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Portfolio (Quarterly) Guide ↗

Viking Global Investors

· CIK 0001103804
13F Portfolio $35.7B AUM 77 positions Filed May 15, 2026 ← All Funds
Q1 2026 Q4 2025 · All 20 New 24 Added 22 Reduced 19 Exited
Page 2 of 2  ·  22 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 RALLIANT CORP 2,134,899.0 $88.8M 0.25% -1.0M -32.5% $41.59
22 ORIC ORIC PHARMACEUTICALS INC Healthcare 5,824,533.0 $73.8M 0.21% -748K -11.4% $12.67 -34.2%
Page 2 of 2  ·  22 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 21.7%
Consumer Cyclical 16.0%
Technology 14.5%
Industrials 14.2%
Healthcare 14.1%
Communication Services 10.3%
Basic Materials 6.2%
Real Estate 3.0%