13F Notebook
← Dashboard
Fund detail

Viking Global Investors (Halvorsen)

hedge-fund, active

Quarters 52
2014-03-31 $23.84B
Positions 60
Showing 17 of 17 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 4.88% 9,668,639 -707,017 -6.81% 5.39% 2013-06-30 $120 ~$85 +40.96%
2 CAPITAL ONE FINL CORP COF $841.1M 3.53% 10,900,417 -1,735,335 -13.73% 4.52% 2013-06-30 $77 ~$63 +22.46%
3 VALERO ENERGY CORP NEW VLO $644.2M 2.70% 12,131,872 -3,800,117 -23.85% 3.75% 2013-06-30 $53 ~$38 +38.35%
4 MICHAEL KORS HLDGS LTD $622.0M 2.61% 6,668,939 -1,673,666 -20.06% 3.16% 2013-06-30 $93 ~$62 +50.39%
5 CANADIAN PAC RY LTD $605.2M 2.54% 4,023,047 -27,421 -0.68% 2.86% 2013-12-31 $150 ~$151 -0.59%
6 FACEBOOK INC META $531.4M 2.23% 8,821,514 -9,479,888 -51.80% 4.67% 2013-09-30 $60 ~$52 +16.06%
7 BLOCK H & R INC HRB $514.9M 2.16% 17,053,916 -516,863 -2.94% 2.38% 2013-06-30 $30 ~$28 +8.76%
8 MICRON TECHNOLOGY INC MU $489.0M 2.05% 20,667,617 -7,492,518 -26.61% 2.86% 2013-06-30 $24 ~$16 +51.80%
9 MONSANTO CO NEW $352.4M 1.48% 3,097,531 -366,506 -10.58% 1.88% 2013-06-30 $114 ~$99 +14.96%
10 ALEXION PHARMACEUTICALS INC ALXN $279.4M 1.17% 1,836,658 -1,040,350 -36.16% 1.78% 2013-06-30 $152 ~$92 +64.93%
11 UNIVERSAL HLTH SVCS INC UHS $226.5M 0.95% 2,759,799 -250,091 -8.31% 1.14% 2013-06-30 $82 ~$67 +22.08%
12 ACTAVIS PLC $224.7M 0.94% 1,091,544 -1,840,379 -62.77% 2.30% 2013-12-31 $206 ~$168 +22.53%
13 ADOBE SYS INC ADBE $162.6M 0.68% 2,473,340 -635,422 -20.44% 0.87% 2013-06-30 $66 ~$46 +44.29%
14 BANK OF AMERICA CORPORATION BAC $151.1M 0.63% 8,787,660 -25,605,276 -74.45% 2.50% 2013-09-30 $17 ~$14 +24.64%
15 SHIRE PLC $59.4M 0.25% 399,840 -823,165 -67.31% 0.81% 2013-06-30 $149 ~$108 +38.13%
16 METLIFE INC MET $45.8M 0.19% 866,500 -3,350,300 -79.45% 1.06% 2013-06-30 $53 ~$46 +14.74%
17 BLACKBERRY LTD BB $31.4M 0.13% 3,888,791 -3,388,550 -46.56% 0.25% 2013-09-30 $8 ~$8 +1.70%