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VIKING GLOBAL INVESTORS LP
13F-HR

Q4 2015

Period Dec 31, 2015Filed Feb 16, 2016View on EDGAR ↗
Compare vsprevious quarter (Q3 2015)
Positions
64
Total value
$26.52B
Top 10 concentration
52.0%
New positions
26

Exited positions· 25 vs. Q3 2015

Holdings · 64

#Class
1BROADCOM CORP
AVGO · 111320107
CL A$1.95B7.36%33,747,218+43.2%
2
ALLERGAN PLC
G0177J108
SHS$1.87B7.04%5,978,075-17.0%
3AMAZON COM INC
AMZN · 023135106
COM$1.74B6.54%2,567,446-14.9%
4TEVA PHARMACEUTICAL INDS LTD
TEVA · 881624209
ADR$1.64B6.20%25,043,775+182.3%
5ALPHABET INC
GOOGL · 02079K305
CAP STK CL A$1.44B5.44%1,853,460New
6PIONEER NAT RES CO
PXDEUR · 723787107
COM$1.17B4.43%9,371,105+40.6%
7WALGREENS BOOTS ALLIANCE INC
WBA · 931427108
COM$1.09B4.10%12,771,497-45.1%
8
AVAGO TECHNOLOGIES LTD
Y0486S104
SHS$1.07B4.03%7,364,891+6.1%
9ANTHEM INC
ELV · 036752103
COM$932.43M3.52%6,686,965+13.1%
10NETFLIX INC
NFLX · 64110L106
COM$897M3.38%7,842,269+73.6%
11ALPHABET INC
GOOG · 02079K107
CAP STK CL C$870.01M3.28%1,146,435New
12LYONDELLBASELL INDUSTRIES N
LYB · N53745100
SHS - A -$810.61M3.06%9,328,028-30.9%
13
VALEANT PHARMACEUTICALS INTL
91911K102
COM$792.2M2.99%7,793,397+56.1%
14HUMANA INC
HUM · 444859102
COM$773.29M2.92%4,331,936+12.4%
15AIR PRODS & CHEMS INC
APD · 009158106
COM$700.7M2.64%5,385,451-9.0%
16CHENIERE ENERGY INC
LNG · 16411R208
COM NEW$593.04M2.24%15,920,523+21.9%
17MCKESSON CORP
MCK · 58155Q103
COM$544.75M2.05%2,761,995+21.4%
18
CANADIAN PAC RY LTD
13645T100
COM$510.6M1.93%4,001,587-3.8%
19
PRICELINE GRP INC
741503403
COM NEW$501.33M1.89%393,214New
20
QUNAR CAYMAN IS LTD
74906P104
SPNS ADR CL B$449.49M1.69%8,522,747+78.3%
21
LABORATORY CORP AMER HLDGS
50540R409
COM NEW$396.73M1.50%3,208,708-36.5%
22TRANSDIGM GROUP INC
TDG · 893641100
COM$365.55M1.38%1,600,128+40.5%
23BANK NEW YORK MELLON CORP
BK · 064058100
COM$362.96M1.37%8,805,531-14.4%
24CHIPOTLE MEXICAN GRILL INC
CMG · 169656105
COM$330.8M1.25%689,383New
25NIKE INC
NKE · 654106103
CL B$328.92M1.24%5,262,662+197.4%
26
ENDO INTL PLC
G30401106
SHS$276.77M1.04%4,520,954New
27CROWN CASTLE INTL CORP NEW
CCI · 22822V101
COM$258.99M0.98%2,995,866-33.4%
28TEXTRON INC
TXT · 883203101
COM$244.38M0.92%5,817,245+56.6%
29PFIZER INC
PFE · 717081103
COM$239.67M0.90%7,424,690New
30CABOT OIL & GAS CORP
CTRA · 127097103
COM$237.23M0.89%13,410,258New
31HALLIBURTON CO
HAL · 406216101
COM$226.95M0.86%6,667,076New
32ANADARKO PETE CORP
APC3EUR · 032511107
COM$223.03M0.84%4,590,975New
33CITIGROUP INC
C · 172967424
COM NEW$221.07M0.83%4,271,971-4.4%
34
ENVISION HEALTHCARE HLDGS IN
29413U103
COM$202.78M0.76%7,808,316-20.8%
35VERTEX PHARMACEUTICALS INC
VRTX · 92532F100
COM$178.89M0.67%1,421,673+5.7%
36CTRIP COM INTL LTD
CTRPUSD · 22943F100
AMERICAN DEP SHS$174.53M0.66%3,767,142-23.3%
37KRAFT HEINZ CO
KHC · 500754106
COM$151.54M0.57%2,082,693New
38
KITE PHARMA INC
49803L109
COM$136.01M0.51%2,207,203-10.7%
39
AETNA INC NEW
00817Y108
COM$134.84M0.51%1,247,101-64.2%
40ALIBABA GROUP HLDG LTD
BABA · 01609W102
SPONSORED ADS$132.39M0.50%1,629,041-34.4%
4158 COM INC
WUBAUSD · 31680Q104
SPON ADR REP A$123.2M0.46%1,867,746+8.7%
42BIOGEN INC
BIIB · 09062X103
COM$113M0.43%368,864New
43PRUDENTIAL FINL INC
PRU · 744320102
COM$98.82M0.37%1,213,808New
44
ACE LTD
H0023R105
SHS$97.19M0.37%831,759-27.1%
45LEGG MASON INC
LMEUR · 524901105
COM$96.86M0.37%2,469,033-0.0%
46MARSH & MCLENNAN COS INC
MRSH · 571748102
COM$88.28M0.33%1,592,022New
47
MONSANTO CO NEW
61166W101
COM$88.25M0.33%895,800New
48SOUTHWESTERN ENERGY CO
SWN1EUR · 845467109
COM$83M0.31%11,673,609New
49
CALPINE CORP
131347304
COM NEW$70.64M0.27%4,881,477New
50AKORN INC
AKRXEUR · 009728106
COM$68.7M0.26%1,841,346New
51AFLAC INC
AFL · 001055102
COM$63.69M0.24%1,063,197New
52
DENTSPLY INTL INC NEW
249030107
COM$63M0.24%1,035,264+1970.5%
53MCDONALDS CORP
MCD · 580135101
COM$61.91M0.23%524,043New
54RANGE RES CORP
RRC · 75281A109
COM$39.22M0.15%1,593,510New
55DOVER CORP
DOV · 260003108
COM$32.27M0.12%526,369New
56
SHIRE PLC
82481R106
SPONSORED ADR$28.13M0.11%137,198New
57KANSAS CITY SOUTHERN
KSUEUR · 485170302
COM NEW$28.05M0.11%375,639-87.8%
58ENERGY TRANSFER EQUITY L P
ET · 29273V100
COM UT LTD PTN$23.46M0.09%1,707,427+1263.2%
59
ENCANA CORP
292505104
COM$20.35M0.08%3,998,444New
60WELLCARE HEALTH PLANS INC
WCGEUR · 94946T106
COM$19.33M0.07%247,191New
61GULFPORT ENERGY CORP
GPOR · 402635304
COM NEW$16.48M0.06%670,667New
62MASTERCARD INC
MA · 57636Q104
CL A$15.8M0.06%162,264-97.0%
63
PROQR THRAPEUTICS N V
N71542109
SHS EURO$5.05M0.02%581,668+0.9%
64
SIRONA DENTAL SYSTEMS INC
82966C103
COM$3.8M0.01%34,671New
Total filing value: $26.52B