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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 40 of 100 rows. Rows without a quote are marked unavailable.

1IVZInvesco Limited SHS7.10%Reduce -7.1%35,571,574$855.85M$24.06No quote
2CCitigroup Inc COM5.92%Add +55.5%150,984,614$714.16M$4.73No quote
3TWCTime Warner Cable COM5.04%Add +114.1%9,210,085$608.14MNo quoteNo quote
4YUMYum! Brands, Inc COM4.49%New11,047,700$541.89M$49.05No quote
5SHWThe Sherwin-Williams Company COM4.35%Add +47.1%6,265,730$524.75M$83.75No quote
6ELEstee Lauder Companies - Cl A CL A4.23%Add +31.1%6,323,041$510.27M$80.70No quote
7BIDUBaidu Inc - Spon ADR SPON ADR REP A3.77%Add +1182.7%4,703,816$454.06M$96.53No quote
8POTPotash Corp of Saskatchewan COM3.68%Add +300.8%2,867,600$443.99MNo quoteNo quote
9AMTAmerican Tower Corp-CL A CL A3.30%Reduce -10.1%7,696,400$397.44M$51.64No quote
10EMCEMC Corp. COM2.80%Add +35.9%14,723,700$337.17MNo quoteNo quote
11BLKBlackrock Inc COM2.64%New1,672,200$318.69M$190.58No quote
12AMZNAmazon.com COM2.55%Add +15.5%1,711,380$308.05M$180.00No quote
13GRGoodrich Corporation COM2.51%Reduce -19.6%3,430,419$302.12MNo quoteNo quote
14PWEPenn West Energy Trust TR UNIT2.26%New11,414,669$273.04MNo quoteNo quote
15VRXValeant Pharmaceuticals Inte COM2.17%Add +43.5%9,227,263$261.04MNo quoteNo quote
16PNCPNC Bank Corp COM2.02%Reduce -7.6%4,012,400$243.63M$60.72No quote
17AOCAon Corp COM1.94%Add +14.0%5,081,100$233.78MNo quoteNo quote
18CCICrown Castle Intl Corp COM1.60%Add +73.2%4,415,100$193.51M$43.83No quote
19DVNDevon Energy Corporation COM1.57%Add +46.7%2,414,200$189.54M$78.51No quote
20GOOGLGoogle Inc. CL A1.49%New302,746$179.82M$593.97No quote
21AKAMAkamai Technologies COM1.47%New3,757,500$176.79M$47.05No quote
22CICigna Corp. COM1.35%Reduce -28.1%4,440,615$162.79M$36.66No quote
23USBUS Bancorp COM NEW1.33%New5,957,600$160.68M$26.97No quote
24LYBLyondellBasell Industries NV SHS - A -1.31%New4,603,100$158.35M$34.40No quote
25DVADaVita Inc. COM1.31%Reduce -18.7%2,267,491$157.57M$69.49No quote
26MDMednax Inc COM1.17%Reduce -20.5%2,099,887$141.3MNo quoteNo quote
27MCKMcKesson Corp. COM1.14%New1,956,094$137.67M$70.38No quote
28CHKPCheck Point Software Tech ORD1.13%Add +260.2%2,951,400$136.53M$46.26No quote
29UHSUniversal Health Services Inc CL B1.12%Reduce -27.7%3,110,994$135.08M$43.42No quote
30APOLApollo Group Inc. CL A1.11%New3,381,900$133.55MNo quoteNo quote
31METMetlife Inc. COM1.08%Add +7.2%2,939,144$130.62M$44.44No quote
32WPIWatson Phamaceuticals Inc COM1.07%Reduce -9.7%2,505,744$129.42MNo quoteNo quote
33HRBH&R Block Inc COM1.03%New10,408,200$123.96M$11.91No quote
34MDRXAllscripts Healthcare Solutions Inc COM0.98%Add +34.0%6,126,000$118.05MNo quoteNo quote
35DHID.R. Horton COM0.95%New9,575,059$114.23M$11.93No quote
36BECBeckman Coulter Inc. COM0.87%New1,393,869$104.86MNo quoteNo quote
37LNCLincoln National Corporation COM0.81%New3,512,640$97.69M$27.81No quote
38PGProctor & Gamble COM0.78%New1,463,700$94.16M$64.33No quote
39HESHess Corp COM0.73%Reduce -70.9%1,150,600$88.07MNo quoteNo quote
40HSPHospira Inc COM0.72%New1,554,800$86.59MNo quoteNo quote
41MMCMarsh & Mclennan COS COM0.71%New3,115,510$85.18MNo quoteNo quote
42AAPLApple Computer Inc. COM0.70%Reduce -3.0%261,030$84.2M$322.56No quote
43LVSLas Vegas Sands Corp COM0.69%New1,798,600$82.65M$45.95No quote
44JPMJP Morgan Chase & Co. COM0.66%Reduce -11.8%1,881,100$79.8M$42.42No quote
45COFCapitalOne Financial COM0.60%New1,706,487$72.63M$42.56No quote
46BRCMBroadcom Corp - Cl A CL A0.60%New1,649,300$71.83MNo quoteNo quote
47RVTYPerkinelmer Inc. COM0.58%New2,713,896$70.07MNo quoteNo quote
48COSTCostco Wholesale Corp COM0.58%Reduce -24.4%964,600$69.65M$72.21No quote
49TLMTalisman Energy Inc COM0.58%New3,136,000$69.59MNo quoteNo quote
50TLCRTalecris Biotherapeutics Hldgs Corp COM0.56%New2,891,270$67.37MNo quoteNo quote
51MHSMedco Health Solutions Inc COM0.56%Reduce -30.8%1,094,337$67.05MNo quoteNo quote
52URBNUrban Outfitters Inc COM0.55%New1,853,900$66.39M$35.81No quote
53VALValspar Corp COM0.54%New1,901,500$65.56M$34.48No quote
54APKTAcme Packet Inc COM0.45%New1,016,020$54.01MNo quoteNo quote
55XOMExxon Mobil Corp. COM0.44%Reduce -76.0%733,500$53.63M$73.12No quote
56JKHYJack Henry & Associates COM0.36%New1,481,700$43.19M$29.15No quote
57CYHCommunity Health Systems Inc COM0.34%New1,099,300$41.08MNo quoteNo quote
58FITBFifth Third Bancorp COM0.33%New2,736,000$40.16M$14.68No quote
59HMAHealth Mgmt Associates Inc-A CL A0.32%Reduce -51.1%4,096,733$39.08MNo quoteNo quote
60BIDSotheby's COM0.29%New775,576$34.9MNo quoteNo quote
61CORAmerisourcebergen Corp COM0.28%New990,300$33.79MNo quoteNo quote
62SLGSL Green Realty Corp COM0.27%New490,900$33.14MNo quoteNo quote
63MDTMedtronic Inc. COM0.27%New889,800$33M$37.09No quote
64LPNTLifepoint Hospitals Inc COM0.25%New823,452$30.26MNo quoteNo quote
65VITVanceinfo Technologies-ADR ADR0.24%New820,900$28.35MNo quoteNo quote
66NIHDNII Holdings Inc CL B NEW0.23%New613,600$27.4MNo quoteNo quote
67HLSHealthsouth Corp COM NEW0.22%New1,265,200$26.2MNo quoteNo quote
68MGMMGM Mirage COM0.21%New1,732,850$25.73M$14.85No quote
69GFAGafisa SA-ADR SPONS ADR0.20%Reduce -0.5%1,693,602$24.61MNo quoteNo quote
70EDUNew Oriental Education ADR SPON ADR0.19%New221,100$23.27M$105.23No quote
71FTNTFortinet Inc COM0.18%New660,200$21.36M$32.35No quote
72AGPAmerigroup Corporation COM0.09%Reduce -73.4%246,308$10.82MNo quoteNo quote
73KBHKB HOME COM0.02%Reduce -95.1%193,000$2.6MNo quoteNo quote
100WLPWellpoint, Inc. COM-Sold0$0No quoteNo quote
99WCGWellCare Health Plans Inc COM-Sold0$0No quoteNo quote
98WAGWalgreen Co COM-Sold0$0No quoteNo quote
97VIABViacom Inc CL B-Sold0$0No quoteNo quote
96UNHUnitedhealth Group Inc. COM-Sold0$0No quoteNo quote
95UTHRUnited Therapeutics Corp. COM-Sold0$0No quoteNo quote
94TYCTyco International LTD SHS-Sold0$0No quoteNo quote
93SWKStanley Black & Decker Inc COM-Sold0$0No quoteNo quote
92ORCLOracle Corporation COM-Sold0$0No quoteNo quote
91NBLNoble Energy COM-Sold0$0No quoteNo quote
90MLNKModusLink Global Solutions COM0.00%-146$0No quoteNo quote
89MGLNMagellan Health Services Inc COM NEW-Sold0$0No quoteNo quote
88ILMNIllumina Inc. COM-Sold0$0No quoteNo quote
87HGSIHuman Genome Sciences Inc. COM-Sold0$0No quoteNo quote
86HXLHexcel Corporation COM-Sold0$0No quoteNo quote
85GESGuess? Inc COM-Sold0$0No quoteNo quote
84GSGoldman Sachs Group Inc. COM-Sold0$0No quoteNo quote
83FLSFlowserve Corporation COM-Sold0$0No quoteNo quote
82ESRXExpress Scripts Inc COM-Sold0$0No quoteNo quote
81DHRDanaher Corp COM-Sold0$0No quoteNo quote
80CYTCytec Industries Inc COM-Sold0$0No quoteNo quote
79CVSCVS/Caremark Corp COM-Sold0$0No quoteNo quote
78CMCSAComcast Corp CL A-Sold0$0No quoteNo quote
77CRLCharles River Laboratories COM-Sold0$0No quoteNo quote
76CFNCareFusion Corporation COM-Sold0$0No quoteNo quote
75CAMCameron International Corporation COM-Sold0$0No quoteNo quote
74CHRWC.H. Robinson Worldwide Inc COM NEW-Sold0$0No quoteNo quote