← Viking Global portfolio

13F-HR filing

VALIDATED

Holdings period 2008-06-30 · Filed 2008-08-14 · Accession 0001103804-08-000013

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#IssuerClass / CUSIPKindSharesValue
1American Medical SysCOMMON STOCK · 02744M108LONG2,376,000$35.5 million
2Aon CorpCOMMON STOCK · 037389103LONG4,381,000$201.3 million
3Apollo Group, Inc.COMMON STOCK · 037604105LONG14,990,600$663.5 million
4CMGI Inc.COMMON STOCK · 125750307LONG146$1,000
5DaVita Inc.COMMON STOCK · 23918K108LONG5,149,700$273.6 million
6Delta Air LinesCOMMON STOCK · 247361702LONG4,119,100$23.5 million
7Federal Mogul CorpCOMMON STOCK · 313549404LONG254,000$4.1 million
8First Horizon National CorpCOMMON STOCK · 320517105LONG10,000,000$74.3 million
9Frontier Oil CorpCOMMON STOCK · 35914P105LONG2,350,000$56.2 million
10Google Inc.COMMON STOCK · 38259P508LONG75,000$39.5 million
11Hologic IncCOMMON STOCK · 436440101LONG1,925,000$42.0 million
12Humana Inc.COMMON STOCK · 444859102LONG610,000$24.3 million
13Idearc IncCOMMON STOCK · 451663108LONG420,000$987,000
14IHS Inc.COMMON STOCK · 451734107LONG822,200$57.2 million
15Illumina Inc.COMMON STOCK · 452327109LONG473,600$41.3 million
16Invesco LimitedCOMMON STOCK · G491BT108LONG20,494,100$491.4 million
17ITT Educational Services IncCOMMON STOCK · 45068B109LONG620,500$51.3 million
18Key Corp.COMMON STOCK · 493267108LONG8,475,000$93.1 million
19Kroger CoCOMMON STOCK · 501044101LONG13,966,800$403.2 million
20Macrovision Solutions CorpCOMMON STOCK · 55611C108LONG3,876,450$58.0 million
21Massey Energy CompanyCOMMON STOCK · 576206106LONG673,100$63.1 million
22Mastercard IncCOMMON STOCK · 57636Q104LONG839,000$222.8 million
23McKesson Corp.COMMON STOCK · 58155Q103LONG208,500$11.7 million
24Mettler-Toledo International IncCOMMON STOCK · 592688105LONG40,700$3.9 million
25Monster Worldwide Inc.COMMON STOCK · 611742107LONG135,000$2.8 million
26MSCI IncCOMMON STOCK · 55354G100LONG3,667,800$133.1 million
27National Financial Partners Corp.COMMON STOCK · 63607P208LONG453,500$8.8 million
28NII Holdings IncCOMMON STOCK · 62913F201LONG2,781,000$132.1 million
29Och-Ziff Capital ManagementCOMMON STOCK · 67551U105LONG500,000$9.5 million
30Palm IncCOMMON STOCK · 696643105LONG101,798$548,000
31Plains Exploration & ProductionCOMMON STOCK · 726505100LONG2,354,000$171.8 million
32Priceline.comCOMMON STOCK · 741503403LONG2,054,900$237.3 million
33Prudential Financial INCCOMMON STOCK · 744320102LONG1,987,000$118.7 million
34Qualcomm IncCOMMON STOCK · 747525103LONG8,765,400$388.9 million
35R.H. Donnelley CorpCOMMON STOCK · 74955W307LONG1,230,000$3.7 million
36SAIC IncCOMMON STOCK · 78390X101LONG2,865,000$59.6 million
37Southwestern EnergyCOMMON STOCK · 845467109LONG2,227,000$106.0 million
38St Jude Medical Inc.COMMON STOCK · 790849103LONG1,370,000$56.0 million
39Staples Inc.COMMON STOCK · 855030102LONG4,831,000$114.7 million
40The Sherwin-Williams CompanyCOMMON STOCK · 824348106LONG983,000$45.1 million
41Transocean IncCOMMON STOCK · G90073100LONG1,867,000$284.5 million
42Viacom Inc.- Cl BCOMMON STOCK · 92553P201LONG5,115,000$156.2 million
43Weatherford Intl Ltd.COMMON STOCK · G95089101LONG2,690,000$133.4 million