StockDriftsStockDriftsTop 50 Viking Global Investors LP Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| V | VISA INC | 5.35% | 6.33M | $1.91B | +58.83%(+2.34M) | $304.09(+19.09%) | 2026-03-31 | |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | 4.22% | 4.47M | $1.51B | -9.15%(-449.77K) | $206.01(+110.75%) | 2026-03-31 | |
| SCHW | SCHWAB CHARLES CORP | 3.86% | 14.66M | $1.38B | +5.71%(+792.05K) | $73.03(+32.82%) | 2026-03-31 | |
| DIS | DISNEY WALT CO | 3.59% | 13.30M | $1.28B | +18.81%(+2.10M) | $113.11(-12.03%) | 2026-03-31 | |
| FTV | FORTIVE CORP | 3.48% | 22.48M | $1.24B | +16.91%(+3.25M) | $53.27(+17.60%) | 2026-03-31 | |
| APD | AIR PRODUCTS AND CHEMICALS I | 3.33% | 4.10M | $1.19B | -14.19%(-678.44K) | $275.65(+13.98%) | 2026-03-31 | |
| MCD | MCDONALDS CORP | 3.15% | 3.63M | $1.13B | +0.16%(+5.81K) | $290.24(-3.31%) | 2026-03-31 | |
| SHW | SHERWIN WILLIAMS CO | 2.79% | 3.11M | $997.8M | -1.88%(-59.54K) | $335.31(+5.12%) | 2026-03-31 | |
| TSLA | TESLA INC | 2.59% | 2.49M | $927.0M | +46.70%(+793.82K) | $319.79(+23.03%) | 2026-03-31 | |
| AAPL | APPLE INC | 2.55% | 3.59M | $911.9M | new | $185.40(+66.47%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +21.07% | +77.45% |
| Top 20 Holdings Unweighted | +22.55% | +84.07% |
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