13F Notebook
← Dashboard
Fund detail

Viking Global Investors (Halvorsen)

hedge-fund, active

Quarters 52
2014-09-30 $24.90B
Positions 59
Showing 16 of 16 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 VALEANT PHARMACEUTICALS INTL $1.31B 5.25% 9,967,690 -1,863,242 -15.75% 6.51% 2013-06-30 $131 ~$98 +33.31%
2 LOWES COS INC LOW $1.03B 4.13% 19,424,638 -3,483,330 -15.21% 4.80% 2013-09-30 $53 ~$48 +10.65%
3 THERMO FISHER SCIENTIFIC INC TMO $970.7M 3.90% 7,976,502 -294,778 -3.56% 4.26% 2013-06-30 $122 ~$85 +42.67%
4 LYONDELLBASELL INDUSTRIES N $774.2M 3.11% 7,125,171 -3,646,565 -33.85% 4.59% 2013-06-30 $109 ~$73 +48.37%
5 NETFLIX INC NFLX $477.7M 1.92% 1,058,826 -258,691 -19.63% 2.53% 2014-06-30 $451 ~$441 +2.40%
6 SALIX PHARMACEUTICALS INC $424.9M 1.71% 2,719,538 -169,765 -5.88% 1.56% 2014-03-31 $156 ~$108 +44.43%
7 CANADIAN PAC RY LTD $404.8M 1.63% 1,951,187 -1,053,055 -35.05% 2.38% 2013-12-31 $207 ~$151 +37.11%
8 REGENERON PHARMACEUTICALS REGN $389.6M 1.56% 1,080,682 -1,882,774 -63.53% 3.65% 2014-03-31 $361 ~$295 +22.40%
9 MONDELEZ INTL INC MDLZ $385.6M 1.55% 11,252,897 -4,645,980 -29.22% 2.61% 2013-12-31 $34 ~$35 -2.35%
10 BAIDU INC BIDU $376.1M 1.51% 1,723,427 -2,958,001 -63.19% 3.82% 2013-09-30 $218 ~$162 +34.46%
11 TWENTY FIRST CENTY FOX INC $345.9M 1.39% 10,086,820 -3,143,112 -23.76% 2.03% 2013-09-30 $34 ~$34 +1.92%
12 RALPH LAUREN CORP RL $131.8M 0.53% 800,328 -248,115 -23.67% 0.74% 2014-06-30 $165 ~$161 +2.51%
13 CAPITAL ONE FINL CORP COF $112.1M 0.45% 1,373,725 -8,792,062 -86.49% 3.67% 2013-06-30 $82 ~$63 +29.53%
14 ACADIA PHARMACEUTICALS INC ACAD $107.1M 0.43% 4,324,890 -432,988 -9.10% 0.47% 2013-12-31 $25 ~$25 +0.86%
15 BLOCK H & R INC HRB $96.9M 0.39% 3,124,772 -3,009,223 -49.06% 0.87% 2013-06-30 $31 ~$28 +11.72%
16 MONSANTO CO NEW $69.5M 0.28% 617,401 -5,163,230 -89.32% 3.15% 2013-06-30 $113 ~$108 +3.81%