← Latest Viking Global portfolio

Viking Global portfolio · 2015-09-30

Form 13F reports holdings as of 2015-09-30 and was filed on 2015-11-16. 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

$26.09 billion

Long positions

63

Calls / puts

0 / 0

Top 5 concentration

31.7%

Longs with AI data

0 / 63

Average AI 1Y

PositionKindSharesValueLong weightQuarter changeAI at filing · 1YAI now

ALLERGAN PLC

ALLERGAN PLC · SHS · G0177J108

LONG 7,202,384 $1.96 billion 7.5% INCREASED

1Y —

5Y —

WALGREENS BOOTS ALLIANCE INC

WALGREENS BOOTS ALLIANCE INC · COM · 931427108

LONG 23,272,886 $1.93 billion 7.4% REDUCED

1Y —

5Y —

GOOGLE INC

GOOGLE INC · CL A · 38259P508

LONG 2,534,329 $1.62 billion 6.2% REDUCED

1Y —

5Y —

AMAZON COM INC

AMAZON COM INC · COM · 023135106

LONG 3,017,764 $1.54 billion 5.9% INCREASED

1Y —

5Y —

BROADCOM CORP

BROADCOM CORP · CL A · 111320107

LONG 23,568,995 $1.21 billion 4.6% NEWLY REPORTED

1Y —

5Y —

LYONDELLBASELL INDUSTRIES N

LYONDELLBASELL INDUSTRIES N · SHS - A - · N53745100

LONG 13,505,956 $1.13 billion 4.3% INCREASED

1Y —

5Y —

VALEANT PHARMACEUTICALS INTL

VALEANT PHARMACEUTICALS INTL · COM · 91911K102

LONG 4,993,353 $890.7 million 3.4% INCREASED

1Y —

5Y —

AVAGO TECHNOLOGIES LTD

AVAGO TECHNOLOGIES LTD · SHS · Y0486S104

LONG 6,939,487 $867.5 million 3.3% INCREASED

1Y —

5Y —

ELEVANCE HEALTH INC

ELEVANCE HEALTH INC · COM · 036752103

LONG 5,913,640 $827.9 million 3.2% INCREASED

1Y —

5Y —

PIONEER NAT RES CO

PIONEER NAT RES CO · COM · 723787107

LONG 6,663,287 $810.5 million 3.1% INCREASED

1Y —

5Y —

AIR PRODUCTS AND CHEMICALS I

AIR PRODUCTS AND CHEMICALS I · COM · 009158106

LONG 5,917,221 $754.9 million 2.9% INCREASED

1Y —

5Y —

HUMANA INC

HUMANA INC · COM · 444859102

LONG 3,853,454 $689.8 million 2.6% INCREASED

1Y —

5Y —

GOOGLE INC

GOOGLE INC · CL C · 38259P706

LONG 1,121,683 $682.5 million 2.6% REDUCED

1Y —

5Y —

CHENIERE ENERGY INC

CHENIERE ENERGY INC · COM NEW · 16411R208

LONG 13,058,335 $630.7 million 2.4% INCREASED

1Y —

5Y —

CANADIAN PAC RY LTD

CANADIAN PAC RY LTD · COM · 13645T100

LONG 4,161,642 $597.5 million 2.3% REDUCED

1Y —

5Y —

LABORATORY CORP AMER HLDGS

LABORATORY CORP AMER HLDGS · COM NEW · 50540R409

LONG 5,053,349 $548.1 million 2.1% NEWLY REPORTED

1Y —

5Y —

TEVA PHARMACEUTICAL INDS LTD

TEVA PHARMACEUTICAL INDS LTD · ADR · 881624209

LONG 8,872,650 $500.9 million 1.9% NEWLY REPORTED

1Y —

5Y —

MASTERCARD INCORPORATED

MASTERCARD INCORPORATED · CL A · 57636Q104

LONG 5,427,711 $489.1 million 1.9% REDUCED

1Y —

5Y —

NETFLIX INC

NETFLIX INC · COM · 64110L106

LONG 4,517,202 $466.4 million 1.8% NEWLY REPORTED

1Y —

5Y —

MCKESSON CORP

MCKESSON CORP · COM · 58155Q103

LONG 2,274,228 $420.8 million 1.6% INCREASED

1Y —

5Y —

BANK NEW YORK MELLON CORP

BANK NEW YORK MELLON CORP · COM · 064058100

LONG 10,289,868 $402.8 million 1.5% INCREASED

1Y —

5Y —

SEALED AIR CORP NEW

SEALED AIR CORP NEW · COM · 81211K100

LONG 8,582,498 $402.3 million 1.5% REDUCED

1Y —

5Y —

AETNA INC NEW

AETNA INC NEW · COM · 00817Y108

LONG 3,479,173 $380.7 million 1.5% INCREASED

1Y —

5Y —

ENVISION HEALTHCARE HLDGS IN

ENVISION HEALTHCARE HLDGS IN · COM · 29413U103

LONG 9,854,659 $362.6 million 1.4% REDUCED

1Y —

5Y —

MOHAWK INDS INC

MOHAWK INDS INC · COM · 608190104

LONG 1,979,371 $359.8 million 1.4% REDUCED

1Y —

5Y —

CROWN CASTLE INTL CORP NEW

CROWN CASTLE INTL CORP NEW · COM · 22822V101

LONG 4,496,338 $354.6 million 1.4% REDUCED

1Y —

5Y —

HILTON WORLDWIDE HLDGS INC

HILTON WORLDWIDE HLDGS INC · COM · 43300A104

LONG 15,325,023 $351.6 million 1.3% NEWLY REPORTED

1Y —

5Y —

STARWOOD HOTELS&RESORTS WRLD

STARWOOD HOTELS&RESORTS WRLD · COM · 85590A401

LONG 5,200,155 $345.7 million 1.3% NEWLY REPORTED

1Y —

5Y —

ILLUMINA INC

ILLUMINA INC · COM · 452327109

LONG 1,789,486 $314.6 million 1.2% REDUCED

1Y —

5Y —

CTRIP COM INTL LTD

CTRIP COM INTL LTD · AMERICAN DEP SHS · 22943F100

LONG 4,914,181 $310.5 million 1.2% REDUCED

1Y —

5Y —

ALLSTATE CORP

ALLSTATE CORP · COM · 020002101

LONG 4,979,240 $290.0 million 1.1% INCREASED

1Y —

5Y —

KANSAS CITY SOUTHERN

KANSAS CITY SOUTHERN · COM NEW · 485170302

LONG 3,091,200 $280.9 million 1.1% REDUCED

1Y —

5Y —

MALLINCKRODT PUB LTD CO

MALLINCKRODT PUB LTD CO · SHS · G5785G107

LONG 3,911,692 $250.1 million 1.0% REDUCED

1Y —

5Y —

TRANSDIGM GROUP INC

TRANSDIGM GROUP INC · COM · 893641100

LONG 1,138,974 $241.9 million 0.9% INCREASED

1Y —

5Y —

CITIGROUP INC

CITIGROUP INC · COM NEW · 172967424

LONG 4,467,100 $221.6 million 0.8% INCREASED

1Y —

5Y —

NIKE INC

NIKE INC · CL B · 654106103

LONG 1,769,797 $217.6 million 0.8% NEWLY REPORTED

1Y —

5Y —

EATON CORP PLC

EATON CORP PLC · SHS · G29183103

LONG 4,073,822 $209.0 million 0.8% NEWLY REPORTED

1Y —

5Y —

DAVITA INC

DAVITA INC · COM · 23918K108

LONG 2,735,075 $197.8 million 0.8% REDUCED

1Y —

5Y —

EBAY INC

EBAY INC · COM · 278642103

LONG 7,259,872 $177.4 million 0.7% NEWLY REPORTED

1Y —

5Y —

AMERIPRISE FINL INC

AMERIPRISE FINL INC · COM · 03076C106

LONG 1,596,323 $174.2 million 0.7% REDUCED

1Y —

5Y —

AMERICAN INTL GROUP INC

AMERICAN INTL GROUP INC · COM NEW · 026874784

LONG 2,823,940 $160.5 million 0.6% INCREASED

1Y —

5Y —

ALIBABA GROUP HLDG LTD

ALIBABA GROUP HLDG LTD · SPONSORED ADS · 01609W102

LONG 2,483,773 $146.5 million 0.6% REDUCED

1Y —

5Y —

QUNAR CAYMAN IS LTD

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

LONG 4,780,548 $143.8 million 0.6% INCREASED

1Y —

5Y —

VERTEX PHARMACEUTICALS INC

VERTEX PHARMACEUTICALS INC · COM · 92532F100

LONG 1,344,464 $140.0 million 0.5% REDUCED

1Y —

5Y —

TEXTRON INC

TEXTRON INC · COM · 883203101

LONG 3,714,178 $139.8 million 0.5% NEWLY REPORTED

1Y —

5Y —

KITE PHARMA INC

KITE PHARMA INC · COM · 49803L109

LONG 2,472,580 $137.7 million 0.5% INCREASED

1Y —

5Y —

JD.COM INC

JD.COM INC · SPON ADR CL A · 47215P106

LONG 4,657,304 $121.4 million 0.5% NEWLY REPORTED

1Y —

5Y —

ACE LTD

ACE LTD · SHS · H0023R105

LONG 1,140,715 $118.0 million 0.5% NEWLY REPORTED

1Y —

5Y —

LEGG MASON INC

LEGG MASON INC · COM · 524901105

LONG 2,469,096 $102.7 million 0.4% REDUCED

1Y —

5Y —

TRIPADVISOR INC

TRIPADVISOR INC · COM · 896945201

LONG 1,458,258 $91.9 million 0.4% NEWLY REPORTED

1Y —

5Y —

58 COM INC

58 COM INC · SPON ADR REP A · 31680Q104

LONG 1,718,874 $80.9 million 0.3% NEWLY REPORTED

1Y —

5Y —

CLOVIS ONCOLOGY INC

CLOVIS ONCOLOGY INC · COM · 189464100

LONG 836,332 $76.9 million 0.3% NEWLY REPORTED

1Y —

5Y —

BLUEBIRD BIO INC

BLUEBIRD BIO INC · COM · 09609G100

LONG 615,557 $52.7 million 0.2% NEWLY REPORTED

1Y —

5Y —

ADVANCE AUTO PARTS INC

ADVANCE AUTO PARTS INC · COM · 00751Y106

LONG 211,256 $40.0 million 0.2% NEWLY REPORTED

1Y —

5Y —

AMGEN INC

AMGEN INC · COM · 031162100

LONG 230,298 $31.9 million 0.1% NEWLY REPORTED

1Y —

5Y —

BOSTON SCIENTIFIC CORP

BOSTON SCIENTIFIC CORP · COM · 101137107

LONG 1,611,935 $26.5 million 0.1% NEWLY REPORTED

1Y —

5Y —

DEERE & CO

DEERE & CO · COM · 244199105

LONG 214,772 $15.9 million 0.1% REDUCED

1Y —

5Y —

WHITING PETE CORP NEW

WHITING PETE CORP NEW · COM · 966387102

LONG 1,031,483 $15.8 million 0.1% REDUCED

1Y —

5Y —

CHESAPEAKE ENERGY CORP

CHESAPEAKE ENERGY CORP · COM · 165167107

LONG 1,940,852 $14.2 million 0.1% NEWLY REPORTED

1Y —

5Y —

PROQR THRAPEUTICS N V

PROQR THRAPEUTICS N V · SHS EURO · N71542109

LONG 576,632 $8.4 million 0.0% REDUCED

1Y —

5Y —

AGILENT TECHNOLOGIES INC

AGILENT TECHNOLOGIES INC · COM · 00846U101

LONG 218,650 $7.5 million 0.0% NEWLY REPORTED

1Y —

5Y —

ENERGY TRANSFER EQUITY L P

ENERGY TRANSFER EQUITY L P · COM UT LTD PTN · 29273V100

LONG 125,250 $2.6 million 0.0% NEWLY REPORTED

1Y —

5Y —

DENTSPLY INTL INC NEW

DENTSPLY INTL INC NEW · COM · 249030107

LONG 50,000 $2.5 million 0.0% NEWLY REPORTED

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.