← Viking Global portfolio

13F-HR filing

VALIDATED

Holdings period 2013-09-30 · Filed 2013-11-14 · Accession 0000902664-13-003741

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#IssuerClass / CUSIPKindSharesValue
1ACTAVIS INCCOM · 00507K103LONG3,248,936$467.8 million
2ADOBE INCCOM · 00724F101LONG5,323,240$276.5 million
3AEGERION PHARMACEUTICALS INCCOM · 00767E102LONG744,788$63.9 million
4AETNA INC NEWCOM · 00817Y108LONG160,076$10.2 million
5ALLSTATE CORPCOM · 020002101LONG2,378,974$120.3 million
6ALEXION PHARMACEUTICALS INCCOM · 015351109LONG3,454,640$401.3 million
7BANK AMERICA CORPCOM · 060505104LONG44,900,440$619.6 million
8BLACKBERRY LTDCOM · 09228F103LONG8,110,800$64.4 million
9BAIDU INCSPON ADR REP A · 056752108LONG2,672,750$414.8 million
10BIOGEN INCCOM · 09062X103LONG290,345$69.9 million
11CAMERON INTERNATIONAL CORPCOM · 13342B105LONG444,900$26.0 million
12CUBIST PHARMACEUTICALS INCCOM · 229678107LONG594,704$37.8 million
13CROWN CASTLE INTL CORPCOM · 228227104LONG1,099,632$80.3 million
14COLFAX CORPCOM · 194014106LONG99,723$5.6 million
15CELLDEX THERAPEUTICS INC NEWCOM · 15117B103LONG672,513$23.8 million
16COMCAST CORP NEWCL A · 20030N101LONG14,652,171$661.0 million
17CAPITAL ONE FINL CORPCOM · 14040H105LONG15,680,804$1.08 billion
18CARTER INCCOM · 146229109LONG2,818,095$213.9 million
19COGNIZANT TECHNOLOGY SOLUTIOCL A · 192446102LONG1,775,400$145.8 million
20DANAHER CORPORATIONCOM · 235851102LONG11,436,737$792.8 million
21DISNEY WALT COCOM DISNEY · 254687106LONG6,642,265$428.4 million
22EASTMAN CHEM COCOM · 277432100LONG5,784,190$450.6 million
23ENDO HEALTH SOLUTIONS INCCOM · 29264F205LONG3,236,019$147.0 million
24EQUINIX INCCOM NEW · 29444U502LONG392,602$72.1 million
25META PLATFORMS INCCL A · 30303M102LONG4,434,976$222.8 million
26TWENTY FIRST CENTY FOX INCCL A · 90130A101LONG24,515,654$821.5 million
27HCA HEALTHCARE INCCOM · 40412C101LONG2,783,331$119.0 million
28HOME DEPOT INCCOM · 437076102LONG349,156$26.5 million
29BLOCK H & R INCCOM · 093671105LONG16,229,237$432.7 million
30HUMANA INCCOM · 444859102LONG1,198,054$111.8 million
31INTUITIVE SURGICAL INCCOM NEW · 46120E602LONG210,426$79.2 million
32INVESCO LTDSHS · G491BT108LONG414,000$13.2 million
33MICHAEL KORS HLDGS LTDSHS · G60754101LONG9,393,711$700.0 million
34LOWES COS INCCOM · 548661107LONG17,382,222$827.6 million
35LAS VEGAS SANDS CORPCOM · 517834107LONG1,459,756$97.0 million
36LYONDELLBASELL INDUSTRIES NSHS - A - · N53745100LONG9,309,665$681.7 million
37MASTERCARD INCORPORATEDCL A · 57636Q104LONG763,287$513.5 million
38METLIFE INCCOM · 59156R108LONG6,836,900$321.0 million
39MCGRAW HILL FINL INCCOM · 580645109LONG3,639,651$238.7 million
40MONSANTO CO NEWCOM · 61166W101LONG4,459,945$465.5 million
41MICRON TECHNOLOGY INCCOM · 595112103LONG37,349,100$652.5 million
42NU SKIN ENTERPRISES INCCL A · 67018T105LONG584,711$56.0 million
43RED HAT INCCOM · 756577102LONG1,807,479$83.4 million
44SHIRE PLCSPONSORED ADR · 82481R106LONG849,800$101.9 million
45SHERWIN WILLIAMS COCOM · 824348106LONG73,006$13.3 million
46CONSTELLATION BRANDS INCCL A · 21036P108LONG2,077,900$119.3 million
47TRIUMPH GROUP INC NEWCOM · 896818101LONG3,562,613$250.2 million
48THERMO FISHER SCIENTIFIC INCCOM · 883556102LONG10,570,770$974.1 million
49TESORO CORPCOM · 881609101LONG723,102$31.8 million
50TIME WARNER INCCOM NEW · 887317303LONG14,817,831$975.2 million
51UBS AGSHS NEW · H89231338LONG3,296,853$67.4 million
52UNIVERSAL HLTH SVCS INCCL B · 913903100LONG4,046,906$303.5 million
53VISA INCCOM CL A · 92826C839LONG2,362,800$451.5 million
54VALERO ENERGY CORP NEWCOM · 91913Y100LONG8,263,954$282.2 million
55VERISK ANALYTICS INCCL A · 92345Y106LONG590,111$38.3 million
56VALEANT PHARMACEUTICALS INTLCOM · 91911K102LONG8,949,608$933.7 million
57WATERS CORPCOM · 941848103LONG974,002$103.4 million
58WORKDAY INCCL A · 98138H101LONG403,200$32.6 million
59YAHOO INCCOM · 984332106LONG9,048,894$300.2 million