SCHEDULE: Viking Global Investors Discloses 5.7% Stake in Chewy
Beneficial Ownership Report
Viking Global Investors LP and its affiliates have reported a collective beneficial ownership of 5.7% of Chewy, Inc.'s Class A Common Stock.
Summary
- Viking Global Investors LP and its affiliated entities, along with executive committee members O. Andreas Halvorsen, David C. Ott, and Rose S. Shabet, collectively beneficially own 13,536,645 shares of Chewy, Inc. Class A Common Stock.
- This represents 5.7% of the total Class A Common Stock outstanding, based on 238,520,324 shares as of December 3, 2025.
- The ownership is primarily held through various Viking Global funds and entities, including Viking Global Equities Master Ltd. (8,647,921 shares or 3.6%) and Viking Long Fund Master Ltd. (3,353,277 shares or 1.4%).
- All beneficially owned shares are held with shared voting and shared dispositive power among the reporting persons.
- The filing certifies that the securities were not acquired for the purpose of changing or influencing control of Chewy, Inc.
Sentiment
Score: 5
Explanation: The filing is a routine disclosure of beneficial ownership by an institutional investor, indicating a neutral sentiment as it does not contain operational or financial performance data, nor does it suggest any activist intent.
Future Outlook
NA
Industry Context
This filing indicates a significant institutional investment firm, Viking Global Investors, maintains a substantial passive stake in Chewy, Inc., a prominent online retailer of pet food and products. Such filings are common for large investment funds that cross the 5% ownership threshold, reflecting their portfolio allocation decisions within the consumer discretionary or e-commerce sectors.
Stakeholder Impact
- Shareholders of Chewy, Inc. are informed of a significant institutional investor's passive stake, which can be viewed as a vote of confidence in the company's long-term prospects, though it does not imply any active management involvement or strategic changes.
Key Dates
| Date | Description |
|---|---|
| 2025-12-03 | Date used for calculating outstanding shares of Class A Common Stock (238,520,324 shares) as reported by Chewy, Inc. in its Form 10-Q. |
| 2025-12-18 | Date of event which requires the filing of this statement. |
| 2025-12-30 | Date of signing and filing of the Schedule 13G and Joint Filing Agreement. |
Keywords
Chewy Inc., CHWY, Viking Global Investors, Institutional Ownership, Schedule 13G, Beneficial Ownership, Class A Common Stock, Investment Fund, SEC Filing
Disclaimer:The information provided here is for general informational purposes only and does not constitute financial advice, recommendation, or endorsement of any kind. It may contain errors or omissions. You should not rely on this information to make financial decisions. Always seek the advice of a qualified financial professional before making any investment or financial decisions. Use of this information is at your own risk.