Viking Global Investors – Largest Buy Additions (2026 Q1)
A detailed view of the stocks most significantly increased by Viking Global Investors during the 2026 Q1 reporting period. This breakdown highlights where new capital was added, revealing the investor’s highest-conviction opportunities and sector preferences.
| Symbol | Shares | Reported Price(USD) | Action | Change % | Portfolio Weight | Position Value | Filing Period |
|---|---|---|---|---|---|---|---|
| V | 6,328,185 | $302.24 | Increased | 58.83% | 5.36% | $1.91B | 2026 Q1 |
| SCHW | 14,664,954 | $93.98 | Increased | 5.71% | 3.86% | $1.38B | 2026 Q1 |
| DIS | 13,298,462 | $96.38 | Increased | 18.81% | 3.59% | $1.28B | 2026 Q1 |
| FTV | 22,479,388 | $55.28 | Increased | 16.91% | 3.48% | $1.24B | 2026 Q1 |
| MCD | 3,625,029 | $310.79 | Increased | 0.16% | 3.16% | $1.13B | 2026 Q1 |
| TSLA | 2,493,561 | $371.75 | Increased | 46.70% | 2.60% | $926.98M | 2026 Q1 |
| AAPL | 3,593,057 | $253.79 | Buy | 100.00% | 2.55% | $911.88M | 2026 Q1 |
| CVNA | 13,900,175 | $62.88 | Increased | 161.89% | 2.45% | $874.04M | 2026 Q1 |
| TMO | 1,668,025 | $491.53 | Increased | 110.29% | 2.30% | $819.88M | 2026 Q1 |
| JPM | 2,704,018 | $294.16 | Increased | 41.87% | 2.23% | $795.41M | 2026 Q1 |
| CSX | 18,678,052 | $41.05 | Increased | 35.18% | 2.15% | $766.73M | 2026 Q1 |
| ICE | 4,836,896 | $157.28 | Increased | 0.70% | 2.13% | $760.75M | 2026 Q1 |
| LII | 1,572,419 | $464.13 | Increased | 153.08% | 2.04% | $729.81M | 2026 Q1 |
| FDX | 1,932,165 | $356.18 | Buy | 100.00% | 1.93% | $688.2M | 2026 Q1 |
| GM | 9,176,943 | $74.5 | Increased | 34.83% | 1.92% | $683.68M | 2026 Q1 |
| META | 1,062,575 | $572.13 | Buy | 100.00% | 1.70% | $607.93M | 2026 Q1 |
| MAA | 4,798,404 | $122.12 | Increased | 23.67% | 1.64% | $585.98M | 2026 Q1 |
| MDLN | 11,433,992 | $44.5 | Increased | 64.30% | 1.43% | $508.81M | 2026 Q1 |
| HCA | 1,075,133 | $473.24 | Increased | 7.60% | 1.43% | $508.8M | 2026 Q1 |
| ATI | 3,332,843 | $145.46 | Buy | 100.00% | 1.36% | $484.8M | 2026 Q1 |
| CB | 1,295,011 | $325.93 | Increased | 27.73% | 1.18% | $422.08M | 2026 Q1 |
| BMRN | 7,062,077 | $56.49 | Increased | 16.98% | 1.12% | $398.94M | 2026 Q1 |
| SE | 4,737,196 | $82.81 | Increased | 29.02% | 1.10% | $392.29M | 2026 Q1 |
| WAT | 1,256,462 | $297.8 | Buy | 100.00% | 1.05% | $374.17M | 2026 Q1 |
| AON | 1,087,114 | $322.78 | Increased | 38.72% | 0.98% | $350.9M | 2026 Q1 |