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← Viking Global Investors LP, its record

Viking Global Investors LP and Capital World Investors: where the books meet

At Q2 2026, at least 17% of the two 13F books was the same, across 39 stocks both listed, against 8.7% at Q2 2013. Overlap is the smaller of each shared stock’s two weights, added up: the part of one book that could be swapped for the other’s without a trade.

Overlap by quarter
0%12%24%Q2 2013: 8.7%, 27 in bothQ3 2013: 8.1%, 30 in bothQ4 2013: 8.4%, 34 in bothQ1 2014: 7.2%, 33 in both14Q2 2014: 7.0%, 36 in bothQ3 2014: 7.9%, 34 in bothQ4 2014: 6.9%, 27 in bothQ1 2015: 7.0%, 26 in both15Q2 2015: 10%, 29 in bothQ3 2015: 10%, 29 in bothQ4 2015: 13%, 30 in bothQ1 2016: 10%, 30 in both16Q2 2016: 11%, 30 in bothQ3 2016: 14%, 34 in bothQ4 2016: 21%, 38 in bothQ1 2017: 24%, 39 in both17Q2 2017: 23%, 33 in bothQ3 2017: 20%, 34 in bothQ4 2017: 21%, 32 in bothQ1 2018: 16%, 26 in both18Q2 2018: 19%, 27 in bothQ3 2018: 19%, 34 in bothQ4 2018: 21%, 33 in bothQ1 2019: 21%, 33 in both19Q2 2019: 19%, 28 in bothQ3 2019: 16%, 30 in bothQ4 2019: 13%, 36 in bothQ1 2020: 20%, 28 in both20Q2 2020: 18%, 34 in bothQ3 2020: 21%, 44 in bothQ4 2020: 21%, 50 in bothQ1 2021: 22%, 43 in both21Q2 2021: 20%, 39 in bothQ3 2021: 15%, 38 in bothQ4 2021: 13%, 44 in bothQ1 2022: 15%, 38 in both22Q2 2022: 14%, 34 in bothQ3 2022: 13%, 33 in bothQ4 2022: 14%, 23 in bothQ1 2023: 12%, 27 in both23Q2 2023: 16%, 37 in bothQ3 2023: 17%, 34 in bothQ4 2023: 12%, 39 in bothQ1 2024: 15%, 38 in both24Q2 2024: 19%, 40 in bothQ3 2024: 20%, 39 in bothQ4 2024: 24%, 43 in bothQ1 2025: 24%, 47 in both25Q2 2025: 19%, 44 in bothQ3 2025: 20%, 42 in bothQ4 2025: 21%, 43 in bothQ1 2026: 18%, 36 in both26Q2 2026: 17%, 39 in both
  • Q2 2013: 8.7%, 27 in both
  • Q3 2013: 8.1%, 30 in both
  • Q4 2013: 8.4%, 34 in both
  • Q1 2014: 7.2%, 33 in both
  • Q2 2014: 7.0%, 36 in both
  • Q3 2014: 7.9%, 34 in both
  • Q4 2014: 6.9%, 27 in both
  • Q1 2015: 7.0%, 26 in both
  • Q2 2015: 10%, 29 in both
  • Q3 2015: 10%, 29 in both
  • Q4 2015: 13%, 30 in both
  • Q1 2016: 10%, 30 in both
  • Q2 2016: 11%, 30 in both
  • Q3 2016: 14%, 34 in both
  • Q4 2016: 21%, 38 in both
  • Q1 2017: 24%, 39 in both
  • Q2 2017: 23%, 33 in both
  • Q3 2017: 20%, 34 in both
  • Q4 2017: 21%, 32 in both
  • Q1 2018: 16%, 26 in both
  • Q2 2018: 19%, 27 in both
  • Q3 2018: 19%, 34 in both
  • Q4 2018: 21%, 33 in both
  • Q1 2019: 21%, 33 in both
  • Q2 2019: 19%, 28 in both
  • Q3 2019: 16%, 30 in both
  • Q4 2019: 13%, 36 in both
  • Q1 2020: 20%, 28 in both
  • Q2 2020: 18%, 34 in both
  • Q3 2020: 21%, 44 in both
  • Q4 2020: 21%, 50 in both
  • Q1 2021: 22%, 43 in both
  • Q2 2021: 20%, 39 in both
  • Q3 2021: 15%, 38 in both
  • Q4 2021: 13%, 44 in both
  • Q1 2022: 15%, 38 in both
  • Q2 2022: 14%, 34 in both
  • Q3 2022: 13%, 33 in both
  • Q4 2022: 14%, 23 in both
  • Q1 2023: 12%, 27 in both
  • Q2 2023: 16%, 37 in both
  • Q3 2023: 17%, 34 in both
  • Q4 2023: 12%, 39 in both
  • Q1 2024: 15%, 38 in both
  • Q2 2024: 19%, 40 in both
  • Q3 2024: 20%, 39 in both
  • Q4 2024: 24%, 43 in both
  • Q1 2025: 24%, 47 in both
  • Q2 2025: 19%, 44 in both
  • Q3 2025: 20%, 42 in both
  • Q4 2025: 21%, 43 in both
  • Q1 2026: 18%, 36 in both
  • Q2 2026: 17%, 39 in both

Only quarters both managers filed. Where either filing has more positions than are read each quarter, a stock both hold below that range is not counted, so the figure is a floor.

What the overlap is made of, Q2 2026

Stocks both listed, by the smaller of the two weights. A weight is the stock’s share of that manager’s reported book, which says how large the position is, not how strongly it is held.

StockViking Global Investors LPCapital World Investors
Facebook Inc(META)3.0%Added2.7%Trimmed
Taiwan Semiconductor MFG LTD(TSM)4.3%Trimmed1.9%Added
Amazon Com Inc(AMZN)2.5%Added1.7%Added
Microsoft Corp(MSFT)1.6%Trimmed2.4%Trimmed
Visa Inc(V)6.3%Added1.1%Added
CVS Health Corp(CVS)1.1%New0.9%Trimmed
Union Pac Corp(UNP)1.6%New0.9%Added
Boeing Co(BA)2.0%Added0.8%Added
Tesla Inc(TSLA)0.7%Trimmed2.3%Added
JPMorgan Chase & Co(JPM)2.7%Added0.6%Trimmed
Home Depot Inc(HD)0.9%Added0.5%Trimmed
Aon PLC(AON)1.1%Added0.5%Added
Thermo Fisher Scientific Inc(TMO)2.8%Added0.4%Trimmed
Morgan Stanley(MS)1.0%New0.3%Added
Chubb Limited(CB)0.4%Trimmed0.2%Trimmed
Capital One Finl Corp(COF)0.2%Trimmed0.2%Trimmed
General MTRS Co(GM)1.1%Trimmed0.2%Trimmed
Disney Walt Co(DIS)2.0%Trimmed0.2%Added
Ati Inc(ATI)0.6%Trimmed0.1%Trimmed
Carvana Co(CVNA)2.3%Added0.1%Added

and 19 smaller ones

Moved different ways in Q2 2026

Stocks one manager started or added to while the other trimmed or sold out, between the same two quarter ends. A 13F shows the quarter ends, never when in between anything was bought or sold, or why.

  • Alphabet Inc(GOOGL)Viking Global Investors LP sold out; Capital World Investors added
  • Facebook Inc(META)Viking Global Investors LP added; Capital World Investors trimmed
  • Tesla Inc(TSLA)Viking Global Investors LP trimmed; Capital World Investors added
  • Taiwan Semiconductor MFG LTD(TSM)Viking Global Investors LP trimmed; Capital World Investors added
  • Apple Inc(AAPL)Viking Global Investors LP sold out; Capital World Investors added
  • CVS Health Corp(CVS)Viking Global Investors LP started; Capital World Investors trimmed
  • JPMorgan Chase & Co(JPM)Viking Global Investors LP added; Capital World Investors trimmed
  • Home Depot Inc(HD)Viking Global Investors LP added; Capital World Investors trimmed
  • Thermo Fisher Scientific Inc(TMO)Viking Global Investors LP added; Capital World Investors trimmed
  • Cme Group Inc(CME)Viking Global Investors LP started; Capital World Investors trimmed
  • Disney Walt Co(DIS)Viking Global Investors LP trimmed; Capital World Investors added
  • Sherwin Williams Co(SHW)Viking Global Investors LP added; Capital World Investors trimmed
Viking Global Investors LP: the recordCapital World Investors: the record

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