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Focused investors/Viking Global Investors

Viking Global Investors

As of Q2 2026, Viking Global Investors reported 90 long-equity positions worth $35.08B in aggregate.

Copy-investor backtest

Latest quarter
+8.20%
1-year
+16.84%
3-year
+70.77%
5-year
+48.41%
3-year vs S&P 500
-2.46%
5-year vs S&P 500
-25.28%
5-year top 5
-0.23%

Return from mechanically copying the disclosed 13F equity portfolio after each filing and rebalancing at the next. The vs S&P 500 figures subtract SPY over that manager's own rebalance dates, so both sides cover the same days; both are price return, excluding dividends. Method & limitations.

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Updated 2026-06-06 from SEC 13F data.

Live quotes available for 34 of 80 rows. Rows without a quote are marked unavailable.

1PCPPrecision Castparts Corp COM4.47%New82,768$102KNo quoteNo quote
2FLSFlowserve Corporation COM3.68%Reduce -90.6%169,735$84K$0.49No quote
3CLColgate-Palmolive Co. COM3.42%Reduce -96.2%51,926$78K$1.50No quote
4LHLaboratory CRP ofAmerHLDGS COM NEW3.29%New40,478$75K$1.85No quote
5SHWThe Sherwin-Williams Co COM3.02%Reduce -88.3%354,034$69K$0.19No quote
6GRGoodrich Corporation COM2.89%Reduce -90.8%326,950$66KNo quoteNo quote
7UTXUnited Technologies Corp COM2.80%Reduce -80.1%83,709$64KNo quoteNo quote
8DVADaVita Inc. COM2.72%Reduce -95.8%104,730$62K$0.59No quote
9DVNDevon Energy Corporation COM2.63%Reduce -96.5%60,067$60K$1.00No quote
10PNCPNC Bank Corp COM2.45%Reduce -86.1%261,222$56K$0.21No quote
14MDMednax Inc COM2.41%Reduce -87.5%147,504$55KNo quoteNo quote
13MHSMedco Health Solutions Inc COM2.41%New40,285$55KNo quoteNo quote
12ELEstee Lauder Companies CL A2.41%New125,920$55K$0.44No quote
11CHRWC.H.Robinson Worldwide Inc COM NEW2.41%New149,821$55K$0.37No quote
15PRUPrudential Financial INC COM2.32%New29,412$53KNo quoteNo quote
17VRXValeant Pharmaceuticals Inte COM2.28%New9,281$52KNo quoteNo quote
16TWCTime Warner Cable COM2.28%New111,210$52KNo quoteNo quote
18ACEACE Ltd. SHS2.23%Reduce -95.5%179,448$51KNo quoteNo quote
20SWKStanley Black & Decker Inc COM2.19%New71,155$50K$0.70No quote
19HESHess Corp COM2.19%Reduce -95.2%148,321$50KNo quoteNo quote
21AGUAgrium Inc COM2.10%Reduce -96.8%44,245$48KNo quoteNo quote
22ESRXExpress Scripts Inc COM2.06%Reduce -95.8%167,025$47KNo quoteNo quote
23AMTAmerican Tower Corp CL A1.93%New524,988$44K$0.08No quote
24ILMNIllumina Inc. COM1.88%Reduce -95.2%31,594$43K$1.36No quote
26EQREquity Residential SH BEN INT1.80%New32,653$41K$1.26No quote
25BHIBaker Hughes Inc COM1.80%Reduce -96.6%141,487$41KNo quoteNo quote
27AXPAmerican Express Co COM1.71%New90,837$39K$0.43No quote
28UHSUniversal Health ServicesInc CL B1.67%Reduce -97.2%134,695$38K$0.28No quote
30METMetlife Inc. COM1.62%Reduce -97.9%175,127$37K$0.21No quote
29DHRDanaher Corp COM1.62%Reduce -92.8%164,293$37K$0.23No quote
32JPMJP Morgan Chase & Co. COM1.58%Reduce -96.2%228,358$36K$0.16No quote
31BREBre Properties Inc CL A1.58%New31,143$36KNo quoteNo quote
33TYCTyco International LTD SHS1.53%Reduce -96.4%378,875$35KNo quoteNo quote
34LNCRLincare Holdings Inc COM1.40%Reduce -92.9%76,847$32KNo quoteNo quote
35CICigna Corp. COM1.36%Reduce -96.1%181,347$31K$0.17No quote
37OCOwens Corning Inc. COM1.27%Reduce -6.1%185,849$29K$0.16No quote
36CVSCVS/Caremark Corp COM1.27%Reduce -98.1%62,970$29K$0.46No quote
39TWXTime Warner Inc. COM NEW1.23%New58,695$28KNo quoteNo quote
38FROFrontline LTD SHS1.23%Reduce -96.7%64,985$28KNo quoteNo quote
40DGDollar General Corp COM1.18%Reduce -97.5%63,433$27K$0.43No quote
41ADBEAdobe Systems Inc COM1.14%New301,535$26K$0.09No quote
43HALHalliburton Company COM1.05%Reduce -98.8%49,114$24K$0.49No quote
42ADSKAutodesk Inc COM1.05%Reduce -99.0%55,106$24K$0.44No quote
44MSMorgan Stanley COM NEW1.01%New30,051$23K$0.77No quote
45HGSIHuman Genome Sciences Inc. COM0.96%New44,527$22KNo quoteNo quote
46ORCLOracle Corporation COM0.92%Reduce -93.7%455,737$21K$0.05No quote
47BVFBiovail Corp COM0.83%Reduce -95.0%123,245$19KNo quoteNo quote
48EMCEMC Corp. COM0.79%New126,434$18KNo quoteNo quote
49CMCSAComcast Corp CL A0.74%Reduce -93.3%401,976$17K$0.04No quote
51VMEDVirgin Media Inc COM0.70%Reduce -98.7%49,748$16KNo quoteNo quote
50IVZInvesco Limited SHS0.70%Reduce -98.1%615,240$16K$0.03No quote
53SFDSmithfield Foods Inc COM0.61%Reduce -98.3%72,849$14KNo quoteNo quote
52SCHWSchwab (Charles) Corp COM0.61%New183,846$14K$0.08No quote
55NWSANews Corporation CL A0.48%Reduce -98.0%391,520$11K$0.03No quote
54KBHKB HOME COM0.48%New31,087$11KNo quoteNo quote
56COCOCorinthian Colleges Inc COM0.39%New31,118$9K$0.29No quote
57XRXXerox Corporation COM0.35%New164,022$8K$0.05No quote
59KEYKey Corp COM0.31%New26,187$7K$0.27No quote
58HMAHealth Mgmt Associates Inc CL A0.31%Reduce -99.6%38,786$7KNo quoteNo quote
60PALMPalm Inc COM0.22%Reduce -99.4%579$5KNo quoteNo quote
61MLNKModusLink Global Solutions COM0.00%Reduce -100.0%0$6No quoteNo quote
80WLPWellpoint, Inc. COM-Sold0$0No quoteNo quote
79VVisa Inc COM CL A-Sold0$0No quoteNo quote
78COLRockwell Collins Inc COM-Sold0$0No quoteNo quote
77QQwest Comunications Int'l COM-Sold0$0No quoteNo quote
76PSYSPsychiatric Solutions COM-Sold0$0No quoteNo quote
75PFEPfizer Inc. COM-Sold0$0No quoteNo quote
74PLLPall Corp COM-Sold0$0No quoteNo quote
73NVRNVR Inc COM-Sold0$0No quoteNo quote
72MCKMcKesson Corp. COM-Sold0$0No quoteNo quote
71LENLennar Corp-CL A CL A-Sold0$0No quoteNo quote
70ITMNIntermune Inc. COM-Sold0$0No quoteNo quote
69IRIngersoll-Rand PLC SHS-Sold0$0No quoteNo quote
68HPQHewlett-Packard Co. COM-Sold0$0No quoteNo quote
67GOOGLGoogle Inc. CL A-Sold0$0No quoteNo quote
66FDOFamily Dollar Stores COM-Sold0$0No quoteNo quote
65CMEChicago Mercantile Exchange COM-Sold0$0No quoteNo quote
64COFCapitalOne Financial COM-Sold0$0No quoteNo quote
63BECBeckman Coulter Inc. COM-Sold0$0No quoteNo quote
62BACBank of America Corp. COM-Sold0$0No quoteNo quote