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Fund detail

Viking Global Investors (Halvorsen)

hedge-fund, active

Quarters 52
2014-06-30 $22.91B
Positions 62
Showing 20 of 20 rows (filtered from 80)

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 NETFLIX INC NFLX $580.5M 2.53% 1,317,517 +1,317,517 2014-06-30 $441 ~$441 +0.00%
2 NEWFIELD EXPL CO $237.1M 1.04% 5,364,990 +5,364,990 2014-06-30 $44 ~$44 +0.00%
3 APPLE INC AAPL $212.5M 0.93% 2,286,178 +2,286,178 2013-06-30 $93 ~$69 +35.55%
4 COGNIZANT TECHNOLOGY SOLUTIO CTSH $191.5M 0.84% 3,915,440 +3,915,440 2013-09-30 $49 ~$42 +15.65%
5 HILTON WORLDWIDE HLDGS INC $179.0M 0.78% 7,681,424 +7,681,424 2014-06-30 $23 ~$23 +0.00%
6 RALPH LAUREN CORP RL $168.5M 0.74% 1,048,443 +1,048,443 2014-06-30 $161 ~$161 +0.00%
7 ALLERGAN INC $135.9M 0.59% 803,369 +803,369 2013-12-31 $169 ~$111 +52.34%
8 WELLPOINT INC $102.7M 0.45% 954,285 +954,285 2014-06-30 $108 ~$108 +0.00%
9 RITE AID CORP $96.5M 0.42% 13,458,963 +13,458,963 2014-06-30 $7 ~$7 +0.00%
10 PRECISION CASTPARTS CORP $83.0M 0.36% 328,801 +328,801 2014-06-30 $252 ~$252 +0.00%
11 CTRIP COM INTL LTD CTRPUSD $75.5M 0.33% 1,178,463 +1,178,463 2014-06-30 $64 ~$64 +0.00%
12 CIMAREX ENERGY CO XECEUR $71.5M 0.31% 498,700 +498,700 2014-06-30 $143 ~$143 +0.00%
13 ZIMMER HLDGS INC ZBH $62.6M 0.27% 603,193 +603,193 2014-06-30 $104 ~$104 +0.00%
14 PRINCIPAL FINL GROUP INC PFG $57.7M 0.25% 1,142,537 +1,142,537 2014-06-30 $50 ~$50 +0.00%
15 MELCO CROWN ENTMT LTD MLCO $55.0M 0.24% 1,541,269 +1,541,269 2013-12-31 $36 ~$38 -6.13%
16 CENTENE CORP DEL CNC $53.6M 0.23% 708,677 +708,677 2014-06-30 $76 ~$76 +0.00%
17 MYRIAD GENETICS INC MYGN $51.8M 0.23% 1,330,294 +1,330,294 2014-06-30 $39 ~$39 +0.00%
18 AMERICAN AIRLS GROUP INC AAL $21.9M 0.10% 509,600 +509,600 2014-06-30 $43 ~$43 +0.00%
19 SBA COMMUNICATIONS CORP $15.3M 0.07% 149,697 +149,697 2014-06-30 $102 ~$102 +0.00%
20 ALLEGION PUB LTD CO $13.3M 0.06% 234,242 +234,242 2014-06-30 $57 ~$57 +0.00%