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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 47 of 86 rows. Rows without a quote are marked unavailable.

1METAFACEBOOK INC9.92%Add +1.2%18,978,163$2.18B$115.05No quote
2GOOGLALPHABET INC6.51%Reduce -7.9%1,807,781$1.43B$792.45No quote
3MSFTMICROSOFT CORP6.20%Add +60.6%21,950,056$1.36B$62.14No quote
4AMZNAMAZON COM INC5.54%Reduce -44.5%1,626,269$1.22B$749.87No quote
5DOWDOW CHEM CO5.11%New19,651,893$1.12B$57.22No quote
6ECAENCANA CORP4.74%Add +2.3%88,788,457$1.04BNo quoteNo quote
7DEDEERE & CO4.36%New9,311,050$959.41M$103.04No quote
8JDJD COM INC4.36%Add +38.3%37,681,432$958.62M$25.44No quote
9GOOGALPHABET INC3.78%Add +0.7%1,079,052$832.83M$771.82No quote
10NFLXNETFLIX INC3.64%Add +145.5%6,469,312$800.9M$123.80No quote
11AVGOBROADCOM LTD3.55%Reduce -3.0%4,418,919$781.13M$176.77No quote
12WBAWALGREENS BOOTS ALLIANCE INC2.97%Add +562.8%7,899,951$653.8MNo quoteNo quote
13CTRACABOT OIL & GAS CORP2.87%Reduce -25.0%27,013,169$631.03M$23.36No quote
14STZCONSTELLATION BRANDS INC2.74%Add +47.2%3,937,015$603.58M$153.31No quote
15BIIBBIOGEN INC2.47%Reduce -12.2%1,918,812$544.14M$283.58No quote
16TMUST MOBILE US INC2.20%Reduce -38.9%8,408,861$483.59M$57.51No quote
17MAMASTERCARD INCORPORATED2.02%Reduce -44.0%4,304,695$444.46M$103.25No quote
18VVISA INC1.72%Add +739.1%4,846,485$378.12M$78.02No quote
19UNHUNITEDHEALTH GROUP INC1.61%New2,213,236$354.21M$160.04No quote
20FOXATWENTY FIRST CENTY FOX INC1.57%New12,287,292$344.54M$28.04No quote
21CPCANADIAN PAC RY LTD1.49%Reduce -36.0%2,301,553$328.59M$142.77No quote
22SCHWSCHWAB CHARLES CORP NEW1.45%New8,057,576$318.03M$39.47No quote
23DISDISNEY WALT CO1.14%New2,403,665$250.51M$104.22No quote
24RICERICE ENERGY INC1.09%Reduce -25.1%11,206,758$239.26MNo quoteNo quote
25UNPUNION PAC CORP0.99%New2,099,301$217.66M$103.68No quote
26BACBANK AMER CORP0.95%Reduce -62.4%9,431,935$208.45M$22.10No quote
27LYBLYONDELLBASELL INDUSTRIES N0.89%Reduce -42.3%2,285,070$196.01M$85.78No quote
28ETNEATON CORP PLC0.76%Add +1174.0%2,495,999$167.46M$67.09No quote
29CHKCHESAPEAKE ENERGY CORP0.73%New22,863,982$160.51MNo quoteNo quote
30SHPGSHIRE PLC0.71%Add +20.3%919,604$156.68MNo quoteNo quote
31LBTYALIBERTY GLOBAL PLC0.68%Add +76.9%4,923,750$150.62M$30.59No quote
32HUMHUMANA INC0.68%Add +15.2%737,962$150.57M$204.03No quote
33LBTYKLIBERTY GLOBAL PLC0.66%Add +76.9%4,923,750$146.24M$29.70No quote
34GPORGULFPORT ENERGY CORP0.62%Reduce -41.6%6,299,375$136.32M$21.64No quote
35WYNNWYNN RESORTS LTD0.56%New1,418,557$122.72M$86.51No quote
36BMRNBIOMARIN PHARMACEUTICAL INC0.53%Add +185.2%1,398,457$115.85M$82.84No quote
37MMCMARSH & MCLENNAN COS INC0.52%New1,696,801$114.69MNo quoteNo quote
38EVHCENVISION HEALTHCARE CORP0.52%New1,804,445$114.2MNo quoteNo quote
39RRCRANGE RES CORP0.48%Reduce -68.5%3,103,533$106.64M$34.36No quote
40ICEINTERCONTINENTAL EXCHANGE IN0.48%New1,857,390$104.79M$56.42No quote
41GWPHGW PHARMACEUTICALS PLC0.46%Reduce -7.3%910,831$101.79MNo quoteNo quote
42TJXTJX COS INC NEW0.45%New1,311,908$98.56M$75.13No quote
43XRAYDENTSPLY SIRONA INC0.44%Add +141.9%1,680,154$97M$57.73No quote
44WDCWESTERN DIGITAL CORP0.43%New1,405,015$95.47M$67.95No quote
45MFCMANULIFE FINL CORP0.43%New5,355,525$95.36M$17.81No quote
46CNCCENTENE CORP DEL0.42%Add +102.5%1,653,652$93.45M$56.51No quote
47ALLALLSTATE CORP0.41%New1,207,455$89.5M$74.12No quote
48BABAALIBABA GROUP HLDG LTD0.39%Add +0.7%973,930$85.52M$87.81No quote
49AZNASTRAZENECA PLC0.35%Reduce -31.5%2,859,129$78.11M$27.32No quote
50INCYINCYTE CORP0.33%Add +45.0%730,452$73.24M$100.27No quote
51PGRPROGRESSIVE CORP OHIO0.28%New1,724,942$61.24M$35.50No quote
52UTXUNITED TECHNOLOGIES CORP0.27%New541,446$59.35MNo quoteNo quote
53XOGEXTRACTION OIL AND GAS INC0.25%New2,706,555$54.24MNo quoteNo quote
54NUVANUVASIVE INC0.21%New695,707$46.86MNo quoteNo quote
55ILMNILLUMINA INC0.20%New349,965$44.81M$128.04No quote
56WOOFVCA INC0.17%New545,862$37.47MNo quoteNo quote
57UHSUNIVERSAL HLTH SVCS INC0.17%Reduce -81.8%350,693$37.31M$106.38No quote
58ARCHARCH COAL INC0.15%New425,101$33.18MNo quoteNo quote
59EDITEDITAS MEDICINE INC0.13%-1,709,401$27.74MNo quoteNo quote
60TECKTECK RESOURCES LTD0.12%New1,309,544$26.23M$20.03No quote
61EMREMERSON ELEC CO0.07%Reduce -74.2%295,425$16.47M$55.75No quote
62WUBA58 COM INC0.05%Reduce -44.6%389,117$10.9MNo quoteNo quote
86TEVATEVA PHARMACEUTICAL INDS LTD-Sold0$0No quoteNo quote
85TSROTESARO INC-Sold0$0No quoteNo quote
84SWNSOUTHWESTERN ENERGY CO-Sold0$0No quoteNo quote
83SEESEALED AIR CORP NEW-Sold0$0No quoteNo quote
82CRMSALESFORCE COM INC-Sold0$0No quoteNo quote
81PSTGPURE STORAGE INC-Sold0$0No quoteNo quote
80METMETLIFE INC-Sold0$0No quoteNo quote
79MARMARRIOTT INTL INC NEW-Sold0$0No quoteNo quote
78LOWLOWES COS INC-Sold0$0No quoteNo quote
77LLYLILLY ELI & CO-Sold0$0No quoteNo quote
76KITEKITE PHARMA INC-Sold0$0No quoteNo quote
75JCIJOHNSON CTLS INTL PLC-Sold0$0No quoteNo quote
74JAZZJAZZ PHARMACEUTICALS PLC-Sold0$0No quoteNo quote
73HDHOME DEPOT INC-Sold0$0No quoteNo quote
72EVHCENVISION HEALTHCARE HLDGS IN-Sold0$0No quoteNo quote
71ECRECLIPSE RES CORP-Sold0$0No quoteNo quote
70DYNDYNEGY INC NEW DEL-Sold0$0No quoteNo quote
69DOVDOVER CORP-Sold0$0No quoteNo quote
68CPNCALPINE CORP-Sold0$0No quoteNo quote
67AAPLAPPLE INC-Sold0$0No quoteNo quote
66APCANADARKO PETE CORP-Sold0$0No quoteNo quote
65AMSGAMSURG CORP-Sold0$0No quoteNo quote
64AIGAMERICAN INTL GROUP INC-Sold0$0No quoteNo quote
63APDAIR PRODS & CHEMS INC-Sold0$0No quoteNo quote