13F Notebook
← Dashboard
Fund detail

Viking Global Investors (Halvorsen)

hedge-fund, active

Quarters 52
2014-09-30 $24.90B
Positions 59
Showing 24 of 24 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 ALIBABA GROUP HLDG LTD BABA $1.01B 4.06% 11,387,526 +11,387,526 2014-09-30 $89 ~$89 +0.00%
2 CITIGROUP INC C $772.3M 3.10% 14,904,121 +14,904,121 2013-12-31 $52 ~$52 -0.36%
3 BANK NEW YORK MELLON CORP BK $648.2M 2.60% 16,735,985 +16,735,985 2014-09-30 $39 ~$39 +0.00%
4 ABBVIE INC ABBV $622.0M 2.50% 10,769,105 +10,769,105 2014-09-30 $58 ~$58 +0.00%
5 GOOGLE INC $543.4M 2.18% 923,500 +923,500 2014-09-30 $588 ~$588 +0.00%
6 AIR PRODS & CHEMS INC APD $462.7M 1.86% 3,554,000 +3,554,000 2014-09-30 $130 ~$130 +0.00%
7 CHENIERE ENERGY INC LNG $436.4M 1.75% 5,453,205 +5,453,205 2014-09-30 $80 ~$80 +0.00%
8 DOLLAR TREE INC DLTR $308.1M 1.24% 5,495,555 +5,495,555 2014-09-30 $56 ~$56 +0.00%
9 SANDISK CORP $212.8M 0.85% 2,172,270 +2,172,270 2013-06-30 $98 ~$70 +39.15%
10 BANK AMER CORP BAC $165.7M 0.67% 9,720,300 +9,720,300 2013-09-30 $17 ~$14 +20.76%
11 LIBERTY GLOBAL PLC $162.1M 0.65% 3,811,150 +3,811,150 2014-09-30 $43 ~$43 +0.00%
12 GOLAR LNG LTD BERMUDA $156.3M 0.63% 2,353,898 +2,353,898 2014-09-30 $66 ~$66 +0.00%
13 AON PLC $145.8M 0.59% 1,662,625 +1,662,625 2014-09-30 $88 ~$88 +0.00%
14 HCA HOLDINGS INC HCA $126.6M 0.51% 1,794,780 +1,794,780 2013-09-30 $71 ~$43 +64.96%
15 MEDTRONIC INC $114.1M 0.46% 1,841,414 +1,841,414 2014-09-30 $62 ~$62 +0.00%
16 LIBERTY GLOBAL PLC $90.7M 0.36% 2,210,300 +2,210,300 2014-09-30 $41 ~$41 +0.00%
17 D R HORTON INC DHI $82.1M 0.33% 3,998,849 +3,998,849 2013-06-30 $21 ~$21 -2.09%
18 DELTA AIR LINES INC DEL DAL $70.8M 0.28% 1,957,987 +1,957,987 2014-09-30 $36 ~$36 +0.00%
19 MARSH & MCLENNAN COS INC MRSH $69.8M 0.28% 1,332,700 +1,332,700 2014-09-30 $52 ~$52 +0.00%
20 HUMANA INC HUM $64.3M 0.26% 493,602 +493,602 2013-06-30 $130 ~$85 +53.12%
21 COLFAX CORP $53.9M 0.22% 946,339 +946,339 2013-09-30 $57 ~$57 +0.47%
22 PETROLEO BRASILEIRO SA PETRO PBR $50.5M 0.20% 3,561,000 +3,561,000 2014-09-30 $14 ~$14 +0.00%
23 MOLINA HEALTHCARE INC MOH $50.1M 0.20% 1,183,932 +1,183,932 2014-09-30 $42 ~$42 +0.00%
24 KITE PHARMA INC $5.7M 0.02% 200,000 +200,000 2014-09-30 $28 ~$28 +0.00%