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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
+5.57%
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
$30.9B
AUM Growth
+$3.46B
Cap. Flow
+$2.47B
Cap. Flow %
8%
Top 10 Hldgs %
35.93%
Holding
105
New
22
Increased
29
Reduced
26
Closed
19

Top Buys

Rank Stock Value
1
UNH icon
UnitedHealth
UNH
+$1.08B
2
SCHW
Charles Schwab
SCHW
+$922M
3
INTU icon
Intuit
INTU
+$913M
4
JPM icon
JPMorgan Chase
JPM
+$878M
5
TSM icon
TSMC
TSM
+$791M

Top Sells

Rank Stock Value
1
AAPL icon
Apple
AAPL
+$1.13B
2
WDAY icon
Workday
WDAY
+$799M
3
ADBE icon
Adobe
ADBE
+$687M
4
TEAM icon
Atlassian
TEAM
+$568M
5
PM icon
Philip Morris
PM
+$500M

Sector Composition

Rank Sector Weight
1 Financials 29.43%
2 Technology 19.81%
3 Healthcare 16.68%
4 Consumer Discretionary 10.99%
5 Communication Services 9.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
JPM icon
1
JPMorgan Chase
JPM
$935B
$1.79B 5.79%
7,466,187
+3,769,652
+102% +$878M
USB icon
2
US Bancorp
USB
$98.2B
$1.17B 3.78%
24,447,757
-9,169,453
-27% -$451M
V icon
3
Visa
V
$684B
$1.1B 3.57%
3,495,090
-10,657
-0.3% -$3.2M
BAC icon
4
Bank of America
BAC
$435B
$1.09B 3.52%
24,715,946
+4,756,416
+24% +$209M
SCHW
5
Charles Schwab
SCHW
$183B
$1.08B 3.51%
14,658,944
+12,318,988
+526% +$922M
INTU icon
6
Intuit
INTU
$86.5B
$1.08B 3.5%
1,718,964
+1,429,045
+493% +$913M
MSFT icon
7
Microsoft
MSFT
$3.45T
$1.01B 3.26%
2,390,300
+345,871
+17% +$147M
FTV icon
8
Fortive
FTV
$17.9B
$990M 3.2%
17,507,599
+1,852,423
+12% +$106M
UNH icon
9
UnitedHealth
UNH
$376B
$961M 3.11%
+1,900,457
New +$1.08B
DASH icon
10
DoorDash
DASH
$85.5B
$830M 2.69%
4,949,392
+1,350,087
+38% +$222M
TSM icon
11
TSMC
TSM
$2.1T
$808M 2.61%
+4,089,619
New +$791M
APG icon
12
APi Group
APG
$17.1B
$775M 2.51%
32,306,277
-6,259,539
-16% -$149M
CMCSA icon
13
Comcast
CMCSA
$85B
$744M 2.41%
19,818,985
+16,726,300
+541% +$694M
GOOGL icon
14
Alphabet (Google) Class A
GOOGL
$4.36T
$693M 2.24%
3,661,375
+2,383,917
+187% +$417M
SPOT icon
15
Spotify
SPOT
$103B
$693M 2.24%
1,548,585
-1,029,044
-40% -$441M
BMRN icon
16
BioMarin Pharmaceuticals
BMRN
$11.6B
$691M 2.24%
10,510,550
+757,257
+8% +$50.7M
BBIO icon
17
BridgeBio Pharma
BBIO
$15.7B
$689M 2.23%
25,120,991
– –
PM icon
18
Philip Morris
PM
$297B
$612M 1.98%
5,087,950
-3,964,533
-44% -$500M
AMZN icon
19
Amazon
AMZN
$2.92T
$574M 1.86%
2,614,074
-1,440,559
-36% -$295M
ROIV icon
20
Roivant Sciences
ROIV
$24.5B
$566M 1.83%
47,809,960
-6,289,106
-12% -$74.4M
ADBE icon
21
Adobe
ADBE
$99.5B
$549M 1.78%
1,234,688
-1,386,710
-53% -$687M
BA icon
22
Boeing
BA
$171B
$527M 1.7%
+2,975,071
New +$467M
PGR icon
23
Progressive
PGR
$123B
$521M 1.69%
2,173,703
-1,312,172
-38% -$330M
MET icon
24
MetLife
MET
$61.9B
$493M 1.59%
6,017,040
+1,529,438
+34% +$127M
SBUX icon
25
Starbucks
SBUX
$120B
$488M 1.58%
5,344,064
+3,678,902
+221% +$356M
1
2 3 4 5

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Viking Global Investors's Q4 2024 Portfolio in Review

As of Q4 2024, Viking Global Investors held 105 positions worth $30.9B, up 13% from $27.4B the previous quarter. Its ten largest holdings account for 36% of the portfolio.

Viking Global Investors deployed $2.47B of net new capital in Q4 2024, opening 22 new positions and adding to 29 existing holdings. Its largest new stake was UnitedHealth: 1,900,457 shares worth $961M.

By sector, the portfolio is most concentrated in Financials at 29% of assets, up from 25% a quarter earlier, followed by Technology and Healthcare.

On the sell side, the largest reduction was Adobe, an estimated $687M trimmed.

  • Viking Global Investors's largest Q4 2024 buy was UnitedHealth: 1,900,457 shares worth $961M.
  • Viking Global Investors added most to Charles Schwab in Q4 2024, an estimated $922M increase.
  • Viking Global Investors's biggest Q4 2024 reduction was Adobe, cutting an estimated $687M.
  • Viking Global Investors fully exited Apple in Q4 2024, selling an estimated $1.13B.
  • Viking Global Investors's ten largest holdings make up 36% of its $30.9B portfolio in Q4 2024.
  • Viking Global Investors opened 22 new positions and closed 19 in Q4 2024.
  • Viking Global Investors's portfolio value rose 13% quarter-over-quarter to $30.9B.

Based on Viking Global Investors's 13F filing for Q4 2024, filed 14 Feb 2025.