Viking Global Investors LP 13F holdings and portfolio analysis
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Baseline
Analysis messagesPre-generated Q&A about this fund. Use as reference context for your own analysis.
The latest change list shows MSFT unchanged to 4.73%; PNC unchanged to 4.63%; V unchanged to 4.24%. Combined with top 5 21.68%, top 10 37.60%, top 20 59.97%, that tells the user whether the baseline is becoming more concentrated or simply refreshing existing exposure. For a static page, this is the best first check before deciding whether the raw disclosed book is still acceptable.
Concentration is the first item to inspect: top 5 21.68%, top 10 37.60%, top 20 59.97%. The largest names are MSFT (Microsoft Corporation) 4.73%, PNC 4.63%, V 4.24%, SCHW (The Charles Schwab Corporation) 4.21%, and DIS (The Walt Disney Company) 3.87%, and the largest sector exposures are Financials 24.69%, Consumer Discretionary 21.51%, and Industrials 15.29%. If those exposures reverse, baseline performance can diverge sharply from a broad index.
The baseline is a direct read-through of the disclosed fund portfolio. It is led by MSFT (Microsoft Corporation) 4.73%, PNC 4.63%, and V 4.24%, with sector exposure of Financials 24.69%, Consumer Discretionary 21.51%, and Industrials 15.29%. The baseline metrics show return 14.38%, alpha 2.27%, beta 0.87, Sharpe 0.88, Sortino 1.07, and max drawdown -29.82%, so this should be treated as an equity exposure with its own concentration and timing risk rather than a neutral benchmark clone.