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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 4 of 4  ·  77 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 MANE VERADERMICS INC Healthcare 1,690,555.0 $106.8M 0.30% NEW $63.15 +69.7%
62 WST WEST PHARMACEUTICAL SVSC INC Healthcare 416,948.0 $104.5M 0.29% +122K +41.3% $250.64 +19.8%
63 PHVS PHARVARIS N V Healthcare 3,653,310.0 $103.2M 0.29% $28.25 +8.7%
64 INHIBRX BIOSCIENCES INC 1,437,705.0 $96.7M 0.27% $67.23
65 IBKR INTERACTIVE BROKERS GROUP IN Financial Services 1,394,329.0 $93.5M 0.26% NEW $67.07 +31.6%
66 RALLIANT CORP 2,134,899.0 $88.8M 0.25% -1.0M -32.5% $41.59
67 EW EDWARDS LIFESCIENCES CORP Healthcare 1,097,578.0 $87.9M 0.25% NEW $80.08 +1.6%
68 ORIC ORIC PHARMACEUTICALS INC Healthcare 5,824,533.0 $73.8M 0.21% -748K -11.4% $12.67 -34.2%
69 DAMORA THERAPEUTICS INC 2,311,082.0 $59.9M 0.17% NEW $25.90
70 TWLO TWILIO INC Communication Services 450,770.0 $56.7M 0.16% NEW $125.82 +57.4%
71 LAB STANDARD BIOTOOLS INC Healthcare 58,651,170.0 $53.9M 0.15% $0.92 +8.7%
72 TRVI TREVI THERAPEUTICS INC Healthcare 3,198,644.0 $38.2M 0.11% $11.93 +26.4%
73 DNA GINKGO BIOWORKS HOLDINGS INC Healthcare 3,577,128.0 $21.9M 0.06% $6.13 +28.1%
74 EQPT EQUIPMENTSHARE COM INC Industrials 1,000,000.0 $20.4M 0.06% NEW $20.37 +20.3%
75 FPS FORGENT POWER SOLUTIONS INC Industrials 650,000.0 $19.0M 0.05% NEW $29.27 +71.5%
76 PEPG PEPGEN INC Healthcare 3,482,434.0 $6.2M 0.02% $1.77 -12.4%
77 RLYB RALLYBIO CORP Healthcare 524,347.0 $4.7M 0.01% NEW $8.97 +59.4%
Page 4 of 4  ·  77 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%