---
name: Copy Viking Global Investors
kind: hedgecopy-fund
cik: 0001103804
latest_13f_period: 2026-06-30
latest_13f_filed: 2026-08-14
author: HedgeCopy
---

# Copy Viking Global Investors (13F follow-the-filing)

Viking Global Investors files a 13F-HR with the SEC each quarter (CIK 0001103804). This skill describes a
long-only copy portfolio built from that filing, bought the trading day after it is filed.

## Track record (estimated from 13F holdings, net of 10 bps per unit of turnover)
- Annualised return copying the filings, last 3 years (headline): +19.8% vs SPY +22.9% (alpha -3.1%/yr)
- Annualised since the series started (2022-08-19 to 2026-10-09): +17.4% vs SPY +17.3%
- Follow-the-filing TTM: +9.1% vs SPY +16.2% (alpha -7.1%)
- Quarters of history: 17; average coverage 86%; flags: none

## Latest disclosed top holdings (2026-06-30)
| # | Ticker | Issuer | Weight |
|---|---|---|---|
| 1 | V | VISA INC | 6.3% |
| 2 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | 4.3% |
| 3 | APD | AIR PRODUCTS AND CHEMICALS I | 4.0% |
| 4 | SHW | SHERWIN WILLIAMS CO | 3.8% |
| 5 | FTV | FORTIVE CORP | 3.5% |
| 6 | META | META PLATFORMS INC | 3.0% |
| 7 | SCHW | SCHWAB CHARLES CORP | 2.8% |
| 8 | TMO | THERMO FISHER SCIENTIFIC INC | 2.8% |
| 9 | JPM | JPMORGAN CHASE & CO | 2.7% |
| 10 | LII | LENNOX INTL INC | 2.6% |
| 11 | AMZN | AMAZON COM INC | 2.5% |
| 12 | — | FERRARI N V | 2.3% |
| 13 | CVNA | CARVANA CO | 2.3% |
| 14 | MCD | MCDONALDS CORP | 2.2% |
| 15 | BBIO | BRIDGEBIO PHARMA INC | 2.1% |
| 16 | BA | BOEING CO | 2.0% |
| 17 | MAA | MID-AMER APT CMNTYS INC | 2.0% |
| 18 | DIS | DISNEY WALT CO | 2.0% |
| 19 | FDX | FEDEX CORP | 1.9% |
| 20 | MSCI | MSCI INC | 1.9% |

## About the fund

Viking Global Investors is an American investment management firm founded in 1999 that specializes in long-short equity, long-only equity, and private equity strategies. The firm is known as a Tiger Cub, having been established by former employees of Tiger Management.

- Strategy: Long/short equity, long-only equity, and private equity
- Type: Long/short equity, Long-only, Private / crossover
- Founders: Ole Andreas Halvorsen, Brian T Olson, David C Ott
- Key people: Ole Andreas Halvorsen (CEO and Chief Investment Officer); Rose Shabet (Chief Operating Officer)
- Founded 1999 · HQ Stamford, United States
- Reported AUM: $78.2bn (as of June 30, 2026)
- Website: https://www.vikingglobal.com

### Approach
Viking employs a fundamental, research-intensive approach to stock selection, often involving meetings with management, analysis of financial statements, and consultations with industry experts. The firm utilizes a multi-portfolio manager structure to distribute investment responsibility among specialists. It focuses on both long and short positions to generate risk-adjusted returns while aiming to keep net exposure relatively low.

### History
Viking Global Investors was founded in 1999 by Ole Andreas Halvorsen, Brian T Olson, and David C Ott, all of whom previously worked at Tiger Management. The firm launched its first public equity strategy in October 1999 with $520 million in capital. Over the past two decades, the firm has expanded its strategies to include private equity and credit, while maintaining offices in multiple global locations.

### Notable positions / campaigns
- Boeing and General Motors (2025): New position in Boeing and investment in General Motors.

_Profile generated 2026-10-09 from public sources; may be incomplete or out of date._

## Rules
- Hold the top 20 long US-equity positions from the latest 13F-HR, weighted as reported.
- Rebalance on the first trading day after each new 13F-HR is filed. Cash only, paper only.

## Parameters
```json
{
  "params": {
    "funds": [
      "0001103804"
    ],
    "top_n": 20,
    "weighting": "13f",
    "rebalance": "filing_plus_1",
    "budget_usd": 10000,
    "stop_loss_pct": null,
    "cash_only": true
  }
}
```

> Estimated from 13F holdings (long US equities only; no shorts, options, cash or fees). Past performance is not a guide to the future. Not investment advice. Paper trading only.