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Fund detail

Viking Global Investors (Halvorsen)

hedge-fund, active

Quarters 52
2025-03-31 $31.48B
Positions 91
Showing 27 of 27 rows (filtered from 113)

Price is the latest implied close from the selected quarter's 13F (value ÷ shares). Est. Cost is a running average that assumes each quarter's trades cleared near the midpoint of consecutive 13F closes (or yfinance VWAP when available). Most accurate for slow accumulators, least accurate for activists who build positions in a few days.

# Issuer Value ↓ Weight Shares Share Δ Share Δ % Prev Weight First Held Price Est. Cost Unrealized % Status
1 META PLATFORMS INC META $845.1M 2.68% 1,466,311 +1,466,311 2013-09-30 $576 ~$478 +20.62%
2 CAPITAL ONE FINL CORP COF $823.2M 2.62% 4,591,100 +4,591,100 2013-06-30 $179 ~$117 +53.52%
3 CHUBB LIMITED $588.6M 1.87% 1,949,065 +1,949,065 2016-03-31 $302 ~$201 +50.11%
4 SEA LTD SE $542.9M 1.72% 4,160,096 +4,160,096 2019-12-31 $130 ~$118 +10.77%
5 ACUREN CORP TIC $382.1M 1.21% 34,360,000 +34,360,000 2025-03-31 $11 ~$11 +0.00%
6 MCDONALDS CORP MCD $359.4M 1.14% 1,150,434 +1,150,434 2015-12-31 $312 ~$217 +44.22%
7 DEUTSCHE BANK AG $356.4M 1.13% 15,106,082 +15,106,082 2025-03-31 $24 ~$24 +0.00%
8 NIKE INC NKE $352.1M 1.12% 5,546,625 +5,546,625 2015-09-30 $63 ~$62 +2.85%
9 CHIPOTLE MEXICAN GRILL INC CMG $301.6M 0.96% 6,006,556 +6,006,556 2015-12-31 $50 ~$10 +423.19%
10 CENCORA INC COR $296.9M 0.94% 1,067,819 +1,067,819 2025-03-31 $278 ~$278 +0.00%
11 CARNIVAL CORP CCL1EUR $242.3M 0.77% 12,408,817 +12,408,817 2024-09-30 $20 ~$19 +5.00%
12 GALLAGHER ARTHUR J & CO AJG $230.1M 0.73% 666,552 +666,552 2018-03-31 $345 ~$96 +259.23%
13 MID-AMER APT CMNTYS INC MAA $187.8M 0.60% 1,120,651 +1,120,651 2025-03-31 $168 ~$168 +0.00%
14 FIRST SOLAR INC FSLR $178.4M 0.57% 1,411,131 +1,411,131 2025-03-31 $126 ~$126 +0.00%
15 PRIMO BRANDS CORPORATION PRMB $178.3M 0.57% 5,023,527 +5,023,527 2025-03-31 $35 ~$35 +0.00%
16 D R HORTON INC DHI $172.5M 0.55% 1,357,054 +1,357,054 2013-06-30 $127 ~$23 +453.62%
17 LENNAR CORP LEN $155.1M 0.49% 1,351,526 +1,351,526 2017-03-31 $115 ~$71 +61.04%
18 M & T BK CORP MTB $133.4M 0.42% 746,309 +746,309 2025-03-31 $179 ~$179 +0.00%
19 DANAHER CORPORATION DHR $92.6M 0.29% 451,521 +451,521 2013-06-30 $205 ~$155 +32.63%
20 TESLA INC TSLA $90.7M 0.29% 350,084 +350,084 2019-12-31 $259 ~$65 +296.77%
21 RYAN SPECIALTY HOLDINGS INC RYAN $70.6M 0.22% 955,889 +955,889 2025-03-31 $74 ~$74 +0.00%
22 AMER SPORTS INC $62.9M 0.20% 2,354,335 +2,354,335 2025-03-31 $27 ~$27 +0.00%
23 REGENERON PHARMACEUTICALS REGN $62.0M 0.20% 97,739 +97,739 2014-03-31 $634 ~$563 +12.65%
24 FERRARI NV $57.4M 0.18% 135,397 +135,397 2018-09-30 $424 ~$137 +209.31%
25 METSERA INC $44.0M 0.14% 1,616,612 +1,616,612 2025-03-31 $27 ~$27 +0.00%
26 SIONNA THERAPEUTICS INC SION $30.9M 0.10% 2,952,754 +2,952,754 2025-03-31 $10 ~$10 +0.00%
27 SAILPOINT INC SAIL $18.9M 0.06% 1,010,307 +1,010,307 2025-03-31 $19 ~$19 +0.00%