Not yet filed. No Q3 2026 Form 13F from Viking Global Investors has been detected on SEC EDGAR yet. The deadline for the quarter ended Sep 30, 2026 is Monday, Nov 16, 2026.
From the fund's 2026 Q2 Form 13F (filed Aug 14, 2026) — the latest quarter fully processed on this site.
| Stock | Shares | Portfolio weight |
|---|---|---|
| V · VISA INC. | 6,393,604 | 6.25% |
| TSM · TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | 3,168,097 | 4.31% |
| APD · Air Products & Chemicals, Inc. | 4,740,351 | 3.96% |
| SHW · SHERWIN WILLIAMS CO | 3,875,879 | 3.80% |
| FTV · Fortive Corp | 19,934,762 | 3.47% |
| META · Meta Platforms, Inc. | 1,867,619 | 3.00% |
| SCHW · SCHWAB CHARLES CORP | 10,638,869 | 2.80% |
| TMO · THERMO FISHER SCIENTIFIC INC. | 1,937,415 | 2.77% |
| JPM · JPMORGAN CHASE & CO | 2,899,386 | 2.71% |
| LII · LENNOX INTERNATIONAL INC | 1,590,959 | 2.60% |
Largest increase 2026 Q1 → 2026 Q2: CVNA (+343.2% of shares). New position in 2026 Q2: RACE (2.33% of the portfolio). Largest trim 2026 Q1 → 2026 Q2: TSLA (-78.0% of shares). Exited in 2026 Q2: AAPL, CSX, GOOGL and 19 more.
Full record: Viking Global Investors fund page · manager profile & 13F-clone record · Q3 2026 season tracker.
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