Viking Global Investors Lp
- Regulatory AUM
- $78.2B
- Discretionary
- $78.2B
- Clients
- 21
- Avg AUM / client
- $3.7B
- Accounts
- 21
- Employees
- 274
AUM over time
Annual snapshots from Form ADV filings · as of Jun 15, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 21 | $78.2B | 100.0% |
Private funds (12)
Reported in Form ADV Section 7.B.(1), filing of Nov 2024 · $64.5B combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Viking Global Equities Master Ltd. master | Hedge Fund | Cayman Islands | $36.7B | 637 |
| Viking Global Opportunities Master Lp master | Hedge Fund | Cayman Islands | $16.7B | 276 |
| Viking Long Fund Master Ltd. master | Hedge Fund | Cayman Islands | $7.9B | 124 |
| Viking Global Opportunities Drawdown (Onshore) Lp master | Private Equity Fund | Delaware | $1.1B | 75 |
| Viking Global Equities Ii Lp master | Hedge Fund | Delaware | $751M | 126 |
| Viking Global Opportunities Drawdown (Offshore) Lp | Private Equity Fund | Cayman Islands | $632M | 34 |
| Viking Structured Capital (Onshore) Lp master | Private Equity Fund | Delaware | $304M | 20 |
| Viking Structured Capital (Offshore 2 Intermediate) Lp master | Private Equity Fund | Cayman Islands | $148M | 4 |
| Viking Structured Capital Sidecar (Offshore 2) Lp | Private Equity Fund | Cayman Islands | $137M | 3 |
| Viking Structured Capital Sidecar (Offshore) Lp | Private Equity Fund | Cayman Islands | $120M | 3 |
| Viking Structured Capital (Offshore) Lp | Private Equity Fund | Cayman Islands | $91.4M | 8 |
| Viking Structured Capital Sidecar (Onshore) Lp | Private Equity Fund | Delaware | $10.0M | 1 |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| American Federation Of Musicians And Employers' Pension Fund And Subsidiary Board Of Trustees Of The American Federation Of Musicians And Employe | 2024 |
People (8)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Halvorsen, Ole, Andreas | Chief Executive Officer, Limited Partner | Apr 1999 (27y) | ≈ 0% – 3.75% via Viking Global Partners Llc | |
| Ott, David, Christopher | Executive Committee Member, Limited Partner | Apr 1999 (27y) | ≈ 0% – 3.75% via Viking Global Partners Llc | |
| Shabet, Rose, Sharon | Chief Operating Officer | Feb 2009 (18y) | Less than 5% | |
| Bloom, Matthew, Halle | General Counsel And Chief Compliance Officer | Nov 2013 (13y) | Less than 5% | |
| Whipple, Ellis, Jacobs | Chief Financial Officer | Jan 2016 (11y) | Less than 5% | |
| Kaufmann, Brian, Scott | Management Committee Member | Feb 2020 (7y) | Less than 5% | |
| Walsh, Justin, M. | Management Committee Member | May 2024 (2y) | Less than 5% | |
| Zinober, Scott, Wagner | Management Committee Member | May 2024 (2y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Viking Global Partners Llc | General Partner | Apr 1999 | A | Less than 5% |
Undisclosed: 0% – 50% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Halvorsen, Ole, Andreas: 50% – 75% of Viking Global Partners Llc × 0% – 5% direct ≈ 0% – 3.75% of the firm
- Ott, David, Christopher: 50% – 75% of Viking Global Partners Llc × 0% – 5% direct ≈ 0% – 3.75% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (12, $64.5B gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Viking Global Equities Master Ltd. | Hedge Fund | $36.7B | $5.0M | 637 |
| Viking Global Opportunities Master Lp | Hedge Fund | $16.7B | $5.0M | 276 |
| Viking Long Fund Master Ltd. | Hedge Fund | $7.9B | $5.0M | 124 |
| Viking Global Opportunities Drawdown (Onshore) Lp | Private Equity Fund | $1.1B | $5.0M | 75 |
| Viking Global Equities Ii Lp | Hedge Fund | $751M | $5.0K | 126 |
| Viking Global Opportunities Drawdown (Offshore) Lp | Private Equity Fund | $632M | $5.0M | 34 |
| Viking Structured Capital (Onshore) Lp | Private Equity Fund | $304M | $5.0M | 20 |
| Viking Structured Capital (Offshore 2 Intermediate) Lp | Private Equity Fund | $148M | $5.0M | 4 |
| Viking Structured Capital Sidecar (Offshore 2) Lp | Private Equity Fund | $137M | $5.0M | 3 |
| Viking Structured Capital Sidecar (Offshore) Lp | Private Equity Fund | $120M | $5.0M | 3 |
| Viking Structured Capital (Offshore) Lp | Private Equity Fund | $91.4M | $5.0M | 8 |
| Viking Structured Capital Sidecar (Onshore) Lp | Private Equity Fund | $10.0M | $5.0M | 1 |
From Form ADV Section 7.B private fund reporting.
Retirement plans served (1)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| American Federation Of Musicians And Employers' Pension Fund And Subsidiary | Board Of Trustees Of The American Federation Of Musicians And Employe | 19,513 | $3.2B | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 06/15/2026 | 5.79 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Performance-based fees
Services
- • Portfolio management for pooled investment vehicles
Custody
Firm reports having custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jun 15, 2026.
View current Form ADV (SEC/IAPD) ↗