← Viking Global portfolio

13F-HR filing

VALIDATED

Holdings period 2011-03-31 · Filed 2011-05-16 · Accession 0001103804-11-000033

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#IssuerClass / CUSIPKindSharesValue
1Acme Packet IncCOM · 004764106LONG1,294,400$91.8 million
2AETNA INC NEWCOM · 00817Y108LONG1,175,045$44.0 million
3AMAZON COM INCCOM · 023135106LONG416,100$75.0 million
4AMERICAN TOWER CORPCL A · 029912201LONG8,850,584$458.6 million
5Aon CorpCOM · 037389103LONG1,262,050$66.8 million
6BAIDU INCSPON ADR REP A · 056752108LONG2,198,116$302.9 million
7Blackrock IncCOM · 09247X101LONG1,963,300$394.6 million
8BROADCOM CORPCL A · 111320107LONG1,944,200$76.6 million
9CARDINAL HEALTH INCCOM · 14149Y108LONG1,895,000$77.9 million
10CAREFUSION CORPCOM · 14170T101LONG1,934,612$54.6 million
11CEMEX SAB DE CVSPON ADR NEW · 151290889LONG10,046,888$89.7 million
12CHECK POINT SOFTWARE TECH LTORD · M22465104LONG2,680,700$136.8 million
13CIGNA CORPORATIONCOM · 125509109LONG1,771,883$78.5 million
14D R HORTON INCCOM · 23331A109LONG11,066,800$128.9 million
15DAVITA INCCOM · 23918K108LONG2,663,691$227.8 million
16Devon Energy CorporationCOM · 25179M103LONG1,326,200$121.7 million
17E M C CORP MASSCOM · 268648102LONG14,934,200$396.5 million
18LAUDER ESTEE COS INCCL A · 518439104LONG6,910,265$665.9 million
19EXPRESS SCRIPTS INCCOM · 302182100LONG722,400$40.2 million
20Exxon Mobil Corp.COM · 30231G102LONG1,373,300$115.5 million
21FORTINET INCCOM · 34959E109LONG663,700$29.3 million
22Gafisa SASPONS ADR · 362607301LONG2,845,702$36.5 million
23Goodrich CorporationCOM · 382388106LONG593,514$50.8 million
24BLOCK H & R INCCOM · 093671105LONG16,693,740$279.5 million
25HCA HEALTHCARE INCCOM · 40412C101LONG2,710,500$91.8 million
26HEALTH MGMT ASSOC INC NEWCL A · 421933102LONG7,341,900$80.0 million
27Hospira IncCOM · 441060100LONG616,195$34.0 million
28HUMANA INCCOM · 444859102LONG641,400$44.9 million
29Informatica CorpCOM · 45666Q102LONG768,200$40.1 million
30INVESCO LTDSHS · G491BT108LONG24,627,242$629.5 million
31Johnson & JohnsonCOM · 478160104LONG75,000$4.4 million
32Johnson Controls, IncCOM · 478366107LONG11,871,631$493.5 million
33JPMORGAN CHASE & COCOM · 46625H100LONG10,114,100$466.3 million
34LAS VEGAS SANDS CORPCOM · 517834107LONG475,500$20.1 million
35LOWES COS INCCOM · 548661107LONG3,762,400$99.4 million
36LYONDELLBASELL INDUSTRIES NSHS - A - · N53745100LONG3,878,500$153.4 million
37MARSH & MCLENNAN COS INCCOM · 571748102LONG7,361,561$219.4 million
38MCKESSON CORPCOM · 58155Q103LONG1,061,660$83.9 million
39MEDNAX INCCOM · 58502B106LONG1,973,313$131.4 million
40METLIFE INCCOM · 59156R108LONG4,689,000$209.7 million
41NEWS CORPCL A · 65248E104LONG20,075,700$352.9 million
42OpenTable IncCOM · 68372A104LONG926,200$98.5 million
43PENN WEST PETE LTD NEWCOM · 707887105LONG11,414,496$316.2 million
44POTASH CORP SASK INCCOM · 73755L107LONG5,112,100$301.3 million
45PRICELINE GRP INCCOM NEW · 741503403LONG906,669$459.2 million
46QLIK Technologies IncCOM · 74733T105LONG525,010$13.7 million
47QUALCOMM INCCOM · 747525103LONG1,414,800$77.6 million
48SKYWORKS SOLUTIONS INCCOM · 83088M102LONG2,001,182$64.8 million
49ST JUDE MED INCCOM · 790849103LONG2,180,300$111.8 million
50Talisman Energy IncCOM · 87425E103LONG6,557,500$162.0 million
51SHERWIN WILLIAMS COCOM · 824348106LONG5,520,602$463.7 million
52TIME WARNER CABLE INCCOM · 88732J207LONG7,721,684$550.9 million
53UNITED PARCEL SERVICE INCCL B · 911312106LONG1,724,203$128.1 million
54UNIVERSAL HLTH SVCS INCCL B · 913903100LONG4,628,877$228.7 million
55US BANCORP DELCOM NEW · 902973304LONG7,744,000$204.7 million
56VALEANT PHARMACEUTICALS INTLCOM · 91911K102LONG6,634,189$330.4 million
57Vanceinfo TechnologiesADR · 921564100LONG1,124,100$35.3 million
58VIACOM INC NEWCL B · 92553P201LONG7,150,838$332.7 million
59WELLS FARGO CO NEWCOM · 949746101LONG5,755,400$182.4 million
60WESTERN DIGITAL CORP.COM · 958102105LONG935,300$34.9 million
61Yum! Brands, IncCOM · 988498101LONG5,748,100$295.3 million