Latest VIKING GLOBAL INVESTORS LP Stock Portfolio
VIKING GLOBAL INVESTORS LP Performance:
2024 Q4: 2.39%YTD: 8.12%2023: 24.75%
Performance for 2024 Q4 is 2.39%, and YTD is 8.12%, and 2023 is 24.75%.
About VIKING GLOBAL INVESTORS LP and 13F Hedge Fund Stock Holdings
VIKING GLOBAL INVESTORS LP is a hedge fund based in STAMFORD, CT. On 11-Sep-2023, the fund reported that it had an AUM (Regulated Assets under Management) of $52.1 Billions. In it's latest 13F Holdings report, VIKING GLOBAL INVESTORS LP reported an equity portfolio of $30.9 Billions as of 31 Dec, 2024.
The top stock holdings of VIKING GLOBAL INVESTORS LP are JPM, USB, V. The fund has invested 5.8% of it's portfolio in JPMORGAN CHASE & CO. and 3.8% of portfolio in US BANCORP DEL .
The fund managers got completely rid off APPLE INC (AAPL), WORKDAY INC (WDAY) and LAS VEGAS SANDS CORP (LVS) stocks. They significantly reduced their stock positions in ATLASSIAN CORPORATION (TEAM), EQUITABLE HLDGS INC (EQH) and VISTRA CORP (VST). VIKING GLOBAL INVESTORS LP opened new stock positions in UNITEDHEALTH GROUP INC (UNH), TAIWAN SEMICONDUCTOR MFG LTD (TSM) and BOEING CO (BA). The fund showed a lot of confidence in some stocks as they added substantially to BIONTECH SE, COMCAST CORP NEW (CMCSA) and SCHWAB CHARLES CORP (SCHW).
The top stock holdings of VIKING GLOBAL INVESTORS LP are JPM, USB, V. The fund has invested 5.8% of it's portfolio in JPMORGAN CHASE & CO. and 3.8% of portfolio in US BANCORP DEL .
The fund managers got completely rid off APPLE INC (AAPL), WORKDAY INC (WDAY) and LAS VEGAS SANDS CORP (LVS) stocks. They significantly reduced their stock positions in ATLASSIAN CORPORATION (TEAM), EQUITABLE HLDGS INC (EQH) and VISTRA CORP (VST). VIKING GLOBAL INVESTORS LP opened new stock positions in UNITEDHEALTH GROUP INC (UNH), TAIWAN SEMICONDUCTOR MFG LTD (TSM) and BOEING CO (BA). The fund showed a lot of confidence in some stocks as they added substantially to BIONTECH SE, COMCAST CORP NEW (CMCSA) and SCHWAB CHARLES CORP (SCHW).
VIKING GLOBAL INVESTORS LP Annual Return Estimates Vs S&P 500
Our best estimate is that VIKING GLOBAL INVESTORS LP made a return of 2.39% in the last quarter. In trailing 12 months, it's portfolio return was 8.12%.
New Buys
| Ticker | $ Bought |
|---|---|
| unitedhealth group inc | 961,365,000 |
| taiwan semiconductor mfg ltd | 807,659,000 |
| boeing co | 526,588,000 |
| monster beverage corp new | 423,863,000 |
| intercontinental exchange in | 412,384,000 |
| ross stores inc | 258,211,000 |
| skechers u s a inc | 243,502,000 |
| american airls group inc | 236,002,000 |
New stocks bought by VIKING GLOBAL INVESTORS LP
Additions
| Ticker | % Inc. |
|---|---|
| biontech se | 1,932 |
| comcast corp new | 540 |
| schwab charles corp | 526 |
| intuit | 492 |
| carvana co | 224 |
| starbucks corp | 220 |
| alphabet inc | 186 |
| netflix inc | 145 |
Additions to existing portfolio by VIKING GLOBAL INVESTORS LP
Reductions
| Ticker | % Reduced |
|---|---|
| atlassian corporation | -83.32 |
| equitable hldgs inc | -74.94 |
| vistra corp | -67.26 |
| ge vernova inc | -64.32 |
| adobe inc | -52.9 |
| sherwin williams co | -52.52 |
| kkr & co inc | -51.63 |
| oscar health inc | -50.2 |
VIKING GLOBAL INVESTORS LP reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| carnival corp | -176,661,000 |
| las vegas sands corp | -436,207,000 |
| apple inc | -1,132,180,000 |
| acadia healthcare company in | -234,702,000 |
| workday inc | -798,662,000 |
| freeport-mcmoran inc | -156,797,000 |
| vertiv holdings co | -279,910,000 |
| rogers communications inc | -108,606,000 |
VIKING GLOBAL INVESTORS LP got rid off the above stocks
Sector Distribution
VIKING GLOBAL INVESTORS LP has about 27.9% of it's holdings in Financial Services sector.
| Sector | % |
|---|---|
| Financial Services | 27.9 |
| Technology | 17 |
| Healthcare | 16 |
| Others | 10.8 |
| Industrials | 8.2 |
| Communication Services | 7.6 |
| Consumer Cyclical | 6.2 |
| Consumer Defensive | 3.4 |
| Real Estate | 2.1 |
Market Cap. Distribution
VIKING GLOBAL INVESTORS LP has about 77.9% of it's portfolio invested in the large-cap and mega-cap stocks.
| Category | % |
|---|---|
| LARGE-CAP | 48.7 |
| MEGA-CAP | 29.2 |
| UNALLOCATED | 11.7 |
| MID-CAP | 8.9 |
| SMALL-CAP | 1.4 |
Stocks belong to which Index?
About 77.6% of the stocks held by VIKING GLOBAL INVESTORS LP either belong to S&P 500 or RUSSELL 2000 index.
| Index | % |
|---|---|
| S&P 500 | 70.5 |
| Others | 22.4 |
| RUSSELL 2000 | 7.1 |
VIKING GLOBAL INVESTORS LP Holdings Map
This heatmap illustrates the top 50 positions within the fund's portfolio.
Current Stock Holdings of VIKING GLOBAL INVESTORS LP
VIKING GLOBAL INVESTORS LP has 86 stocks in it's portfolio. About 35.9% of the portfolio is in top 10 stocks. ADBE proved to be the most loss making stock for the portfolio. TEAM was the most profitable stock for VIKING GLOBAL INVESTORS LP last quarter.
Last Reported on: 14 Feb, 2025| Ticker | Namesorted descending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| JPM | jpmorgan chase & co. | 5.79 | 7,466,190 | 1,789,720,000 | added | 101 | ||
Historical Trend of JPMORGAN CHASE & CO. Position Held By VIKING GLOBAL INVESTORS LPWhat % of Portfolio is JPM?:Number of JPM shares held:Change in No. of Shares Held: | ||||||||
| USB | us bancorp del | 3.78 | 24,447,800 | 1,169,340,000 | reduced | -27.28 | ||
| V | visa inc | 3.58 | 3,495,090 | 1,104,590,000 | reduced | -0.3 | ||
| BAC | bank america corp | 3.52 | 24,715,900 | 1,086,270,000 | added | 23.83 | ||
| SCHW | schwab charles corp | 3.51 | 14,658,900 | 1,084,910,000 | added | 526 | ||
| INTU | intuit | 3.50 | 1,718,960 | 1,080,370,000 | added | 492 | ||
| MSFT | microsoft corp | 3.26 | 2,390,300 | 1,007,510,000 | added | 16.92 | ||
| FTV | fortive corp | 3.20 | 13,193,400 | 989,503,000 | added | 11.83 | ||
| UNH | unitedhealth group inc | 3.11 | 1,900,460 | 961,365,000 | new | |||
| DASH | doordash inc | 2.69 | 4,949,390 | 830,260,000 | added | 37.51 | ||
| TSM | taiwan semiconductor mfg ltd | 2.61 | 4,089,620 | 807,659,000 | new | |||
| APG | api group corp | 2.51 | 21,537,500 | 774,705,000 | reduced | -16.23 | ||
| CMCSA | comcast corp new | 2.41 | 19,819,000 | 743,807,000 | added | 540 | ||
| GOOG | alphabet inc | 2.24 | 3,661,380 | 693,098,000 | added | 186 | ||
| spotify technology s a | 2.24 | 1,548,580 | 692,806,000 | reduced | -39.92 | |||
| BMRN | biomarin pharmaceutical inc | 2.24 | 10,510,600 | 690,858,000 | added | 7.76 | ||
| BBIO | bridgebio pharma inc | 2.23 | 25,121,000 | 689,320,000 | unchanged | 0.00 | ||
| PM | philip morris intl inc | 1.98 | 5,087,950 | 612,335,000 | reduced | -43.79 | ||
| AMZN | amazon com inc | 1.86 | 2,614,070 | 573,502,000 | reduced | -35.53 | ||
| ROIV | roivant sciences ltd | 1.83 | 47,810,000 | 565,592,000 | reduced | -11.63 | ||
