0001103804-13-000022.txt : 20130514 0001103804-13-000022.hdr.sgml : 20130514 20130514154003 ACCESSION NUMBER: 0001103804-13-000022 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 1 CONFORMED PERIOD OF REPORT: 20130331 FILED AS OF DATE: 20130514 DATE AS OF CHANGE: 20130514 EFFECTIVENESS DATE: 20130514 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: 13841344 BUSINESS ADDRESS: STREET 1: 55 RAILROAD AVENUE CITY: GREENWICH STATE: CT ZIP: 06830 BUSINESS PHONE: 203-863-5062 MAIL ADDRESS: STREET 1: 55 RAILROAD AVENUE CITY: GREENWICH STATE: CT ZIP: 06830 13F-HR 1 v13fduemay152013.txt 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: March 31, 2013 Check here if Amendment []; Amendment Number: _____ This amendment (Check only one.): [ ] is a restatement. [ ] adds new holdings entries. Institutional Investment Manager Filing this Report: Name: Viking Global Investors LP Address: 55 Railroad Avenue, Greenwich, Connecticut 06830 Form 13F File Number:28-05515 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: Eric Komitee Title: General Counsel Phone: 203-863-5062 Signature, Place and Date of Signing: /s/ Eric Komitee, Greenwich, Connecticut, May 14, 2013 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: 61 Form 13F Information Table Value Total: 16,676,303 ------------- Thousands List of Other Included Managers: Provide a numbered list of the names(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report. NONE VALUE SHRS OR SH/ PUT/ INVSTMT OTH VOTING AUTHORITY NAME OF ISSUER TITLE OF CLASS CUSIP X($1000) PRN AMT PRN CALL DSCRETN MGR SOLE SHARED NONE ACE LTD SHS H0023R105 197,744 2,222,600 SH SOLE 2222600 ADOBE SYS INC COM 00724F101 309,912 7,121,970 SH SOLE 7121970 AETNA INC NEW COM 00817Y108 65,638 1,284,000 SH SOLE 1284000 ALLSTATE CORP COM 020002101 225,790 4,601,400 SH SOLE 4601400 ALEXION PHARMACEUTICALS INC COM 015351109 871,869 9,462,442 SH SOLE 9462442 ATHENAHEALTH INC COM 04685W103 33,556 345,800 SH SOLE 345800 BOEING CO COM 097023105 1,062,400 12,375,078 SH SOLE 12375078 RESEARCH IN MOTION LTD COM 760975102 219,395 15,188,363 SH SOLE 15188363 BIOGEN IDEC INC COM 09062X103 247,867 1,286,835 SH SOLE 1286835 CITIGROUP INC COM NEW 172967424 239,387 5,411,100 SH SOLE 5411100 CARDINAL HEALTH INC COM 14149Y108 73,213 1,759,100 SH SOLE 1759100 CBS CORP NEW CL B 124857202 198,065 4,242,149 SH SOLE 4242149 CROWN CASTLE INTL CORP COM 228227104 316,271 4,541,525 SH SOLE 4541525 CELGENE CORP COM 151020104 49,366 425,900 SH SOLE 425900 COLFAX CORP COM 194014106 106,977 2,298,609 SH SOLE 2298609 COMCAST CORP NEW CL A 20030N101 629,106 14,985,855 SH SOLE 14985855 CAPITAL ONE FINL CORP COM 14040H105 595,315 10,833,760 SH SOLE 10833760 CARTER INC COM 146229109 196,372 3,428,887 SH SOLE 3428887 CEMEX SAB DE CV SPON ADR NEW 151290889 542,290 44,413,658 SH SOLE 44413658 COMMUNITY HEALTH SYS INC NEW COM 203668108 79,426 1,676,009 SH SOLE 1676009 DANAHER CORP DEL COM 235851102 816,356 13,135,254 SH SOLE 13135254 DELEK US HLDGS INC COM 246647101 22,263 564,200 SH SOLE 564200 DAVITA HEALTHCARE PARTNERS I COM 23918K108 13,111 110,559 SH SOLE 110559 LAUDER ESTEE COS INC CL A 518439104 256,039 3,998,747 SH SOLE 3998747 ELAN PLC ADR 284131208 110,594 9,372,400 SH SOLE 9372400 EASTMAN CHEM CO COM 277432100 219,559 3,142,396 SH SOLE 3142396 EQUINIX INC COM NEW 29444U502 93,173 430,741 SH SOLE 430741 EATON CORP PLC SHS G29183103 62,064 1,013,300 SH SOLE 1013300 EXPEDIA INC DEL COM NEW 30212P303 81,241 1,353,688 SH SOLE 1353688 GOLDMAN SACHS GROUP INC COM 38141G104 90,041 611,900 SH SOLE 611900 HEWLETT PACKARD CO COM 428236103 249,954 10,484,671 SH SOLE 10484671 BLOCK H & R INC COM 093671105 744,331 25,300,178 SH SOLE 25300178 INTERCONTINENTALEXCHANGE INC COM 45865V100 222,867 1,366,700 SH SOLE 1366700 ILLUMINA INC COM 452327109 10,822 200,500 SH SOLE 200500 INTUITIVE SURGICAL INC COM NEW 46120E602 908,776 1,850,153 SH SOLE 1850153 MICHAEL KORS HLDGS LTD SHS G60754101 682,616 12,020,005 SH SOLE 12020005 LIBERTY GLOBAL INC COM SER A 530555101 31,619 430,900 SH SOLE 430900 LOWES COS INC COM 548661107 34,776 917,100 SH SOLE 917100 LYONDELLBASELL INDUSTRIES N SHS - A - N53745100 830,406 13,120,665 SH SOLE 13120665 MASTERCARD INC CL A 57636Q104 269,137 497,362 SH SOLE 497362 MOODYS CORP COM 615369105 91,556 1,717,114 SH SOLE 1717114 MEDIVATION INC COM 58501N101 42,294 904,500 SH SOLE 904500 MONSANTO CO NEW COM 61166W101 52,298 495,112 SH SOLE 495112 MARATHON PETE CORP COM 56585A102 255,162 2,847,800 SH SOLE 2847800 MOTOROLA SOLUTIONS INC COM NEW 620076307 110,221 1,721,400 SH SOLE 1721400 NATIONAL OILWELL VARCO INC COM 637071101 188,056 2,658,043 SH SOLE 2658043 NEWELL RUBBERMAID INC COM 651229106 81,719 3,131,000 SH SOLE 3131000 NXP SEMICONDUCTORS N V COM N6596X109 103,909 3,430,500 SH SOLE 3430500 ONCOTHYREON INC COM 682324108 7,677 3,700,115 SH SOLE 3700115 QUALCOMM INC COM 747525103 578,261 8,638,499 SH SOLE 8638499 SANDISK CORP COM 80004C101 109,243 1,987,686 SH SOLE 1987686 SAREPTA THERAPEUTICS INC COM 803607100 25,522 690,731 SH SOLE 690731 TIME WARNER INC COM NEW 887317303 1,288,619 22,364,094 SH SOLE 22364094 UNIVERSAL HLTH SVCS INC CL B 913903100 167,720 2,625,972 SH SOLE 2625972 VISA INC COM CL A 92826C839 440,412 2,593,100 SH SOLE 2593100 VALERO ENERGY CORP NEW COM 91913Y100 305,547 6,716,807 SH SOLE 6716807 VERISK ANALYTICS INC CL A 92345Y106 55,680 903,617 SH SOLE 903617 VERTEX PHARMACEUTICALS INC COM 92532F100 42,904 780,500 SH SOLE 780500 VALEANT PHARMACEUTICALS INTL COM 91911K102 373,725 4,981,683 SH SOLE 4981683 WILLIAMS COS INC DEL COM 969457100 242,703 6,478,991 SH SOLE 6478991 XILINX INC COM 983919101 103,371 2,708,200 SH SOLE 2708200 S REPORT SUMMARY 61 # OF DATA RECORDS