← Latest Viking Global portfolio

Viking Global portfolio · 2015-06-30

Form 13F reports holdings as of 2015-06-30 and was filed on 2015-08-14. 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

$26.47 billion

Long positions

56

Calls / puts

0 / 0

Top 5 concentration

29.5%

Longs with AI data

0 / 56

Average AI 1Y

PositionKindSharesValueLong weightQuarter changeAI at filing · 1YAI now

WALGREENS BOOTS ALLIANCE INC

WALGREENS BOOTS ALLIANCE INC · COM · 931427108

LONG 24,625,113 $2.08 billion 7.9% INCREASED

1Y —

5Y —

ALLERGAN PLC

ALLERGAN PLC · SHS · G0177J108

LONG 6,804,034 $2.06 billion 7.8% NEWLY REPORTED

1Y —

5Y —

GOOGLE INC

GOOGLE INC · CL A · 38259P508

LONG 2,736,152 $1.48 billion 5.6% INCREASED

1Y —

5Y —

LYONDELLBASELL INDUSTRIES N

LYONDELLBASELL INDUSTRIES N · SHS - A - · N53745100

LONG 10,726,384 $1.11 billion 4.2% INCREASED

1Y —

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ILLUMINA INC

ILLUMINA INC · COM · 452327109

LONG 4,968,956 $1.09 billion 4.1% REDUCED

1Y —

5Y —

VALEANT PHARMACEUTICALS INTL

VALEANT PHARMACEUTICALS INTL · COM · 91911K102

LONG 4,616,738 $1.03 billion 3.9% INCREASED

1Y —

5Y —

AMAZON COM INC

AMAZON COM INC · COM · 023135106

LONG 2,282,561 $990.8 million 3.7% NEWLY REPORTED

1Y —

5Y —

PIONEER NAT RES CO

PIONEER NAT RES CO · COM · 723787107

LONG 6,391,252 $886.4 million 3.3% INCREASED

1Y —

5Y —

CANADIAN PAC RY LTD

CANADIAN PAC RY LTD · COM · 13645T100

LONG 5,276,195 $845.4 million 3.2% REDUCED

1Y —

5Y —

MOHAWK INDS INC

MOHAWK INDS INC · COM · 608190104

LONG 4,311,113 $823.0 million 3.1% REDUCED

1Y —

5Y —

AIR PRODUCTS AND CHEMICALS I

AIR PRODUCTS AND CHEMICALS I · COM · 009158106

LONG 5,905,719 $808.1 million 3.1% REDUCED

1Y —

5Y —

CHENIERE ENERGY INC

CHENIERE ENERGY INC · COM NEW · 16411R208

LONG 11,324,392 $784.3 million 3.0% REDUCED

1Y —

5Y —

MASTERCARD INCORPORATED

MASTERCARD INCORPORATED · CL A · 57636Q104

LONG 8,218,696 $768.3 million 2.9% REDUCED

1Y —

5Y —

METLIFE INC

METLIFE INC · COM · 59156R108

LONG 11,780,357 $659.6 million 2.5% INCREASED

1Y —

5Y —

SEALED AIR CORP NEW

SEALED AIR CORP NEW · COM · 81211K100

LONG 12,818,029 $658.6 million 2.5% REDUCED

1Y —

5Y —

MALLINCKRODT PUB LTD CO

MALLINCKRODT PUB LTD CO · SHS · G5785G107

LONG 5,415,671 $637.5 million 2.4% INCREASED

1Y —

5Y —

AVAGO TECHNOLOGIES LTD

AVAGO TECHNOLOGIES LTD · SHS · Y0486S104

LONG 4,769,014 $633.9 million 2.4% NEWLY REPORTED

1Y —

5Y —

HUMANA INC

HUMANA INC · COM · 444859102

LONG 3,206,839 $613.4 million 2.3% INCREASED

1Y —

5Y —

GOOGLE INC

GOOGLE INC · CL C · 38259P706

LONG 1,147,549 $597.3 million 2.3% INCREASED

1Y —

5Y —

ALIBABA GROUP HLDG LTD

ALIBABA GROUP HLDG LTD · SPONSORED ADS · 01609W102

LONG 6,041,685 $497.0 million 1.9% REDUCED

1Y —

5Y —

ENVISION HEALTHCARE HLDGS IN

ENVISION HEALTHCARE HLDGS IN · COM · 29413U103

LONG 12,303,668 $485.7 million 1.8% INCREASED

1Y —

5Y —

CIGNA CORPORATION

CIGNA CORPORATION · COM · 125509109

LONG 2,914,815 $472.2 million 1.8% NEWLY REPORTED

1Y —

5Y —

CROWN CASTLE INTL CORP NEW

CROWN CASTLE INTL CORP NEW · COM · 22822V101

LONG 5,530,352 $444.1 million 1.7% INCREASED

1Y —

5Y —

KANSAS CITY SOUTHERN

KANSAS CITY SOUTHERN · COM NEW · 485170302

LONG 4,803,641 $438.1 million 1.7% REDUCED

1Y —

5Y —

CTRIP COM INTL LTD

CTRIP COM INTL LTD · AMERICAN DEP SHS · 22943F100

LONG 5,764,514 $418.6 million 1.6% INCREASED

1Y —

5Y —

DAVITA INC

DAVITA INC · COM · 23918K108

LONG 4,968,551 $394.9 million 1.5% REDUCED

1Y —

5Y —

AETNA INC NEW

AETNA INC NEW · COM · 00817Y108

LONG 3,097,599 $394.8 million 1.5% NEWLY REPORTED

1Y —

5Y —

BANK NEW YORK MELLON CORP

BANK NEW YORK MELLON CORP · COM · 064058100

LONG 8,413,291 $353.1 million 1.3% REDUCED

1Y —

5Y —

ELEVANCE HEALTH INC

ELEVANCE HEALTH INC · COM · 036752103

LONG 1,906,701 $313.0 million 1.2% NEWLY REPORTED

1Y —

5Y —

WHITING PETE CORP NEW

WHITING PETE CORP NEW · COM · 966387102

LONG 8,653,431 $290.8 million 1.1% NEWLY REPORTED

1Y —

5Y —

TWENTY FIRST CENTY FOX INC

TWENTY FIRST CENTY FOX INC · CL A · 90130A101

LONG 8,093,383 $263.4 million 1.0% NEWLY REPORTED

1Y —

5Y —

BAIDU INC

BAIDU INC · SPON ADR REP A · 056752108

LONG 1,285,451 $255.9 million 1.0% REDUCED

1Y —

5Y —

VERTEX PHARMACEUTICALS INC

VERTEX PHARMACEUTICALS INC · COM · 92532F100

LONG 1,805,186 $222.9 million 0.8% INCREASED

1Y —

5Y —

RECEPTOS INC

RECEPTOS INC · COM · 756207106

LONG 1,156,900 $219.9 million 0.8% INCREASED

1Y —

5Y —

BIOGEN INC

BIOGEN INC · COM · 09062X103

LONG 513,444 $207.4 million 0.8% NEWLY REPORTED

1Y —

5Y —

AMERIPRISE FINL INC

AMERIPRISE FINL INC · COM · 03076C106

LONG 1,614,743 $201.7 million 0.8% NEWLY REPORTED

1Y —

5Y —

AON PLC

AON PLC · SHS CL A · G0408V102

LONG 1,912,946 $190.7 million 0.7% INCREASED

1Y —

5Y —

AVIS BUDGET GROUP

AVIS BUDGET GROUP · COM · 053774105

LONG 4,320,377 $190.4 million 0.7% INCREASED

1Y —

5Y —

UNIVERSAL HLTH SVCS INC

UNIVERSAL HLTH SVCS INC · CL B · 913903100

LONG 1,220,743 $173.5 million 0.7% NEWLY REPORTED

1Y —

5Y —

CITIGROUP INC

CITIGROUP INC · COM NEW · 172967424

LONG 2,937,290 $162.3 million 0.6% REDUCED

1Y —

5Y —

MCKESSON CORP

MCKESSON CORP · COM · 58155Q103

LONG 625,568 $140.6 million 0.5% NEWLY REPORTED

1Y —

5Y —

NXP SEMICONDUCTORS N V

NXP SEMICONDUCTORS N V · COM · N6596X109

LONG 1,418,054 $139.3 million 0.5% REDUCED

1Y —

5Y —

LEGG MASON INC

LEGG MASON INC · COM · 524901105

LONG 2,549,058 $131.4 million 0.5% REDUCED

1Y —

5Y —

BALL CORP

BALL CORP · COM · 058498106

LONG 1,832,789 $128.6 million 0.5% NEWLY REPORTED

1Y —

5Y —

ESPERION THERAPEUTICS INC NE

ESPERION THERAPEUTICS INC NE · COM · 29664W105

LONG 1,395,107 $114.1 million 0.4% INCREASED

1Y —

5Y —

QUNAR CAYMAN IS LTD

QUNAR CAYMAN IS LTD · SPNS ADR CL B · 74906P104

LONG 2,531,989 $108.5 million 0.4% INCREASED

1Y —

5Y —

TRANSDIGM GROUP INC

TRANSDIGM GROUP INC · COM · 893641100

LONG 458,176 $102.9 million 0.4% NEWLY REPORTED

1Y —

5Y —

CAPITAL ONE FINL CORP

CAPITAL ONE FINL CORP · COM · 14040H105

LONG 1,162,593 $102.3 million 0.4% REDUCED

1Y —

5Y —

ALLSTATE CORP

ALLSTATE CORP · COM · 020002101

LONG 1,433,280 $93.0 million 0.4% NEWLY REPORTED

1Y —

5Y —

AMERICAN INTL GROUP INC

AMERICAN INTL GROUP INC · COM NEW · 026874784

LONG 1,314,809 $81.3 million 0.3% REDUCED

1Y —

5Y —

COOPER COS INC

COOPER COS INC · COM NEW · 216648402

LONG 273,563 $48.7 million 0.2% NEWLY REPORTED

1Y —

5Y —

KITE PHARMA INC

KITE PHARMA INC · COM · 49803L109

LONG 677,334 $41.3 million 0.2% NEWLY REPORTED

1Y —

5Y —

ALEXION PHARMACEUTICALS INC

ALEXION PHARMACEUTICALS INC · COM · 015351109

LONG 201,756 $36.5 million 0.1% NEWLY REPORTED

1Y —

5Y —

THERMO FISHER SCIENTIFIC INC

THERMO FISHER SCIENTIFIC INC · COM · 883556102

LONG 207,527 $26.9 million 0.1% REDUCED

1Y —

5Y —

DEERE & CO

DEERE & CO · COM · 244199105

LONG 259,975 $25.2 million 0.1% NEWLY REPORTED

1Y —

5Y —

PROQR THRAPEUTICS N V

PROQR THRAPEUTICS N V · SHS EURO · N71542109

LONG 595,307 $9.9 million 0.0% INCREASED

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 0.0% 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.