Viking Global Investors Portfolio - Sep 30, 2025
Viking Global Investors, Ole Andreas Halvorsen, has built a diversified portfolio of 76 publicly traded holdings with a total market value of $38.5B as of Sep 30, 2025. This comprehensive analysis examines the latest 13F filing data to understand the investment strategy and recent portfolio adjustments.
The portfolio demonstrates a diversified approach to stock selection, with the top holding representing 4.2% of the total portfolio value. The top 5 holdings account for 19.8% of the overall portfolio allocation.
Recent portfolio activity shows 10 significant position adjustments, indicating active portfolio management and strategic repositioning. These changes reflect the investor's response to market conditions and evolving investment thesis.
Portfolio Statistics
Top Holdings Analysis
The portfolio's top holdings reveal the investor's core investment thesis and sector preferences. The largest position in PNC FINL SVCS GROUP INC (PNC) represents 4.2% of the total portfolio, valued at $1.6B.
| Rank | Symbol | Company | Value | Portfolio % | Change |
|---|---|---|---|---|---|
| 1 | PNC | PNC FINL SVCS GROUP INC | $1.6B | 4.2% | +234.9% |
| 2 | JPM | JPMORGAN CHASE & CO. | $1.6B | 4.1% | +25.2% |
| 3 | SCHW | SCHWAB CHARLES CORP | $1.6B | 4.1% | +5.1% |
| 4 | COF | CAPITAL ONE FINL CORP | $1.6B | 4.1% | +30.3% |
| 5 | MSFT | MICROSOFT CORP | $1.3B | 3.3% | +255.2% |
For a complete analysis of all holdings and detailed portfolio breakdown by sector and market cap, visit our comprehensive holdings page.
Recent Portfolio Activity
Recent portfolio adjustments provide insights into the investor's evolving strategy and market outlook.
The following table shows the top 10 most significant position changes from recent reporting periods (out of 179 total transactions), sorted by the magnitude of change.
For a complete history of all portfolio transactions and detailed activity analysis,
visit our comprehensive activity page.
| Symbol | Company | Quantity Change | Date | Action |
|---|---|---|---|---|
| USB | U.S. Bancorp | -24,089,428 | Sep 30, 2025 | SELL |
| BAC | Bank of America Corporation | -19,746,682 | Sep 30, 2025 | SELL |
| DKNG | DraftKings Inc. | +15,003,351 | Sep 30, 2025 | BUY |
| CCL | Carnival Corporation | -13,207,267 | Sep 30, 2025 | SELL |
| G76279101 | Roivant Sciences | -10,642,948 | Sep 30, 2025 | SELL |
| UBS | UBS Group | +10,516,148 | Sep 30, 2025 | BUY |
| TEVA | Teva Pharmaceutical Industries | -9,149,214 | Sep 30, 2025 | SELL |
| DB | Deutsche Bank | +6,102,855 | Sep 30, 2025 | BUY |
| PNC | PNC Financial Services Group, I | +5,581,102 | Sep 30, 2025 | BUY |
| CHWY | Chewy, Inc. | +5,483,690 | Sep 30, 2025 | BUY |
Investment Strategy Insights
Viking Global Investors's investment approach can be analyzed through several key metrics. The portfolio's concentration in top holdings suggests a diversified investment strategy, with significant positions in companies that align with the investor's long-term thesis.
The largest position in PNC FINL SVCS GROUP INC (PNC) demonstrates strong conviction in this particular investment opportunity. Recent activity shows a increase of 234.9% in this position, indicating active portfolio management and strategic positioning.
Portfolio turnover can be assessed through recent activity patterns. The 10 most significant transactions shown here (out of 179 total transactions) suggest a highly active approach to portfolio management, with frequent strategic adjustments and position changes.
Additional Analysis
Complete Holdings
View all 76 holdings with detailed analysis
Trading Activity
Track all portfolio transactions and position changes
Performance Metrics
Analyze profit, winning trades, and investment returns
Sector Allocation
Analyze portfolio breakdown by sector and industry
Viking Global Investors's portfolio as of Sep 30, 2025 reflects a strategic approach to equity investing with 76 holdings valued at $38.5B. The concentrated position in PNC FINL SVCS GROUP INC and other top holdings demonstrates the investor's confidence in specific investment themes and long-term value creation opportunities. Recent activity indicates ongoing portfolio optimization and strategic repositioning.
For the most current portfolio data and detailed analysis, refer to the latest SEC 13F filings and our comprehensive holdings and activity pages, which are updated regularly with the latest filing information.
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