Viking Global Investors – Largest Buy Additions (2025 Q3)
A detailed view of the stocks most significantly increased by Viking Global Investors during the 2025 Q3 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 |
|---|---|---|---|---|---|---|---|
| PRMB | 23,033,970 | $22.1 | Increased | 17.51% | 1.32% | $509.05M | 2025 Q3 |
| AON | 1,414,618 | $356.58 | Buy | 100.00% | 1.31% | $504.42M | 2025 Q3 |
| CLS | 1,722,780 | $246.38 | Buy | 100.00% | 1.10% | $424.46M | 2025 Q3 |
| SAIA | 1,383,888 | $299.36 | Increased | 67.21% | 1.08% | $414.28M | 2025 Q3 |
| CPT | 3,846,740 | $106.78 | Increased | 41.63% | 1.07% | $410.75M | 2025 Q3 |
| MAA | 2,645,082 | $139.73 | Buy | 100.00% | 0.96% | $369.6M | 2025 Q3 |
| KKR | 2,709,024 | $129.95 | Buy | 100.00% | 0.91% | $352.04M | 2025 Q3 |
| CMG | 6,636,563 | $39.19 | Increased | 16.67% | 0.68% | $260.09M | 2025 Q3 |
| EW | 3,069,151 | $77.77 | Buy | 100.00% | 0.62% | $238.69M | 2025 Q3 |
| CHWY | 5,483,690 | $40.45 | Buy | 100.00% | 0.58% | $221.82M | 2025 Q3 |
| AS | 6,343,481 | $34.75 | Increased | 63.46% | 0.57% | $220.44M | 2025 Q3 |
| DB | 6,102,855 | $35.16 | Buy | 100.00% | 0.56% | $214.58M | 2025 Q3 |
| CBRE | 1,210,004 | $157.56 | Buy | 100.00% | 0.50% | $190.65M | 2025 Q3 |
| INTU | 264,136 | $682.91 | Buy | 100.00% | 0.47% | $180.38M | 2025 Q3 |
| DECK | 1,726,926 | $101.37 | Buy | 100.00% | 0.45% | $175.06M | 2025 Q3 |
| MASI | 1,073,433 | $147.55 | Increased | 39.87% | 0.41% | $158.39M | 2025 Q3 |
| RYAN | 1,934,957 | $56.36 | Increased | 36.96% | 0.28% | $109.05M | 2025 Q3 |
| ORKA | 2,666,690 | $19.23 | Buy | 100.00% | 0.13% | $51.28M | 2025 Q3 |
| TRVI | 5,128,875 | $9.15 | Increased | 232.40% | 0.12% | $46.93M | 2025 Q3 |
| STUB | 2,040,816 | $16.84 | Buy | 100.00% | 0.09% | $34.37M | 2025 Q3 |
| PEPG | 3,482,434 | $4.62 | Increased | 134.91% | 0.04% | $16.09M | 2025 Q3 |