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Viking Global Investors LP

CIK:0001103804
Hedge Fund
$70B AUM
83 holdings
Stamford, CT, United States
Founded:1999
268 employees
Latest filing:Jun 30, 2025

Viking Global Investors LP is a hedge fund headquartered in Stamford, Connecticut, United States. Founded in 1999 by Andreas Halvorsen, Viking Global is known for its fundamental equity investing across global markets. The firm employs over 260 staff, with a significant proportion being investment professionals. It manages capital for institutional investors, endowments, foundations, and high net worth individuals.

Investment Strategy

Viking Global Investors LP employs a long/short equity strategy focused on deep fundamental research, seeking to generate alpha by investing in both long and short positions in global equities. The firm's philosophy emphasizes rigorous analysis, risk management, and capital preservation, with a primary focus on developed markets. Investments span a diverse array of sectors, leveraging proprietary research and bottom-up stock selection.

Latest 13F Filing Activity

Viking Global Investors LP filed their most recent 13F report on Jun 30, 2025 disclosing 82 equity positions with a total 13F market value of $35B. The fund increased holdings in Disney Walt Co., JPMorgan Chase & Co., Air Prods & Chems Inc. among other positions. Viking Global Investors LP reduced exposure to Unitedhealth Group Inc., Intuit, Netflix Inc. among others.

Top Buys
D
DISDISNEY WALT CO
+$725.2M
J
JPMJPMORGAN CHASE & CO.
+$639.1M
A
APDAIR PRODS & CHEMS INC
+$607.6M
M
MCDMCDONALDS CORP
+$553.8M
D
DHRDANAHER CORPORATION
+$481.8M
Top Sells
U
UNHUNITEDHEALTH GROUP INC
-$1.12B
I
INTUINTUIT
-$1.05B
N
NFLXNETFLIX INC
-$698.9M
M
METAMETA PLATFORMS INC
-$649.2M
C
CBCHUBB LIMITED
-$588.6M

Top Holdings

B
BACBANK AMERICA CORP
+4.3%$1.48B
S
SCHWSCHWAB CHARLES CORP
+4.2%$1.44B
C
COFCAPITAL ONE FINL CORP
+3.5%$1.21B
J
JPMJPMORGAN CHASE & CO.
+3.4%$1.17B
U
USBUS BANCORP DEL
+3.2%$1.09B

Equity Positions (82)

TickerSecurityWeightMarket ValueSharesAvg CostPriceChange (QoQ)
BANK AMERICA CORP4.27%$1.48B31,246,972$40.79$47.32+$134.9M
SCHWAB CHARLES CORP4.16%$1.44B15,773,225$73.53$91.24+$52.3M
CAPITAL ONE FINL CORP3.49%$1.21B5,671,358$185.67$212.76+$383.5M
JPMORGAN CHASE & CO.3.39%$1.17B4,042,034$254.09$289.91+$639.1M
US BANCORP DEL3.15%$1.09B24,089,428$43.33$45.25-$381.9M

Industry Allocation

NATIONAL COMMERCIAL BANKS
+15.8%
PHARMACEUTICAL PREPARATIONS
+8.2%
SEMICONDUCTORS & RELATED DEVICES
+6.4%
SECURITY BROKERS, DEALERS & FLOTATION COMPANIES
+5.3%
INDUSTRIAL INSTRUMENTS FOR MEASUREMENT, DISPLAY, AND CONTROL
+4.8%