Viking Global Investors: Platform Profile

Overview

Viking Global Investors is a global investment firm founded in 1999.

Current legal adviser:

• Legal adviser: Viking Global Investors LP
• CRD: 132272
• SEC number: 801-72433
• SEC registered investment adviser: Yes

Current first-party scale as of June 30, 2026:

• Public capital: $56B+
• People: 275+
• Years in business: 25+

May fit better for

• qualified private-fund investors;
• institutions seeking research-driven public equity;
• investors seeking long/short equity;
• investors seeking private equity;
• investors seeking structured capital and credit;
• allocators comfortable with concentrated fundamental investing.

May fit less well for

• ordinary retail investors;
• users seeking one Viking strategy;
• investors looking for a universal fee schedule;
• users assuming a $5M fund reference is an unconditional subscription threshold;
• investors requiring one liquidity schedule;
• users who interpret long-term fundamental investing as low risk.

Viking spans public equity, private equity and structured capital

Current first-party investment businesses include:

• Public Equity: Yes
• Private Equity: Yes
• Credit and Structured Capital: Yes

Public Equity uses concentrated long and short fundamental research

Current first-party description:

• Public equity long short: Yes
• Fundamental research: Yes
• Industry specialization: Yes

Viking states that it seeks high-conviction long and short ideas across sectors and geographies.

Its current public-equity page disclosures show:

• Public equity capital: $37B+
• Public equity capital as of: 2026-06-30

This is a strategy capital reference.

Private Equity is a long-term partnership strategy

Current first-party private-equity materials state:

• Private equity: Yes
• More than 100 companies since inception: Yes
• Non controlling preference: Yes
• Primary and secondary transactions possible: Yes
• Public offering investments possible: Yes

The private-equity strategy can invest across company stages and transaction types.

Credit & Structured Capital broadens the capital structure

Current first-party focus includes:

• hybrid equity/credit;
• growth-oriented credit;
• preferred equity;
• bespoke solutions.

Current public capital is $56B+; regulatory AUM is $78.2B

• Public capital: $56B+
• Public capital as of: 2026-06-30
• Regulatory AUM: $78.2B
• Regulatory AUM as of: 2026-06-15

Core private-fund minimum references are $5M

Current regulatory references include:

• Viking Global Equities Master minimum: $5M
• Viking Global Opportunities Master minimum: $5M
• Viking Long Fund Master minimum: $5M

A separate Viking Global Equities II vehicle has shown a much smaller ADV minimum reference.

Current regulatory client base is overwhelmingly pooled vehicles

Current Form-ADV-derived profile:

• Pooled investment vehicle clients dominate: Yes

Fee methods include asset-based and performance-based compensation

Current regulatory profile:

• Asset based fees possible: Yes
• Performance based fees possible: Yes

Social-media solicitation warnings matter

Current Viking website warns that Viking does not provide investment advice or solicit capital through social media or encrypted chat channels.

Assessment

Viking is broader than a public-equity hedge fund.

Its current platform spans public long/short equity, private equity and structured capital.

The cleanest current asset treatment is:

• $56B+ public firm capital as of June 30, 2026;
• $78.2B regulatory AUM from the June 15, 2026 Form ADV reference.

The difference should remain explicit.