VIKING GLOBAL INVESTORS LP
SEC Form 13F institutional filer · CIK 0001103804
13F-HR · 44 reported holdings · 2026-03-31
Hedge fund manager.
Reported long-US-equity value
$27.49B
Top-10 concentration
43.1%
VIKING GLOBAL INVESTORS LP — $27.5B AUM allocation strategy
VIKING GLOBAL INVESTORS LP files SEC Form 13F and reports $27.5B of long US equity value across 44 reported holdings for 2026-03-31.
Its largest sector bet is Financials 17.7%, followed by Industrials 14.8% and Consumer Discretionary 13.1%.
The top 10 holdings account for 43% of reported value — a broadly spread portfolio. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.
VIKING GLOBAL INVESTORS LP — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$27.5B
total across 44 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
43% of value
higher = narrower conviction; lower = spread / hedging
Biggest adds (shares)
+$CSX +4.86M sh · +$266M+$FTV +3.25M sh · +$181M+$GM +2.37M sh · +$130M
Biggest trims (shares)
−$PNC −4.26M sh · −$891M−$AMZN −1.93M sh · −$473M−$JCI −1.5M sh · −$130M
Exited to nil (held last quarter, gone now)
$AMD ($801M last qtr)$ROST ($571M last qtr)$UNH ($395M last qtr)$BAC ($247M last qtr)$BSX ($239M last qtr)
Sector allocation (share of reported value)
each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Industry allocation (share of reported value)
- Transaction & Payment Processing Services6.9%—
- Automobile Manufacturers5.9%—
- Investment Banking & Brokerage5.0%—
- Movies & Entertainment4.7%—
- Industrial Machinery & Supplies & Components4.5%—
- Industrial Gases4.3%—
- Restaurants4.1%—
- Specialty Chemicals3.6%—
- Other holdings60.9%—
the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Top S&P 500 holdings
10 of 10 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $V | Visa Inc | 6.33M | $1.91B | +2.34M | 7.0% |
| $SCHW | Charles Schwab Corporation | 14.7M | $1.38B | +792K | 5.0% |
| $DIS | Walt Disney Company | 13.3M | $1.28B | +2.1M | 4.7% |
| $FTV | Fortive Corporation | 22.5M | $1.24B | +3.25M | 4.5% |
| $APD | Air Products and Chemicals Inc | 4.1M | $1.19B | -678K | 4.3% |
| $MCD | McDonald's Corporation | 3.63M | $1.13B | +5.81K | 4.1% |
| $SHW | Sherwin-Williams Company | 3.11M | $998M | -59.5K | 3.6% |
| $TSLA | Tesla Inc | 2.49M | $927M | +794K | 3.4% |
| $AAPL | Apple Inc | 3.59M | $912M | — | 3.3% |
| $CVNA | Carvana Co | 2.78M | $874M | +1.72M | 3.2% |
…and 34 more holdings in the full 13F filing (top positions only shown).
SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported
← All 13F filers·← QuantOrb.pro
How to read Δ QoQ — the five insight categories, and the caveats
The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.
Conviction & concentration shifts
New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.
Sector & macro allocation rotations
Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.
Crowding & smart-money consensus
When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.
Derivative & option overlays
Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.
Who reads this
| Retail "cloners" | High-conviction ideas to replicate ~45 days after quarter-end. |
| Corporate IR | Which funds bought or dumped the stock, before the next call. |
| Quant / algo traders | Cross-sectional factor inputs: flow, momentum, ownership. |
Four caveats before you trade on it
- 45-day lag — holdings are quarter-end; positions may already be closed.
- Long-only — 13Fs miss shorts, pair trades and cash.
- No non-US / fixed income — the picture is US equities plus options.
- Corporate actions — splits and spinoffs distort raw share deltas.
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