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Focused investors/Viking Global Investors

Viking Global Investors

As of Q1 2026, this manager reported 77 long-equity positions worth $35.75B in aggregate.

As of Q1 2026, Viking Global Investors's Viking Global Investors held 77 long-equity positions with a reported value of $35.75B.

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

Live quotes available for 75 of 98 rows. Rows without a quote are marked unavailable.

1PNCPNC FINL SVCS GROUP INC4.15%Add +234.9%7,956,766$1.6B$200.9352w: $145.12 - $216.26; reported $200.93
2JPMJPMORGAN CHASE & CO.4.14%Add +25.2%5,059,060$1.6B$315.4352w: $202.16 - $318.01; reported $315.43
3SCHWSCHWAB CHARLES CORP4.11%Add +5.1%16,583,101$1.58B$95.4752w: $62.41 - $99.59; reported $95.47
4COFCAPITAL ONE FINL CORP4.08%Add +30.3%7,388,506$1.57B$212.5852w: $143.22 - $232.45; reported $212.58
5MSFTMICROSOFT CORP3.27%New2,429,412$1.26B$517.9552w: $344.79 - $555.45; reported $517.95
6DISDISNEY WALT CO3.11%Add +78.7%10,449,711$1.2B$114.5052w: $80.10 - $124.69; reported $114.50
7TSMTAIWAN SEMICONDUCTOR MFG LTD2.86%Reduce -8.9%3,944,366$1.1B$279.2952w: $134.25 - $286.00; reported $279.29
8MCDMCDONALDS CORP2.66%Add +8.0%3,374,875$1.03B$303.8952w: $276.53 - $326.32; reported $303.89
9FTVFORTIVE CORP2.61%Add +28.7%20,483,680$1B$48.9952w: $45.50 - $62.79; reported $48.99
10APDAIR PRODS & CHEMS INC2.60%Add +70.2%3,667,119$1B$272.7252w: $243.69 - $341.14; reported $272.72
11SHWSHERWIN WILLIAMS CO2.59%Add +47.2%2,881,091$997.61M$346.2652w: $308.84 - $400.42; reported $346.26
12VVISA INC2.57%Add +78.8%2,897,030$988.99M$341.3852w: $273.24 - $375.51; reported $341.38
13BBIOBRIDGEBIO PHARMA INC2.16%Reduce -13.9%15,977,849$829.89M$51.9452w: $21.72 - $54.60; reported $51.94
14GMGENERAL MTRS CO2.06%Add +0.1%13,027,139$794.26M$60.9752w: $41.60 - $62.14; reported $60.97
15CVNACARVANA CO2.06%Add +94.9%2,101,241$792.67M$377.2452w: $29.65 - $82.67; reported $377.24
16TMUST-MOBILE US INC2.03%Add +14.7%3,262,466$780.97M$239.3852w: $202.77 - $276.49; reported $239.38
17JCIJOHNSON CTLS INTL PLC1.94%Add +368.5%6,796,942$747.32M$109.9552w: $68.03 - $112.63; reported $109.95
18BLKBLACKROCK INC1.88%Add +217.5%619,492$722.25M$1165.8752w: $773.74 - $1183.50; reported $1165.87
19PMPHILIP MORRIS INTL INC1.86%Add +28.1%4,426,128$717.92M$162.2052w: $116.12 - $186.69; reported $162.20
20TSLATESLA INC1.86%Add +46.3%1,609,828$715.92M$444.7252w: $212.11 - $488.54; reported $444.72
21METAMETA PLATFORMS INC1.77%Add +249.9%929,003$682.24M$734.3852w: $479.80 - $796.25; reported $734.38
22AMDADVANCED MICRO DEVICES INC1.76%Add +118.8%4,181,269$676.49M$161.7952w: $76.48 - $186.65; reported $161.79
23BABOEING CO1.69%Add +6.2%3,010,551$649.77M$215.8352w: $128.88 - $242.69; reported $215.83
24NKENIKE INC1.63%Add +29.1%8,996,579$627.33M$69.7352w: $52.28 - $89.64; reported $69.73
25NFLXNETFLIX INC1.56%New500,812$600.43M$1198.9252w: $67.79 - $134.12; reported $1198.92
26BACBANK AMERICA CORP1.54%Reduce -63.2%11,500,290$593.3M$51.5952w: $33.07 - $52.88; reported $51.59
27HCAHCA HEALTHCARE INC1.53%Reduce -26.3%1,380,583$588.4M$426.2052w: $289.98 - $429.44; reported $426.20
28CSXCSX CORP1.47%Reduce -15.5%15,947,719$566.3M$35.5152w: $26.22 - $37.25; reported $35.51
29DKNGDRAFTKINGS INC NEW1.46%New15,003,351$561.13M$37.4052w: $29.64 - $53.61; reported $37.40
30CORCENCORA INC1.44%Reduce -14.6%1,778,135$555.72MNo quoteNo quote
31DHRDANAHER CORPORATION1.42%Reduce -5.4%2,751,245$545.46M$198.2652w: $171.00 - $279.41; reported $198.26
32SESEA LTD1.41%Reduce -14.1%3,039,203$543.2M$178.7352w: $92.50 - $199.30; reported $178.73
33UBSUBS GROUP AG1.39%Add +407.5%13,096,560$534.85M$40.8452w: $25.75 - $42.56; reported $40.84
34PRMBPRIMO BRANDS CORPORATION1.32%Add +17.5%23,033,970$509.05M$22.1052w: $21.60 - $35.85; reported $22.10
35AONAON PLC1.31%New1,414,618$504.42M$356.5852w: $323.73 - $412.97; reported $356.58
36TICAACUREN CORP1.19%-34,360,000$457.33MNo quoteNo quote
37BMRNBIOMARIN PHARMACEUTICAL INC1.17%Reduce -32.3%8,322,179$450.73M$54.1652w: $52.48 - $73.51; reported $54.16
38ADPTADAPTIVE BIOTECHNOLOGIES COR1.17%-29,993,708$448.71M$14.9652w: $4.27 - $15.04; reported $14.96
39RRXREGAL REXNORD CORPORATION1.16%Reduce -8.9%3,123,262$448M$143.4452w: $90.56 - $185.28; reported $143.44
40CLSCELESTICA INC1.10%New1,722,780$424.46M$246.3852w: $48.97 - $261.83; reported $246.38
41APGAPI GROUP CORP1.10%Reduce -28.9%1.5:1 split12,306,277$422.97M$34.3752w: $20.50 - $36.55; reported $34.37
42SAIASAIA INC1.08%Add +67.2%1,383,888$414.28M$299.3652w: $229.12 - $624.55; reported $299.36
43CPTCAMDEN PPTY TR1.07%Add +41.6%3,846,740$410.75M$106.7852w: $102.35 - $127.65; reported $106.78
44MAAMID-AMER APT CMNTYS INC0.96%New2,645,082$369.6M$139.7352w: $137.32 - $173.38; reported $139.73
45ROIVROIVANT SCIENCES LTD0.93%Reduce -31.1%23,594,831$356.99M$15.1352w: $8.73 - $16.05; reported $15.13
46KKRKKR & CO INC0.91%New2,709,024$352.04M$129.9552w: $86.15 - $170.40; reported $129.95
47ROSTROSS STORES INC0.80%Reduce -57.4%2,023,868$308.42M$152.3952w: $122.36 - $158.69; reported $152.39
48CMGCHIPOTLE MEXICAN GRILL INC0.68%Add +16.7%6,636,563$260.09M$39.1952w: $38.30 - $66.74; reported $39.19
49BSXBOSTON SCIENTIFIC CORP0.67%Reduce -13.3%2,641,682$257.91M$97.6352w: $80.64 - $109.50; reported $97.63
50EWEDWARDS LIFESCIENCES CORP0.62%New3,069,151$238.69M$77.7752w: $64.01 - $83.00; reported $77.77
51RALRALLIANT CORP0.58%Reduce -4.2%5,082,472$222.26M$43.7352w: $40.70 - $55.08; reported $43.73
52CHWYCHEWY INC0.58%New5,483,690$221.82M$40.4552w: $26.28 - $48.62; reported $40.45
53ASAMER SPORTS INC0.57%Add +63.5%6,343,481$220.44M$34.7552w: $15.96 - $42.36; reported $34.75
54DBDEUTSCHE BANK AG0.56%New6,102,855$214.59M$35.1652w: $16.02 - $37.86; reported $35.16
55CBRECBRE GROUP INC0.50%New1,210,004$190.65M$157.5652w: $108.45 - $167.56; reported $157.56
56NAMSNEWAMSTERDAM PHARMA COMPANY0.48%Reduce -7.2%6,475,534$184.16M$28.4452w: $14.06 - $28.91; reported $28.44
57INTUINTUIT0.47%New264,136$180.38M$682.9152w: $532.65 - $813.70; reported $682.91
58DECKDECKERS OUTDOOR CORP0.45%New1,726,926$175.06M$101.3752w: $93.72 - $223.98; reported $101.37
59FSLRFIRST SOLAR INC0.44%Reduce -66.1%767,996$169.37M$220.5352w: $116.56 - $252.90; reported $220.53
60MASIMASIMO CORP0.41%Add +39.9%1,073,433$158.39M$147.5552w: $131.60 - $194.88; reported $147.55
61CSGPCOSTAR GROUP INC0.41%Reduce -42.5%1,849,729$156.06M$84.3752w: $68.26 - $97.43; reported $84.37
62APPAPPLOVIN CORP0.30%Reduce -56.4%162,525$116.78M$718.5452w: $128.01 - $745.61; reported $718.54
63RYANRYAN SPECIALTY HOLDINGS INC0.28%Add +37.0%1,934,957$109.05M$56.3652w: $50.08 - $77.16; reported $56.36
64ITGRINTEGER HLDGS CORP0.28%Reduce -20.2%1,024,942$105.91M$103.3352w: $99.73 - $146.36; reported $103.33
65SIONSIONNA THERAPEUTICS INC0.24%-3,195,181$93.97M$29.4152w: $7.25 - $30.61; reported $29.41
66PHVSPHARVARIS N V0.24%-3,653,310$91.15M$24.9552w: $11.51 - $26.33; reported $24.95
67ORICORIC PHARMACEUTICALS INC0.20%-6,572,700$78.87M$12.0052w: $3.90 - $14.67; reported $12.00
68LABSTANDARD BIOTOOLS INC0.20%-58,651,170$76.25M$1.3052w: $0.92 - $2.32; reported $1.30
69INXBINHIBRX BIOSCIENCES INC0.16%-1,787,705$60.21MNo quoteNo quote
70DNAGINKGO BIOWORKS HOLDINGS INC0.14%-3,577,128$52.15M$14.5852w: $5.00 - $16.85; reported $14.58
71ORKAORUKA THERAPEUTICS INC0.13%New2,666,690$51.28M$19.2352w: $5.49 - $31.13; reported $19.23
72TEVATEVA PHARMACEUTICAL INDS LTD0.13%Reduce -78.3%2,532,119$51.15M$20.2052w: $12.47 - $22.80; reported $20.20
73TRVITREVI THERAPEUTICS INC0.12%Add +232.4%5,128,875$46.93M$9.1552w: $2.36 - $9.92; reported $9.15
74STUBSTUBHUB HLDGS INC0.09%New2,040,816$34.37M$16.8452w: $16.53 - $27.89; reported $16.84
75CARTMAPLEBEAR INC0.08%Reduce -77.8%832,857$30.62M$36.7652w: $34.87 - $53.50; reported $36.76
76PEPGPEPGEN INC0.04%Add +134.9%3,482,434$16.09M$4.6252w: $0.88 - $9.94; reported $4.62
77ESTAESTABLISHMENT LABS HLDGS INC0.04%-343,465$14.08M$40.9952w: $26.56 - $50.85; reported $40.99
78RLYBRALLYBIO CORP0.01%-4,194,777$2.09M$0.5052w: $1.76 - $9.92; reported $0.50
98USBUS BANCORP DEL-Sold0$0No quoteNo quote
97TTDTHE TRADE DESK INC-Sold0$0No quoteNo quote
96RPRXROYALTY PHARMA PLC-Sold0$0No quoteNo quote
95QCOMQUALCOMM INC-Sold0$0No quoteNo quote
94NVDANVIDIA CORPORATION-Sold0$0No quoteNo quote
93MOHMOLINA HEALTHCARE INC-Sold0$0No quoteNo quote
92MTSRMETSERA INC-Sold0$0No quoteNo quote
91LENLENNAR CORP-Sold0$0No quoteNo quote
90HQYHEALTHEQUITY INC-Sold0$0No quoteNo quote
89AJGGALLAGHER ARTHUR J & CO-Sold0$0No quoteNo quote
88FLUTFLUTTER ENTMT PLC-Sold0$0No quoteNo quote
87RACEFERRARI NV-Sold0$0No quoteNo quote
86LLYELI LILLY & CO-Sold0$0No quoteNo quote
85DHID R HORTON INC-Sold0$0No quoteNo quote
84CMECME GROUP INC-Sold0$0No quoteNo quote
83CCLCARNIVAL CORP-Sold0$0No quoteNo quote
82SQBLOCK INC-Sold0$0No quoteNo quote
81AMTAMERICAN TOWER CORP NEW-Sold0$0No quoteNo quote
80AIGAMERICAN INTL GROUP INC-Sold0$0No quoteNo quote
79AMZNAMAZON COM INC-Sold0$0No quoteNo quote