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Fund detail

Viking Global Investors (Halvorsen)

hedge-fund, active

Quarters 52
2013-12-31 $21.42B
Positions 65
Showing 27 of 27 rows (filtered from 86)

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 WALGREEN CO $666.6M 3.11% 11,604,944 +11,604,944 2013-12-31 $57 ~$57 +0.00%
2 CANADIAN PAC RY LTD $612.9M 2.86% 4,050,468 +4,050,468 2013-12-31 $151 ~$151 +0.00%
3 ACTAVIS PLC $492.6M 2.30% 2,931,923 +2,931,923 2013-12-31 $168 ~$168 +0.00%
4 CEMEX SAB DE CV CX $389.1M 1.82% 32,891,345 +32,891,345 2013-06-30 $12 ~$11 +11.81%
5 CITIGROUP INC C $215.5M 1.01% 4,135,400 +4,135,400 2013-12-31 $52 ~$52 +0.00%
6 MCKESSON CORP MCK $203.6M 0.95% 1,261,574 +1,261,574 2013-12-31 $161 ~$161 +0.00%
7 CONCHO RES INC CXOEUR $192.6M 0.90% 1,783,079 +1,783,079 2013-12-31 $108 ~$108 +0.00%
8 ILLUMINA INC ILMN $187.7M 0.88% 1,696,962 +1,696,962 2013-12-31 $111 ~$111 +0.00%
9 MONDELEZ INTL INC MDLZ $182.4M 0.85% 5,166,524 +5,166,524 2013-12-31 $35 ~$35 +0.00%
10 ALLERGAN INC $159.8M 0.75% 1,438,989 +1,438,989 2013-12-31 $111 ~$111 +0.00%
11 WYNN RESORTS LTD WYNN $122.8M 0.57% 632,188 +632,188 2013-12-31 $194 ~$194 +0.00%
12 LAUDER ESTEE COS INC EL $99.8M 0.47% 1,324,965 +1,324,965 2013-06-30 $75 ~$66 +14.52%
13 DAVITA HEALTHCARE PARTNERS I DVA $99.5M 0.46% 1,570,667 +1,570,667 2013-12-31 $63 ~$63 +0.00%
14 MOHAWK INDS INC MHK $96.9M 0.45% 651,050 +651,050 2013-12-31 $149 ~$149 +0.00%
15 ST JUDE MED INC $92.1M 0.43% 1,486,735 +1,486,735 2013-12-31 $62 ~$62 +0.00%
16 SINA CORP $71.1M 0.33% 843,486 +843,486 2013-12-31 $84 ~$84 +0.00%
17 DISCOVER FINL SVCS DFSEUR $70.8M 0.33% 1,264,600 +1,264,600 2013-12-31 $56 ~$56 +0.00%
18 ACADIA PHARMACEUTICALS INC ACAD $65.7M 0.31% 2,630,645 +2,630,645 2013-12-31 $25 ~$25 +0.00%
19 VERIZON COMMUNICATIONS INC VZ $65.6M 0.31% 1,334,000 +1,334,000 2013-12-31 $49 ~$49 +0.00%
20 SIRIUS XM HLDGS INC SIRIEUR $53.0M 0.25% 15,172,363 +15,172,363 2013-12-31 $3 ~$3 +0.00%
21 AMERICAN INTL GROUP INC AIG $43.9M 0.20% 860,022 +860,022 2013-12-31 $51 ~$51 +0.00%
22 YOUKU TUDOU INC $43.6M 0.20% 1,438,252 +1,438,252 2013-12-31 $30 ~$30 +0.00%
23 NOKIA CORP NOK $41.9M 0.20% 5,162,058 +5,162,058 2013-12-31 $8 ~$8 +0.00%
24 SOUTHWESTERN ENERGY CO SWN1EUR $27.1M 0.13% 689,700 +689,700 2013-12-31 $39 ~$39 +0.00%
25 O REILLY AUTOMOTIVE INC NEW ORLY $20.8M 0.10% 161,426 +161,426 2013-12-31 $129 ~$129 +0.00%
26 MELCO CROWN ENTMT LTD MLCO $19.9M 0.09% 506,443 +506,443 2013-12-31 $39 ~$39 +0.00%
27 EXTENDED STAY AMER INC STAYUSD $14.2M 0.07% 542,531 +542,531 2013-12-31 $26 ~$26 +0.00%