Follow-The-Filings

Featured 13F manager

Viking Global Investors LP Andreas Halvorsen

Stamford, CT 22 processed 13Fs on this site · 2021 Q3–2026 Q2

  • $35.1B
  • 90 Positions
  • 2026 Q2
  • −1.9% QoQ
  • Top 5 21.8%

Portfolio

2026 Q2 · filed 8/14/2026 · 90 long · top 12 shown

top 5 21.8% · top 10 35.7%

AUM over time

2026 Q2 $35.1B −1.9% QoQ
2021 Q3 · $36B 2021 Q3 · $36B
Q3 2021
2021 Q4 · $34.5B · −4.3% QoQ 2021 Q4 · $34.5B · −4.3% QoQ
Q4
2022 Q1 · $24.7B · −28.3% QoQ 2022 Q1 · $24.7B · −28.3% QoQ
Q1 2022
2022 Q2 · $21.9B · −11.6% QoQ 2022 Q2 · $21.9B · −11.6% QoQ
Q2
2022 Q3 · $21.7B · −0.9% QoQ 2022 Q3 · $21.7B · −0.9% QoQ
Q3
2022 Q4 · $20B · −7.8% QoQ 2022 Q4 · $20B · −7.8% QoQ
Q4
2023 Q1 · $21.3B · +6.7% QoQ 2023 Q1 · $21.3B · +6.7% QoQ
Q1 2023
2023 Q2 · $24.4B · +14.6% QoQ 2023 Q2 · $24.4B · +14.6% QoQ
Q2
2023 Q3 · $24.6B · +0.9% QoQ 2023 Q3 · $24.6B · +0.9% QoQ
Q3
2023 Q4 · $27.3B · +10.8% QoQ 2023 Q4 · $27.3B · +10.8% QoQ
Q4
2024 Q1 · $26.9B · −1.6% QoQ 2024 Q1 · $26.9B · −1.6% QoQ
Q1 2024
2024 Q2 · $26B · −3.1% QoQ 2024 Q2 · $26B · −3.1% QoQ
Q2
2024 Q3 · $27.4B · +5.4% QoQ 2024 Q3 · $27.4B · +5.4% QoQ
Q3
2024 Q4 · $30.9B · +12.6% QoQ 2024 Q4 · $30.9B · +12.6% QoQ
Q4
2025 Q1 · $31.5B · +1.9% QoQ 2025 Q1 · $31.5B · +1.9% QoQ
Q1 2025
2025 Q2 · $34.6B · +9.9% QoQ 2025 Q2 · $34.6B · +9.9% QoQ
Q2
2025 Q3 · $38.5B · +11.3% QoQ 2025 Q3 · $38.5B · +11.3% QoQ
Q3
2025 Q4 · $37.7B · −2.1% QoQ 2025 Q4 · $37.7B · −2.1% QoQ
Q4
2026 Q1 · $35.7B · −5.1% QoQ 2026 Q1 · $35.7B · −5.1% QoQ
Q1 2026
2026 Q2 · $35.1B · −1.9% QoQ 2026 Q2 · $35.1B · −1.9% QoQ
Q2

Book

2021 Q3 · filed 15 Nov · long equity

Ginkgo Bioworks · CL A 9.74% Hold 302,942,974 $11.59 $3.5B
GE - GE Aerospace 4.84% Hold 16,923,702 $103.03 $1.7B
TMUS - T-Mobile US 3.62% Hold 10,225,185 $127.76 $1.3B
BBIO - Bridgebio Pharma 3.46% Hold 26,620,991 $46.87 $1.2B
HUM - Humana 3.25% Hold 3,007,133 $389.15 $1.2B
MSFT - Microsoft 2.85% Hold 3,641,547 $281.92 $1B
ADPT — 2.83% Hold 29,993,708 $33.99 $1B
BN - Brookfield Asset Mgmt · CL A 2.52% Hold 16,987,106 $53.51 $909M
FIS - Fidelity Natl Info 2.42% Hold 7,172,066 $121.68 $873M
PH - Parker-Hannifin 2.41% Hold 3,101,255 $279.62 $867M
Coupa Software 2.38% Hold 3,917,895 $219.18 $859M
FTV - Fortive 2.12% Hold 10,808,273 $70.57 $763M
MCD - Mcdonalds 2.00% Hold 2,990,312 $241.11 $721M
APG - API Group 1.88% Hold 33,333,333 $20.35 $678M
AMZN - Amazon 1.85% Hold 202,908 $3,285 $667M
Fleetcor Technologies 1.79% Hold 2,468,612 $261.27 $645M
CNC - Centene Del 1.71% Hold 9,884,106 $62.31 $616M
GH - Guardant Health 1.70% Hold 4,894,936 $125.01 $612M
PANW - Palo Alto Networks 1.69% Hold 1,273,598 $479.00 $610M
V - VISA · CL A 1.63% Hold 2,636,735 $222.75 $587M
META - Meta Platforms · CL A 1.61% Hold 1,705,703 $339.39 $579M
CMCSA - Comcast · CL A 1.58% Hold 10,176,623 $55.93 $569M
PTON - Peloton Interactive · CL A 1.57% Hold 6,485,107 $87.05 $565M
FIGS - FIGS Inc · CL A 1.52% Hold 14,742,689 $37.14 $548M
CB - Chubb 1.46% Hold 3,039,945 $173.48 $527M
JD — · CL A 1.46% Hold 7,296,733 $72.24 $527M
ZBH - Zimmer Biomet 1.38% Hold 3,409,073 $146.36 $499M
SNOW - Snowflake · CL A 1.21% Hold 1,436,335 $302.43 $434M
Farfetch · CL A 1.20% Hold 11,538,035 $37.48 $432M
BMY - Bristol-Myers Squibb 1.15% Hold 7,023,264 $59.17 $416M
RUN - Sunrun 1.07% Hold 8,800,183 $44.00 $387M
AMP - Ameriprise Finl 1.03% Hold 1,400,867 $264.12 $370M
PINS - Pinterest · CL A 1.02% Hold 7,230,842 $50.95 $368M
NOW - Servicenow 0.97% Hold 559,395 $622.27 $348M
IBN - Icici Bank 0.90% Hold 17,242,857 $18.87 $325M
BKNG - Booking 0.89% Hold 134,403 $2,374 $319M
ZLAB - Zai Lab 0.86% Hold 2,932,456 $105.39 $309M
ZM - Zoom Video · CL A 0.86% Hold 1,178,992 $261.50 $308M
BSX - Boston Scientific 0.83% Hold 6,866,405 $43.39 $298M
TSLA - Tesla 0.83% Hold 383,806 $775.48 $298M
AVTR - Avantor 0.81% Hold 7,121,192 $40.90 $291M
PODD - Insulet 0.80% Hold 1,013,141 $284.23 $288M
AIZ - Assurant 0.80% Hold 1,817,833 $157.75 $287M
UBER - UBER Technologies 0.79% Hold 6,391,844 $44.80 $286M
UNH - Unitedhealth Group 0.79% Hold 726,474 $390.74 $284M
WTW - Willis Towers Watson 0.75% Hold 1,159,849 $232.46 $270M
LAD - Lithia Mtrs 0.71% Hold 803,472 $317.04 $255M
MOH - Molina Healthcare 0.70% Hold 935,226 $271.31 $254M
NFLX - Netflix 0.70% Hold 410,913 $610.34 $251M
DE - Deere 0.67% Hold 718,430 $335.07 $241M

Showing top 50 of 95 by value

* Reported price is value ÷ shares from the 13F as of period end — not a live market quote. Weight % is each long-equity position ÷ full 13F AUM, so rows may not sum to 100% when the filing includes options or other non-equity (excluded from this table). Click column headers to sort · click New / Hold / Add / Reduce to promote that move type to the top.

Filings history

20 periods · normalized AUM · open a period for holdings

Period Holdings AUM QoQ Form Filed Filing ID
2026 Q2 90 $35.1B −1.9% 13F-HR 8/14/2026 000110380426000006
2026 Q1 77 $35.7B −5.1% 13F-HR 5/15/2026 000110380426000004
2025 Q4 76 $37.7B −2.1% 13F-HR 2/17/2026 000110380426000002
2025 Q3 78 $38.5B +11.3% 13F-HR 11/14/2025 000110380425000010
2025 Q2 83 $34.6B +9.9% 13F-HR 8/14/2025 000110380425000007
2025 Q1 91 $31.5B +1.9% 13F-HR 5/15/2025 000110380425000004
2024 Q4 86 $30.9B +12.6% 13F-HR 2/14/2025 000110380425000002
2024 Q3 83 $27.4B +5.4% 13F-HR 11/14/2024 000110380424000006
2024 Q2 82 $26B −3.1% 13F-HR 8/14/2024 000090514824002226
2024 Q1 83 $26.9B −1.6% 13F-HR 5/15/2024 000110380424000004
2023 Q4 79 $27.3B +10.8% 13F-HR 2/14/2024 000110380424000002
2023 Q3 80 $24.6B +0.9% 13F-HR 11/14/2023 000110380423000009
2023 Q2 86 $24.4B +14.6% 13F-HR 8/14/2023 000110380423000006
2023 Q1 81 $21.3B +6.7% 13F-HR 5/15/2023 000110380423000004
2022 Q4 76 $20B −7.8% 13F-HR 2/14/2023 000110380423000002
2022 Q3 88 $21.7B −0.9% 13F-HR 11/14/2022 000110380422000006
2022 Q2 82 $21.9B −11.6% 13F-HR 8/15/2022 000110380422000004
2022 Q1 91 $24.7B −28.3% 13F-HR 5/16/2022 000110380422000003
2021 Q4 107 $34.7B RESTATEMENT 5/16/2022 000156761922010954
2021 Q4 107 $34.5B −4.3% 13F-HR 2/14/2022 000110380422000002
2021 Q3 96 $36.5B RESTATEMENT 5/16/2022 000156761922010950
2021 Q3 96 $36B 13F-HR 11/15/2021 000110380421000009

About

VIKING GLOBAL INVESTORS LP

22 processed 13Fs on this site · 2021 Q3–2026 Q2

Notable person
Andreas Halvorsen
SEC filing name
VIKING GLOBAL INVESTORS LP
Location
Stamford, CT
All SEC filings
View on sec.gov