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Fund detail

Viking Global Investors (Halvorsen)

hedge-fund, active

Quarters 52
2013-09-30 $18.11B
Positions 59
Showing 13 of 13 rows (filtered from 85)

Price is the latest implied close from the selected quarter's 13F (value ÷ shares). Est. Cost is a running average that assumes each quarter's trades cleared near the midpoint of consecutive 13F closes (or yfinance VWAP when available). Most accurate for slow accumulators, least accurate for activists who build positions in a few days.

# Issuer Value ↓ Weight Shares Share Δ Share Δ % Prev Weight First Held Price Est. Cost Unrealized % Status
1 CAPITAL ONE FINL CORP COF $1.08B 5.95% 15,680,804 +1,056,734 +7.23% 5.10% 2013-06-30 $69 ~$63 +9.09%
2 THERMO FISHER SCIENTIFIC INC TMO $974.1M 5.38% 10,570,770 +1,881,170 +21.65% 4.09% 2013-06-30 $92 ~$85 +8.03%
3 MICRON TECHNOLOGY INC MU $652.5M 3.60% 37,349,100 +29,887,500 +400.55% 0.59% 2013-06-30 $17 ~$16 +12.08%
4 ACTAVIS INC $467.8M 2.58% 3,248,936 +1,829,186 +128.84% 1.00% 2013-06-30 $144 ~$131 +9.74%
5 MONSANTO CO NEW $465.5M 2.57% 4,459,945 +264,245 +6.30% 2.30% 2013-06-30 $104 ~$99 +5.46%
6 EASTMAN CHEM CO EMN $450.6M 2.49% 5,784,190 +1,038,200 +21.88% 1.85% 2013-06-30 $78 ~$71 +10.16%
7 METLIFE INC MET $321.0M 1.77% 6,836,900 +2,944,700 +75.66% 0.99% 2013-06-30 $47 ~$46 +2.03%
8 UNIVERSAL HLTH SVCS INC UHS $303.5M 1.68% 4,046,906 +266,400 +7.05% 1.41% 2013-06-30 $75 ~$67 +11.55%
9 TRIUMPH GROUP INC NEW TG7 $250.2M 1.38% 3,562,613 +1,505,013 +73.14% 0.91% 2013-06-30 $70 ~$77 -9.12%
10 MCGRAW HILL FINL INC $238.7M 1.32% 3,639,651 +1,123,051 +44.63% 0.74% 2013-06-30 $66 ~$55 +19.03%
11 HUMANA INC HUM $111.8M 0.62% 1,198,054 +190,454 +18.90% 0.47% 2013-06-30 $93 ~$85 +9.68%
12 SHIRE PLC $101.9M 0.56% 849,800 +156,850 +22.64% 0.37% 2013-06-30 $120 ~$97 +23.09%
13 AEGERION PHARMACEUTICALS INC $63.9M 0.35% 744,788 +708,794 +1969.20% 0.01% 2013-06-30 $86 ~$74 +15.89%