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Fund detail

Viking Global Investors (Halvorsen)

hedge-fund, active

Quarters 52
2015-06-30 $26.47B
Positions 56
Showing 18 of 18 rows (filtered from 77)

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 $1.09B 4.10% 4,968,956 -3,537,740 -41.59% 6.12% 2013-12-31 $218 ~$131 +66.92%
2 CANADIAN PAC RY LTD $845.4M 3.19% 5,276,195 -910,999 -14.72% 4.38% 2013-12-31 $160 ~$180 -11.19%
3 MOHAWK INDS INC MHK $823.0M 3.11% 4,311,113 -79,945 -1.82% 3.16% 2013-12-31 $191 ~$143 +33.34%
4 AIR PRODS & CHEMS INC APD $808.1M 3.05% 5,905,719 -1,942,847 -24.75% 4.60% 2014-09-30 $137 ~$137 -0.39%
5 CHENIERE ENERGY INC LNG $784.3M 2.96% 11,324,392 -4,123,164 -26.69% 4.63% 2014-09-30 $69 ~$76 -9.40%
6 MASTERCARD INC MA $768.3M 2.90% 8,218,696 -45,952 -0.56% 2.77% 2013-06-30 $93 ~$76 +23.20%
7 SEALED AIR CORP NEW SDA $658.6M 2.49% 12,818,029 -1,657,184 -11.45% 2.56% 2014-12-31 $51 ~$44 +17.72%
8 ALIBABA GROUP HLDG LTD BABA $497.0M 1.88% 6,041,685 -902,981 -13.00% 2.24% 2014-09-30 $82 ~$91 -9.65%
9 KANSAS CITY SOUTHERN KSUEUR $438.1M 1.66% 4,803,641 -2,019,544 -29.60% 2.70% 2014-03-31 $91 ~$109 -16.63%
10 DAVITA HEALTHCARE PARTNERS I DVA $394.9M 1.49% 4,968,551 -1,394,276 -21.91% 2.00% 2013-12-31 $79 ~$71 +11.33%
11 BANK NEW YORK MELLON CORP BK $353.1M 1.33% 8,413,291 -2,698,208 -24.28% 1.73% 2014-09-30 $42 ~$39 +8.37%
12 BAIDU INC BIDU $255.9M 0.97% 1,285,451 -1,148,465 -47.19% 1.97% 2013-09-30 $199 ~$187 +6.54%
13 CITIGROUP INC C $162.3M 0.61% 2,937,290 -6,114,855 -67.55% 1.81% 2013-12-31 $55 ~$52 +6.22%
14 NXP SEMICONDUCTORS N V $139.3M 0.53% 1,418,054 -2,984,168 -67.79% 1.71% 2014-03-31 $98 ~$66 +48.44%
15 LEGG MASON INC LMEUR $131.4M 0.50% 2,549,058 -28,117 -1.09% 0.55% 2014-12-31 $52 ~$53 -3.45%
16 CAPITAL ONE FINL CORP COF $102.3M 0.39% 1,162,593 -604,083 -34.19% 0.54% 2013-06-30 $88 ~$67 +31.04%
17 AMERICAN INTL GROUP INC AIG $81.3M 0.31% 1,314,809 -7,127,209 -84.43% 1.79% 2013-12-31 $62 ~$51 +21.09%
18 THERMO FISHER SCIENTIFIC INC TMO $26.9M 0.10% 207,527 -3,324,310 -94.12% 1.84% 2013-06-30 $130 ~$85 +52.13%