Viking Global Investors LP

Institutional manager·Andreas Halvorsen·CIK 0001103804
Latest Qtr return
+14.1%
SPY latest qtr
+17.6%
Alpha
-3.5ptsvs SPY
Invested
$35.7B
Holdings
77
Trades YTD
6

Performance · Fund vs SPY

Cumulative return · quarterly snapshots
+0%+110%Viking +107.2%SPY +72.2%Q1 '25Q2 '25Q3 '25Q4 '25

Coverage 100%. 4 quarters of 2025 measured against SPY adj-close benchmark.

EDITORIAL BRIEF · refreshed Jul 2, 2026

Why follow Viking Global Investors LP right now?

Viking Global Investors LP reported $35.7B across 77 positions in its Q1 2026 13F-HR (period ending 2026-03-31). Visa leads at 5.4% weight, followed by Taiwan Semiconductor at 4.2% and Charles Schwab at 3.9%. The portfolio spans payments, semiconductors, financials, industrials, and consumer — consistent with a diversified large-cap orientation.

Notable share-count increases include Carvana (+162%), Lennox International (+153%), Thermo Fisher (+110%), and Visa (+59%), all versus the prior quarter's reported figures. The top-five concentration stands at approximately 20.4% of disclosed long equity.

Q1 2026 returned +14.1% against SPY's +17.6%, a -3.5% alpha gap, reversing three consecutive quarters of outperformance (+6.6%, +6.7%, +10.4%). Past performance is not indicative of future results.

Generated from public SEC filings. Not investment advice.…

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Top holdings · current snapshot

Source: 13F-HR
See all 77 holdings · Pro →

Recent trades · Last 90 days

Insider · Form 4 · Andreas Halvorsen
SOLD
$808K
FORM 4
Insider · Form 4 · Andreas Halvorsen
SOLD
$526K
FORM 4
Insider · Form 4 · Andreas Halvorsen
SOLD
$10.0M
FORM 4
Insider · Form 4 · Andreas Halvorsen
SOLD
$154.0M
FORM 4
See full trade history →

Convergence · Viking Global Investors LP

Pattern cards reflect public SEC EDGAR and Congressional filing data only. Detection uses filing dates; trade execution dates may differ. Past convergence patterns do not predict future returns. Nothing here is investment advice.

Source data: SEC EDGAR · 13F-HR filings · Performance through 2026-03-31 · Last refreshed 11:09 UTC.