VIKING GLOBAL INVESTORS LP — AIR PRODS & CHEMS INC APD: Quarterly 13F Position History
VIKING GLOBAL INVESTORS LP has reported AIR PRODS & CHEMS INC (APD) on 40 13F-HR filings in Pactolio's tracked window, first appearing in Q1 2016. As of Q4 2025, the position is sized at 4,782,534 shares ($1.18B market value, 3.14% of the equity book). Quarter-over-quarter share count change: + 1,115,415 (+30.4%) .
- 4,782,534Shares Held (Latest Filing)
- $1.18BReported Market Value (Latest Filing)
- 3.14%Portfolio Weight (% of 13F Equity Book)
- +1,115,415Quarter-over-Quarter Share Change
- +$181.3MQuarter-over-Quarter Value Change
- 6,944,402Peak Reported Shares (Historical)
Quarterly 13F-HR Disclosure History Source: SEC 13F-HR filings, 40 quarter s
| Quarter | Shares | QoQ Share Change | Share Change (%) | Market Value | Weight | Implied Price |
|---|---|---|---|---|---|---|
| Q4 2025 | 4,782,534 | +1,115,415 | +30.4% | $1.18B | 3.14% | $247.02 |
| Q3 2025 | 3,667,119 | +1,512,965 | +70.2% | $1.00B | 2.60% | $272.72 |
| Q2 2025 | 2,154,154 | +2,154,154 | — | $607.6M | 1.76% | $282.06 |
| Q1 2025 | 0 | 0 | — | $0 | 0.00% | — |
| Q4 2024 | 0 | 0 | — | $0 | 0.00% | — |
| Q3 2024 | 0 | 0 | — | $0 | 0.00% | — |
| Q2 2024 | 0 | 338,206 | -100.0% | $0 | 0.00% | — |
| Q1 2024 | 338,206 | +338,206 | — | $81.9M | 0.31% | $242.27 |
| Q4 2023 | 0 | 0 | — | $0 | 0.00% | — |
| Q3 2023 | 0 | 0 | — | $0 | 0.00% | — |
| Q2 2023 | 0 | 0 | — | $0 | 0.00% | — |
| Q1 2023 | 0 | 0 | — | $0 | 0.00% | — |
| Q4 2022 | 0 | 0 | — | $0 | 0.00% | — |
| Q3 2022 | 0 | 0 | — | $0 | 0.00% | — |
| Q2 2022 | 0 | 0 | — | $0 | 0.00% | — |
| Q1 2022 | 0 | 0 | — | $0 | 0.00% | — |
| Q4 2021 | 0 | 0 | — | $0 | 0.00% | — |
| Q3 2021 | 0 | 0 | — | $0 | 0.00% | — |
| Q2 2021 | 0 | 0 | — | $0 | 0.00% | — |
| Q1 2021 | 0 | 636,600 | -100.0% | $0 | 0.00% | — |
| Q4 2020 | 636,600 | +636,600 | — | $173.9M | 0.48% | $273.22 |
| Q3 2020 | 0 | 0 | — | $0 | 0.00% | — |
| Q2 2020 | 0 | 0 | — | $0 | 0.00% | — |
| Q1 2020 | 0 | 0 | — | $0 | 0.00% | — |
| Q4 2019 | 0 | 0 | — | $0 | 0.00% | — |
| Q3 2019 | 0 | 0 | — | $0 | 0.00% | — |
| Q2 2019 | 0 | 0 | — | $0 | 0.00% | — |
| Q1 2019 | 0 | 0 | — | $0 | 0.00% | — |
| Q4 2018 | 0 | 0 | — | $0 | 0.00% | — |
| Q3 2018 | 0 | 0 | — | $0 | 0.00% | — |
| Q2 2018 | 0 | 0 | — | $0 | 0.00% | — |
| Q1 2018 | 0 | 0 | — | $0 | 0.00% | — |
| Q4 2017 | 0 | 0 | — | $0 | 0.00% | — |
| Q3 2017 | 0 | 0 | — | $0 | 0.00% | — |
| Q2 2017 | 0 | 0 | — | $0 | 0.00% | — |
| Q1 2017 | 0 | 0 | — | $0 | 0.00% | — |
| Q4 2016 | 0 | 4,822,354 | -100.0% | $0 | 0.00% | — |
| Q3 2016 | 4,822,354 | 2,122,048 | -30.6% | $725.0M | 3.13% | $150.34 |
| Q2 2016 | 6,944,402 | +36,232 | +0.5% | $986.4M | 4.19% | $142.04 |
| Q1 2016 | 6,908,170 | — | — | $995.1M | 4.38% | $144.05 |
Methodology & FAQ
How This Position History Is Sourced
Each row is one SEC Form 13F-HR filing disclosing this position. Share count, market value, and reported quarter are taken verbatim from the filing; portfolio weight is recomputed against the same filing's total reported equity book. Implied price-per-share is market value divided by shares — a quarter-end mark, not the manager's cost basis. See the full methodology document for the normalization rules.
When did VIKING GLOBAL INVESTORS LP first disclose a APD position in 13F-HR filings?
VIKING GLOBAL INVESTORS LP first reported AIR PRODS & CHEMS INC (APD) on its 13F-HR filing for the period ending 2016-03-31 (Q1 2016). The position has appeared on 40 reported quarters within Pactolio's tracked window.
What was VIKING GLOBAL INVESTORS LP's most recent quarter-over-quarter share-count change in APD?
Between Q3 2025 and Q4 2025, VIKING GLOBAL INVESTORS LP added 1,115,415 shares of APD (+30.4%), bringing the total reported position to 4,782,534 shares at a market value of $1.18B.
Does the implied price-per-share represent VIKING GLOBAL INVESTORS LP's cost basis in APD?
No. The implied price-per-share column is the 13F-HR reported market value divided by reported share count on the filing date (end of quarter). It is a quarter-end mark, not a cost basis or transaction price. Use it as a sanity check on the value column, not as an indicator of the manager's entry or exit price.