← Viking Global portfolio
13F-HR filing
VALIDATEDHoldings period 2013-03-31 · Filed 2013-05-14 · Accession 0001103804-13-000022
Open official SEC source ↗| # | Issuer | Class / CUSIP | Kind | Shares | Value |
|---|---|---|---|---|---|
| 1 | ACE LTD | SHS · H0023R105 | LONG | 2,222,600 | $197.7 million |
| 2 | ADOBE INC | COM · 00724F101 | LONG | 7,121,970 | $309.9 million |
| 3 | AETNA INC NEW | COM · 00817Y108 | LONG | 1,284,000 | $65.6 million |
| 4 | ALLSTATE CORP | COM · 020002101 | LONG | 4,601,400 | $225.8 million |
| 5 | ALEXION PHARMACEUTICALS INC | COM · 015351109 | LONG | 9,462,442 | $871.9 million |
| 6 | ATHENAHEALTH INC | COM · 04685W103 | LONG | 345,800 | $33.6 million |
| 7 | BOEING CO | COM · 097023105 | LONG | 12,375,078 | $1.06 billion |
| 8 | RESEARCH IN MOTION LTD | COM · 760975102 | LONG | 15,188,363 | $219.4 million |
| 9 | BIOGEN INC | COM · 09062X103 | LONG | 1,286,835 | $247.9 million |
| 10 | CITIGROUP INC | COM NEW · 172967424 | LONG | 5,411,100 | $239.4 million |
| 11 | CARDINAL HEALTH INC | COM · 14149Y108 | LONG | 1,759,100 | $73.2 million |
| 12 | CBS CORP NEW | CL B · 124857202 | LONG | 4,242,149 | $198.1 million |
| 13 | CROWN CASTLE INTL CORP | COM · 228227104 | LONG | 4,541,525 | $316.3 million |
| 14 | CELGENE CORP | COM · 151020104 | LONG | 425,900 | $49.4 million |
| 15 | COLFAX CORP | COM · 194014106 | LONG | 2,298,609 | $107.0 million |
| 16 | COMCAST CORP NEW | CL A · 20030N101 | LONG | 14,985,855 | $629.1 million |
| 17 | CAPITAL ONE FINL CORP | COM · 14040H105 | LONG | 10,833,760 | $595.3 million |
| 18 | CARTER INC | COM · 146229109 | LONG | 3,428,887 | $196.4 million |
| 19 | CEMEX SAB DE CV | SPON ADR NEW · 151290889 | LONG | 44,413,658 | $542.3 million |
| 20 | COMMUNITY HEALTH SYS INC NEW | COM · 203668108 | LONG | 1,676,009 | $79.4 million |
| 21 | DANAHER CORPORATION | COM · 235851102 | LONG | 13,135,254 | $816.4 million |
| 22 | DELEK US HLDGS INC | COM · 246647101 | LONG | 564,200 | $22.3 million |
| 23 | DAVITA INC | COM · 23918K108 | LONG | 110,559 | $13.1 million |
| 24 | LAUDER ESTEE COS INC | CL A · 518439104 | LONG | 3,998,747 | $256.0 million |
| 25 | ELAN PLC | ADR · 284131208 | LONG | 9,372,400 | $110.6 million |
| 26 | EASTMAN CHEM CO | COM · 277432100 | LONG | 3,142,396 | $219.6 million |
| 27 | EQUINIX INC | COM NEW · 29444U502 | LONG | 430,741 | $93.2 million |
| 28 | EATON CORP PLC | SHS · G29183103 | LONG | 1,013,300 | $62.1 million |
| 29 | EXPEDIA INC DEL | COM NEW · 30212P303 | LONG | 1,353,688 | $81.2 million |
| 30 | GOLDMAN SACHS GROUP INC | COM · 38141G104 | LONG | 611,900 | $90.0 million |
| 31 | HEWLETT PACKARD CO | COM · 428236103 | LONG | 10,484,671 | $250.0 million |
| 32 | BLOCK H & R INC | COM · 093671105 | LONG | 25,300,178 | $744.3 million |
| 33 | INTERCONTINENTALEXCHANGE INC | COM · 45865V100 | LONG | 1,366,700 | $222.9 million |
| 34 | ILLUMINA INC | COM · 452327109 | LONG | 200,500 | $10.8 million |
| 35 | INTUITIVE SURGICAL INC | COM NEW · 46120E602 | LONG | 1,850,153 | $908.8 million |
| 36 | MICHAEL KORS HLDGS LTD | SHS · G60754101 | LONG | 12,020,005 | $682.6 million |
| 37 | LIBERTY GLOBAL INC | COM SER A · 530555101 | LONG | 430,900 | $31.6 million |
| 38 | LOWES COS INC | COM · 548661107 | LONG | 917,100 | $34.8 million |
| 39 | LYONDELLBASELL INDUSTRIES N | SHS - A - · N53745100 | LONG | 13,120,665 | $830.4 million |
| 40 | MASTERCARD INCORPORATED | CL A · 57636Q104 | LONG | 497,362 | $269.1 million |
| 41 | MOODYS CORP | COM · 615369105 | LONG | 1,717,114 | $91.6 million |
| 42 | MEDIVATION INC | COM · 58501N101 | LONG | 904,500 | $42.3 million |
| 43 | MONSANTO CO NEW | COM · 61166W101 | LONG | 495,112 | $52.3 million |
| 44 | MARATHON PETE CORP | COM · 56585A102 | LONG | 2,847,800 | $255.2 million |
| 45 | MOTOROLA SOLUTIONS INC | COM NEW · 620076307 | LONG | 1,721,400 | $110.2 million |
| 46 | NATIONAL OILWELL VARCO INC | COM · 637071101 | LONG | 2,658,043 | $188.1 million |
| 47 | NEWELL BRANDS INC | COM · 651229106 | LONG | 3,131,000 | $81.7 million |
| 48 | NXP SEMICONDUCTORS N V | COM · N6596X109 | LONG | 3,430,500 | $103.9 million |
| 49 | ONCOTHYREON INC | COM · 682324108 | LONG | 3,700,115 | $7.7 million |
| 50 | QUALCOMM INC | COM · 747525103 | LONG | 8,638,499 | $578.3 million |
| 51 | SANDISK CORP | COM · 80004C101 | LONG | 1,987,686 | $109.2 million |
| 52 | SAREPTA THERAPEUTICS INC | COM · 803607100 | LONG | 690,731 | $25.5 million |
| 53 | TIME WARNER INC | COM NEW · 887317303 | LONG | 22,364,094 | $1.29 billion |
| 54 | UNIVERSAL HLTH SVCS INC | CL B · 913903100 | LONG | 2,625,972 | $167.7 million |
| 55 | VISA INC | COM CL A · 92826C839 | LONG | 2,593,100 | $440.4 million |
| 56 | VALERO ENERGY CORP NEW | COM · 91913Y100 | LONG | 6,716,807 | $305.5 million |
| 57 | VERISK ANALYTICS INC | CL A · 92345Y106 | LONG | 903,617 | $55.7 million |
| 58 | VERTEX PHARMACEUTICALS INC | COM · 92532F100 | LONG | 780,500 | $42.9 million |
| 59 | VALEANT PHARMACEUTICALS INTL | COM · 91911K102 | LONG | 4,981,683 | $373.7 million |
| 60 | WILLIAMS COS INC DEL | COM · 969457100 | LONG | 6,478,991 | $242.7 million |
| 61 | XILINX INC | COM · 983919101 | LONG | 2,708,200 | $103.4 million |