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Fund detail

Viking Global Investors (Halvorsen)

hedge-fund, active

Quarters 52
2015-06-30 $26.47B
Positions 56
Showing 30 of 77 rows

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 $2.08B 7.86% 24,625,113 +10,022,410 +68.63% 4.79% 2014-12-31 $84 ~$80 +6.08%
2 ALLERGAN PLC $2.06B 7.80% 6,804,034 +6,804,034 2015-06-30 $303 ~$303 +0.00%
3 GOOGLE INC $1.48B 5.58% 2,736,152 +1,097,703 +67.00% 3.52% 2014-09-30 $540 ~$557 -3.04%
4 LYONDELLBASELL INDUSTRIES N $1.11B 4.19% 10,726,384 +3,010,458 +39.02% 2.62% 2013-06-30 $104 ~$83 +24.62%
5 ILLUMINA INC ILMN $1.09B 4.10% 4,968,956 -3,537,740 -41.59% 6.12% 2013-12-31 $218 ~$131 +66.92%
6 VALEANT PHARMACEUTICALS INTL $1.03B 3.87% 4,616,738 +558,395 +13.76% 3.12% 2013-06-30 $222 ~$112 +98.41%
7 AMAZON COM INC AMZN $990.8M 3.74% 2,282,561 +2,282,561 2015-06-30 $434 ~$434 +0.00%
8 PIONEER NAT RES CO PXDEUR $886.4M 3.35% 6,391,252 +582,045 +10.02% 3.68% 2014-03-31 $139 ~$200 -30.78%
9 CANADIAN PAC RY LTD $845.4M 3.19% 5,276,195 -910,999 -14.72% 4.38% 2013-12-31 $160 ~$180 -11.19%
10 MOHAWK INDS INC MHK $823.0M 3.11% 4,311,113 -79,945 -1.82% 3.16% 2013-12-31 $191 ~$143 +33.34%
11 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%
12 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%
13 MASTERCARD INC MA $768.3M 2.90% 8,218,696 -45,952 -0.56% 2.77% 2013-06-30 $93 ~$76 +23.20%
14 METLIFE INC MET $659.6M 2.49% 11,780,357 +5,116,894 +76.79% 1.31% 2013-06-30 $56 ~$52 +7.77%
15 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%
16 MALLINCKRODT PUB LTD CO $637.5M 2.41% 5,415,671 +1,878,341 +53.10% 1.74% 2015-03-31 $118 ~$125 -5.90%
17 AVAGO TECHNOLOGIES LTD $633.9M 2.39% 4,769,014 +4,769,014 2015-06-30 $133 ~$133 +0.00%
18 HUMANA INC HUM $613.4M 2.32% 3,206,839 +1,826,608 +132.34% 0.95% 2013-06-30 $191 ~$162 +18.43%
19 GOOGLE INC $597.3M 2.26% 1,147,549 +306,362 +36.42% 1.79% 2015-03-31 $521 ~$544 -4.38%
20 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%
21 ENVISION HEALTHCARE HLDGS IN $485.7M 1.84% 12,303,668 +5,452,124 +79.58% 1.02% 2015-03-31 $39 ~$39 +2.28%
22 CIGNA CORPORATION $472.2M 1.78% 2,914,815 +2,914,815 2014-12-31 $162 ~$131 +24.04%
23 CROWN CASTLE INTL CORP NEW CCI $444.1M 1.68% 5,530,352 +976,982 +21.46% 1.46% 2014-12-31 $80 ~$79 +1.36%
24 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%
25 CTRIP COM INTL LTD CTRPUSD $418.6M 1.58% 5,764,514 +1,541,620 +36.51% 0.96% 2014-06-30 $73 ~$58 +24.44%
26 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%
27 AETNA INC NEW $394.8M 1.49% 3,097,599 +3,097,599 2013-06-30 $127 ~$94 +35.49%
28 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%
29 ANTHEM INC ELV $313.0M 1.18% 1,906,701 +1,906,701 2014-12-31 $164 ~$135 +21.79%
30 WHITING PETE CORP NEW $290.8M 1.10% 8,653,431 +8,653,431 2015-06-30 $34 ~$34 +0.00%