← Viking Global portfolio
13F-HR filing
VALIDATEDHoldings period 2009-03-31 · Filed 2009-05-15 · Accession 0001103804-09-000005
Open official SEC source ↗| # | Issuer | Class / CUSIP | Kind | Shares | Value |
|---|---|---|---|---|---|
| 1 | ACE Ltd. | COMMON STOCK · H0023R105 | LONG | 1,362,600 | $55.0 million |
| 2 | Alliance Data Systems Corp. | COMMON STOCK · 018581108 | LONG | 221,200 | $8.0 million |
| 3 | Aon Corp | COMMON STOCK · 037389103 | LONG | 819,000 | $33.4 million |
| 4 | Apollo Group, Inc. | COMMON STOCK · 037604105 | LONG | 5,781,300 | $452.8 million |
| 5 | Career Education Corp | COMMON STOCK · 141665109 | LONG | 4,666,800 | $111.8 million |
| 6 | Charles River Laboratories | COMMON STOCK · 159864107 | LONG | 2,458,000 | $66.9 million |
| 7 | Cognizant Technology Solutions Corp | COMMON STOCK · 192446102 | LONG | 5,575,400 | $115.9 million |
| 8 | CVS/Caremark Corp | COMMON STOCK · 126650100 | LONG | 1,046,600 | $28.8 million |
| 9 | Danaher Corp | COMMON STOCK · 235851102 | LONG | 971,400 | $52.7 million |
| 10 | DaVita Inc. | COMMON STOCK · 23918K108 | LONG | 2,193,500 | $96.4 million |
| 11 | First Horizon National Corp | COMMON STOCK · 320517105 | LONG | 3,904,761 | $41.9 million |
| 12 | Google Inc. | COMMON STOCK · 38259P508 | LONG | 598,500 | $208.3 million |
| 13 | Illumina Inc. | COMMON STOCK · 452327109 | LONG | 1,438,800 | $53.6 million |
| 14 | Invesco Limited | COMMON STOCK · G491BT108 | LONG | 22,901,400 | $317.4 million |
| 15 | JP Morgan Chase & Co. | COMMON STOCK · 46625H100 | LONG | 5,545,700 | $147.4 million |
| 16 | Lender Processing Services | COMMON STOCK · 52602E102 | LONG | 1,828,900 | $56.0 million |
| 17 | Macrovision Solutions Corp | COMMON STOCK · 55611C108 | LONG | 3,939,350 | $70.1 million |
| 18 | Mastercard Inc | COMMON STOCK · 57636Q104 | LONG | 2,670,900 | $447.3 million |
| 19 | McKesson Corp. | COMMON STOCK · 58155Q103 | LONG | 1,393,400 | $48.8 million |
| 20 | MSCI Inc | COMMON STOCK · 55354G100 | LONG | 6,349,100 | $107.4 million |
| 21 | NRG Energy Inc | COMMON STOCK · 629377508 | LONG | 6,899,200 | $121.4 million |
| 22 | Oracle Corporation | COMMON STOCK · 68389X105 | LONG | 1,632,900 | $29.5 million |
| 23 | Palm Inc | COMMON STOCK · 696643105 | LONG | 101,798 | $874,000 |
| 24 | Priceline.com | COMMON STOCK · 741503403 | LONG | 2,418,700 | $190.5 million |
| 25 | Qualcomm Inc | COMMON STOCK · 747525103 | LONG | 6,530,300 | $254.1 million |
| 26 | Suntrust Banks Inc | COMMON STOCK · 867914103 | LONG | 1,833,000 | $21.5 million |
| 27 | Teleflex Inc | COMMON STOCK · 879369106 | LONG | 591,400 | $23.1 million |
| 28 | The Travelers Companies | COMMON STOCK · 89417E109 | LONG | 1,581,300 | $64.3 million |
| 29 | Thermo Fisher Scientific Inc. | COMMON STOCK · 883556102 | LONG | 1,451,000 | $51.8 million |
| 30 | Thoratec Corp. | COMMON STOCK · 885175307 | LONG | 815,900 | $21.0 million |
| 31 | Universal Health Services Inc | COMMON STOCK · 913903100 | LONG | 444,500 | $17.0 million |
| 32 | Visa Inc | COMMON STOCK · 92826C839 | LONG | 3,724,700 | $207.1 million |
| 33 | Wal-Mart Stores Inc | COMMON STOCK · 931142103 | LONG | 1,016,100 | $52.9 million |