | 82 | $26.0B | 0 | |
| 2024-03-31 | 83 | $26.9B | 0 | |
| 2023-12-31 | 79 | $27.3B | 0 | |
| 2023-09-30 | 80 | $24.6B | 0 | |
| 2023-06-30 | 86 | $24.4B | 0 | |
| 2023-03-31 | 81 | $21.3B | 0 | |
| 2022-12-31 | 76 | $20.0B | 0 | |
| 2022-09-30 | 88 | $21.7B | 0 | |
| 2022-06-30 | 82 | $21.9B | 0 | |
| 2022-03-31 | 91 | $24.7B | 0 | |
| 2021-12-31 | 107 | $34.7B | 0 | |
| 2021-09-30 | 96 | $36.5B | 0 | |
| 2021-06-30 | 88 | $33.0B | 100 | |
| 2021-03-31 | 94 | $33.6B | 57 | |
| 2020-12-31 | 96 | $36.4B | 64 | |
| 2020-09-30 | 86 | $27.7B | 62 | |
| 2020-06-30 | 72 | $23.1B | 72 | |
| 2020-03-31 | 64 | $19.2B | 76 | |
| 2019-12-31 | 66 | $21.4B | 47 | |
| 2019-09-30 | 62 | $19.2B | 54 | |
| 2019-06-30 | 59 | $22.3B | 89 | |
| 2019-03-31 | 57 | $17.4B | 54 | |
| 2018-12-31 | 57 | $17.6B | 82 | |
| 2018-09-30 | 64 | $18.1B | 61 | |
| 2018-06-30 | 60 | $17.5B | 67 | |
| 2018-03-31 | 59 | $16.6B | 62 | |
| 2017-12-31 | 59 | $16.3B | 54 | |
| 2017-09-30 | 59 | $15.4B | 80 | |
| 2017-06-30 | 53 | $14.8B | 75 | |
| 2017-03-31 | 64 | $22.6B | 45 | |
| 2016-12-31 | 62 | $22.0B | 76 | |
| 2016-09-30 | 62 | $23.2B | 51 | |
| 2016-06-30 | 55 | $23.5B | 50 | |
| 2016-03-31 | 63 | $22.7B | 96 | |
| 2015-12-31 | 64 | $26.5B | 71 | |
| 2015-09-30 | 63 | $26.1B | 58 | |
| 2015-06-30 | 56 | $26.5B | 79 | |
| 2015-03-31 | 58 | $25.8B | 61 | |
| 2014-12-31 | 62 | $21.8B | 83 | |
| 2014-09-30 | 59 | $24.9B | 69 | |
| 2014-06-30 | 62 | $22.9B | 55 | |
| 2014-03-31 | 60 | $23.8B | 63 | |
| 2013-12-31 | 65 | $21.4B | 59 | |
| 2013-09-30 | 59 | $18.1B | 76 | |
| 2013-06-30 | 59 | $18.0B | 0 |
Holding changes this quarter
Viking Global Investors LP's most significant position changes for 2026-03-31: New buy: Apple INC (AAPL); Sold out: Advanced Micro Devices (AMD); New buy: Fedex CORP (FDX); Sold out: Draftkings Inc-cl A (DKNG); New buy: Meta Platforms Inc-class A (META).
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | V | Visa Inc-class A Shares | +1.6% | +58.83% | Add |
| 2 | CVNA | Carvana Co | +1.3% | +161.89% | Add |
| 3 | LII | Lennox International INC | +1.2% | +153.08% | Add |
| 4 | TMO | Thermo Fisher Scientific INC | +1.1% | +110.29% | Add |
| 5 | CSX | Csx CORP | +0.8% | +35.18% | Add |
| 6 | FTV | Fortive CORP | +0.7% | +16.91% | Add |
| 7 | MDLN | Medline Inc-cl A | +0.6% | +64.30% | Add |
| 8 | JPM | Jpmorgan Chase & Co | +0.6% | +41.87% | Add |
| 9 | TSLA | Tesla INC | +0.6% | +46.70% | Add |
| 10 | RRX | Regal Rexnord CORP | +0.5% | -2.52% | Trim |
| 11 | GM | General Motors Co | +0.4% | +34.83% | Add |
| 12 | JNJ | Johnson & Johnson | -0.3% | -25.32% | Trim |
| 13 | GOOGL | Alphabet Inc-cl A | -0.3% | -10.14% | Trim |
| 14 | TMUS | T-mobile US INC | -0.3% | -20.96% | Trim |
| 15 | BBIO | Bridgebio Pharma INC | -0.5% | -17.73% | Trim |
| 16 | BA | Boeing Co/the | -0.5% | -19.15% | Trim |
| 17 | APG | Api Group CORP | -0.5% | -49.41% | Trim |
| 18 | DKS | Dick's Sporting Goods INC | -0.7% | -50.87% | Trim |
| 19 | STLA | Stellantis N.V. | -0.8% | -59.09% | Trim |
| 20 | COF | Capital One Financial CORP | -1.1% | -45.39% | Trim |
| 21 | AMZN | Amazon.com INC | -1.2% | -61.77% | Trim |
| 22 | MSFT | Microsoft CORP | -1.7% | -28.23% | Trim |
| 23 | PNC | Pnc Financial Services Group | -2.3% | -58.46% | Trim |
| 24 | AAPL | Apple INC | — | NEW | New buy |
| 25 | AMD | Advanced Micro Devices | — | EXIT | Sold out |
| 26 | FDX | Fedex CORP | — | NEW | New buy |
| 27 | DKNG | Draftkings Inc-cl A | — | EXIT | Sold out |
| 28 | META | Meta Platforms Inc-class A | — | NEW | New buy |
| 29 | ROST | Ross Stores INC | — | EXIT | Sold out |
| 30 | ATI | Ati INC | — | NEW | New buy |
| 31 | CHWY | Chewy INC - Class A | — | EXIT | Sold out |
| 32 | UBS | UBS Group AG | — | EXIT | Sold out |
| 33 | UNH | Unitedhealth Group INC | — | EXIT | Sold out |
| 34 | WAT | Waters CORP | — | NEW | New buy |
| 35 | SAIA | Saia INC | — | EXIT | Sold out |
| 36 | HAS | Hasbro INC | — | NEW | New buy |
| 37 | RDDT | Reddit Inc-cl A | — | NEW | New buy |
| 38 | AIG | American International Group | — | NEW | New buy |
| 39 | TW | Tradeweb Markets Inc-class A | — | EXIT | Sold out |
| 40 | BAC | Bank Of America CORP | — | EXIT | Sold out |
| 41 | BSX | Boston Scientific CORP | — | EXIT | Sold out |
| 42 | DLR | Digital Realty Trust INC | — | EXIT | Sold out |
| 43 | LOW | Lowe's Cos INC | — | EXIT | Sold out |
| 44 | FIG | Figma Inc-cl A | — | EXIT | Sold out |
| 45 | ITUB | Itau Unibanco H-spon Prf Adr | — | EXIT | Sold out |
| 46 | CBOE | Cboe Global Markets INC | — | NEW | New buy |
| 47 | HD | Home Depot INC | — | NEW | New buy |
| 48 | RIOT | Riot Platforms INC | — | EXIT | Sold out |
| 49 | LULU | Lululemon Athletica INC | — | NEW | New buy |
| 50 | IQV | Iqvia Holdings INC | — | EXIT | Sold out |
Filing History
| Period | Filed | Type | EDGAR |
|---|---|---|---|
| 2026-03-31 | 2026-05-15 | 13F-HR | View on EDGAR |
| 2025-12-31 | 2026-02-17 | 13F-HR | View on EDGAR |
| 2025-09-30 | 2025-11-14 | 13F-HR | View on EDGAR |
| 2025-06-30 | 2025-08-14 | 13F-HR | View on EDGAR |
| 2025-03-31 | 2025-05-15 | 13F-HR | View on EDGAR |
| 2024-12-31 | 2025-02-14 | 13F-HR | View on EDGAR |
| 2024-09-30 | 2024-11-14 | 13F-HR | View on EDGAR |
| 2024-06-30 | 2024-08-14 | 13F-HR | View on EDGAR |
| 2024-03-31 | 2024-05-15 | 13F-HR | View on EDGAR |
| 2023-12-31 | 2024-02-14 | 13F-HR | View on EDGAR |
| 2023-09-30 | 2023-11-14 | 13F-HR | View on EDGAR |
| 2023-06-30 | 2023-08-14 | 13F-HR | View on EDGAR |
| 2023-03-31 | 2023-05-15 | 13F-HR | View on EDGAR |
| 2022-12-31 | 2023-02-14 | 13F-HR | View on EDGAR |
| 2022-09-30 | 2022-11-14 | 13F-HR | View on EDGAR |
| 2022-06-30 | 2022-08-15 | 13F-HR | View on EDGAR |
| 2022-03-31 | 2022-05-16 | 13F-HR | View on EDGAR |
| 2021-12-31 | 2022-05-16 | Amendment | View on EDGAR |
| 2021-12-31 | 2022-02-14 | 13F-HR | View on EDGAR |
| 2021-09-30 | 2022-05-16 | Amendment | View on EDGAR |
| 2021-09-30 | 2021-11-15 | 13F-HR | View on EDGAR |
| 2021-06-30 | 2021-08-16 | 13F-HR | View on EDGAR |
| 2021-03-31 | 2021-05-17 | 13F-HR | View on EDGAR |
| 2020-12-31 | 2021-02-16 | 13F-HR | View on EDGAR |
| 2020-09-30 | 2020-11-16 | 13F-HR | View on EDGAR |
| 2020-06-30 | 2020-08-07 | 13F-HR | View on EDGAR |
| 2020-03-31 | 2020-05-13 | 13F-HR | View on EDGAR |
| 2019-12-31 | 2020-02-13 | 13F-HR | View on EDGAR |
| 2019-09-30 | 2019-11-13 | 13F-HR | View on EDGAR |
| 2019-06-30 | 2019-08-14 | 13F-HR | View on EDGAR |
| 2019-03-31 | 2019-05-15 | 13F-HR | View on EDGAR |
| 2018-12-31 | 2019-02-14 | 13F-HR | View on EDGAR |
| 2018-09-30 | 2018-11-14 | 13F-HR | View on EDGAR |
| 2018-06-30 | 2018-08-14 | 13F-HR | View on EDGAR |
| 2018-03-31 | 2018-05-15 | 13F-HR | View on EDGAR |
| 2017-12-31 | 2018-02-14 | 13F-HR | View on EDGAR |
| 2017-09-30 | 2017-11-14 | 13F-HR | View on EDGAR |
| 2017-06-30 | 2017-08-14 | 13F-HR | View on EDGAR |
| 2017-03-31 | 2017-05-15 | 13F-HR | View on EDGAR |
| 2016-12-31 | 2017-02-14 | 13F-HR | View on EDGAR |
| 2016-09-30 | 2016-11-14 | 13F-HR | View on EDGAR |
| 2016-06-30 | 2016-08-15 | 13F-HR | View on EDGAR |
| 2016-03-31 | 2016-05-16 | 13F-HR | View on EDGAR |
| 2015-12-31 | 2016-02-16 | 13F-HR | View on EDGAR |
| 2015-09-30 | 2015-11-16 | 13F-HR | View on EDGAR |
| 2015-06-30 | 2015-08-14 | 13F-HR | View on EDGAR |
| 2015-03-31 | 2015-05-15 | 13F-HR | View on EDGAR |
| 2014-12-31 | 2015-02-17 | 13F-HR | View on EDGAR |
| 2014-09-30 | 2014-11-14 | 13F-HR | View on EDGAR |
| 2014-06-30 | 2014-08-14 | 13F-HR | View on EDGAR |
| 2014-03-31 | 2014-05-15 | 13F-HR | View on EDGAR |
| 2013-12-31 | 2014-02-14 | 13F-HR | View on EDGAR |
| 2013-09-30 | 2013-11-14 | 13F-HR | View on EDGAR |
| 2013-06-30 | 2013-08-14 | 13F-HR | View on EDGAR |
FAQ
What is Viking Global Investors LP and what type of investor is it?
Viking Global Investors LP is a investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-03-31), the firm manages a tracked equity portfolio valued at approximately $35.7B, spread across 77 disclosed positions.
What are Viking Global Investors LP's largest equity positions?
Based on the latest 13F filing, Viking Global Investors LP's top holdings by market value are:
1. Visa Inc-class A Shares (V) — $1.9B (5.3%)
2. Taiwan Semiconductor-sp Adr (TSM) — $1.5B (4.2%)
3. Schwab (charles) CORP (SCHW) — $1.4B (3.9%)
4. Walt Disney Co/the (DIS) — $1.3B (3.6%)
5. Fortive CORP (FTV) — $1.2B (3.5%)
What changes did Viking Global Investors LP make in its most recent portfolio filing?
In the latest reported quarter, Viking Global Investors LP made 50 notable position adjustments: 11 new positions were initiated, 10 existing holdings were added to, 13 positions were partially reduced, and 16 were completely exited. The largest of these moves: New buy: Apple INC (AAPL); Sold out: Advanced Micro Devices (AMD); New buy: Fedex CORP (FDX); Sold out: Draftkings Inc-cl A (DKNG); New buy: Meta Platforms Inc-class A (META)
What sectors does Viking Global Investors LP focus on?
Viking Global Investors LP is concentrated in the following sectors based on its current disclosed equity portfolio:
• Financials: 22.7%
• Consumer Discretionary: 16.3%
• Information Technology: 15.6%
• Industrials: 12.3%
• Health Care: 11.7%
• Communication Services: 11.7%
Peer Institutions
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MI
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FM
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EC
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TI
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