VIKING GLOBAL INVESTORS LP — 13F holdings

VIKING GLOBAL INVESTORS LP reported 90 holdings worth $35.1B in its 13F filing for Q2 2026, filed August 14, 2026.

Andreas Halvorsen's portfolio: holdings, buys and sells

Largest positions

1. V Visa Inc — $2.19B (6.3%)
2. TSM TAIWAN SEMICONDUCTOR MFG LTD — $1.51B (4.3%)
3. APD AIR PRODS & CHEMS INC — $1.39B (4.0%)
4. SHW SHERWIN WILLIAMS CO — $1.33B (3.8%)
5. FTV FORTIVE CORP — $1.22B (3.5%)
6. META META PLATFORMS INC — $1.05B (3.0%)
7. SCHW SCHWAB CHARLES CORP — $982M (2.8%)
8. TMO THERMO FISHER SCIENTIFIC INC — $971M (2.8%)
9. JPM JPMorgan Chase & Co. — $949M (2.7%)
10. LII LENNOX INTL INC — $912M (2.6%)