-----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, UsT9ufKjLTaNNCuriaMMqHYmmfFKul1D+YQCqL/yuryoJBLqmh5PNNthNxjcV/U/ RXpyjdxke00bfXGUR7DOkw== 0001103804-03-000034.txt : 20031114 0001103804-03-000034.hdr.sgml : 20031114 20031114092032 ACCESSION NUMBER: 0001103804-03-000034 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 1 CONFORMED PERIOD OF REPORT: 20030930 FILED AS OF DATE: 20031114 EFFECTIVENESS DATE: 20031114 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: 031000507 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 v13fnovember2003.txt 13F-HR 11/15/03 0001103804 $o6ykotk NONE 1 Carl Casler 212-672-7039 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, 2003 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, L.P. Address: 280 Avenue New York, N.Y. New York, NY 10019 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: Brian Smith Title: Chief Financial Officer Phone: 212-672-7030 Signature, Place and Date of Signing: New York, NY Brian Smith November 15, 2003 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: 65 Form 13F Information Table Value Total: 1,587,425 FORM 13F INFORMATION TABLE Expr1 NAME OF ISSUER TITLE OF CLASS Cusip VALUEX($1000) SHARES/PRN AMT SH/PRN PUT/CALL INVSTMT DISCRETN OTHER MANAGERS SOLE D Abgenix Inc COMMON STOCK 00339B107 3521 243000 SH SOLE 243000 D Alexion Pharmaceuticals Inc COMMON STOCK 015351109 34283 2025000 SH SOLE 2025000 D Astoria Financial Corp. COMMON STOCK 046265104 28579 924900 SH SOLE 924900 D Bank of America Corp. COMMON STOCK 060505104 23294 298500 SH SOLE 298500 D Bank One Corp COMMON STOCK 06423A103 31893 825200 SH SOLE 825200 D Berkshire Hathaway Inc - Cl A COMMON STOCK 084670108 79500 1060 SH SOLE 1060 D Biogen Inc COMMON STOCK 090597105 22650 594200 SH SOLE 594200 D Biosite Inc COMMON STOCK 090945106 4245 150000 SH SOLE 150000 D Carmax Inc. COMMON STOCK 143130102 24634 754259 SH SOLE 754259 D CDW Computer Centers Inc. COMMON STOCK 12512N105 26611 462000 SH SOLE 462000 D Celera Genomics Group COMMON STOCK 038020202 2454 210000 SH SOLE 210000 D Clear Channel Communications COMMON STOCK 184502102 30195 788400 SH SOLE 788400 D CMGI Inc. COMMON STOCK 125750109 2 1463 SH SOLE 1463 D Concord EFS Inc COMMON STOCK 206197105 10452 764600 SH SOLE 764600 D Connetics Corp COMMON STOCK 208192104 4777 264700 SH SOLE 264700 D Countrywide Financial Corp. COMMON STOCK 222372104 86976 1111100 SH SOLE 1111100 D Cree Inc COMMON STOCK 225447101 31569 1704600 SH SOLE 1704600 D Cubist Pharmaceuticals Inc COMMON STOCK 229678107 2170 200000 SH SOLE 200000 D Cypress Bioscience Inc. COMMON STOCK 232674507 1722 224300 SH SOLE 224300 D Dollar General COMMON STOCK 256669102 70540 3527000 SH SOLE 3527000 D Dollar Tree Stores Inc COMMON STOCK 256747106 1214 36200 SH SOLE 36200 D Drugstore.com Inc COMMON STOCK 262241102 872 114100 SH SOLE 114100 D Ebay Inc. COMMON STOCK 278642103 178814 3333600 SH SOLE 3333600 D Emisphere Technologies COMMON STOCK 291345106 4459 614300 SH SOLE 614300 D Everest Re Group COMMON STOCK G3223R108 40623 540500 SH SOLE 540500 D Federated Department Stores COMMON STOCK 31410H101 2819 67300 SH SOLE 67300 D Gap Inc. COMMON STOCK 364760108 14723 860000 SH SOLE 860000 D Genelabs Technologies COMMON STOCK 368706107 154 100000 SH SOLE 100000 D Genesis Microchip Inc. COMMON STOCK 37184C103 15121 1345322 SH SOLE 1345322 D Goldman Sachs Group Inc. COMMON STOCK 38141G104 734 8750 SH SOLE 8750 D Hasbro Inc COMMON STOCK 418056107 23178 1240800 SH SOLE 1240800 D IDEC Pharmaceuticals Corp. COMMON STOCK 449370105 56226 1689000 SH SOLE 1689000 D Ilex Oncology Inc COMMON STOCK 451923106 6708 400000 SH SOLE 400000 D Intel Corp COMMON STOCK 458140100 36931 1342000 SH SOLE 1342000 D Interactivecorp COMMON STOCK 45840Q101 19708 594000 SH SOLE 594000 D Intermune Inc. COMMON STOCK 45884X103 12989 679000 SH SOLE 679000 D John Hancock Financial Services COMMON STOCK 41014S106 39278 1162100 SH SOLE 1162100 D Knight - Ridder Inc COMMON STOCK 499040103 16941 254000 SH SOLE 254000 D Kookmin Bank Spon ADR ADRS STOCKS 50049M109 1276 38800 SH SOLE 38800 D Kraft Foods Inc-A COMMON STOCK 50075N104 23452 795000 SH SOLE 795000 D Lamar Advertising Co. COMMON STOCK 512815101 9780 332000 SH SOLE 332000 D Lowe's Companies COMMON STOCK 548661107 4463 86000 SH SOLE 86000 D Mandalay Resort Group COMMON STOCK 562567107 19805 500000 SH SOLE 500000 D Medimmune Inc. COMMON STOCK 584699102 22992 696100 SH SOLE 696100 D MGIC InvestmentCorp. COMMON STOCK 552848103 354 6800 SH SOLE 6800 D MI Developments Inc - Cl A COMMON STOCK 55304X104 3132 138000 SH SOLE 138000 D Millennium Pharmaceuticals COMMON STOCK 599902103 62634 4054000 SH SOLE 4054000 D Morgan Stanley Dean Witer COMMON STOCK 617446448 4405 87300 SH SOLE 87300 D Nektar Therapeutics COMMON STOCK 640268108 7296 570000 SH SOLE 570000 D Neurochem Inc. ADRS STOCKS 64125K101 8346 691500 SH SOLE 691500 D Nexmed Inc COMMON STOCK 652903105 3609 900000 SH SOLE 900000 D Palatin Technologies COMMON STOCK 696077304 24 5000 SH SOLE 5000 D Palm Inc. COMMON STOCK 696642206 983 50899 SH SOLE 50899 D Pfizer Inc. COMMON STOCK 717081103 109860 3616200 SH SOLE 3616200 D Regal Entertainment Group COMMON STOCK 758766109 55746 2997100 SH SOLE 2997100 D Savient Pharmaceutical COMMON STOCK 80517Q100 92 18300 SH SOLE 18300 D SBC Communications COMMON STOCK 78387G103 40050 1800000 SH SOLE 1800000 D Sprint Corp. COMMON STOCK 852061100 19765 1309000 SH SOLE 1309000 D Target Corp. COMMON STOCK 87612E106 17166 456200 SH SOLE 456200 D Vaxgen Inc COMMON STOCK 922390208 3138 260000 SH SOLE 260000 D Vertex Pharmaceuticals Inc COMMON STOCK 92532F100 17681 1437500 SH SOLE 1437500 D Vodafone Airtouch PLC - ADR ADRS STOCKS 92857W100 1316 65000 SH SOLE 65000 D W.P. Stewart & Co. Ltd. COMMON STOCK G84922106 21710 1038800 SH SOLE 1038800 D Wells Fargo Company COMMON STOCK 949746101 9388 182300 SH SOLE 182300 D Willis Group Holdings Ltd. COMMON STOCK G96655108 127403 4143200 SH SOLE 4143200 S REPORT SUMMARY 65 DATA RECORDS 1,587,425 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-----