← Latest Viking Global portfolio

Viking Global portfolio · 2016-06-30

Form 13F reports holdings as of 2016-06-30 and was filed on 2016-08-15. 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

$23.46 billion

Long positions

55

Calls / puts

0 / 0

Top 5 concentration

37.9%

Longs with AI data

0 / 55

Average AI 1Y

PositionKindSharesValueLong weightQuarter changeAI at filing · 1YAI now

AMAZON COM INC

AMAZON COM INC · COM · 023135106

LONG 3,278,984 $2.35 billion 10.0% REDUCED

1Y —

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META PLATFORMS INC

META PLATFORMS INC · CL A · 30303M102

LONG 20,144,959 $2.30 billion 9.8% INCREASED

1Y —

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BROADCOM LTD

BROADCOM LTD · SHS · Y09827109

LONG 10,219,711 $1.59 billion 6.8% INCREASED

1Y —

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TEVA PHARMACEUTICAL INDS LTD

TEVA PHARMACEUTICAL INDS LTD · ADR · 881624209

LONG 27,736,655 $1.39 billion 5.9% REDUCED

1Y —

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ALPHABET INC

ALPHABET INC · CAP STK CL A · 02079K305

LONG 1,794,927 $1.26 billion 5.4% REDUCED

1Y —

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AIR PRODUCTS AND CHEMICALS I

AIR PRODUCTS AND CHEMICALS I · COM · 009158106

LONG 6,944,402 $986.4 million 4.2% INCREASED

1Y —

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CABOT OIL & GAS CORP

CABOT OIL & GAS CORP · COM · 127097103

LONG 35,324,625 $909.3 million 3.9% REDUCED

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BIOGEN INC

BIOGEN INC · COM · 09062X103

LONG 3,210,507 $776.4 million 3.3% INCREASED

1Y —

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ELI LILLY & CO

ELI LILLY & CO · COM · 532457108

LONG 9,377,395 $738.5 million 3.1% REDUCED

1Y —

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ENCANA CORP

ENCANA CORP · COM · 292505104

LONG 80,583,000 $627.7 million 2.7% UNCHANGED

1Y —

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T-MOBILE US INC

T-MOBILE US INC · COM · 872590104

LONG 13,966,540 $604.3 million 2.6% INCREASED

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ALPHABET INC

ALPHABET INC · CAP STK CL C · 02079K107

LONG 841,255 $582.2 million 2.5% REDUCED

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NETFLIX INC

NETFLIX INC · COM · 64110L106

LONG 6,288,571 $575.3 million 2.5% REDUCED

1Y —

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MASTERCARD INCORPORATED

MASTERCARD INCORPORATED · CL A · 57636Q104

LONG 6,432,259 $566.4 million 2.4% INCREASED

1Y —

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NEWELL BRANDS INC

NEWELL BRANDS INC · COM · 651229106

LONG 9,936,480 $482.6 million 2.1% INCREASED

1Y —

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JD.COM INC

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

LONG 22,494,760 $477.6 million 2.0% INCREASED

1Y —

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SOUTHWESTERN ENERGY CO

SOUTHWESTERN ENERGY CO · COM · 845467109

LONG 37,664,133 $473.8 million 2.0% UNCHANGED

1Y —

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ALLERGAN PLC

ALLERGAN PLC · SHS · G0177J108

LONG 1,939,703 $448.2 million 1.9% REDUCED

1Y —

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ANADARKO PETE CORP

ANADARKO PETE CORP · COM · 032511107

LONG 7,802,981 $415.5 million 1.8% INCREASED

1Y —

5Y —

RANGE RES CORP

RANGE RES CORP · COM · 75281A109

LONG 9,333,976 $402.7 million 1.7% INCREASED

1Y —

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DAVITA INC

DAVITA INC · COM · 23918K108

LONG 4,611,729 $356.6 million 1.5% INCREASED

1Y —

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ALIBABA GROUP HLDG LTD

ALIBABA GROUP HLDG LTD · SPONSORED ADS · 01609W102

LONG 4,030,758 $320.6 million 1.4% INCREASED

1Y —

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CALPINE CORP

CALPINE CORP · COM NEW · 131347304

LONG 20,366,388 $300.4 million 1.3% INCREASED

1Y —

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INTERCONTINENTAL EXCHANGE IN

INTERCONTINENTAL EXCHANGE IN · COM · 45866F104

LONG 1,133,502 $290.1 million 1.2% NEWLY REPORTED

1Y —

5Y —

WALGREENS BOOTS ALLIANCE INC

WALGREENS BOOTS ALLIANCE INC · COM · 931427108

LONG 3,469,712 $288.9 million 1.2% REDUCED

1Y —

5Y —

MICROSOFT CORP

MICROSOFT CORP · COM · 594918104

LONG 5,633,782 $288.3 million 1.2% NEWLY REPORTED

1Y —

5Y —

GULFPORT ENERGY CORP

GULFPORT ENERGY CORP · COM NEW · 402635304

LONG 8,956,338 $280.0 million 1.2% REDUCED

1Y —

5Y —

RICE ENERGY INC

RICE ENERGY INC · COM · 762760106

LONG 12,613,321 $278.0 million 1.2% NEWLY REPORTED

1Y —

5Y —

CTRIP COM INTL LTD

CTRIP COM INTL LTD · AMERICAN DEP SHS · 22943F100

LONG 6,431,269 $265.0 million 1.1% UNCHANGED

1Y —

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SHIRE PLC

SHIRE PLC · SPONSORED ADR · 82481R106

LONG 1,162,787 $214.0 million 0.9% INCREASED

1Y —

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PIONEER NAT RES CO

PIONEER NAT RES CO · COM · 723787107

LONG 1,368,586 $206.9 million 0.9% REDUCED

1Y —

5Y —

ENVISION HEALTHCARE HLDGS IN

ENVISION HEALTHCARE HLDGS IN · COM · 29413U103

LONG 7,817,258 $198.3 million 0.8% INCREASED

1Y —

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AMERICAN INTL GROUP INC

AMERICAN INTL GROUP INC · COM NEW · 026874784

LONG 3,334,968 $176.4 million 0.8% NEWLY REPORTED

1Y —

5Y —

MARSH & MCLENNAN COS INC

MARSH & MCLENNAN COS INC · COM · 571748102

LONG 2,552,071 $174.7 million 0.7% INCREASED

1Y —

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58 COM INC

58 COM INC · SPON ADR REP A · 31680Q104

LONG 3,518,805 $161.5 million 0.7% INCREASED

1Y —

5Y —

HARTFORD FINL SVCS GROUP INC

HARTFORD FINL SVCS GROUP INC · COM · 416515104

LONG 3,600,912 $159.8 million 0.7% NEWLY REPORTED

1Y —

5Y —

TYCO INTL PLC

TYCO INTL PLC · SHS · G91442106

LONG 3,708,881 $158.0 million 0.7% NEWLY REPORTED

1Y —

5Y —

DYNEGY INC NEW DEL

DYNEGY INC NEW DEL · COM · 26817R108

LONG 9,132,705 $157.4 million 0.7% INCREASED

1Y —

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SEALED AIR CORP NEW

SEALED AIR CORP NEW · COM · 81211K100

LONG 3,414,346 $157.0 million 0.7% INCREASED

1Y —

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HUMANA INC

HUMANA INC · COM · 444859102

LONG 811,824 $146.0 million 0.6% REDUCED

1Y —

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KITE PHARMA INC

KITE PHARMA INC · COM · 49803L109

LONG 2,525,497 $126.3 million 0.5% INCREASED

1Y —

5Y —

CANADIAN PAC RY LTD

CANADIAN PAC RY LTD · COM · 13645T100

LONG 948,408 $122.1 million 0.5% REDUCED

1Y —

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AETNA INC NEW

AETNA INC NEW · COM · 00817Y108

LONG 961,700 $117.5 million 0.5% REDUCED

1Y —

5Y —

JAZZ PHARMACEUTICALS PLC

JAZZ PHARMACEUTICALS PLC · SHS USD · G50871105

LONG 618,862 $87.5 million 0.4% NEWLY REPORTED

1Y —

5Y —

HCA HEALTHCARE INC

HCA HEALTHCARE INC · COM · 40412C101

LONG 1,089,482 $83.9 million 0.4% NEWLY REPORTED

1Y —

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CONSTELLATION BRANDS INC

CONSTELLATION BRANDS INC · CL A · 21036P108

LONG 465,183 $76.9 million 0.3% REDUCED

1Y —

5Y —

AON PLC

AON PLC · SHS CL A · G0408V102

LONG 703,995 $76.9 million 0.3% INCREASED

1Y —

5Y —

GW PHARMACEUTICALS PLC

GW PHARMACEUTICALS PLC · ADS · 36197T103

LONG 831,547 $76.1 million NEWLY REPORTED

1Y —

5Y —

CIGNA CORPORATION

CIGNA CORPORATION · COM · 125509109

LONG 501,208 $64.2 million 0.3% INCREASED

1Y —

5Y —

NRG ENERGY INC

NRG ENERGY INC · COM NEW · 629377508

LONG 3,562,472 $53.4 million 0.2% NEWLY REPORTED

1Y —

5Y —

EDITAS MEDICINE INC

EDITAS MEDICINE INC · COM · 28106W103

LONG 1,709,401 $41.7 million 0.2% REDUCED

1Y —

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CENTENE CORP DEL

CENTENE CORP DEL · COM · 15135B101

LONG 489,301 $34.9 million 0.1% NEWLY REPORTED

1Y —

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ECLIPSE RES CORP

ECLIPSE RES CORP · COM · 27890G100

LONG 7,368,437 $24.6 million 0.1% INCREASED

1Y —

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SANTANDER CONSUMER USA HDG I

SANTANDER CONSUMER USA HDG I · COM · 80283M101

LONG 1,054,384 $10.9 million 0.0% NEWLY REPORTED

1Y —

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CLOUD PEAK ENERGY INC

CLOUD PEAK ENERGY INC · COM · 18911Q102

LONG 2,930,781 $6.0 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.