Funds

Viking Global Investors

Андреас Халворсен

13F AUM 35.1 B $
positions 90
filed August 14, 2026

showing the 50 largest positions out of 90 — the full filing is on EDGAR

Ticker Name Weight Δ since
V VISA INC 6.25%
TSM TAIWAN SEMICONDUCTOR MANUFAC 4.31%
APD AIR PRODUCTS AND CHEMICALS I 3.96%
SHW SHERWIN WILLIAMS CO 3.8%
FTV FORTIVE CORP 3.47%
META META PLATFORMS INC 3.0%
SCHW SCHWAB CHARLES CORP 2.8%
TMO THERMO FISHER SCIENTIFIC INC 2.77%
JPM JPMORGAN CHASE & CO 2.71%
LII LENNOX INTL INC 2.6%
AMZN AMAZON COM INC 2.51%
RACE FERRARI N V 2.33%
CVNA CARVANA CO 2.31%
MCD MCDONALDS CORP 2.18%
BBIO BRIDGEBIO PHARMA INC 2.11%
BA BOEING CO 2.02%
MAA MID-AMER APT CMNTYS INC 2.0%
DIS DISNEY WALT CO 1.96%
FDX FEDEX CORP 1.92%
MSCI MSCI INC 1.85%
ADPT ADAPTIVE BIOTECHNOLOGIES COR 1.83%
WAT WATERS CORP 1.78%
JCI JOHNSON CONTROLS INTERNATION 1.75%
UNP UNION PAC CORP 1.59%
MSFT MICROSOFT CORP 1.55%
SE SEA LTD 1.55%
CPT CAMDEN PPTY TR 1.47%
RRX REGAL REXNORD CORPORATION 1.43%
BMRN BIOMARIN PHARMACEUTICAL INC 1.24%
IBKR INTERACTIVE BROKERS GROUP IN 1.2%
DLR DIGITAL RLTY TR INC 1.18%
CCL CARNIVAL CORP LTD 1.16%
GM GENERAL MTRS CO 1.1%
AON AON PLC 1.09%
CVS CVS HEALTH CORP 1.08%
FDXF FEDEX FGHT HLDG CO INC 1.02%
ICE INTERCONTINENTAL EXCHANGE IN 0.97%
MS MORGAN STANLEY 0.97%
HD HOME DEPOT INC 0.93%
TIC TIC SOLUTIONS INC 0.83%
QCOM QUALCOMM INC 0.8%
APTV APTIV PLC 0.8%
RDDT REDDIT INC 0.77%
HAS HASBRO INC 0.73%
AVALONBAY CMNTYS INC AVALONBAY CMNTYS INC 0.72%
DKS DICKS SPORTING GOODS INC 0.72%
SNOW SNOWFLAKE INC 0.7%
EQH EQUITABLE HLDGS INC 0.68%
TTWO TAKE-TWO INTERACTIVE SOFTWAR 0.67%
TSLA TESLA INC 0.66%