13F Notebook
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Fund detail

Viking Global Investors (Halvorsen)

hedge-fund, active

Quarters 52
2014-12-31 $21.78B
Positions 62
Showing 29 of 29 rows (filtered from 88)

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 WALGREENS BOOTS ALLIANCE INC WBA $1.44B 6.62% 18,933,712 +18,933,712 2014-12-31 $76 ~$76 +0.00%
2 NXP SEMICONDUCTORS N V $413.4M 1.90% 5,411,595 +5,411,595 2014-03-31 $76 ~$66 +15.49%
3 CROWN CASTLE INTL CORP NEW CCI $348.8M 1.60% 4,431,857 +4,431,857 2014-12-31 $79 ~$79 +0.00%
4 AVIS BUDGET GROUP CAR $333.0M 1.53% 5,020,701 +5,020,701 2014-12-31 $66 ~$66 +0.00%
5 AMBEV SA ABEV $266.8M 1.22% 42,891,298 +42,891,298 2014-12-31 $6 ~$6 +0.00%
6 EQUINIX INC $224.1M 1.03% 988,389 +988,389 2013-06-30 $227 ~$197 +15.06%
7 LEGG MASON INC LMEUR $196.6M 0.90% 3,683,203 +3,683,203 2014-12-31 $53 ~$53 +0.00%
8 HARTFORD FINL SVCS GROUP INC HIG $159.4M 0.73% 3,822,711 +3,822,711 2014-12-31 $42 ~$42 +0.00%
9 WAL-MART STORES INC WMT $158.3M 0.73% 1,843,145 +1,843,145 2014-12-31 $86 ~$86 +0.00%
10 COCA COLA ENTERPRISES INC NE $143.4M 0.66% 3,243,000 +3,243,000 2014-12-31 $44 ~$44 +0.00%
11 SEALED AIR CORP NEW SDA $137.1M 0.63% 3,231,553 +3,231,553 2014-12-31 $42 ~$42 +0.00%
12 ANTHEM INC ELV $126.2M 0.58% 1,003,959 +1,003,959 2014-12-31 $126 ~$126 +0.00%
13 INGERSOLL-RAND PLC $124.1M 0.57% 1,958,488 +1,958,488 2014-12-31 $63 ~$63 +0.00%
14 EATON CORP PLC $121.8M 0.56% 1,791,937 +1,791,937 2014-12-31 $68 ~$68 +0.00%
15 BROADCOM CORP $117.1M 0.54% 2,702,716 +2,702,716 2014-12-31 $43 ~$43 +0.00%
16 SHIRE PLC $112.6M 0.52% 529,784 +529,784 2013-06-30 $213 ~$125 +69.44%
17 POTASH CORP SASK INC POT1EUR $111.2M 0.51% 3,147,470 +3,147,470 2014-12-31 $35 ~$35 +0.00%
18 VERTEX PHARMACEUTICALS INC VRTX $90.8M 0.42% 764,200 +764,200 2014-12-31 $119 ~$119 +0.00%
19 AMERIPRISE FINL INC AMP $77.2M 0.35% 583,700 +583,700 2014-12-31 $132 ~$132 +0.00%
20 CTRIP COM INTL LTD CTRPUSD $74.9M 0.34% 1,646,725 +1,646,725 2014-06-30 $46 ~$61 -25.90%
21 RECEPTOS INC $62.7M 0.29% 511,981 +511,981 2014-12-31 $123 ~$123 +0.00%
22 UNIVERSAL HLTH SVCS INC UHS $57.3M 0.26% 514,699 +514,699 2013-06-30 $111 ~$67 +65.50%
23 QUNAR CAYMAN IS LTD $40.4M 0.19% 1,420,733 +1,420,733 2014-12-31 $28 ~$28 +0.00%
24 ALLEGION PUB LTD CO $40.3M 0.19% 727,484 +727,484 2014-06-30 $55 ~$56 -1.43%
25 MGM RESORTS INTERNATIONAL MGM $29.9M 0.14% 1,399,187 +1,399,187 2014-12-31 $21 ~$21 +0.00%
26 LAM RESEARCH CORP LRCXEUR $28.3M 0.13% 356,700 +356,700 2014-12-31 $79 ~$79 +0.00%
27 CIGNA CORPORATION $18.8M 0.09% 182,761 +182,761 2014-12-31 $103 ~$103 +0.00%
28 WAYFAIR INC W $10.3M 0.05% 520,550 +520,550 2014-12-31 $20 ~$20 +0.00%
29 TRANSOCEAN LTD $9.9M 0.05% 539,000 +539,000 2014-12-31 $18 ~$18 +0.00%