Andreas Halvorsen's Viking Global significantly increased its stake in Amazon (AMZN), acquiring approximately 2.5 million additional shares during the second quarter of 2026. According to a quarterly disclosure filed with the SEC, this trade boosted the firm's total holdings to 3.70 million shares, valued at $882.06 million as of June 30, 2026. It's important to note that these 13F filings are released with a delay, so this investment decision was made between April and June of 2026.
The move represents a substantial re-investment in the e-commerce and cloud computing giant, lifting Amazon to a 2.51% weight in Viking's reported portfolio. The timing of the purchase preceded Amazon's strong second-quarter earnings report on July 30, 2026, where the company announced a 20% increase in net sales to $200.6 billion. This trade follows a period where Viking had completely exited its Amazon position in late 2025.