Viking Global Investors LP 13F holdings and portfolio analysis

已就緒Viking Global Investors LP · Viking Global Investors

登錄後可基於當前選中的策略克隆一個新分支，繼續在新分支裏調整參數與權重。

官方策略
用户分支
返回基金列表

Baseline

分析消息
分支：
Baselinetested
策略問答參考3 條參考問答

基於這隻基金最新一期數據預生成的問答，可直接作為對話上下文使用。

baseline13FChat AI
What does directly following the disclosed baseline portfolio expose an investor to?

Following Baseline means accepting the manager's disclosed sizing almost directly. Here that means broadly spread position sizing: top 5 21.73%, top 10 37.68%, top 20 60.10%, with MSFT 4.74%, PNC 4.64%, V 4.25%, SCHW 4.22%, DIS 3.88%, APD 3.60%. The baseline result is return 14.98%, alpha 3.66%, beta 0.83, Sharpe 0.94, Sortino 1.14, max drawdown -28.25%. That is the right reference case, but it is not automatically the safest case because the largest names and sector mix (Financials 24.76%, Consumer Discretionary 21.30%, Industrials 15.34%, Health Care 10.09%) still dominate the realized path.

↳Compare Baseline concentration and drawdown with each screen.
baseline13FChat AI
Which recent baseline periods best explain the risk-return trade-off?

The period rows show the character of the baseline. The strongest relative period was 2025-09-30 (4.12% vs SPY 1.49%, excess 2.63%, turnover 59.91%); the weakest was 2025-03-31 (4.77% vs SPY 9.22%, excess -4.45%, turnover 61.76%). The latest rows (2025-03-31 (4.77% vs SPY 9.22%, excess -4.45%, turnover 61.76%); 2025-06-30 (1.36% vs SPY 4.20%, excess -2.84%, turnover 59.71%); 2025-09-30 (4.12% vs SPY 1.49%, excess 2.63%, turnover 59.91%)) show whether recent results are confirming or reversing the long-term profile.

↳Rank recent baseline periods by excess return and turnover.
baseline13FChat AI
What should a user inspect next before deciding whether the baseline is acceptable?

Before accepting Baseline, I would inspect three things: whether MSFT 4.74%, PNC 4.64%, V 4.25%, SCHW 4.22% still have current theses, whether recent changes such as no large named moves and no large named moves indicate a shift, and whether max drawdown of -28.25% is acceptable for the user's risk budget.

↳Review the largest baseline holdings and explain whether each still deserves its weight.
登錄後即可基於上方策略與右側數據，直接與 AI 對話分析。
登錄後開始對話…
可參考左欄策略與右欄數據。