13F
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VIKING GLOBAL INVESTORS LP

13F equity value
$35.7B
Positions
77
Top 10 concentration
34.9%
Quarters / total new picks
32 / 445
13F equity value over time
$0M$19B$39B2017201820192020202120222023202420252026

"13F equity value" = market value of this filer's US-listed long equity positions only. It excludes cash, bonds, non-US and short positions, so it understates a fund's true assets under management — often by a lot.

Not significant Verdict

13F holdings are disclosed ~45 days after quarter-end, and they never reveal when within the quarter a fund actually bought. So any 13F-based summary is structurally late and blurred — this applies to every fund, including this one.

We backtested copying it anyway. Buying this fund's new positions the day each filing went public, over 32 quarters, returned +2.2% per quarter — versus +2.7% per quarter from simply owning every 13F stock. It beat that baseline in only 53.1% of quarters (excess t = -0.72, not statistically significant). Its filings tell you what it bought — not what you should buy.

Avg 2Q excess
-1.4%
t-stat
-0.72
Quarterly win rate
53%
Annualized excess
-2.9%
$1 → follow vs universe
$1.68 vs $2.09
Cumulative return: $1 invested in new picks vs universe
1.00 20180331: universe 1.04120180630: universe 0.95920180930: universe 1.00320181231: universe 0.99220190331: universe 0.97520190630: universe 1.04820190930: universe 1.12720191231: universe 0.90920200331: universe 1.09620200630: universe 1.21120200930: universe 1.48520201231: universe 1.55320210331: universe 1.56620210630: universe 1.69220210930: universe 1.51920211231: universe 1.29220220331: universe 1.38720220630: universe 1.28520220930: universe 1.38120221231: universe 1.28220230331: universe 1.35120230630: universe 1.30320230930: universe 1.47920231231: universe 1.54520240331: universe 1.58020240630: universe 1.72320240930: universe 1.70820241231: universe 1.59420250331: universe 1.73820250630: universe 1.79320250930: universe 2.01620251231: universe 2.085 20180331: follow 0.98720180630: follow 0.88020180930: follow 0.87820181231: follow 0.86820190331: follow 0.95120190630: follow 1.03420190930: follow 1.15420191231: follow 1.02620200331: follow 1.12520200630: follow 1.31620200930: follow 1.62220201231: follow 1.73720210331: follow 1.95420210630: follow 1.98220210930: follow 1.56620211231: follow 1.19920220331: follow 1.30420220630: follow 1.22920220930: follow 1.29920221231: follow 1.26420230331: follow 1.33420230630: follow 1.35120230930: follow 1.44620231231: follow 1.44820240331: follow 1.44520240630: follow 1.72520240930: follow 1.73920241231: follow 1.66020250331: follow 1.72420250630: follow 1.68920250930: follow 1.55220251231: follow 1.680 0.80 1.53 2.25 20182019202020212022202320242025 Follow Universe

Quarterly compounding, invested quarters only · entry 47 days after quarter-end (when 13F data becomes public)

Listed as facts. See the verdict above before treating this as signal.

Top 20 holdings of 77 · 2026 Q1

Ticker Value Weight QoQ
V $1.9B
5.3%
ADD
TSM $1.5B
4.2%
TRIM
SCHW $1.4B
3.9%
ADD
DIS $1.3B
3.6%
ADD
FTV $1.2B
3.5%
ADD
APD $1.2B
3.3%
TRIM
MCD $1.1B
3.1%
HOLD
SHW $998M
2.8%
HOLD
TSLA $927M
2.6%
ADD
AAPL $912M
2.5%
NEW
BBIO $879M
2.5%
TRIM
CVNA $874M
2.4%
ADD
MSFT $855M
2.4%
TRIM
TMO $820M
2.3%
ADD
JPM $795M
2.2%
ADD
CSX $767M
2.1%
ADD
ICE $761M
2.1%
HOLD
LII $730M
2.0%
ADD
GOOGL $689M
1.9%
TRIM
FDX $688M
1.9%
NEW

QoQ vs previous quarter's share count · NEW = new position · ADD/TRIM = ±2% shares · HOLD = unchanged.

Listed as facts. See the verdict above before treating this as signal.

New positions in 2026 Q1

Method & Limitations

Method: a "new position" = held this quarter, absent last quarter (options excluded; stocks with <50 prior holders excluded to filter spin-off artifacts). Entry 47 days after quarter-end — the first day the public could act on the filing. Benchmark = equal-weighted universe of all 13F-held stocks. Limitations: quarterly snapshots can't see intra-quarter trades; survivorship bias — funds that shut down are absent, which flatters the sample. Statistics, not advice.