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Fund detail

Viking Global Investors (Halvorsen)

hedge-fund, active

Quarters 52
2014-09-30 $24.90B
Positions 59
Showing 19 of 19 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 ILLUMINA INC ILMN $1.42B 5.69% 8,650,670 +657,826 +8.23% 6.23% 2013-12-31 $164 ~$129 +26.65%
2 PIONEER NAT RES CO PXDEUR $1.34B 5.37% 6,783,641 +2,710,805 +66.56% 4.09% 2014-03-31 $197 ~$205 -4.05%
3 WALGREEN CO $1.23B 4.93% 20,711,731 +574,577 +2.85% 6.52% 2013-12-31 $59 ~$60 -0.99%
4 MASTERCARD INC MA $965.1M 3.88% 13,056,351 +3,235,521 +32.95% 3.15% 2013-06-30 $74 ~$66 +11.47%
5 MOHAWK INDS INC MHK $765.4M 3.07% 5,677,048 +1,133,225 +24.94% 2.74% 2013-12-31 $135 ~$140 -3.78%
6 MICRON TECHNOLOGY INC MU $704.6M 2.83% 20,566,647 +2,867,579 +16.20% 2.55% 2013-06-30 $34 ~$18 +89.30%
7 VISA INC V $647.7M 2.60% 3,035,619 +290,966 +10.60% 2.52% 2013-06-30 $213 ~$189 +12.69%
8 ACTAVIS PLC $615.3M 2.47% 2,550,336 +1,342,512 +111.15% 1.18% 2013-12-31 $241 ~$204 +18.34%
9 KANSAS CITY SOUTHERN KSUEUR $515.7M 2.07% 4,255,316 +1,227,485 +40.54% 1.42% 2014-03-31 $121 ~$106 +13.94%
10 PRECISION CASTPARTS CORP $431.8M 1.73% 1,823,067 +1,494,266 +454.46% 0.36% 2014-06-30 $237 ~$246 -3.72%
11 FACEBOOK INC META $410.5M 1.65% 5,194,041 +1,106,753 +27.08% 1.20% 2013-09-30 $79 ~$56 +40.06%
12 ALLERGAN INC $406.2M 1.63% 2,279,736 +1,476,367 +183.77% 0.59% 2013-12-31 $178 ~$152 +17.51%
13 ALEXION PHARMACEUTICALS INC ALXN $364.5M 1.46% 2,198,451 +192,359 +9.59% 1.37% 2013-06-30 $166 ~$103 +60.94%
14 NEWFIELD EXPL CO $334.5M 1.34% 9,023,189 +3,658,199 +68.19% 1.04% 2014-06-30 $37 ~$43 -13.30%
15 DAVITA HEALTHCARE PARTNERS I DVA $291.2M 1.17% 3,981,170 +492,086 +14.10% 1.10% 2013-12-31 $73 ~$68 +8.17%
16 HILTON WORLDWIDE HLDGS INC $239.1M 0.96% 9,708,263 +2,026,839 +26.39% 0.78% 2014-06-30 $25 ~$23 +5.08%
17 SBA COMMUNICATIONS CORP $230.7M 0.93% 2,080,141 +1,930,444 +1289.57% 0.07% 2014-06-30 $111 ~$106 +4.34%
18 WELLPOINT INC $124.6M 0.50% 1,041,758 +87,473 +9.17% 0.45% 2014-06-30 $120 ~$108 +10.64%
19 STATE STR CORP STT $46.0M 0.18% 625,394 +28,500 +4.77% 0.18% 2014-03-31 $74 ~$70 +5.83%