-----BEGIN PRIVACY-ENHANCED MESSAGE----- Proc-Type: 2001,MIC-CLEAR Originator-Name: webmaster@www.sec.gov Originator-Key-Asymmetric: MFgwCgYEVQgBAQICAf8DSgAwRwJAW2sNKK9AVtBzYZmr6aGjlWyK3XmZv3dTINen TWSM7vrzLADbmYQaionwg5sDW3P6oaM5D3tdezXMm7z1T+B+twIDAQAB MIC-Info: RSA-MD5,RSA, FXp1Dib+AULtlLkfkNnXOVAwuNL9pfEEBBwv8+di64MpeSrzkVdkCENe8nR8Nt69 GQv66okfSjJHDJGABj0okQ== 0001103804-08-000016.txt : 20081114 0001103804-08-000016.hdr.sgml : 20081114 20081114133142 ACCESSION NUMBER: 0001103804-08-000016 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 1 CONFORMED PERIOD OF REPORT: 20080930 FILED AS OF DATE: 20081114 DATE AS OF CHANGE: 20081114 EFFECTIVENESS DATE: 20081114 FILER: COMPANY DATA: COMPANY CONFORMED NAME: VIKING GLOBAL INVESTORS LP CENTRAL INDEX KEY: 0001103804 IRS NUMBER: 134055118 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-05515 FILM NUMBER: 081189326 BUSINESS ADDRESS: STREET 1: 280 PARK AVENUE STREET 2: 35TH FLOOR CITY: NEW YORK STATE: NY ZIP: 10017 BUSINESS PHONE: 2126727030 MAIL ADDRESS: STREET 1: 280 PARK AVENUE STREET 2: 35TH FLOOR CITY: NEW YORK STATE: NY ZIP: 10017 13F-HR 1 v13fduenov2008.txt 13F-HR 11/14/08 0001103804 dk2hcr*f NONE 1 Carl Casler 203-863-5039 ccasler@vikingglobal.com 13F-HR Form 13F Holdings Report UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F COVER PAGE Report for the Calendar Year or Quarter Ended: September 30, 2008 This amendment (Check only one.): [ X] is a restatement. [ ] adds new holdings entries. Institutional Investment Manager Filing this Report: Name: Viking Global Investors, L.P. Address: 55 Railroad Avenue, Greenwich, CT 06830 13 File Number: The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct, and complete, and and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form Person Signing this Report on Behalf of Reporting Manager: Name: Carl Casler Title: Chief Financial Officer Phone: 203-863-5039 Signature, Place and Date of Signing: Greenwich, CT Carl Casler, November 14, 2008 Report Type (Check only one.): [ X] 13F HOLDINGS REPORT. [ ] 13F NOTICE. [ ] 13F COMBINATION REPORT. I AM SIGNING THIS REPORT AS REQUIRED BY THE SECURITIES EXCHANGE ACT OF 1934 FORM 13F SUMMARY PAGE Report Summary: Number of Other Included Managers: 0 Form 13F Information Table Entry Total: 50 Form 13F Information Table Value Total: 3,528,284 TITLE OF VALUE SHARES/ SH/ PUT/ INVSTMT OTHER VOTING AUTHORITY NAME OF ISSUER CLASS Cusip X($1000) PRN AMT PRN CALL DSCRETN MANAGERS SOLE SHARED NONE Palm Inc COMMON STOCK 696643105 607 101798 SH SOLE 101798 Idearc Inc COMMON STOCK 451663108 2600 2080000 SH SOLE 2080000 Monster Worldwide INC COMMON STOCK 611742107 2817 189000 SH SOLE 189000 R.H. Donnelley Corp COMMON STOCK 74955W307 3645 1832000 SH SOLE 1832000 Associated Banc-Corp COMMON STOCK 045487105 4606 235200 SH SOLE 235200 Federal Mogul Corp COMMON STOCK 313549404 5070 404000 SH SOLE 404000 Och-Ziff Capital Management COMMON STOCK 67551U105 5845 500000 SH SOLE 500000 Arkansas Best Corporation COMMON STOCK 040790107 12094 365800 SH SOLE 365800 Fair Isaac Corporation COMMON STOCK 303250104 12336 545000 SH SOLE 545000 SINA Corp ADRS STOCKS G81477104 13129 373000 SH SOLE 373000 Alexander & Baldwin Inc COMMON STOCK 014482103 13345 308700 SH SOLE 308700 Jefferies Group Inc COMMON STOCK 472319102 13856 630000 SH SOLE 630000 Susquehanna Bancshares Inc COMMON STOCK 869099101 15621 815000 SH SOLE 815000 Glacier Bancorp Inc COMMON STOCK 37637Q105 15832 650800 SH SOLE 650800 Charles River Laboratories COMMON STOCK 159864107 16792 308000 SH SOLE 308000 Whitney Holding Corporation COMMON STOCK 966612103 16977 713000 SH SOLE 713000 The Stanley Works COMMON STOCK 854616109 17459 426000 SH SOLE 426000 National Financial Partners Corp. COMMON STOCK 63607P208 18999 1289936 SH SOLE 1289936 AvalonBay Communities Inc COMMON STOCK 053484101 20107 208000 SH SOLE 208000 Transocean Inc COMMON STOCK G90073100 22121 201400 SH SOLE 201400 Herbalife COMMON STOCK G4412G101 22253 573400 SH SOLE 573400 National City Corp. COMMON STOCK 635405103 22367 12781400 SH SOLE 12781400 Thor Industries COMMON STOCK 885160101 24167 996802 SH SOLE 996802 Humana Inc. COMMON STOCK 444859102 25750 625000 SH SOLE 625000 Expedia Inc. COMMON STOCK 30212P105 26442 1750000 SH SOLE 1750000 Franklin Resources Inc COMMON STOCK 354613101 26791 309600 SH SOLE 309600 Autodesk Inc COMMON STOCK 052769106 34902 1059500 SH SOLE 1059500 Coach Inc. COMMON STOCK 189754104 36916 1502000 SH SOLE 1502000 Blackrock Inc COMMON STOCK 09247X101 39697 208000 SH SOLE 208000 Harley-Davidson Inc COMMON STOCK 412822108 44786 1223100 SH SOLE 1223100 St Jude Medical Inc. COMMON STOCK 790849103 45534 1047000 SH SOLE 1047000 Beckman Coulter Inc. COMMON STOCK 075811109 57303 807200 SH SOLE 807200 Macrovision Solutions Corp COMMON STOCK 55611C108 59629 3877050 SH SOLE 3877050 Key Corp. COMMON STOCK 493267108 62222 5211300 SH SOLE 5211300 Alliance Data Systems Corp. COMMON STOCK 018581108 64920 1044000 SH SOLE 1044000 Aon Corp COMMON STOCK 037389103 75397 1677000 SH SOLE 1677000 Quest Diagnostics COMMON STOCK 74834L100 78197 1513400 SH SOLE 1513400 Kroger Co COMMON STOCK 501044101 82184 2990700 SH SOLE 2990700 Mettler-Toledo International Inc COMMON STOCK 592688105 95020 969600 SH SOLE 969600 First Horizon National Corp COMMON STOCK 320517105 98286 10500681 SH SOLE 10500681 Verisign INC COMMON STOCK 92343E102 106328 4077000 SH SOLE 4077000 Priceline.com COMMON STOCK 741503403 123858 1810000 SH SOLE 1810000 Visa Inc COMMON STOCK 92826C839 135169 2201820 SH SOLE 2201820 MSCI Inc COMMON STOCK 55354G100 160027 6667800 SH SOLE 6667800 DaVita Inc. COMMON STOCK 23918K108 259361 4549400 SH SOLE 4549400 Qualcomm Inc COMMON STOCK 747525103 320306 7454200 SH SOLE 7454200 Invesco Limited COMMON STOCK G491BT108 380581 18140200 SH SOLE 18140200 Apollo Group, Inc. COMMON STOCK 037604105 649750 10957000 SH SOLE 10957000 Tidewater Inc COMMON STOCK 886423102 249 4500 SH SOLE 4500 ACE Ltd COMMON STOCK H0023R105 136034.1 2513100 SH SOLE 2513100 S REPORT SUMMARY 50 DATA RECORDS OTHER MANAGERS ON WHOSE BEHALF REPORT IS FILED
13F: Report Creation NOTE: The 13F-HR File ends on the line labeled All information following this line is informational and should not be included in the SEC Filing. -----END PRIVACY-ENHANCED MESSAGE-----