DJ CFA SOURCE: SEC 13F-HR
FILER: Viking Global Investors LP
QUARTER ENDED: 09/30/2013
SEC RECEIVED: 11/14/2013
Up to 200 of the largest purchases of Viking Global Investors LP
are listed below, ordered by the number of shares bought during the
three months ended Sep. 30.
Company Name Value Holdings Change
BANK OF AMERICA CORP COM $619,626,072 44,900,440 44,900,440
MICRON TECHNOLOGY INC COM $652,451,428 37,349,100 29,887,500
LOWES COS INC COM $827,567,589 17,382,222 17,382,222
TWENTY FIRST CENTURY FOX INC $821,519,566 24,515,654 12,295,854
YAHOO INC COM $300,151,814 9,048,894 9,048,894
WALT DISNEY CO COM $428,359,670 6,642,265 6,642,265
FACEBOOK INC CL A $222,768,844 4,434,976 4,434,976
UBS AG ORD REG $67,651,424 3,296,853 3,296,853
ENDO HEALTH SOLUTIONS INC COM $147,044,703 3,236,019 3,236,019
METLIFE INC COM $320,992,455 6,836,900 2,944,700
HCA HOLDINGS INC COM $118,987,400 2,783,331 2,783,331
BAIDU INC ADR A $414,757,345 2,672,750 2,672,750
CONSTELLATION BRANDS INC CL A $119,271,460 2,077,900 2,077,900
THERMO FISHER SC (ELECTRON) IN $974,096,456 10,570,770 1,881,170
ACTAVIS PLC ORD $0 3,248,936 1,829,186
RED HAT INC COM $83,397,081 1,807,479 1,807,479
COGNIZANT TECHNOLOGY SOLUTIONS $145,795,848 1,775,400 1,775,400
TRIUMPH GROUP INC COM $250,166,685 3,562,613 1,505,013
LAS VEGAS SANDS CORP COM $96,956,994 1,459,756 1,459,756
MCGRAW HILL FINANCIAL INC COM $238,724,709 3,639,651 1,123,051
CAPITAL ONE FINANCIAL CORP CO $1,077,898,467 15,680,804 1,056,734
EASTMAN CHEMICAL CO COM $450,588,401 5,784,190 1,038,200
WATERS CORP COM $103,448,752 974,002 974,002
TESORO CORP COM $31,802,026 723,102 723,102
AEGERION PHARMACEUTICALS INC $63,865,571 744,788 708,794
CELLDEX THERAPEUTICS INC COM $23,827,136 672,513 672,513
CUBIST PHARMACEUTICALS INC CO $37,793,439 594,704 594,704
NU SKIN ENTERPRISES INC CL A $55,980,231 584,711 584,711
CAMERON INTERNATIONAL CORP CO $25,968,813 444,900 444,900
INVESCO LTD COM $13,206,600 414,000 414,000
WORKDAY INC CL A $32,630,976 403,200 403,200
HOME DEPOT INC COM $26,483,483 349,156 349,156
UNIVERSAL HEALTH SERVICES INC $303,477,481 4,046,906 266,400
MONSANTO CO COM $465,484,460 4,459,945 264,245
HUMANA INC COM $111,814,380 1,198,054 190,454
SHIRE PLC ADR $101,882,522 849,800 156,850
COLFAX CORP COM $5,633,352 99,723 99,723
SHERWIN WILLIAMS CO COM $13,300,233 73,006 73,006
13F data provided by: FactSet Research Systems Inc.; Please send
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Research Systems, 2013. All Rights Reserved.