Viking Global Investors - Performance Analysis
Investment performance metrics based on historical 13F filings data.
📊 Data Coverage: June 2013 to September 2025 • Initial Portfolio Value: $0.01B
Performance calculated from first filing in our database. This may not represent the investor's entire career.
Portfolio Growth (Since First Filing)
+38.41B
+9,999%+
Winning Positions
+54.23%
250 wins / 461 positions
Average Gain (Winners)
$236.57M
+9,999%+ avg per position
Active Positions
76
105 losing positions
Portfolio Value Over Time
Total Positions Tracked
461
All holdings over time
Win/Loss Ratio
2.38
250 gains / 105 losses
Active vs. Exited
76 / 385
Current positions / Exited
Position Performance
Performance calculated from first appearance in 13F filings. Initial values represent position value when first tracked, not actual purchase prices.
| Symbol | Company | Sector | Entry | Status | Initial Value | Current Value | Gain/Loss | Return % |
|---|---|---|---|---|---|---|---|---|
| JPM | JP Morgan Chase & Co. | Financial Services | Mar 2017 | ACTIVE | $324.62K | $1.60B | $1.60B | +9,999%+ |
| SCHW | Charles Schwab Corporation (The | Financial Services | Dec 2016 | ACTIVE | $318.03K | $1.58B | $1.58B | +9,999%+ |
| COF | Capital One Financial Corporati | Financial Services | Jun 2013 | ACTIVE | $918.54K | $1.57B | $1.57B | +9,999%+ |
| MSFT | Microsoft Corporation | Technology | Jun 2016 | ACTIVE | $288.28K | $1.26B | $1.26B | +9,999%+ |
| DIS | Walt Disney Company (The) | Communication Services | Sep 2013 | ACTIVE | $428.36K | $1.20B | $1.20B | +9,999%+ |
| PNC | PNC Financial Services Group, I | Financial Services | Jun 2025 | ACTIVE | $442.87M | $1.60B | $1.16B | +261.00% |
| AAPL | Apple Inc. | Technology | Jun 2013 | EXITED | $44.49K | $1.13B | $1.13B | +9,999%+ |
| UPS | United Parcel Service, Inc. | Industrials | Jun 2023 | EXITED | $159.39M | $1.29B | $1.13B | +708.82% |
| UNH | UnitedHealth Group Incorporated | Healthcare | Dec 2016 | EXITED | $354.21K | $1.12B | $1.12B | +9,999%+ |
| TSM | Taiwan Semiconductor Manufactur | Technology | Sep 2020 | ACTIVE | $498.35K | $1.10B | $1.10B | +9,999%+ |
Important Note: Data Limitations
These metrics are based on 13F filing data which has significant limitations:
- Quarterly Snapshots Only: 13F filings show positions at quarter-end, not actual transaction prices
- No Transaction Prices: We cannot determine actual buy/sell prices, only end-of-quarter values
- Performance Estimates: Gains/losses are calculated from first appearance to last update using quarterly values
- Missing Data: Intra-quarter trades, dividends, corporate actions, and exact timing are not captured
- Educational Only: These metrics are estimates for understanding general investment patterns, not actual realized returns
Use these metrics for informational and educational purposes only. They represent broad trends, not precise investment performance.