Equal-WT
WhaleScore 2.0
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VIKING GLOBAL INVESTORS LP
STAMFORD CT
Investment Advisor
Hedge Fund
Greenwich based Viking Global Investors is managed by O. Andreas Halvorsen.Whalewisdom has at least 97 13F filings, 48 13D filings, 289 13G filings, and 72 Form 4 filings Their last reported 13F filing for Q4 2024 included $30,900,114,396 in managed 13F securities
and a top 10 holdings concentration of 35.93%. Viking Global Investors's largest holding is JPMorgan Chase & Co. with shares held of 7,466,187.
Business Description
The advisory business is described in Item 4, which includes a general description of the advisory firm, a description of advisory services, the availability of customized services for individual clients, and assets under management.
Further details on the advisory business can be found in other items, such as Item 10, which discusses other financial industry activities and affiliations, including broker-dealer and futures commission merchant registration status. Item 12 covers brokerage practices, including factors considered in selecting broker-dealers, order aggregation, and trade errors.
Investment Strategy
The document states that Viking may develop new investment strategies or expand existing ones, and later seek new clients based on their success. If these strategies are unsuccessful, the relevant Funds may bear negative returns. Successful strategies may become core to new clients, who would then have priority over the relevant Funds with respect to investments in those strategies. Viking is not limited in the types of strategies it may pursue for the Funds or the types of instruments in which it may cause the Funds to invest.
The Funds' investment programs carry significant inherent risks, and investors may lose all or part of their investments. Viking believes that the Funds' investment programs and research techniques moderate this risk through careful selection of securities and other financial instruments. There is no guarantee that the Funds' investment programs will be successful. The document also mentions that Viking may make a series of investments in a particular geography, industry, or asset class, and there is a risk that the "theme" on which such investments are based may prove to be wrong.
Owners
- VIKING GLOBAL PARTNERS LLC - GENERAL PARTNER
- HALVORSEN, OLE, ANDREAS - CHIEF EXECUTIVE OFFICER, LIMITED PARTNER
- SHABET, ROSE, SHARON - CHIEF OPERATING OFFICER
- WHIPPLE, ELLIS, JACOBS - CHIEF FINANCIAL OFFICER
- ZINOBER, SCOTT, WAGNER - MANAGEMENT COMMITTEE MEMBER
- KAUFMANN, BRIAN, SCOTT - MANAGEMENT COMMITTEE MEMBER
- WALSH, JUSTIN, M. - MANAGEMENT COMMITTEE MEMBER
- OTT, DAVID, CHRISTOPHER - EXECUTIVE COMMITTEE MEMBER, LIMITED PARTNER
- GERWIN, RACHEL, BETH - CHIEF COMPLIANCE OFFICER AND COUNSEL
- BLOOM, MATTHEW, HALLE - GENERAL COUNSEL Click on the Ownership/Private Fund Data tab for more details.
Known Email Addresses
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Other Contact Information
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2024-12-31
Top Buys (13F)
Name | % Change |
---|---|
UNH UnitedHealth Group I | 3.11% |
SCHW Charles Schwab Corp | 2.96% |
JPM JPMorgan Chase & Co. | 2.95% |
INTU Intuit, Inc | 2.84% |
TSM Taiwan Semiconductor | 2.61% |

2024-12-31
Top Sells (13F)
Name | % Change |
---|---|
AAPL Apple Inc | 4.13% |
ADBE Adobe Inc. | 3.17% |
WDAY Workday Inc | 2.91% |
PM Philip Morris Intern | 2.02% |
USB U.S. Bancorp. | 1.82% |

2024-12-31
13F Holdings Summary
Name | $ Change |
---|---|
JPM JPMorgan Chase & Co. | 5.79% |
USB U.S. Bancorp. | 3.78% |
V VISA Inc | 3.57% |
BAC Bank Of America Corp | 3.52% |
SCHW Charles Schwab Corp | 3.51% |

2024-12-31
13F Activity
Market Value | $30.9b, Prior: $27.4b |
Inflows (Outflows) as % of Total MV | +5.8575% |
New Purchases | 22 stocks |
Added To | 29 stocks |
Sold out of | 19 stocks |
Reduced holdings in | 26 stocks |
Top 10 Holdings % | 35.93% |
Turnover %[1] | 39.05% |
Turnover Alt %[2] | 29.28% |
Time Held Top 20 | 3.7 quarters |
Time Held Top 10 | 0.7 quarters |
Time Held All | 5.53 quarters |
[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.
[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

2024-12-31
13F Sector Allocation Over Time
limited to past 4 quarters. Subscribe to see all available data

2024-12-31
Analysis

Top 20 equal-weighted holdings. Performance numbers calculated through 2024-12-31