← Viking Global portfolio
13F-HR filing
VALIDATEDHoldings period 2014-09-30 · Filed 2014-11-14 · Accession 0001103804-14-000044
Open official SEC source ↗| # | Issuer | Class / CUSIP | Kind | Shares | Value |
|---|---|---|---|---|---|
| 1 | ABBVIE INC | COM · 00287Y109 | LONG | 10,769,105 | $622.0 million |
| 2 | ACADIA PHARMACEUTICALS INC | COM · 004225108 | LONG | 4,324,890 | $107.1 million |
| 3 | CAPITAL ONE FINL CORP | COM · 14040H105 | LONG | 1,373,725 | $112.1 million |
| 4 | CHENIERE ENERGY INC | COM NEW · 16411R208 | LONG | 5,453,205 | $436.4 million |
| 5 | CITIGROUP INC | COM NEW · 172967424 | LONG | 14,904,121 | $772.3 million |
| 6 | COLFAX CORP | COM · 194014106 | LONG | 946,339 | $53.9 million |
| 7 | D R HORTON INC | COM · 23331A109 | LONG | 3,998,849 | $82.1 million |
| 8 | DAVITA INC | COM · 23918K108 | LONG | 3,981,170 | $291.2 million |
| 9 | DELTA AIR LINES INC DEL | COM NEW · 247361702 | LONG | 1,957,987 | $70.8 million |
| 10 | DOLLAR TREE INC | COM · 256746108 | LONG | 5,495,555 | $308.1 million |
| 11 | META PLATFORMS INC | CL A · 30303M102 | LONG | 5,194,041 | $410.5 million |
| 12 | GOOGLE INC | CL A · 38259P508 | LONG | 923,500 | $543.4 million |
| 13 | AIR PRODUCTS AND CHEMICALS I | COM · 009158106 | LONG | 3,554,000 | $462.7 million |
| 14 | HCA HEALTHCARE INC | COM · 40412C101 | LONG | 1,794,780 | $126.6 million |
| 15 | HILTON WORLDWIDE HLDGS INC | COM · 43300A104 | LONG | 9,708,263 | $239.1 million |
| 16 | HUMANA INC | COM · 444859102 | LONG | 493,602 | $64.3 million |
| 17 | ILLUMINA INC | COM · 452327109 | LONG | 8,650,670 | $1.42 billion |
| 18 | KANSAS CITY SOUTHERN | COM NEW · 485170302 | LONG | 4,255,316 | $515.7 million |
| 19 | LOWES COS INC | COM · 548661107 | LONG | 19,424,638 | $1.03 billion |
| 20 | MARSH & MCLENNAN COS INC | COM · 571748102 | LONG | 1,332,700 | $69.8 million |
| 21 | MASTERCARD INCORPORATED | CL A · 57636Q104 | LONG | 13,056,351 | $965.1 million |
| 22 | MEDTRONIC INC | COM · 585055106 | LONG | 1,841,414 | $114.1 million |
| 23 | MICRON TECHNOLOGY INC | COM · 595112103 | LONG | 20,566,647 | $704.6 million |
| 24 | ALEXION PHARMACEUTICALS INC | COM · 015351109 | LONG | 2,198,451 | $364.5 million |
| 25 | MOHAWK INDS INC | COM · 608190104 | LONG | 5,677,048 | $765.4 million |
| 26 | MOLINA HEALTHCARE INC | COM · 60855R100 | LONG | 1,183,932 | $50.1 million |
| 27 | MONDELEZ INTL INC | CL A · 609207105 | LONG | 11,252,897 | $385.6 million |
| 28 | MONSANTO CO NEW | COM · 61166W101 | LONG | 617,401 | $69.5 million |
| 29 | NETFLIX INC | COM · 64110L106 | LONG | 1,058,826 | $477.7 million |
| 30 | NEWFIELD EXPL CO | COM · 651290108 | LONG | 9,023,189 | $334.5 million |
| 31 | PETROLEO BRASILEIRO SA PETRO | SPONSORED ADR · 71654V408 | LONG | 3,561,000 | $50.5 million |
| 32 | PIONEER NAT RES CO | COM · 723787107 | LONG | 6,783,641 | $1.34 billion |
| 33 | PRECISION CASTPARTS CORP | COM · 740189105 | LONG | 1,823,067 | $431.8 million |
| 34 | RALPH LAUREN CORP | CL A · 751212101 | LONG | 800,328 | $131.8 million |
| 35 | ALLERGAN INC | COM · 018490102 | LONG | 2,279,736 | $406.2 million |
| 36 | REGENERON PHARMACEUTICALS | COM · 75886F107 | LONG | 1,080,682 | $389.6 million |
| 37 | SBA COMMUNICATIONS CORP | COM · 78388J106 | LONG | 2,080,141 | $230.7 million |
| 38 | SALIX PHARMACEUTICALS INC | COM · 795435106 | LONG | 2,719,538 | $424.9 million |
| 39 | SANDISK CORP | COM · 80004C101 | LONG | 2,172,270 | $212.8 million |
| 40 | STATE STR CORP | COM · 857477103 | LONG | 625,394 | $46.0 million |
| 41 | THERMO FISHER SCIENTIFIC INC | COM · 883556102 | LONG | 7,976,502 | $970.7 million |
| 42 | TWENTY FIRST CENTY FOX INC | CL A · 90130A101 | LONG | 10,086,820 | $345.9 million |
| 43 | VALEANT PHARMACEUTICALS INTL | COM · 91911K102 | LONG | 9,967,690 | $1.31 billion |
| 44 | VISA INC | COM CL A · 92826C839 | LONG | 3,035,619 | $647.7 million |
| 45 | WALGREEN CO | COM · 931422109 | LONG | 20,711,731 | $1.23 billion |
| 46 | BAIDU INC | SPON ADR REP A · 056752108 | LONG | 1,723,427 | $376.1 million |
| 47 | WELLPOINT INC | COM · 94973V107 | LONG | 1,041,758 | $124.6 million |
| 48 | ACTAVIS PLC | SHS · G0083B108 | LONG | 2,550,336 | $615.3 million |
| 49 | AON PLC | SHS CL A · G0408V102 | LONG | 1,662,625 | $145.8 million |
| 50 | LIBERTY GLOBAL PLC | SHS CL A · G5480U104 | LONG | 3,811,150 | $162.1 million |
| 51 | LIBERTY GLOBAL PLC | SHS CL C · G5480U120 | LONG | 2,210,300 | $90.7 million |
| 52 | GOLAR LNG LTD BERMUDA | SHS · G9456A100 | LONG | 2,353,898 | $156.3 million |
| 53 | LYONDELLBASELL INDUSTRIES N | SHS - A - · N53745100 | LONG | 7,125,171 | $774.2 million |
| 54 | BANK AMERICA CORP | COM · 060505104 | LONG | 9,720,300 | $165.7 million |
| 55 | BANK NEW YORK MELLON CORP | COM · 064058100 | LONG | 16,735,985 | $648.2 million |
| 56 | BLOCK H & R INC | COM · 093671105 | LONG | 3,124,772 | $96.9 million |
| 57 | CANADIAN PAC RY LTD | COM · 13645T100 | LONG | 1,951,187 | $404.8 million |
| 58 | ALIBABA GROUP HLDG LTD | SPONSORED ADS · 01609W102 | LONG | 11,387,526 | $1.01 billion |
| 59 | KITE PHARMA INC | COM · 49803L109 | LONG | 200,000 | $5.7 million |