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Fund detail

Viking Global Investors (Halvorsen)

hedge-fund, active

Quarters 52
2013-09-30 $18.11B
Positions 59
Showing 26 of 26 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 LOWES COS INC LOW $827.6M 4.57% 17,382,222 +17,382,222 2013-09-30 $48 ~$48 +0.00%
2 TWENTY FIRST CENTY FOX INC $821.5M 4.54% 24,515,654 +24,515,654 2013-09-30 $34 ~$34 +0.00%
3 BANK OF AMERICA CORPORATION BAC $619.6M 3.42% 44,900,440 +44,900,440 2013-09-30 $14 ~$14 +0.00%
4 DISNEY WALT CO DIS $428.4M 2.36% 6,642,265 +6,642,265 2013-09-30 $64 ~$64 +0.00%
5 BAIDU INC BIDU $414.8M 2.29% 2,672,750 +2,672,750 2013-09-30 $155 ~$155 +0.00%
6 YAHOO INC $300.2M 1.66% 9,048,894 +9,048,894 2013-09-30 $33 ~$33 +0.00%
7 FACEBOOK INC META $222.8M 1.23% 4,434,976 +4,434,976 2013-09-30 $50 ~$50 +0.00%
8 ENDO HEALTH SOLUTIONS INC $147.0M 0.81% 3,236,019 +3,236,019 2013-09-30 $45 ~$45 +0.00%
9 COGNIZANT TECHNOLOGY SOLUTIO CTSH $145.8M 0.80% 1,775,400 +1,775,400 2013-09-30 $82 ~$82 +0.00%
10 CONSTELLATION BRANDS INC STZ $119.3M 0.66% 2,077,900 +2,077,900 2013-09-30 $57 ~$57 +0.00%
11 HCA HOLDINGS INC HCA $119.0M 0.66% 2,783,331 +2,783,331 2013-09-30 $43 ~$43 +0.00%
12 WATERS CORP WAT $103.4M 0.57% 974,002 +974,002 2013-09-30 $106 ~$106 +0.00%
13 LAS VEGAS SANDS CORP LVS $97.0M 0.54% 1,459,756 +1,459,756 2013-09-30 $66 ~$66 +0.00%
14 RED HAT INC RHT1EUR $83.4M 0.46% 1,807,479 +1,807,479 2013-09-30 $46 ~$46 +0.00%
15 UBS AG $67.4M 0.37% 3,296,853 +3,296,853 2013-09-30 $20 ~$20 +0.00%
16 BLACKBERRY LTD BB $64.4M 0.36% 8,110,800 +8,110,800 2013-09-30 $8 ~$8 +0.00%
17 NU SKIN ENTERPRISES INC NUS $56.0M 0.31% 584,711 +584,711 2013-09-30 $96 ~$96 +0.00%
18 CUBIST PHARMACEUTICALS INC $37.8M 0.21% 594,704 +594,704 2013-09-30 $64 ~$64 +0.00%
19 WORKDAY INC WDAY $32.6M 0.18% 403,200 +403,200 2013-09-30 $81 ~$81 +0.00%
20 TESORO CORP $31.8M 0.18% 723,102 +723,102 2013-09-30 $44 ~$44 +0.00%
21 HOME DEPOT INC HD $26.5M 0.15% 349,156 +349,156 2013-09-30 $76 ~$76 +0.00%
22 CAMERON INTERNATIONAL CORP $26.0M 0.14% 444,900 +444,900 2013-09-30 $58 ~$58 +0.00%
23 CELLDEX THERAPEUTICS INC NEW $23.8M 0.13% 672,513 +672,513 2013-09-30 $35 ~$35 +0.00%
24 SHERWIN WILLIAMS CO SHW $13.3M 0.07% 73,006 +73,006 2013-09-30 $182 ~$182 +0.00%
25 INVESCO LTD $13.2M 0.07% 414,000 +414,000 2013-09-30 $32 ~$32 +0.00%
26 COLFAX CORP $5.6M 0.03% 99,723 +99,723 2013-09-30 $56 ~$56 +0.00%