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 |
|---|---|---|---|---|---|---|---|
| HAS | 3,738,902 | $93.6 | Buy | 100.00% | 0.98% | $349.96M | 2026 Q1 |
| RDDT | 2,551,617 | $134.65 | Buy | 100.00% | 0.96% | $343.58M | 2026 Q1 |
| PGR | 1,616,559 | $198.24 | Increased | 21.41% | 0.90% | $320.47M | 2026 Q1 |
| AIG | 4,221,223 | $75.25 | Buy | 100.00% | 0.89% | $317.65M | 2026 Q1 |
| AS | 7,270,476 | $32.92 | Increased | 51.02% | 0.67% | $239.34M | 2026 Q1 |
| TIC | 35,824,562 | $6.58 | Increased | 4.26% | 0.66% | $235.73M | 2026 Q1 |
| CBOE | 688,417 | $281.07 | Buy | 100.00% | 0.54% | $193.49M | 2026 Q1 |
| ROIV | 6,652,448 | $27.7 | Increased | 3.25% | 0.52% | $184.27M | 2026 Q1 |
| HD | 504,257 | $328.89 | Buy | 100.00% | 0.46% | $165.85M | 2026 Q1 |
| LULU | 980,568 | $153.1 | Buy | 100.00% | 0.42% | $150.12M | 2026 Q1 |
| CRWV | 1,397,438 | $77.47 | Buy | 100.00% | 0.30% | $108.26M | 2026 Q1 |
| MANE | 1,690,555 | $63.15 | Buy | 100.00% | 0.30% | $106.76M | 2026 Q1 |
| WST | 416,948 | $250.64 | Increased | 41.32% | 0.29% | $104.5M | 2026 Q1 |
| IBKR | 1,394,329 | $67.07 | Buy | 100.00% | 0.26% | $93.52M | 2026 Q1 |
| EW | 1,097,578 | $80.08 | Buy | 100.00% | 0.25% | $87.89M | 2026 Q1 |
| DMRA | 2,311,082 | $25.9 | Buy | 100.00% | 0.17% | $59.86M | 2026 Q1 |
| TWLO | 450,770 | $125.82 | Buy | 100.00% | 0.16% | $56.72M | 2026 Q1 |
| EQPT | 1,000,000 | $20.37 | Buy | 100.00% | 0.06% | $20.37M | 2026 Q1 |
| FPS | 650,000 | $29.27 | Buy | 100.00% | 0.05% | $19.03M | 2026 Q1 |