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Viking Global Investors

SEC-registered adviser since 2011Stamford, CTCRD 132272

21
Clients
77
Advisory staff

From Form ADV filed 15 June 2026 · data retrieved 15 October 2026SEC record

Viking Global Investors is an investment adviser headquartered in Stamford, Connecticut, and registered with the SEC since 2011. Its clients include pooled investment vehicles.

Its services include portfolio management for pooled vehicles. Fee arrangements include a percentage of assets under management and performance-based fees. Ole Halvorsen owns 75% or more of Viking Global Investors, and Ole Halvorsen is its CEO.

Clients

Viking Global Investors serves 21 clients. The average client has about $3.72 billion with the firm.

Regulatory assets by client type
  • Pooled investment vehicles21 clients100%
Show client breakdown
Pooled investment vehicles
Clients
21
Regulatory AUM
$78,202,235,935
Share
100.0%
Avg. per client
$3.72B

Total

Clients
21
Regulatory AUM
$78,202,235,935
Share
100%
Avg. per client
$3.72B

What it does

Viking Global Investors provides portfolio management for pooled vehicles. It is paid through a percentage of assets and performance-based fees.

Viking Global Investors provided financial planning to 0 clients last fiscal year and advises 15 private funds.

100.0% of assets ($78.20B across 21 accounts) are managed with discretion. 43% of clients are outside the U.S., and 0 clients received advice without assets under management last fiscal year.

Custodians

Viking Global Investors has custody of $78.20B for 21 clients.

Managed account assets by custodian
  • All other custodians$78.20B100%

Ownership and leadership

Ole Halvorsen owns 75% or more of Viking Global Investors, and Ole Halvorsen is its CEO.

Who owns the firm
Viking Global Investors LP· the adviser
  • Ole Halvorsen

    Control person · since April 1999

    Owns 75% or more of Viking Global Investors LP

Leadership

  • Ole Halvorsen
    Chief Executive Officer, Limited Partner
  • Austin Stack
    Chief Financial Officer
  • Rose Shabet
    Chief Operating Officer
  • Rachel Gerwin
    Chief Compliance Officer and Counsel
  • Matthew Bloom
    General Counsel
  • Brian Kaufmann
    Management Committee Member
  • Justin Walsh
    Management Committee Member

Staff

  • 274 employees
  • 77 in advisory functions

Reported holdings

Viking Global Investors’ reported 13F holdings total $35.08B across 90 positions, and the ten largest make up 35.7% of it.

$35.08B
Reported 13F value
90
Positions
35.7%
In the 10 largest
−1.9%
Value vs. prior quarter
Ten largest positions, share of reported value
  1. Visa Inc. · Com CL A6.3%
  2. Taiwan Semiconductor Manufac · Sponsored ADS4.3%
  3. Air Products And Chemicals I4.0%
  4. Sherwin Williams CO3.8%
  5. Fortive Corp.3.5%
  6. Meta Platforms Inc. · CL A3.0%
  7. Schwab Charles Corp.2.8%
  8. Thermo Fisher Scientific Inc.2.8%
  9. JPMORGAN Chase & CO2.7%
  10. Lennox Intl Inc.2.6%

Together, the ten largest are 35.7% of reported value.

The 50 largest positions and quarterly changesQuarter ended 30 June 2026 · filed 14 August 2026

A 13F covers only exchange-traded long positions the firm holds with discretion, so this $35.08B is not its $78.20B in regulatory assets and does not represent any individual client's portfolio.

Fees

Viking Global Investors is paid through a percentage of assets under management and performance-based fees.

Viking Global Investors’ fee rates are not included in this profile. Find its brochure on the SEC’s site.

Offices and registrations

Besides its headquarters, Viking Global Investors has 2 offices, with 3 listed addresses across 3 states.

Listed office addresses by state

Connecticut · 1 listed address

  • 600 Washington Boulevard, 11th Floor, StamfordHQ

Registration details

Legal name
Viking Global Investors LP
Headquarters
600 Washington Boulevard, 11th Floor, Stamford, CT 06901-6000
SEC file
801-72433
Structure
Delaware limited partnership
Fiscal year end
December

This directory does not report disciplinary history, for any firm or individual, in either direction. The SEC publishes the complete record, including any disciplinary events, and it is the authoritative place to check one. See this firm's record on adviserinfo.sec.gov

Common questions

How many clients does Viking Global Investors have?

Viking Global Investors has 21 clients and manages $78.2 billion for them, as of June 2026.

Source: Form ADV Part 1A, Items 5.D and 5.F, filed 15 June 2026

What services does Viking Global Investors offer?

Viking Global Investors provides portfolio management for pooled vehicles.

Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file

How many financial advisors does Viking Global Investors have?

Viking Global Investors has 0 investment adviser representatives registered with state securities authorities, out of 274 employees, and 77 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.

Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file

Who owns Viking Global Investors?

Viking Global Investors’ direct owner is Ole Halvorsen (75% or more).

Source: Form ADV Part 1A, Schedules A and B, filed 15 June 2026

How does Viking Global Investors get paid?

Viking Global Investors is paid through a percentage of assets under management and performance-based fees. Its Form ADV lists no commissions among how it is paid.

Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file

Sources

  1. Form ADV Part 1A, amendment filed 15 June 2026. Items 1, 5, 9, 11 and Schedules A, B and D.
  2. IAPD firm record, CRD 132272.
  3. Form 13F-HR, filed 14 August 2026 for the quarter ended 30 June 2026.

Retrieved 15 October 2026. All are published by the SEC and may have been amended since.

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This profile is compiled from public regulatory filings and is provided for informational purposes only. Niva Wealth is not affiliated with Viking Global Investors LP and makes no representation about the quality of its services. Figures reflect the filing dates shown and may have changed. Ownership percentages are the bands reported to the SEC, not exact figures.