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Viking Global group (NYSE: CHWY) reports 5.7% passive stake in Chewy

Filing Impact
(Low)
Filing Sentiment
(Neutral)
Form Type
SCHEDULE 13G

Rhea-AI Filing Summary

Chewy, Inc. (CHWY) received a Schedule 13G reporting that a group of Viking Global investment entities and three individual executives collectively beneficially own 13,536,645 shares of Chewy Class A common stock, representing 5.7% of the class. The ownership is reported as of an event date of December 18, 2025 and is calculated using 238,520,324 Class A shares outstanding as of December 3, 2025, as disclosed by Chewy.

The shares are held across several Viking funds, including Viking Global Equities Master Ltd. with 8,647,921 shares, Viking Long Fund Master Ltd. with 3,353,277 shares, Viking Global Opportunities Liquid Portfolio Sub-Master LP with 1,358,959 shares, and Viking Global Equities II LP with 176,488 shares. Key Viking executives O. Andreas Halvorsen, David C. Ott and Rose S. Shabet each report beneficial ownership of the full 13,536,645-share position through their roles, and they certify the holdings are not for the purpose of changing or influencing control of Chewy.

Positive

  • None.

Negative

  • None.





Check the appropriate box to designate the rule pursuant to which this Schedule is filed:
Rule 13d-1(b)
Rule 13d-1(c)
Rule 13d-1(d)






SCHEDULE 13G




Comment for Type of Reporting Person: See Item 4


SCHEDULE 13G




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SCHEDULE 13G




Comment for Type of Reporting Person: See Item 4


SCHEDULE 13G




Comment for Type of Reporting Person: See Item 4


SCHEDULE 13G




Comment for Type of Reporting Person: See Item 4


SCHEDULE 13G




Comment for Type of Reporting Person: See Item 4


SCHEDULE 13G




Comment for Type of Reporting Person: See Item 4


SCHEDULE 13G




Comment for Type of Reporting Person: See Item 4


SCHEDULE 13G




Comment for Type of Reporting Person: See Item 4


SCHEDULE 13G




Comment for Type of Reporting Person: See Item 4


SCHEDULE 13G




Comment for Type of Reporting Person: See Item 4


SCHEDULE 13G




Comment for Type of Reporting Person: See Item 4


SCHEDULE 13G




Comment for Type of Reporting Person: See Item 4


SCHEDULE 13G



VIKING GLOBAL INVESTORS LP
Signature:/s/ Scott M. Hendler
Name/Title:Scott M. Hendler on behalf of Viking Global Investors LP (1)(2)(3)
Date:12/30/2025
VIKING GLOBAL PERFORMANCE LLC
Signature:/s/ Scott M. Hendler
Name/Title:Scott M. Hendler on behalf of Viking Global Performance LLC (1)(2)(3)
Date:12/30/2025
Viking Global Equities II LP
Signature:/s/ Scott M. Hendler
Name/Title:Scott M. Hendler on behalf of Viking Global Equities II LP (1)(2)(3)
Date:12/30/2025
Viking Global Equities Master Ltd.
Signature:/s/ Scott M. Hendler
Name/Title:Scott M. Hendler on behalf of Viking Global Equities Master Ltd. (1)(2)(3)
Date:12/30/2025
Viking Long Fund GP LLC
Signature:/s/ Scott M. Hendler
Name/Title:Scott M. Hendler on behalf of Viking Long Fund GP LLC (1)(2)(3)
Date:12/30/2025
Viking Long Fund Master Ltd.
Signature:/s/ Scott M. Hendler
Name/Title:Scott M. Hendler on behalf of Viking Long Fund Master Ltd. (1)(2)(3)
Date:12/30/2025
Viking Global Opportunities Parent GP LLC
Signature:/s/ Scott M. Hendler
Name/Title:Scott M. Hendler on behalf of Viking Global Opportunities Parent GP LLC (1)(2)(3)
Date:12/30/2025
Viking Global Opportunities GP LLC
Signature:/s/ Scott M. Hendler
Name/Title:Scott M. Hendler on behalf of Viking Global Opportunities GP LLC (1)(2)(3)
Date:12/30/2025
Viking Global Opportunities Portfolio GP LLC
Signature:/s/ Scott M. Hendler
Name/Title:Scott M. Hendler on behalf of Viking Global Opportunities Portfolio GP LLC (1)(2)(3)
Date:12/30/2025
Viking Global Opportunities Liquid Portfolio Sub-Master LP
Signature:/s/ Scott M. Hendler
Name/Title:Scott M. Hendler on behalf of Viking Global Opportunities Liquid Portfolio Sub-Master LP (1)(2)(3)
Date:12/30/2025
HALVORSEN OLE ANDREAS
Signature:/s/ Scott M. Hendler
Name/Title:Scott M. Hendler on behalf of O. Andreas Halvorsen (1)
Date:12/30/2025
Ott David C.
Signature:/s/ Scott M. Hendler
Name/Title:Scott M. Hendler on behalf of David C. Ott (2)
Date:12/30/2025
Shabet Rose Sharon
Signature:/s/ Scott M. Hendler
Name/Title:Scott M. Hendler on behalf of Rose S. Shabet (3)
Date:12/30/2025

Comments accompanying signature: (1) Scott M. Hendler is signing on behalf of O. Andreas Halvorsen, individually and as an Executive Committee Member of VIKING GLOBAL PARTNERS LLC, on behalf of VIKING GLOBAL INVESTORS LP, and as an Executive Committee Member of VIKING GLOBAL PERFORMANCE LLC, on behalf of itself and VIKING GLOBAL EQUITIES II LP and VIKING GLOBAL EQUITIES MASTER LTD., and as an Executive Committee Member of VIKING LONG FUND GP LLC, on behalf of itself and VIKING LONG FUND MASTER LTD., and as an Executive Committee Member of VIKING GLOBAL OPPORTUNITIES PARENT GP LLC, on behalf of itself and VIKING GLOBAL OPPORTUNITIES GP LLC, VIKING GLOBAL OPPORTUNITIES PORTFOLIO GP LLC, and VIKING GLOBAL OPPORTUNITIES LIQUID PORTFOLIO SUB-MASTER LP, pursuant to an authorization and designation letter dated February 9, 2021, which was previously filed with the Commission as an exhibit to a Form 13G filed by Mr. Halvorsen on February 12, 2021 (SEC File No. 005-49737). (2) Scott M. Hendler is signing on behalf of David C. Ott, individually and as an Executive Committee Member of VIKING GLOBAL PARTNERS LLC, on behalf of VIKING GLOBAL INVESTORS LP, and as an Executive Committee Member of VIKING GLOBAL PERFORMANCE LLC, on behalf of itself and VIKING GLOBAL EQUITIES II LP and VIKING GLOBAL EQUITIES MASTER LTD., and as an Executive Committee Member of VIKING LONG FUND GP LLC, on behalf of itself and VIKING LONG FUND MASTER LTD., and as an Executive Committee Member of VIKING GLOBAL OPPORTUNITIES PARENT GP LLC, on behalf of itself and VIKING GLOBAL OPPORTUNITIES GP LLC, VIKING GLOBAL OPPORTUNITIES PORTFOLIO GP LLC, and VIKING GLOBAL OPPORTUNITIES LIQUID PORTFOLIO SUB-MASTER LP, pursuant to an authorization and designation letter dated February 9, 2021, which was previously filed with the Commission as an exhibit to a Form 13G filed by Mr. Ott on February 12, 2021 (SEC File No. 005-49737). (3) Scott M. Hendler is signing on behalf of Rose S. Shabet, individually and as an Executive Committee Member of VIKING GLOBAL PARTNERS LLC, on behalf of VIKING GLOBAL INVESTORS LP, and as an Executive Committee Member of VIKING GLOBAL PERFORMANCE LLC, on behalf of itself and VIKING GLOBAL EQUITIES II LP and VIKING GLOBAL EQUITIES MASTER LTD., and as an Executive Committee Member of VIKING LONG FUND GP LLC, on behalf of itself and VIKING LONG FUND MASTER LTD., and as an Executive Committee Member of VIKING GLOBAL OPPORTUNITIES PARENT GP LLC, on behalf of itself and VIKING GLOBAL OPPORTUNITIES GP LLC, VIKING GLOBAL OPPORTUNITIES PORTFOLIO GP LLC, and VIKING GLOBAL OPPORTUNITIES LIQUID PORTFOLIO SUB-MASTER LP, pursuant to an authorization and designation letter dated February 9, 2021, which was previously filed with the Commission as an exhibit to a Form 13G filed by Ms. Shabet on February 12, 2021 (SEC File No. 005-49737).
Exhibit Information

EXHIBIT A - JOINT FILING AGREEMENT

FAQ

What ownership stake in Chewy (CHWY) did Viking Global report on this Schedule 13G?

The Viking Global reporting group disclosed beneficial ownership of 13,536,645 shares of Chewy Class A common stock, representing 5.7% of the outstanding class.

Which Viking entities hold Chewy (CHWY) shares and in what amounts?

The filing shows Chewy shares held across several Viking vehicles, including Viking Global Equities Master Ltd. with 8,647,921 shares, Viking Long Fund Master Ltd. with 3,353,277 shares, Viking Global Opportunities Liquid Portfolio Sub-Master LP with 1,358,959 shares, and Viking Global Equities II LP with 176,488 shares.

How was Viking Global’s percentage ownership in Chewy (CHWY) calculated?

The reported percentages are based on 238,520,324 shares of Chewy Class A common stock outstanding as of December 3, 2025, as reported by Chewy in its Form 10-Q filed on December 10, 2025.

Do Viking Global and its executives seek to influence control of Chewy (CHWY)?

No. The certifying language states the securities were not acquired and are not held for the purpose of changing or influencing the control of Chewy and are not held in connection with any transaction having that purpose or effect, other than activities solely in connection with a nomination under Rule 14a-11.

Who are the individual reporting persons on this Chewy (CHWY) Schedule 13G?

The individual reporting persons are O. Andreas Halvorsen (citizen of Norway), and David C. Ott and Rose S. Shabet (citizens of the United States). Each reports beneficial ownership of 13,536,645 shares of Chewy Class A common stock through their roles with Viking entities.

What type of filing is this for Chewy (CHWY) and what does it indicate?

This is a Schedule 13G, which is a beneficial ownership report typically used for passive investors. It indicates that the Viking entities and the named individuals hold more than 5% of Chewy’s Class A common stock but certify they are not seeking to change or influence control of the company.

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