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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
(+13%)
Cap. Flow
+$2.47B
Cap. Flow
% of AUM
8%
Top 10 Holdings %
Top 10 Hldgs %
35.93%
Holding
105
New
22
Increased
29
Reduced
26
Closed
19
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
UnitedHealth
UNH
|
+$1.08B |
| 2 |
SCHW
Charles Schwab
SCHW
|
+$922M |
| 3 |
Intuit
INTU
|
+$913M |
| 4 |
JPMorgan Chase
JPM
|
+$878M |
| 5 |
TSMC
TSM
|
+$791M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Apple
AAPL
|
+$1.13B |
| 2 |
Workday
WDAY
|
+$799M |
| 3 |
Adobe
ADBE
|
+$687M |
| 4 |
Atlassian
TEAM
|
+$568M |
| 5 |
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 | |
|---|---|---|---|---|---|---|
|
1
JPMorgan Chase
JPM
$959B
| $1.79B | 5.79% |
7,466,187
+3,769,652
| +102% | +$878M |
|
2
US Bancorp
USB
$100B
| $1.17B | 3.78% |
24,447,757
-9,169,453
| -27% | -$451M |
|
3
Visa
V
$686B
| $1.1B | 3.57% |
3,495,090
-10,657
| -0.3% | -$3.2M |
|
4
Bank of America
BAC
$443B
| $1.09B | 3.52% |
24,715,946
+4,756,416
| +24% | +$209M |
|
|
SCHW
5
Charles Schwab
SCHW
$185B
| $1.08B | 3.51% |
14,658,944
+12,318,988
| +526% | +$922M |
|
|
6
Intuit
INTU
$87.8B
| $1.08B | 3.5% |
1,718,964
+1,429,045
| +493% | +$913M |
|
7
Microsoft
MSFT
$3.69T
| $1.01B | 3.26% |
2,390,300
+345,871
| +17% | +$147M |
|
8
Fortive
FTV
$18B
| $990M | 3.2% |
17,507,599
+1,852,423
| +12% | +$106M |
|
|
9
UnitedHealth
UNH
$370B
| $961M | 3.11% |
+1,900,457
| New | +$1.08B |
|
10
DoorDash
DASH
$88.6B
| $830M | 2.69% |
4,949,392
+1,350,087
| +38% | +$222M |
|
|
11
TSMC
TSM
$2.15T
| $808M | 2.61% |
+4,089,619
| New | +$791M |
|
12
APi Group
APG
$17.5B
| $775M | 2.51% |
32,306,277
-6,259,539
| -16% | -$149M |
|
13
Comcast
CMCSA
$87.4B
| $744M | 2.41% |
19,818,985
+16,726,300
| +541% | +$694M |
|
14
Alphabet (Google) Class A
GOOGL
$4.6T
| $693M | 2.24% |
3,661,375
+2,383,917
| +187% | +$417M |
|
15
Spotify
SPOT
$103B
| $693M | 2.24% |
1,548,585
-1,029,044
| -40% | -$441M |
|
16
BioMarin Pharmaceuticals
BMRN
$11.6B
| $691M | 2.24% |
10,510,550
+757,257
| +8% | +$50.7M |
|
17
BridgeBio Pharma
BBIO
$15.7B
| $689M | 2.23% |
25,120,991
| – | – |
|
|
18
Philip Morris
PM
$288B
| $612M | 1.98% |
5,087,950
-3,964,533
| -44% | -$500M |
|
19
Amazon
AMZN
$3T
| $574M | 1.86% |
2,614,074
-1,440,559
| -36% | -$295M |
|
20
Roivant Sciences
ROIV
$24.4B
| $566M | 1.83% |
47,809,960
-6,289,106
| -12% | -$74.4M |
|
|
21
Adobe
ADBE
$100B
| $549M | 1.78% |
1,234,688
-1,386,710
| -53% | -$687M |
|
22
Boeing
BA
$187B
| $527M | 1.7% |
+2,975,071
| New | +$467M |
|
23
Progressive
PGR
$121B
| $521M | 1.69% |
2,173,703
-1,312,172
| -38% | -$330M |
|
24
MetLife
MET
$61B
| $493M | 1.59% |
6,017,040
+1,529,438
| +34% | +$127M |
|
25
Starbucks
SBUX
$117B
| $488M | 1.58% |
5,344,064
+3,678,902
| +221% | +$356M |
|
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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.