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Viking Global Investors

Viking Global Investors Portfolio holdings

AUM $35.7B
1-Year Est. Return 21.3%
This Fund
S&P 500
This Quarter Est. Return
+18.35%
1 Year Est. Return
+21.3%
3 Year Est. Return
+91.13%
5 Year Est. Return
+89.39%
10 Year Est. Return
+464.55%
AUM
$27.3B
AUM Growth
+$2.66B
Cap. Flow
-$789M
Cap. Flow %
-2.89%
Top 10 Hldgs %
40.16%
Holding
98
New
18
Increased
23
Reduced
21
Closed
19

Top Buys

Rank Stock Value
1
PGR icon
Progressive
PGR
+$739M
2
AMD icon
Advanced Micro Devices
AMD
+$558M
3
DE icon
Deere & Co
DE
+$530M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$442M
5
CBOE icon
Cboe Global Markets
CBOE
+$413M

Top Sells

Rank Stock Value
1
MSFT icon
Microsoft
MSFT
+$955M
2
UNH icon
UnitedHealth
UNH
+$745M
3
XYZ
Block Inc
XYZ
+$545M
4
AMZN icon
Amazon
AMZN
+$536M
5
PPG icon
PPG Industries
PPG
+$416M

Sector Composition

Rank Sector Weight
1 Healthcare 28.89%
2 Financials 21.6%
3 Industrials 15.25%
4 Technology 11.5%
5 Communication Services 7.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
V icon
1
Visa
V
$691B
$1.48B 5.43%
5,690,106
-1,281,229
-18% -$316M
UPS icon
2
United Parcel Service
UPS
$92.7B
$1.29B 4.72%
8,199,127
+1,538,643
+23% +$233M
APG icon
3
APi Group
APG
$18B
$1.19B 4.35%
51,454,223
+154,925
+0.3% +$2.99M
WDAY icon
4
Workday
WDAY
$41.6B
$1.13B 4.15%
4,106,723
-1,129,921
-22% -$269M
META icon
5
Meta Platforms (Facebook)
META
$1.5T
$1.06B 3.88%
2,991,633
-65,389
-2% -$21.3M
MCK icon
6
McKesson
MCK
$97.6B
$1.03B 3.79%
2,233,205
+775,480
+53% +$353M
BBIO icon
7
BridgeBio Pharma
BBIO
$16.1B
$1.01B 3.71%
25,120,991
– –
PGR icon
8
Progressive
PGR
$122B
$934M 3.42%
5,863,559
+4,718,237
+412% +$739M
DHR icon
9
Danaher
DHR
$139B
$926M 3.39%
4,004,517
-634,996
-14% -$135M
PM icon
10
Philip Morris
PM
$290B
$905M 3.32%
9,623,947
+3,652,163
+61% +$336M
ROIV icon
11
Roivant Sciences
ROIV
$24.9B
$779M 2.85%
69,368,961
-4,065,340
-6% -$39.6M
FTV icon
12
Fortive
FTV
$18.2B
$775M 2.84%
13,967,768
+2,920,367
+26% +$154M
AMZN icon
13
Amazon
AMZN
$3T
$749M 2.74%
4,929,649
-3,820,344
-44% -$536M
AMP icon
14
Ameriprise Financial
AMP
$49B
$727M 2.66%
1,914,374
+180,356
+10% +$61.8M
AMD icon
15
Advanced Micro Devices
AMD
$859B
$698M 2.56%
+4,737,399
New +$558M
HDB icon
16
HDFC Bank
HDB
$123B
$654M 2.39%
19,481,570
-750,476
-4% -$22.6M
GE icon
17
GE Aerospace
GE
$392B
$649M 2.38%
6,373,257
-3,646,866
-36% -$338M
DE icon
18
Deere & Co
DE
$167B
$562M 2.06%
+1,406,562
New +$530M
MA icon
19
Mastercard
MA
$501B
$494M 1.81%
1,157,231
+864,943
+296% +$347M
BMRN icon
20
BioMarin Pharmaceuticals
BMRN
$11.7B
$471M 1.73%
4,889,454
+673,998
+16% +$59.6M
FCX icon
21
Freeport-McMoran
FCX
$97.3B
$471M 1.72%
11,053,254
+1,283,575
+13% +$47.4M
GOOGL icon
22
Alphabet (Google) Class A
GOOGL
$4.62T
$460M 1.69%
+3,293,461
New +$442M
CBOE icon
23
Cboe Global Markets
CBOE
$30.2B
$431M 1.58%
+2,412,499
New +$413M
USB icon
24
US Bancorp
USB
$101B
$414M 1.52%
+9,569,638
New +$350M
RYZB
25
DELISTED
RayzeBio, Inc. Common Stock
RYZB
$413M 1.51%
6,642,700
– –
1
2 3 4

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Viking Global Investors's Q4 2023 Portfolio in Review

As of Q4 2023, Viking Global Investors held 98 positions worth $27.3B, up 11% from $24.6B the previous quarter. Its ten largest holdings account for 40% of the portfolio.

Viking Global Investors's Q4 2023 filing shows 18 new, 23 increased, 21 reduced and 19 closed positions. Its largest new stake was Advanced Micro Devices: 4,737,399 shares worth $698M. The largest sale was Microsoft, an estimated $955M.

By sector, the portfolio is most concentrated in Healthcare at 29% of assets, up from 29% a quarter earlier, followed by Financials and Industrials.

  • Viking Global Investors's largest Q4 2023 buy was Advanced Micro Devices: 4,737,399 shares worth $698M.
  • Viking Global Investors added most to Progressive in Q4 2023, an estimated $739M increase.
  • Viking Global Investors's biggest Q4 2023 reduction was UnitedHealth, cutting an estimated $745M.
  • Viking Global Investors fully exited Microsoft in Q4 2023, selling an estimated $955M.
  • Viking Global Investors's ten largest holdings make up 40% of its $27.3B portfolio in Q4 2023.
  • Viking Global Investors opened 18 new positions and closed 19 in Q4 2023.
  • Viking Global Investors's portfolio value rose 11% quarter-over-quarter to $27.3B.

Based on Viking Global Investors's 13F filing for Q4 2023, filed 14 Feb 2024.