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Fund detail

Viking Global Investors (Halvorsen)

hedge-fund, active

Quarters 52
2013-12-31 $21.42B
Positions 65
Showing 22 of 22 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 THERMO FISHER SCIENTIFIC INC TMO $1.16B 5.39% 10,375,656 -195,114 -1.85% 5.38% 2013-06-30 $111 ~$85 +30.54%
2 VALEANT PHARMACEUTICALS INTL $977.8M 4.56% 8,329,004 -620,604 -6.93% 5.15% 2013-06-30 $117 ~$86 +36.38%
3 CAPITAL ONE FINL CORP COF $968.0M 4.52% 12,635,752 -3,045,052 -19.42% 5.95% 2013-06-30 $77 ~$63 +21.58%
4 TIME WARNER INC TWXCHF $936.0M 4.37% 13,425,674 -1,392,157 -9.40% 5.38% 2013-06-30 $70 ~$58 +20.58%
5 MICHAEL KORS HLDGS LTD $677.3M 3.16% 8,342,605 -1,051,106 -11.19% 3.86% 2013-06-30 $81 ~$62 +30.91%
6 LYONDELLBASELL INDUSTRIES N $639.9M 2.99% 7,970,748 -1,338,917 -14.38% 3.76% 2013-06-30 $80 ~$66 +21.16%
7 MICRON TECHNOLOGY INC MU $612.5M 2.86% 28,160,135 -9,188,965 -24.60% 3.60% 2013-06-30 $22 ~$16 +39.55%
8 MASTERCARD INC MA $536.4M 2.50% 642,087 -121,200 -15.88% 2.83% 2013-06-30 $835 ~$574 +45.42%
9 BANK OF AMERICA CORPORATION BAC $535.5M 2.50% 34,392,936 -10,507,504 -23.40% 3.42% 2013-09-30 $16 ~$14 +12.83%
10 DANAHER CORP DEL DHR $475.5M 2.22% 6,159,351 -5,277,386 -46.14% 4.38% 2013-06-30 $77 ~$63 +21.96%
11 DISNEY WALT CO DIS $458.1M 2.14% 5,996,321 -645,944 -9.72% 2.36% 2013-09-30 $76 ~$64 +18.47%
12 MONSANTO CO NEW $403.7M 1.88% 3,464,037 -995,908 -22.33% 2.57% 2013-06-30 $117 ~$99 +17.77%
13 ALEXION PHARMACEUTICALS INC ALXN $382.3M 1.78% 2,877,008 -577,632 -16.72% 2.22% 2013-06-30 $133 ~$92 +44.06%
14 MCGRAW HILL FINL INC $282.6M 1.32% 3,614,429 -25,222 -0.69% 1.32% 2013-06-30 $78 ~$55 +41.92%
15 BAIDU INC BIDU $268.9M 1.26% 1,511,841 -1,160,909 -43.44% 2.29% 2013-09-30 $178 ~$155 +14.63%
16 UNIVERSAL HLTH SVCS INC UHS $244.6M 1.14% 3,009,890 -1,037,016 -25.62% 1.68% 2013-06-30 $81 ~$67 +20.88%
17 METLIFE INC MET $227.4M 1.06% 4,216,800 -2,620,100 -38.32% 1.77% 2013-06-30 $54 ~$46 +17.18%
18 ADOBE SYS INC ADBE $186.1M 0.87% 3,108,762 -2,214,478 -41.60% 1.53% 2013-06-30 $60 ~$46 +31.43%
19 HCA HOLDINGS INC HCA $126.7M 0.59% 2,654,617 -128,714 -4.62% 0.66% 2013-09-30 $48 ~$43 +11.60%
20 HUMANA INC HUM $95.7M 0.45% 927,093 -270,961 -22.62% 0.62% 2013-06-30 $103 ~$85 +21.30%
21 BLACKBERRY LTD BB $54.1M 0.25% 7,277,341 -833,459 -10.28% 0.36% 2013-09-30 $7 ~$8 -6.36%
22 EASTMAN CHEM CO EMN $40.0M 0.19% 495,510 -5,288,680 -91.43% 2.49% 2013-06-30 $81 ~$71 +14.11%