Viking Global Investors LP 3Q 13F: Largest Purchases

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 questions to [e-mail]. Copyright, FactSet Research Systems, 2013. All Rights Reserved.