Last updated Aug 21, 2026
Viking Global runs Viking Global Investors LP, a multi-strategy investment firm tracked here via SEC 13F filings. As of the Q2 2026 13F filing, the disclosed long-equity portfolio is valued at $35.1B across 90 positions. The largest holdings are VISA INC, TAIWAN SEMICONDUCTOR MANUFAC, and AIR PRODUCTS AND CHEMICALS I (VISA INC alone is 6.3% of the book).
New positions opened in the latest quarter include ALTIMMUNE INC, APTIV PLC, and ARTIVA BIOTHERAPEUTICS INC. Recently exited names: ALPHABET INC, AMERICAN INTL GROUP INC, and API GROUP CORP.
Key takeaways
Last updated Aug 21, 2026
Viking Global runs Viking Global Investors LP, a multi-strategy investment firm tracked here via SEC 13F filings. As of the Q2 2026 13F filing, the disclosed long-equity portfolio is valued at $35.1B across 90 positions. The largest holdings are VISA INC, TAIWAN SEMICONDUCTOR MANUFAC, and AIR PRODUCTS AND CHEMICALS I (VISA INC alone is 6.3% of the book).
New positions opened in the latest quarter include ALTIMMUNE INC, APTIV PLC, and ARTIVA BIOTHERAPEUTICS INC. Recently exited names: ALPHABET INC, AMERICAN INTL GROUP INC, and API GROUP CORP.
Key takeaways