-----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, QGQ7WJS643PVpoiQo2+a9jmvyHOOMxbo4GitF78qIEZt8NVaLaKkF9I+UAhRypUl SBZ+Azg/bul2G/9frgcZHw== 0001103804-10-000005.txt : 20100517 0001103804-10-000005.hdr.sgml : 20100517 20100517133207 ACCESSION NUMBER: 0001103804-10-000005 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 1 CONFORMED PERIOD OF REPORT: 20100331 FILED AS OF DATE: 20100517 DATE AS OF CHANGE: 20100517 EFFECTIVENESS DATE: 20100517 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: 10837230 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 v13fduemay172010.txt 13F-HR 05/17/10 0001103804 dk2hcr*f NONE 1 Eric Komitee 203-863-5062 Ekomitee@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: March 31, 2010 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, CT 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, CT, May 17, 2010 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: 59 Form 13F Information Table Value Total: 9,025,289 ------------- 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 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 ACE Ltd. SHS H0023R105 208509 3986800 SH SOLE 3986800 Agrium Inc COM 008916108 99235 1405000 SH SOLE 1405000 Autodesk Inc COM 052769106 159039 5405829 SH SOLE 5405829 Baker Hughes Inc COM 057224107 192915 4118600 SH SOLE 4118600 Banco Santander Brasil SA-ADS ADSREP 1UNIT05967A107 45332 3647000 SH SOLE 3647000 Bank of America Corp. COM 060505104 390115 21855200 SH SOLE 21855200 Beckman Coulter Inc. COM 075811109 32696 520650 SH SOLE 520650 Biovail Corp COM 09067J109 41672 2484973 SH SOLE 2484973 CapitalOne Financial COM 14040H105 5388 130125 SH SOLE 130125 Chicago Mercantile Exchange COM 12572Q105 219253 693600 SH SOLE 693600 Cigna Corp. COM 125509109 171620 4691656 SH SOLE 4691656 Colgate-Palmolive Co. COM 194162103 115311 1352471 SH SOLE 1352471 Comcast Corp CL A CL A 20030N101 113697 6041300 SH SOLE 6041300 CVS/Caremark Corp COM 126650100 121766 3330604 SH SOLE 3330604 Danaher Corp COM 235851102 182730 2286700 SH SOLE 2286700 DaVita Inc. COM 23918K108 156652 2470854 SH SOLE 2470854 Devon Energy Corporation COM 25179M103 112133 1740400 SH SOLE 1740400 Dollar General Corp COM 256677105 62714 2483762 SH SOLE 2483762 Express Scripts Inc - Cl A COM 302182100 405047 3980419 SH SOLE 3980419 Family Dollar Stores COM 307000109 28753 785400 SH SOLE 785400 Flowserve Corporation COM 34354P105 198993 1804600 SH SOLE 1804600 Frontline LTD SHS G3682E127 59596 1945689 SH SOLE 1945689 Goodrich Corporation COM 382388106 250034 3545577 SH SOLE 3545577 Google Inc. CL A 38259P508 240752 424600 SH SOLE 424600 Halliburton Company COM 406216101 124795 4141900 SH SOLE 4141900 Health Mgmt Associates Inc-A CL A 421933102 75002 8721250 SH SOLE 8721250 Hess Corp COM 42809H107 193154 3088000 SH SOLE 3088000 Hewlett-Packard Co. COM 428236103 246892 4645200 SH SOLE 4645200 Illumina Inc. COM 452327109 25518 656000 SH SOLE 656000 Ingersoll-Rand PLC SHS G47791101 81180 2328100 SH SOLE 2328100 Intermune Inc. COM 45884X103 10090 226400 SH SOLE 226400 Invesco Limited SHS G491BT108 696536 31790800 SH SOLE 31790800 JP Morgan Chase & Co. COM 46625H100 265792 5939500 SH SOLE 5939500 Lennar Corp-CL A CL A 526057104 28921 1680500 SH SOLE 1680500 Lincare Holdings Inc COM 532791100 48414 1078758 SH SOLE 1078758 McKesson Corp. COM 58155Q103 11198 170400 SH SOLE 170400 Mednax Inc COM 58502B106 68426 1175922 SH SOLE 1175922 Metlife Inc. COM 59156R108 359875 8303533 SH SOLE 8303533 ModusLink Global Solutions COM 60786L107 1 146 SH SOLE 146 News Corporation CL A 65248E104 285603 19819800 SH SOLE 19819800 NVR Inc COM 62944T105 22972 31621 SH SOLE 31621 Oracle Corporation COM 68389X105 186311 7252300 SH SOLE 7252300 Owens Corning Inc. COM 690742101 5035 197955 SH SOLE 197955 Pall Corp COM 696429307 75786 1871729 SH SOLE 1871729 Palm Inc COM 696643105 382 101798 SH SOLE 101798 Pfizer Inc. COM 717081103 49836 2905900 SH SOLE 2905900 PNC Bank Corp COM 693475105 112171 1878923 SH SOLE 1878923 Psychiatric Solutions COM 74439H108 48788 1637200 SH SOLE 1637200 Qwest Comunications Int'l COM 749121109 30886 5916995 SH SOLE 5916995 Rockwell Collins Inc COM 774341101 169188 2703126 SH SOLE 2703126 Smithfield Foods Inc COM 832248108 87918 4239059 SH SOLE 4239059 The Sherwin-Williams Company COM 824348106 204584 3022818 SH SOLE 3022818 The Walt Disney Co. COM DISNEY254687106 129942 3722200 SH SOLE 3722200 Tyco International LTD SHS H89128104 398779 10425600 SH SOLE 10425600 United Technologies Corporation COM 913017109 31004 421200 SH SOLE 421200 Universal Health Services Inc CL B 913903100 167161 4763800 SH SOLE 4763800 Virgin Media Inc COM 92769L101 65732 3808357 SH SOLE 3808357 Visa Inc COM CL A 92826C839 883855 9709500 SH SOLE 9709500 Wellpoint, Inc. COM 94973V107 219610 3411161 SH SOLE 3411161 S REPORT SUMMARY 59 DATA RECORDS
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