← Latest Viking Global portfolio

Viking Global portfolio · 2016-03-31

Form 13F reports holdings as of 2016-03-31 and was filed on 2016-05-16. 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

$22.72 billion

Long positions

63

Calls / puts

0 / 0

Top 5 concentration

40.4%

Longs with AI data

0 / 63

Average AI 1Y

PositionKindSharesValueLong weightQuarter changeAI at filing · 1YAI now

META PLATFORMS INC

META PLATFORMS INC · CL A · 30303M102

LONG 20,133,253 $2.30 billion 10.1% NEWLY REPORTED

1Y —

5Y —

AMAZON COM INC

AMAZON COM INC · COM · 023135106

LONG 3,437,493 $2.04 billion 9.0% INCREASED

1Y —

5Y —

TEVA PHARMACEUTICAL INDS LTD

TEVA PHARMACEUTICAL INDS LTD · ADR · 881624209

LONG 32,971,622 $1.76 billion 7.8% INCREASED

1Y —

5Y —

ALPHABET INC

ALPHABET INC · CAP STK CL A · 02079K305

LONG 2,050,487 $1.56 billion 6.9% INCREASED

1Y —

5Y —

BROADCOM LTD

BROADCOM LTD · SHS · Y09827109

LONG 9,832,748 $1.52 billion 6.7% NEWLY REPORTED

1Y —

5Y —

ALLERGAN PLC

ALLERGAN PLC · SHS · G0177J108

LONG 4,881,957 $1.31 billion 5.8% REDUCED

1Y —

5Y —

AIR PRODUCTS AND CHEMICALS I

AIR PRODUCTS AND CHEMICALS I · COM · 009158106

LONG 6,908,170 $995.1 million 4.4% INCREASED

1Y —

5Y —

ELI LILLY & CO

ELI LILLY & CO · COM · 532457108

LONG 11,763,778 $847.1 million 3.7% NEWLY REPORTED

1Y —

5Y —

CABOT OIL & GAS CORP

CABOT OIL & GAS CORP · COM · 127097103

LONG 36,402,693 $826.7 million 3.6% INCREASED

1Y —

5Y —

NETFLIX INC

NETFLIX INC · COM · 64110L106

LONG 8,059,682 $823.9 million 3.6% INCREASED

1Y —

5Y —

ALPHABET INC

ALPHABET INC · CAP STK CL C · 02079K107

LONG 1,056,384 $787.0 million 3.5% REDUCED

1Y —

5Y —

ELEVANCE HEALTH INC

ELEVANCE HEALTH INC · COM · 036752103

LONG 4,849,229 $674.0 million 3.0% REDUCED

1Y —

5Y —

WALGREENS BOOTS ALLIANCE INC

WALGREENS BOOTS ALLIANCE INC · COM · 931427108

LONG 6,279,184 $529.0 million 2.3% REDUCED

1Y —

5Y —

ENCANA CORP

ENCANA CORP · COM · 292505104

LONG 80,583,000 $490.8 million 2.2% INCREASED

1Y —

5Y —

AETNA INC NEW

AETNA INC NEW · COM · 00817Y108

LONG 3,857,803 $433.4 million 1.9% INCREASED

1Y —

5Y —

JD.COM INC

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

LONG 15,080,935 $399.6 million 1.8% NEWLY REPORTED

1Y —

5Y —

PIONEER NAT RES CO

PIONEER NAT RES CO · COM · 723787107

LONG 2,555,168 $359.6 million 1.6% REDUCED

1Y —

5Y —

GULFPORT ENERGY CORP

GULFPORT ENERGY CORP · COM NEW · 402635304

LONG 11,377,237 $322.4 million 1.4% INCREASED

1Y —

5Y —

CANADIAN PAC RY LTD

CANADIAN PAC RY LTD · COM · 13645T100

LONG 2,299,450 $305.1 million 1.3% REDUCED

1Y —

5Y —

SOUTHWESTERN ENERGY CO

SOUTHWESTERN ENERGY CO · COM · 845467109

LONG 37,664,133 $303.9 million 1.3% INCREASED

1Y —

5Y —

RANGE RES CORP

RANGE RES CORP · COM · 75281A109

LONG 8,862,670 $287.0 million 1.3% INCREASED

1Y —

5Y —

CTRIP COM INTL LTD

CTRIP COM INTL LTD · AMERICAN DEP SHS · 22943F100

LONG 6,431,269 $284.6 million 1.3% INCREASED

1Y —

5Y —

TRANSDIGM GROUP INC

TRANSDIGM GROUP INC · COM · 893641100

LONG 1,101,310 $242.7 million 1.1% REDUCED

1Y —

5Y —

HUMANA INC

HUMANA INC · COM · 444859102

LONG 1,228,373 $224.7 million 1.0% REDUCED

1Y —

5Y —

NEWELL BRANDS INC

NEWELL BRANDS INC · COM · 651229106

LONG 4,730,646 $209.5 million 0.9% NEWLY REPORTED

1Y —

5Y —

MASTERCARD INCORPORATED

MASTERCARD INCORPORATED · CL A · 57636Q104

LONG 1,952,623 $184.5 million 0.8% INCREASED

1Y —

5Y —

PRUDENTIAL FINL INC

PRUDENTIAL FINL INC · COM · 744320102

LONG 2,258,442 $163.1 million 0.7% INCREASED

1Y —

5Y —

58 COM INC

58 COM INC · SPON ADR REP A · 31680Q104

LONG 2,897,899 $161.3 million 0.7% INCREASED

1Y —

5Y —

CALPINE CORP

CALPINE CORP · COM NEW · 131347304

LONG 10,493,251 $159.2 million 0.7% INCREASED

1Y —

5Y —

DAVITA INC

DAVITA INC · COM · 23918K108

LONG 1,744,519 $128.0 million 0.6% NEWLY REPORTED

1Y —

5Y —

MARSH & MCLENNAN COS INC

MARSH & MCLENNAN COS INC · COM · 571748102

LONG 2,076,956 $126.3 million 0.6% INCREASED

1Y —

5Y —

ENDO INTL PLC

ENDO INTL PLC · SHS · G30401106

LONG 4,468,744 $125.8 million 0.6% REDUCED

1Y —

5Y —

CONSTELLATION BRANDS INC

CONSTELLATION BRANDS INC · CL A · 21036P108

LONG 826,708 $124.9 million 0.5% NEWLY REPORTED

1Y —

5Y —

CHUBB LTD SWITZ

CHUBB LTD SWITZ · COM · H1467J104

LONG 995,044 $118.6 million 0.5% NEWLY REPORTED

1Y —

5Y —

METLIFE INC

METLIFE INC · COM · 59156R108

LONG 2,562,561 $112.6 million 0.5% NEWLY REPORTED

1Y —

5Y —

ALIBABA GROUP HLDG LTD

ALIBABA GROUP HLDG LTD · SPONSORED ADS · 01609W102

LONG 1,395,429 $110.3 million 0.5% REDUCED

1Y —

5Y —

ENVISION HEALTHCARE HLDGS IN

ENVISION HEALTHCARE HLDGS IN · COM · 29413U103

LONG 5,122,097 $104.5 million 0.5% REDUCED

1Y —

5Y —

KITE PHARMA INC

KITE PHARMA INC · COM · 49803L109

LONG 2,259,828 $103.7 million 0.5% INCREASED

1Y —

5Y —

T-MOBILE US INC

T-MOBILE US INC · COM · 872590104

LONG 2,681,050 $102.7 million 0.5% NEWLY REPORTED

1Y —

5Y —

JARDEN CORP

JARDEN CORP · COM · 471109108

LONG 1,406,492 $82.9 million 0.4% NEWLY REPORTED

1Y —

5Y —

LABORATORY CORP AMER HLDGS

LABORATORY CORP AMER HLDGS · COM NEW · 50540R409

LONG 673,048 $78.8 million 0.3% REDUCED

1Y —

5Y —

EDITAS MEDICINE INC

EDITAS MEDICINE INC · COM · 28106W103

LONG 2,135,523 $73.8 million 0.3% NEWLY REPORTED

1Y —

5Y —

HOME DEPOT INC

HOME DEPOT INC · COM · 437076102

LONG 491,555 $65.6 million 0.3% NEWLY REPORTED

1Y —

5Y —

BIOGEN INC

BIOGEN INC · COM · 09062X103

LONG 230,947 $60.1 million 0.3% REDUCED

1Y —

5Y —

AON PLC

AON PLC · SHS CL A · G0408V102

LONG 571,556 $59.7 million 0.3% NEWLY REPORTED

1Y —

5Y —

PROGRESSIVE CORP

PROGRESSIVE CORP · COM · 743315103

LONG 1,602,234 $56.3 million 0.2% NEWLY REPORTED

1Y —

5Y —

CIGNA CORPORATION

CIGNA CORPORATION · COM · 125509109

LONG 400,343 $54.9 million 0.2% NEWLY REPORTED

1Y —

5Y —

UNIVERSAL HLTH SVCS INC

UNIVERSAL HLTH SVCS INC · CL B · 913903100

LONG 429,887 $53.6 million 0.2% NEWLY REPORTED

1Y —

5Y —

BIOMARIN PHARMACEUTICAL INC

BIOMARIN PHARMACEUTICAL INC · COM · 09061G101

LONG 602,116 $49.7 million 0.2% NEWLY REPORTED

1Y —

5Y —

CHENIERE ENERGY INC

CHENIERE ENERGY INC · COM NEW · 16411R208

LONG 1,458,025 $49.3 million 0.2% REDUCED

1Y —

5Y —

AKORN INC

AKORN INC · COM · 009728106

LONG 2,081,398 $49.0 million 0.2% INCREASED

1Y —

5Y —

CROWN CASTLE INTL CORP NEW

CROWN CASTLE INTL CORP NEW · COM · 22822V101

LONG 536,396 $46.4 million 0.2% REDUCED

1Y —

5Y —

ANADARKO PETE CORP

ANADARKO PETE CORP · COM · 032511107

LONG 853,467 $39.7 million 0.2% REDUCED

1Y —

5Y —

PFIZER INC

PFIZER INC · COM · 717081103

LONG 1,117,592 $33.1 million 0.1% REDUCED

1Y —

5Y —

DEXCOM INC

DEXCOM INC · COM · 252131107

LONG 486,489 $33.0 million 0.1% NEWLY REPORTED

1Y —

5Y —

MEDIVATION INC

MEDIVATION INC · COM · 58501N101

LONG 707,319 $32.5 million 0.1% NEWLY REPORTED

1Y —

5Y —

HILTON WORLDWIDE HLDGS INC

HILTON WORLDWIDE HLDGS INC · COM · 43300A104

LONG 1,312,888 $29.6 million 0.1% NEWLY REPORTED

1Y —

5Y —

LYONDELLBASELL INDUSTRIES N

LYONDELLBASELL INDUSTRIES N · SHS - A - · N53745100

LONG 303,852 $26.0 million 0.1% REDUCED

1Y —

5Y —

KANSAS CITY SOUTHERN

KANSAS CITY SOUTHERN · COM NEW · 485170302

LONG 286,589 $24.5 million 0.1% REDUCED

1Y —

5Y —

SEALED AIR CORP NEW

SEALED AIR CORP NEW · COM · 81211K100

LONG 471,534 $22.6 million 0.1% NEWLY REPORTED

1Y —

5Y —

SHIRE PLC

SHIRE PLC · SPONSORED ADR · 82481R106

LONG 130,870 $22.5 million 0.1% REDUCED

1Y —

5Y —

DYNEGY INC NEW DEL

DYNEGY INC NEW DEL · COM · 26817R108

LONG 381,111 $5.5 million 0.0% NEWLY REPORTED

1Y —

5Y —

ECLIPSE RES CORP

ECLIPSE RES CORP · COM · 27890G100

LONG 271,001 $390,000 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.