← Viking Global portfolio

13F-HR filing

VALIDATED

Holdings period 2005-06-30 · Filed 2005-08-15 · Accession 0001103804-05-000013

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#IssuerClass / CUSIPKindSharesValue
1Advanced Medical OpticsCOMMON STOCK · 00763M108LONG992,000$39.4 million
2Affiliated Managers GroupCOMMON STOCK · 008252108LONG534,900$36.5 million
3Alliance Capital ManagementCOMMON STOCK · 01855A101LONG532,152$24.9 million
4American Tower -CL ACOMMON STOCK · 029912201LONG4,303,300$90.5 million
5Ameritrade Holding Corp - CL ACOMMON STOCK · 03074K100LONG5,154,600$95.9 million
6Amylin Pharmaceuticals IncCOMMON STOCK · 032346108LONG434,000$9.1 million
7Andrx CorpCOMMON STOCK · 034553107LONG263,000$5.3 million
8Aon CorpCOMMON STOCK · 037389103LONG795,000$19.9 million
9Axis Capital Holdings LTDCOMMON STOCK · G0692U109LONG1,092,000$30.9 million
10BankFinancialCOMMON STOCK · 06643P104LONG176,000$2.3 million
11Bed Bath & BeyondCOMMON STOCK · 075896100LONG1,006,200$42.0 million
12Best BuyCOMMON STOCK · 086516101LONG368,600$25.3 million
13Calpine Pref 5%COMMON STOCK · 13134R300LONG75,000$3.8 million
14CARNIVAL CORPCOMMON STOCK · 143658300LONG3,470,630$189.3 million
15Celera Genomics GroupCOMMON STOCK · 038020202LONG594,000$6.5 million
16Celgene CorpCOMMON STOCK · 151020104LONG130,000$5.3 million
17Champion Enterprises IncCOMMON STOCK · 158496109LONG1,245,000$12.4 million
18Charter CommunicationsCOMMON STOCK · 16117M107LONG451,000$532,000
19CMGI Inc.COMMON STOCK · 125750109LONG1,463$2,000
20Coach Inc.COMMON STOCK · 189754104LONG986,000$33.1 million
21Computer Associates Intl IncCOMMON STOCK · 204912109LONG215,900$5.9 million
22Countrywide Financial Corp.COMMON STOCK · 222372104LONG2,696,698$104.1 million
23CV Therapeutics Inc.COMMON STOCK · 126667104LONG291,000$6.5 million
24CyberonicsCOMMON STOCK · 23251P102LONG34,000$1.5 million
25Cypress Bioscience Inc.COMMON STOCK · 232674507LONG338,000$4.5 million
26Cytec Industries IncCOMMON STOCK · 232820100LONG390,100$15.5 million
27CytokineticsCOMMON STOCK · 23282W100LONG42,900$297,000
28Cytyc CorporationCOMMON STOCK · 232946103LONG204,000$4.5 million
29Dell Computer Corp.COMMON STOCK · 24702R101LONG3,680,800$145.2 million
30Dollar GeneralCOMMON STOCK · 256669102LONG1,220,100$24.8 million
31Doral Financial Corp.COMMON STOCK · 25811P100LONG793,400$13.1 million
32DOV Pharmaceuticals IncCOMMON STOCK · 259858108LONG108,000$2.0 million
33DST SystemsCOMMON STOCK · 233326107LONG194,400$9.1 million
34Dynegy Inc.-Cl ACOMMON STOCK · 26816Q101LONG2,266,700$11.0 million
35E*Trade FinancialCOMMON STOCK · 269246104LONG6,159,700$86.2 million
36Esco Technologies IncCOMMON STOCK · 296315104LONG84,700$8.5 million
37Fidelity National Finl IncCOMMON STOCK · 316326107LONG2,205,900$78.7 million
38First American CorporationCOMMON STOCK · 318522307LONG693,500$27.8 million
39First Data CorporationCOMMON STOCK · 319963104LONG2,174,500$87.3 million
40Fleetwood EnterprisesCOMMON STOCK · 339099103LONG747,000$7.6 million
41Fremont General Corp.COMMON STOCK · 357288109LONG911,700$22.2 million
42FTD Group IncCOMMON STOCK · 30267U108LONG2,741,300$31.1 million
43Georgia Gulf CorporationCOMMON STOCK · 373200203LONG356,900$11.1 million
44Gilead Sciences Inc.COMMON STOCK · 375558103LONG104,000$4.6 million
45Globalsantafe CorpCOMMON STOCK · G3930E101LONG373,500$15.2 million
46Google Inc.COMMON STOCK · 38259P508LONG123,500$36.3 million
47GTX Inc.COMMON STOCK · 40052B108LONG377,300$3.8 million
48Guidant CorpCOMMON STOCK · 401698105LONG61,000$4.1 million
49Hanover Compressor CoCOMMON STOCK · 410768105LONG2,212,700$25.5 million
50Home Depot Inc.COMMON STOCK · 437076102LONG1,592,000$61.9 million
51Homebanc CorpCOMMON STOCK · 43738R109LONG171,700$1.6 million
52Huntsman CorporationCOMMON STOCK · 447011107LONG558,500$11.3 million
53Imclone SystemsCOMMON STOCK · 45245W109LONG1,143,000$35.4 million
54Interoil CorporationADRS STOCKS · 460951106LONG348,600$9.5 million
55Interstate BakeriesCOMMON STOCK · 46072H108LONG608,000$4.3 million
56IPC Holdings Ltd.COMMON STOCK · G4933P101LONG27,500$1.1 million
57Kohls CorpCOMMON STOCK · 500255104LONG1,083,800$60.6 million
58Lennar Corp-CL ACOMMON STOCK · 526057104LONG1,066,300$67.7 million
59Marriott International Cl ACOMMON STOCK · 571903202LONG210,800$14.4 million
60MI Developments Inc - Cl ACOMMON STOCK · 55304X104LONG679,300$21.4 million
61Mohawk Industries IncCOMMON STOCK · 608190104LONG924,200$76.2 million
62NASDAQ Stock MarketCOMMON STOCK · 631103108LONG1,788,000$33.7 million
63News Corp Inc - Class ACOMMON STOCK · 65248E104LONG5,176,316$83.8 million
64Nike Inc. CL BCOMMON STOCK · 654106103LONG395,300$34.2 million
65Nuveen Investments Cl. ACOMMON STOCK · 67090F106LONG2,122,200$79.8 million
66OCA INCCOMMON STOCK · 67083Q101LONG449,200$844,000
67Olin CorpCOMMON STOCK · 680665205LONG415,000$7.6 million
68OMI Corp.COMMON STOCK · Y6476W104LONG125,000$2.4 million
69Omnicare IncCOMMON STOCK · 681904108LONG115,000$4.9 million
70Oracle CorporationCOMMON STOCK · 68389X105LONG10,202,000$134.7 million
71PalmOne Inc.COMMON STOCK · 69713P107LONG50,899$1.5 million
72PalmSource Inc.COMMON STOCK · 697154102LONG15,768$134,000
73Parexel International CorpCOMMON STOCK · 699462107LONG188,000$3.7 million
74PetroKazakhstan Inc.ADRS STOCKS · 71649P102LONG298,800$10.9 million
75Plains Exploration & ProductionCOMMON STOCK · 726505100LONG2,248,000$79.9 million
76PPL CorporationCOMMON STOCK · 69351T106LONG35,000$2.1 million
77PranaWTS8.004/09ADRS STOCKS · 739990968LONG150,000$0
78Pulte Homes IncCOMMON STOCK · 745867101LONG325,600$27.4 million
79R & G Financial Corp. Cl. BCOMMON STOCK · 749136107LONG712,700$12.6 million
80Smurtfit-Stone Container CorpCOMMON STOCK · 832727101LONG1,079,000$11.0 million
81Sovereign BancorpCOMMON STOCK · 845905108LONG324,700$7.3 million
82Spectrasite Inc.COMMON STOCK · 84761M104LONG695,000$51.7 million
83Spinnaker Exploration CoCOMMON STOCK · 84855W109LONG2,199,600$78.1 million
84Staples Inc.COMMON STOCK · 855030102LONG1,137,100$24.2 million
85StericycleCOMMON STOCK · 858912108LONG148,500$7.5 million
86Suntrust Banks IncCOMMON STOCK · 867914103LONG373,300$27.0 million
87Telik IncCOMMON STOCK · 87959M109LONG578,000$9.4 million
88Tetra Technologies IncCOMMON STOCK · 88162F105LONG288,700$9.2 million
89The Cooper Cos IncCOMMON STOCK · 216648402LONG60,500$3.7 million
90Thermo Fisher Scientific Inc.COMMON STOCK · 883556102LONG395,000$10.6 million
91Transocean IncCOMMON STOCK · G90078109LONG224,100$12.1 million
92TXU CorpCOMMON STOCK · 873168108LONG132,800$11.0 million
93Wal-Mart Stores IncCOMMON STOCK · 931142103LONG290,500$14.0 million
94Weatherford Intl Ltd.COMMON STOCK · G95089101LONG1,388,300$80.5 million
95Williams-Sonoma Inc.COMMON STOCK · 969904101LONG431,100$17.1 million
96Xerium TechnologiesCOMMON STOCK · 98416J100LONG664,000$7.9 million