13F filing recap · Q3 2025
What did Viking Global Investors buy in Q3 2025?
Reported stock-position changes between this filing and the previous one.
Stock value
$38.50B
Positions
78
Estimated turnover
66.4%
Turnover is a proxy: verified trade-origin share changes valued at period-end and divided by average reported stock value. SEC holdings reports do not disclose execution dates or prices. Corporate actions and unreconciled activity are excluded.
New positions
MSFTMicrosoft Corporation$1.26Breported value+2.43M sharesNFLXNetflix, Inc.$600.43Mreported value+500.8K sharesDKNGDraftkings Inc.$561.13Mreported value+15.00M sharesAONAon Plc$504.42Mreported value+1.41M sharesCLSCelestica Inc.$424.46Mreported value+1.72M sharesMAAMid-America Apartment Communities, Inc.$369.60Mreported value+2.65M sharesKKRKkr & Co. Inc.$352.04Mreported value+2.71M sharesEWEdwards Lifesciences Corporation$238.69Mreported value+3.07M sharesCHWYChewy, Inc.$221.82Mreported value+5.48M sharesDBDeutsche Bank Aktiengesellschaft$214.59Mreported value+6.10M sharesCBRECbre Group, Inc.$190.65Mreported value+1.21M sharesINTUIntuit Inc.$180.38Mreported value+264.1K sharesDECKDeckers Outdoor Corp$175.06Mreported value+1.73M sharesORKAOruka Therapeutics, Inc.$51.28Mreported value+2.67M sharesSTUBStubhub Holdings, Inc.$34.37Mreported value+2.04M shares