← Latest Viking Global portfolio

Viking Global portfolio · 2007-06-30

Form 13F reports holdings as of 2007-06-30 and was filed on 2007-08-14. It is delayed, can omit confidential positions, and is not the manager's current portfolio or fund NAV. Options show reported underlying value—not premium, net exposure, or investment intent.

Disclosed long book

$4.38 billion

Long positions

77

Calls / puts

0 / 0

Top 5 concentration

34.7%

Longs with AI data

1 / 77

Average AI 1Y

+16.6%

13F filing comparison

Quarter-over-quarter changes

2007-03-31 to 2007-06-30

Newly reported

32

No longer reported

50

Increased

20

Reduced

21

Newly reported this quarter

Present now and absent from the immediately preceding comparable filing.

PositionKindSharesValue

Paychex Inc

Paychex Inc

LONG5,837,000$228.3 million

EMC Corp.

EMC Corp.

LONG5,711,000$103.4 million

Fiserv Inc

Fiserv Inc

LONG1,677,000$95.3 million

Equifax Inc.

Equifax Inc.

LONG2,100,100$93.3 million

Corning Inc.

Corning Inc.

LONG3,611,000$92.3 million

Thomson Corporation

Thomson Corporation

LONG1,488,000$64.7 million

Delta Air Lines

Delta Air Lines

LONG2,855,000$56.2 million

Tween Brands

Tween Brands

LONG855,700$38.2 million

Advance Auto Parts

Advance Auto Parts

LONG700,000$28.4 million

Kyphon Inc.

Kyphon Inc.

LONG551,000$26.5 million

Champion Enterprises Inc

Champion Enterprises Inc

LONG2,500,000$24.6 million

DST Systems

DST Systems

LONG304,000$24.1 million

Applied Biosystems Group - APP

Applied Biosystems Group - APP

LONG699,000$21.3 million

Helix Energy Solutions Group Inc

Helix Energy Solutions Group Inc

LONG400,000$16.0 million

PF Chang's China Bistro Inc

PF Chang's China Bistro Inc

LONG410,000$14.4 million

Eagle Materials Inc

Eagle Materials Inc

LONG277,000$13.6 million

Yahoo! Inc.

Yahoo! Inc.

LONG459,000$12.5 million

Grant Prideco Inc

Grant Prideco Inc

LONG225,000$12.1 million

Cleco Corporation

Cleco Corporation

LONG350,000$8.6 million

Dynegy Inc.-Cl A

Dynegy Inc.-Cl A

LONG780,200$7.4 million

Blackrock Inc

Blackrock Inc

LONG47,000$7.4 million

Daimlerchrysler AG ADR

Daimlerchrysler AG ADR

LONG60,000$5.5 million

Affiliated Managers Group

Affiliated Managers Group

LONG33,000$4.2 million

Trimas Corp

Trimas Corp

LONG350,100$4.2 million

Freedom Acquisition Holdings

Freedom Acquisition Holdings

LONG384,000$4.2 million

W.P. Stewart & Co. Ltd.

W.P. Stewart & Co. Ltd.

LONG260,600$2.8 million

Bausch & Lomb Inc

Bausch & Lomb Inc

LONG40,000$2.8 million

Virgin Media Inc

Virgin Media Inc

LONG85,000$2.1 million

Monster Worldwide Inc.

Monster Worldwide Inc.

LONG47,000$1.9 million

Trizetto Group Inc

Trizetto Group Inc

LONG75,000$1.5 million

American Medical Sys

American Medical Sys

LONG53,000$956,000

DaVita Inc.

DaVita Inc.

LONG12,000$646,000

No longer reported this quarter

Present in the prior comparable filing and absent from this one.

PositionKindPrior sharesPrior value

Access Pharm WTS 7.10 2/09

Access Pharm WTS 7.10 2/09 · WTS

LONG75,000$0

ACE Ltd.

ACE Ltd. · COMMON STOCK

LONG352,300$20.1 million

Adelphia Contigent Value - ACC 1

Adelphia Contigent Value - ACC 1 · COMMON STOCK

LONG56,711,279$5.1 million

Adventrix Warrants 2.26 exp 07/21/12

Adventrix Warrants 2.26 exp 07/21/12 · WTS

LONG3,783,783$908,000

Alltel Corp

Alltel Corp · COMMON STOCK

LONG2,216,800$137.4 million

Amedisys

Amedisys · COMMON STOCK

LONG23,000$745,000

American Oriental Bioenginee

American Oriental Bioenginee · COMMON STOCK

LONG78,000$732,000

Assurant Inc.

Assurant Inc. · COMMON STOCK

LONG200,000$10.7 million

Automatic Data Processing

Automatic Data Processing · COMMON STOCK

LONG2,602,000$113.1 million

Beazer Homes USA Inc

Beazer Homes USA Inc · COMMON STOCK

LONG29,000$841,000

Best Buy

Best Buy · COMMON STOCK

LONG985,000$48.0 million

Bisys Group Inc / The

Bisys Group Inc / The · COMMON STOCK

LONG2,077,700$23.8 million

Cardinal Health INC

Cardinal Health INC · COMMON STOCK

LONG1,362,000$99.4 million

Cisco Systems

Cisco Systems · COMMON STOCK

LONG69,000$1.8 million

CMGI Inc.

CMGI Inc. · COMMON STOCK

LONG1,463$3,000

Crocs Inc

Crocs Inc · COMMON STOCK

LONG525,000$24.8 million

Cytec Industries Inc

Cytec Industries Inc · COMMON STOCK

LONG450,000$25.3 million

El Paso

El Paso · COMMON STOCK

LONG500,000$7.2 million

First Data Corporation

First Data Corporation · COMMON STOCK

LONG6,257,000$168.3 million

Five Star Quality Care

Five Star Quality Care · COMMON STOCK

LONG165,000$1.7 million

GFI Group Inc

GFI Group Inc · COMMON STOCK

LONG30,000$2.0 million

Grupo Televisa SA ADR

Grupo Televisa SA ADR · ADRS STOCKS

LONG570,000$17.0 million

Heartland Payment Systems

Heartland Payment Systems · COMMON STOCK

LONG5,400$127,000

Hewlett-Packard Co.

Hewlett-Packard Co. · COMMON STOCK

LONG537,000$21.6 million

Hub Group Inc

Hub Group Inc · COMMON STOCK

LONG81,000$2.3 million

IPC Holdings Ltd.

IPC Holdings Ltd. · COMMON STOCK

LONG273,500$7.9 million

Jetblue Airways Corp

Jetblue Airways Corp · COMMON STOCK

LONG500,000$5.8 million

Medcision Inc

Medcision Inc · COMMON STOCK

LONG107,000$694,000

Murphy Oil Corp

Murphy Oil Corp · COMMON STOCK

LONG550,000$29.4 million

National CineMedia Inc

National CineMedia Inc · COMMON STOCK

LONG464,400$12.4 million

New Century

New Century · COMMON STOCK

LONG685,000$726,000

Omnicare Inc

Omnicare Inc · COMMON STOCK

LONG15,000$596,000

PDL BioPharma Inc

PDL BioPharma Inc · COMMON STOCK

LONG17,000$368,000

Pharmaceutical Product Devel

Pharmaceutical Product Devel · COMMON STOCK

LONG24,000$808,000

Prudential Financial INC

Prudential Financial INC · COMMON STOCK

LONG248,500$22.4 million

Quiksilver Inc

Quiksilver Inc · COMMON STOCK

LONG95,000$1.1 million

Resources Connection Inc

Resources Connection Inc · COMMON STOCK

LONG823,000$26.3 million

Smith International

Smith International · COMMON STOCK

LONG522,000$25.1 million

State Street Corp

State Street Corp · COMMON STOCK

LONG64,000$4.1 million

T. Rowe Price Group Inc.

T. Rowe Price Group Inc. · COMMON STOCK

LONG201,000$9.5 million

The First Marblehead Corp

The First Marblehead Corp · COMMON STOCK

LONG954,750$42.9 million

The Limited

The Limited · COMMON STOCK

LONG764,000$19.9 million

Transkaryotic Therapies Inc.

Transkaryotic Therapies Inc. · COMMON STOCK

LONG106,000$3.9 million

Universal Compression Hldgs

Universal Compression Hldgs · COMMON STOCK

LONG100,000$6.8 million

W&T Offshore Inc

W&T Offshore Inc · COMMON STOCK

LONG1,300,000$37.6 million

Washington Federal Inc

Washington Federal Inc · COMMON STOCK

LONG955,200$22.4 million

Wellpoint, Inc.

Wellpoint, Inc. · COMMON STOCK

LONG1,719,000$139.4 million

WESCO International Inc

WESCO International Inc · COMMON STOCK

LONG228,000$14.3 million

Willis Group Holdings Ltd.

Willis Group Holdings Ltd. · COMMON STOCK

LONG2,293,000$90.8 million

XM Satellite Radio Hold- Cl A

XM Satellite Radio Hold- Cl A · COMMON STOCK

LONG57,000$736,000

“No longer reported” means the position is absent from this comparable 13F filing. It does not prove the manager sold it: reporting thresholds, confidential treatment, corporate actions, or instrument changes can also explain the omission.

PositionKindSharesValueLong weightQuarter changeAI at filing · 1YAI now

Qualcomm Inc

Qualcomm Inc · COMMON STOCK · 747525103

LONG8,990,000$390.1 million8.9%INCREASED

1Y —

5Y —

Fidelity National Information

Fidelity National Information · COMMON STOCK · 31620M106

LONG7,117,635$386.3 million8.8%REDUCED

1Y —

5Y —

NCR Corporation

NCR Corporation · COMMON STOCK · 62886E108

LONG6,294,800$330.7 million7.6%INCREASED

1Y —

5Y —

Paychex Inc

Paychex Inc · COMMON STOCK · 704326107

LONG5,837,000$228.3 million5.2%NEWLY REPORTED

1Y —

5Y —

Southwestern Energy

Southwestern Energy · COMMON STOCK · 845467109

LONG4,086,200$181.8 million4.2%REDUCED

1Y —

5Y —

Weatherford Intl Ltd.

Weatherford Intl Ltd. · COMMON STOCK · G95089101

LONG3,143,000$173.6 million4.0%REDUCED

1Y —

5Y —

SCHW

Charles Schwab Corporation

LONG7,425,400$152.4 million3.5%INCREASED

1Y +16.6%

5Y +77.0% · 24 models

Mastercard Inc

Mastercard Inc · COMMON STOCK · 57636Q104

LONG887,600$147.2 million3.4%REDUCED

1Y —

5Y —

Google Inc.

Google Inc. · COMMON STOCK · 38259P508

LONG272,400$142.4 million3.3%INCREASED

1Y —

5Y —

Suntrust Banks Inc

Suntrust Banks Inc · COMMON STOCK · 867914103

LONG1,561,000$133.8 million3.1%REDUCED

1Y —

5Y —

Illumina Inc.

Illumina Inc. · COMMON STOCK · 452327109

LONG3,278,600$133.1 million3.0%INCREASED

1Y —

5Y —

Landamerica Financial Group

Landamerica Financial Group · COMMON STOCK · 514936103

LONG1,353,200$130.6 million3.0%REDUCED

1Y —

5Y —

Devon Energy Corporation

Devon Energy Corporation · COMMON STOCK · 25179M103

LONG1,631,000$127.7 million2.9%INCREASED

1Y —

5Y —

Dillards Inc - Cl A

Dillards Inc - Cl A · COMMON STOCK · 254067101

LONG3,524,900$126.6 million2.9%INCREASED

1Y —

5Y —

EMC Corp.

EMC Corp. · COMMON STOCK · 268648102

LONG5,711,000$103.4 million2.4%NEWLY REPORTED

1Y —

5Y —

Comcast Corp CL A

Comcast Corp CL A · COMMON STOCK · 20030N101

LONG3,564,000$100.2 million2.3%INCREASED

1Y —

5Y —

Globalsantafe Corp

Globalsantafe Corp · COMMON STOCK · G3930E101

LONG1,324,000$95.7 million2.2%REDUCED

1Y —

5Y —

Fiserv Inc

Fiserv Inc · COMMON STOCK · 337738108

LONG1,677,000$95.3 million2.2%NEWLY REPORTED

1Y —

5Y —

Equifax Inc.

Equifax Inc. · COMMON STOCK · 294429105

LONG2,100,100$93.3 million2.1%NEWLY REPORTED

1Y —

5Y —

Corning Inc.

Corning Inc. · COMMON STOCK · 219350105

LONG3,611,000$92.3 million2.1%NEWLY REPORTED

1Y —

5Y —

Eaton Vance Corp.

Eaton Vance Corp. · COMMON STOCK · 278265103

LONG1,683,800$74.4 million1.7%INCREASED

1Y —

5Y —

Plains Exploration & Production

Plains Exploration & Production · COMMON STOCK · 726505100

LONG1,512,000$72.3 million1.7%REDUCED

1Y —

5Y —

CVS/Caremark Corp

CVS/Caremark Corp · COMMON STOCK · 126650100

LONG1,914,600$69.8 million1.6%REDUCED

1Y —

5Y —

Vulcan Materials Co

Vulcan Materials Co · COMMON STOCK · 929160109

LONG590,000$67.6 million1.5%INCREASED

1Y —

5Y —

Thomson Corporation

Thomson Corporation · COMMON STOCK · 884903105

LONG1,488,000$64.7 million1.5%NEWLY REPORTED

1Y —

5Y —

Vivo Participacoes SA

Vivo Participacoes SA · ADRS STOCKS · 92855S101

LONG12,708,700$63.7 millionINCREASED

1Y —

5Y —

Delta Air Lines

Delta Air Lines · COMMON STOCK · 247361702

LONG2,855,000$56.2 million1.3%NEWLY REPORTED

1Y —

5Y —

PepsiCo

PepsiCo · COMMON STOCK · 713448108

LONG672,000$43.6 million1.0%INCREASED

1Y —

5Y —

Occidental Petroleum

Occidental Petroleum · COMMON STOCK · 674599105

LONG688,200$39.8 million0.9%INCREASED

1Y —

5Y —

Iron Mountain Inc

Iron Mountain Inc · COMMON STOCK · 462846106

LONG1,505,500$39.3 million0.9%INCREASED

1Y —

5Y —

Tween Brands

Tween Brands · COMMON STOCK · 901166108

LONG855,700$38.2 million0.9%NEWLY REPORTED

1Y —

5Y —

Apple Computer Inc.

Apple Computer Inc. · COMMON STOCK · 037833100

LONG299,000$36.5 million0.8%INCREASED

1Y —

5Y —

Advance Auto Parts

Advance Auto Parts · COMMON STOCK · 00751Y106

LONG700,000$28.4 million0.6%NEWLY REPORTED

1Y —

5Y —

Fremont General Corp.

Fremont General Corp. · COMMON STOCK · 357288109

LONG2,471,000$26.6 million0.6%INCREASED

1Y —

5Y —

Kyphon Inc.

Kyphon Inc. · COMMON STOCK · 501577100

LONG551,000$26.5 million0.6%NEWLY REPORTED

1Y —

5Y —

Champion Enterprises Inc

Champion Enterprises Inc · COMMON STOCK · 158496109

LONG2,500,000$24.6 million0.6%NEWLY REPORTED

1Y —

5Y —

DST Systems

DST Systems · COMMON STOCK · 233326107

LONG304,000$24.1 million0.6%NEWLY REPORTED

1Y —

5Y —

CSK Auto Corporation

CSK Auto Corporation · COMMON STOCK · 125965103

LONG1,227,200$22.6 million0.5%REDUCED

1Y —

5Y —

Applied Biosystems Group - APP

Applied Biosystems Group - APP · COMMON STOCK · 038020103

LONG699,000$21.3 million0.5%NEWLY REPORTED

1Y —

5Y —

MI Developments Inc - Cl A

MI Developments Inc - Cl A · COMMON STOCK · 55304X104

LONG517,900$18.9 million0.4%UNCHANGED

1Y —

5Y —

Fleetwood Enterprises

Fleetwood Enterprises · COMMON STOCK · 339099103

LONG2,000,000$18.1 million0.4%REDUCED

1Y —

5Y —

Time Warner Cable

Time Warner Cable · COMMON STOCK · 88732J108

LONG427,677$16.8 million0.4%INCREASED

1Y —

5Y —

Helix Energy Solutions Group Inc

Helix Energy Solutions Group Inc · COMMON STOCK · 42330P107

LONG400,000$16.0 million0.4%NEWLY REPORTED

1Y —

5Y —

Parallel Petroleum Corp

Parallel Petroleum Corp · COMMON STOCK · 699157103

LONG715,000$15.7 million0.4%INCREASED

1Y —

5Y —

PF Chang's China Bistro Inc

PF Chang's China Bistro Inc · COMMON STOCK · 69333Y108

LONG410,000$14.4 million0.3%NEWLY REPORTED

1Y —

5Y —

Eagle Materials Inc

Eagle Materials Inc · COMMON STOCK · 26969P108

LONG277,000$13.6 million0.3%NEWLY REPORTED

1Y —

5Y —

Yahoo! Inc.

Yahoo! Inc. · COMMON STOCK · 984332106

LONG459,000$12.5 million0.3%NEWLY REPORTED

1Y —

5Y —

Grant Prideco Inc

Grant Prideco Inc · COMMON STOCK · 38821G101

LONG225,000$12.1 million0.3%NEWLY REPORTED

1Y —

5Y —

Choicepoint Inc

Choicepoint Inc · COMMON STOCK · 170388102

LONG244,000$10.4 million0.2%UNCHANGED

1Y —

5Y —

Downey Financial Corp

Downey Financial Corp · COMMON STOCK · 261018105

LONG154,600$10.2 million0.2%REDUCED

1Y —

5Y —

Staples Inc.

Staples Inc. · COMMON STOCK · 855030102

LONG391,000$9.3 million0.2%REDUCED

1Y —

5Y —

DynCorp International Inc

DynCorp International Inc · COMMON STOCK · 26817C101

LONG405,900$8.9 million0.2%REDUCED

1Y —

5Y —

Cleco Corporation

Cleco Corporation · COMMON STOCK · 12561W105

LONG350,000$8.6 million0.2%NEWLY REPORTED

1Y —

5Y —

Dynegy Inc.-Cl A

Dynegy Inc.-Cl A · COMMON STOCK · 26817G102

LONG780,200$7.4 million0.2%NEWLY REPORTED

1Y —

5Y —

Blackrock Inc

Blackrock Inc · COMMON STOCK · 09247X101

LONG47,000$7.4 million0.2%NEWLY REPORTED

1Y —

5Y —

Daimlerchrysler AG ADR

Daimlerchrysler AG ADR · ADRS STOCKS · 000710000

LONG60,000$5.5 millionNEWLY REPORTED

1Y —

5Y —

Affiliated Managers Group

Affiliated Managers Group · COMMON STOCK · 008252108

LONG33,000$4.2 million0.1%NEWLY REPORTED

1Y —

5Y —

Trimas Corp

Trimas Corp · COMMON STOCK · 896215209

LONG350,100$4.2 million0.1%NEWLY REPORTED

1Y —

5Y —

Freedom Acquisition Holdings

Freedom Acquisition Holdings · COMMON STOCK · 35645F103

LONG384,000$4.2 million0.1%NEWLY REPORTED

1Y —

5Y —

Research In Motion

Research In Motion · ADRS STOCKS · 760975102

LONG17,000$3.4 millionREDUCED

1Y —

5Y —

W.P. Stewart & Co. Ltd.

W.P. Stewart & Co. Ltd. · COMMON STOCK · G84922106

LONG260,600$2.8 million0.1%NEWLY REPORTED

1Y —

5Y —

Quadra Realty Inc

Quadra Realty Inc · COMMON STOCK · 746945104

LONG225,000$2.8 million0.1%INCREASED

1Y —

5Y —

Bausch & Lomb Inc

Bausch & Lomb Inc · COMMON STOCK · 071707103

LONG40,000$2.8 million0.1%NEWLY REPORTED

1Y —

5Y —

Pediatrix Medical Group Inc

Pediatrix Medical Group Inc · COMMON STOCK · 705324101

LONG45,000$2.5 million0.1%INCREASED

1Y —

5Y —

Virgin Media Inc

Virgin Media Inc · COMMON STOCK · 92769L101

LONG85,000$2.1 million0.0%NEWLY REPORTED

1Y —

5Y —

Monster Worldwide Inc.

Monster Worldwide Inc. · COMMON STOCK · 611742107

LONG47,000$1.9 million0.0%NEWLY REPORTED

1Y —

5Y —

Palm Inc

Palm Inc · COMMON STOCK · 696643105

LONG101,798$1.6 million0.0%UNCHANGED

1Y —

5Y —

Trizetto Group Inc

Trizetto Group Inc · COMMON STOCK · 896882107

LONG75,000$1.5 million0.0%NEWLY REPORTED

1Y —

5Y —

Medtronic Inc.

Medtronic Inc. · COMMON STOCK · 585055106

LONG24,000$1.2 million0.0%REDUCED

1Y —

5Y —

CHTR

Charter Communications

LONG300,000$1.2 million0.0%UNCHANGED

1Y —

5Y —

Elan Corp PLC - ADR

Elan Corp PLC - ADR · ADRS STOCKS · 284131208

LONG47,000$1.0 millionREDUCED

1Y —

5Y —

American Medical Sys

American Medical Sys · COMMON STOCK · 02744M108

LONG53,000$956,0000.0%NEWLY REPORTED

1Y —

5Y —

DaVita Inc.

DaVita Inc. · COMMON STOCK · 23918K108

LONG12,000$646,0000.0%NEWLY REPORTED

1Y —

5Y —

Fidelity National Finl Inc

Fidelity National Finl Inc · COMMON STOCK · 31620R105

LONG24,400$578,0000.0%REDUCED

1Y —

5Y —

Nutri/System Inc

Nutri/System Inc · COMMON STOCK · 67069D108

LONG3,800$265,0000.0%REDUCED

1Y —

5Y —

American Home Mortgage Corp.

American Home Mortgage Corp. · COMMON STOCK · 02660R107

LONG9,400$172,0000.0%REDUCED

1Y —

5Y —

Charles River Laboratories

Charles River Laboratories · COMMON STOCK · 159864107

LONG3,000$154,0000.0%REDUCED

1Y —

5Y —

AI outlook values are averages across the latest successful run per covered model at the labeled cutoff. “No longer reported” does not necessarily mean sold; thresholds, confidential treatment, corporate actions, or instrument changes may explain an omission. Reviewed API mapping covers 3.5%of disclosed long-book value; exact editorial CUSIP mappings may add current-only AI coverage on this public page. Research use only. No warranty and not investment advice.