← Latest Viking Global portfolio

Viking Global portfolio · 2015-12-31

Form 13F reports holdings as of 2015-12-31 and was filed on 2016-02-16. 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

$26.52 billion

Long positions

64

Calls / puts

0 / 0

Top 5 concentration

32.6%

Longs with AI data

0 / 64

Average AI 1Y

PositionKindSharesValueLong weightQuarter changeAI at filing · 1YAI now

BROADCOM CORP

BROADCOM CORP · CL A · 111320107

LONG 33,747,218 $1.95 billion 7.4% INCREASED

1Y —

5Y —

ALLERGAN PLC

ALLERGAN PLC · SHS · G0177J108

LONG 5,978,075 $1.87 billion 7.0% REDUCED

1Y —

5Y —

AMAZON COM INC

AMAZON COM INC · COM · 023135106

LONG 2,567,446 $1.74 billion 6.5% REDUCED

1Y —

5Y —

TEVA PHARMACEUTICAL INDS LTD

TEVA PHARMACEUTICAL INDS LTD · ADR · 881624209

LONG 25,043,775 $1.64 billion 6.2% INCREASED

1Y —

5Y —

ALPHABET INC

ALPHABET INC · CAP STK CL A · 02079K305

LONG 1,853,460 $1.44 billion 5.4% NEWLY REPORTED

1Y —

5Y —

PIONEER NAT RES CO

PIONEER NAT RES CO · COM · 723787107

LONG 9,371,105 $1.17 billion 4.4% INCREASED

1Y —

5Y —

WALGREENS BOOTS ALLIANCE INC

WALGREENS BOOTS ALLIANCE INC · COM · 931427108

LONG 12,771,497 $1.09 billion 4.1% REDUCED

1Y —

5Y —

AVAGO TECHNOLOGIES LTD

AVAGO TECHNOLOGIES LTD · SHS · Y0486S104

LONG 7,364,891 $1.07 billion 4.0% INCREASED

1Y —

5Y —

ELEVANCE HEALTH INC

ELEVANCE HEALTH INC · COM · 036752103

LONG 6,686,965 $932.4 million 3.5% INCREASED

1Y —

5Y —

NETFLIX INC

NETFLIX INC · COM · 64110L106

LONG 7,842,269 $897.0 million 3.4% INCREASED

1Y —

5Y —

ALPHABET INC

ALPHABET INC · CAP STK CL C · 02079K107

LONG 1,146,435 $870.0 million 3.3% NEWLY REPORTED

1Y —

5Y —

LYONDELLBASELL INDUSTRIES N

LYONDELLBASELL INDUSTRIES N · SHS - A - · N53745100

LONG 9,328,028 $810.6 million 3.1% REDUCED

1Y —

5Y —

VALEANT PHARMACEUTICALS INTL

VALEANT PHARMACEUTICALS INTL · COM · 91911K102

LONG 7,793,397 $792.2 million 3.0% INCREASED

1Y —

5Y —

HUMANA INC

HUMANA INC · COM · 444859102

LONG 4,331,936 $773.3 million 2.9% INCREASED

1Y —

5Y —

AIR PRODUCTS AND CHEMICALS I

AIR PRODUCTS AND CHEMICALS I · COM · 009158106

LONG 5,385,451 $700.7 million 2.6% REDUCED

1Y —

5Y —

CHENIERE ENERGY INC

CHENIERE ENERGY INC · COM NEW · 16411R208

LONG 15,920,523 $593.0 million 2.2% INCREASED

1Y —

5Y —

MCKESSON CORP

MCKESSON CORP · COM · 58155Q103

LONG 2,761,995 $544.7 million 2.1% INCREASED

1Y —

5Y —

CANADIAN PAC RY LTD

CANADIAN PAC RY LTD · COM · 13645T100

LONG 4,001,587 $510.6 million 1.9% REDUCED

1Y —

5Y —

PRICELINE GRP INC

PRICELINE GRP INC · COM NEW · 741503403

LONG 393,214 $501.3 million 1.9% NEWLY REPORTED

1Y —

5Y —

QUNAR CAYMAN IS LTD

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

LONG 8,522,747 $449.5 million 1.7% INCREASED

1Y —

5Y —

LABORATORY CORP AMER HLDGS

LABORATORY CORP AMER HLDGS · COM NEW · 50540R409

LONG 3,208,708 $396.7 million 1.5% REDUCED

1Y —

5Y —

TRANSDIGM GROUP INC

TRANSDIGM GROUP INC · COM · 893641100

LONG 1,600,128 $365.5 million 1.4% INCREASED

1Y —

5Y —

BANK NEW YORK MELLON CORP

BANK NEW YORK MELLON CORP · COM · 064058100

LONG 8,805,531 $363.0 million 1.4% REDUCED

1Y —

5Y —

CHIPOTLE MEXICAN GRILL INC

CHIPOTLE MEXICAN GRILL INC · COM · 169656105

LONG 689,383 $330.8 million 1.2% NEWLY REPORTED

1Y —

5Y —

NIKE INC

NIKE INC · CL B · 654106103

LONG 5,262,662 $328.9 million 1.2% INCREASED

1Y —

5Y —

ENDO INTL PLC

ENDO INTL PLC · SHS · G30401106

LONG 4,520,954 $276.8 million 1.0% NEWLY REPORTED

1Y —

5Y —

CROWN CASTLE INTL CORP NEW

CROWN CASTLE INTL CORP NEW · COM · 22822V101

LONG 2,995,866 $259.0 million 1.0% REDUCED

1Y —

5Y —

TEXTRON INC

TEXTRON INC · COM · 883203101

LONG 5,817,245 $244.4 million 0.9% INCREASED

1Y —

5Y —

PFIZER INC

PFIZER INC · COM · 717081103

LONG 7,424,690 $239.7 million 0.9% NEWLY REPORTED

1Y —

5Y —

CABOT OIL & GAS CORP

CABOT OIL & GAS CORP · COM · 127097103

LONG 13,410,258 $237.2 million 0.9% NEWLY REPORTED

1Y —

5Y —

HALLIBURTON CO

HALLIBURTON CO · COM · 406216101

LONG 6,667,076 $226.9 million 0.9% NEWLY REPORTED

1Y —

5Y —

ANADARKO PETE CORP

ANADARKO PETE CORP · COM · 032511107

LONG 4,590,975 $223.0 million 0.8% NEWLY REPORTED

1Y —

5Y —

CITIGROUP INC

CITIGROUP INC · COM NEW · 172967424

LONG 4,271,971 $221.1 million 0.8% REDUCED

1Y —

5Y —

ENVISION HEALTHCARE HLDGS IN

ENVISION HEALTHCARE HLDGS IN · COM · 29413U103

LONG 7,808,316 $202.8 million 0.8% REDUCED

1Y —

5Y —

VERTEX PHARMACEUTICALS INC

VERTEX PHARMACEUTICALS INC · COM · 92532F100

LONG 1,421,673 $178.9 million 0.7% INCREASED

1Y —

5Y —

CTRIP COM INTL LTD

CTRIP COM INTL LTD · AMERICAN DEP SHS · 22943F100

LONG 3,767,142 $174.5 million 0.7% REDUCED

1Y —

5Y —

KRAFT HEINZ CO

KRAFT HEINZ CO · COM · 500754106

LONG 2,082,693 $151.5 million 0.6% NEWLY REPORTED

1Y —

5Y —

KITE PHARMA INC

KITE PHARMA INC · COM · 49803L109

LONG 2,207,203 $136.0 million 0.5% REDUCED

1Y —

5Y —

AETNA INC NEW

AETNA INC NEW · COM · 00817Y108

LONG 1,247,101 $134.8 million 0.5% REDUCED

1Y —

5Y —

ALIBABA GROUP HLDG LTD

ALIBABA GROUP HLDG LTD · SPONSORED ADS · 01609W102

LONG 1,629,041 $132.4 million 0.5% REDUCED

1Y —

5Y —

58 COM INC

58 COM INC · SPON ADR REP A · 31680Q104

LONG 1,867,746 $123.2 million 0.5% INCREASED

1Y —

5Y —

BIOGEN INC

BIOGEN INC · COM · 09062X103

LONG 368,864 $113.0 million 0.4% NEWLY REPORTED

1Y —

5Y —

PRUDENTIAL FINL INC

PRUDENTIAL FINL INC · COM · 744320102

LONG 1,213,808 $98.8 million 0.4% NEWLY REPORTED

1Y —

5Y —

ACE LTD

ACE LTD · SHS · H0023R105

LONG 831,759 $97.2 million 0.4% REDUCED

1Y —

5Y —

LEGG MASON INC

LEGG MASON INC · COM · 524901105

LONG 2,469,033 $96.9 million 0.4% REDUCED

1Y —

5Y —

MARSH & MCLENNAN COS INC

MARSH & MCLENNAN COS INC · COM · 571748102

LONG 1,592,022 $88.3 million 0.3% NEWLY REPORTED

1Y —

5Y —

MONSANTO CO NEW

MONSANTO CO NEW · COM · 61166W101

LONG 895,800 $88.3 million 0.3% NEWLY REPORTED

1Y —

5Y —

SOUTHWESTERN ENERGY CO

SOUTHWESTERN ENERGY CO · COM · 845467109

LONG 11,673,609 $83.0 million 0.3% NEWLY REPORTED

1Y —

5Y —

CALPINE CORP

CALPINE CORP · COM NEW · 131347304

LONG 4,881,477 $70.6 million 0.3% NEWLY REPORTED

1Y —

5Y —

AKORN INC

AKORN INC · COM · 009728106

LONG 1,841,346 $68.7 million 0.3% NEWLY REPORTED

1Y —

5Y —

AFLAC INC

AFLAC INC · COM · 001055102

LONG 1,063,197 $63.7 million 0.2% NEWLY REPORTED

1Y —

5Y —

DENTSPLY INTL INC NEW

DENTSPLY INTL INC NEW · COM · 249030107

LONG 1,035,264 $63.0 million 0.2% INCREASED

1Y —

5Y —

MCDONALDS CORP

MCDONALDS CORP · COM · 580135101

LONG 524,043 $61.9 million 0.2% NEWLY REPORTED

1Y —

5Y —

RANGE RES CORP

RANGE RES CORP · COM · 75281A109

LONG 1,593,510 $39.2 million 0.1% NEWLY REPORTED

1Y —

5Y —

DOVER CORP

DOVER CORP · COM · 260003108

LONG 526,369 $32.3 million 0.1% NEWLY REPORTED

1Y —

5Y —

SHIRE PLC

SHIRE PLC · SPONSORED ADR · 82481R106

LONG 137,198 $28.1 million 0.1% NEWLY REPORTED

1Y —

5Y —

KANSAS CITY SOUTHERN

KANSAS CITY SOUTHERN · COM NEW · 485170302

LONG 375,639 $28.0 million 0.1% REDUCED

1Y —

5Y —

ENERGY TRANSFER EQUITY L P

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

LONG 1,707,427 $23.5 million 0.1% INCREASED

1Y —

5Y —

ENCANA CORP

ENCANA CORP · COM · 292505104

LONG 3,998,444 $20.4 million 0.1% NEWLY REPORTED

1Y —

5Y —

WELLCARE HEALTH PLANS INC

WELLCARE HEALTH PLANS INC · COM · 94946T106

LONG 247,191 $19.3 million 0.1% NEWLY REPORTED

1Y —

5Y —

GULFPORT ENERGY CORP

GULFPORT ENERGY CORP · COM NEW · 402635304

LONG 670,667 $16.5 million 0.1% NEWLY REPORTED

1Y —

5Y —

MASTERCARD INCORPORATED

MASTERCARD INCORPORATED · CL A · 57636Q104

LONG 162,264 $15.8 million 0.1% REDUCED

1Y —

5Y —

PROQR THRAPEUTICS N V

PROQR THRAPEUTICS N V · SHS EURO · N71542109

LONG 581,668 $5.0 million 0.0% INCREASED

1Y —

5Y —

SIRONA DENTAL SYSTEMS INC

SIRONA DENTAL SYSTEMS INC · COM · 82966C103

LONG 34,671 $3.8 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.