-----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, Ei4BKT2Edzgq6WxG5X/tTWq0XTcypcK3zyBkPlOS0fsllr7wzre0uFgDDcYIAVNz RSCkXVdGL75TXBBevayEDw== 0001103804-03-000008.txt : 20030515 0001103804-03-000008.hdr.sgml : 20030515 20030515085807 ACCESSION NUMBER: 0001103804-03-000008 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 1 CONFORMED PERIOD OF REPORT: 20030331 FILED AS OF DATE: 20030515 EFFECTIVENESS DATE: 20030515 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: 03701127 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 v13fmay2003.txt 13F-HR 05/15/03 0001103804 $o6ykotk NONE 1 Carl Casler 212-672-7039 ccasler@vikinggloba.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, 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 May 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: 80 Form 13F Information Table Value Total: 1,905,993 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 12805 1471900 SH SOLE 1471900 D AFC Enterprises COMMON STOCK 00104Q107 3570 265300 SH SOLE 265300 D Agere Systems Inc. COMMON STOCK 00845V100 1500 937500 SH SOLE 937500 D Alcatel ADRs ADRS STOCKS 013904305 5512 800000 SH SOLE 800000 D Altria Group Inc. COMMON STOCK 02209S103 6863 229100 SH SOLE 229100 D AMC Entertainment Inc. COMMON STOCK 001669100 1526 176100 SH SOLE 176100 D Amdocs LTD COMMON STOCK G02602103 986 74300 SH SOLE 74300 D Amgen Inc. COMMON STOCK 031162100 47478 825000 SH SOLE 825000 D Anheuser-Busch Cos Inc COMMON STOCK 035229103 1491 32000 SH SOLE 32000 D AT&T Wireless COMMON STOCK 00209A106 12262 1857900 SH SOLE 1857900 D Bank of America Corp. COMMON STOCK 060505104 3362 50300 SH SOLE 50300 D Berkshire Hathaway Inc - Cl A COMMON STOCK 084670108 96784 1517 SH SOLE 1517 D Bioval Corp COMMON STOCK 09067J109 33486 839900 SH SOLE 839900 D Bisys Group Inc / The COMMON STOCK 055472104 1166 71500 SH SOLE 71500 D Bristol-Myers Squibb Co. COMMON STOCK 110122108 52901 2503600 SH SOLE 2503600 D CapitalOne Financial COMMON STOCK 14040H105 30091 1002700 SH SOLE 1002700 D Carmax Inc. COMMON STOCK 143130102 36739 2521563 SH SOLE 2521563 D CBRL Group Inc. (Cracker Barrel) COMMON STOCK 12489V106 996 36300 SH SOLE 36300 D CDW Computer Centers Inc. COMMON STOCK 125129106 61783 1514300 SH SOLE 1514300 D Circuit City Stores - Circuit COMMON STOCK 172737108 15988 3074800 SH SOLE 3074800 D Clear Channel Communications COMMON STOCK 184502102 4626 136400 SH SOLE 136400 D Concord EFS Inc COMMON STOCK 206197105 13068 1390300 SH SOLE 1390300 D Connetics Corp COMMON STOCK 208192104 1393 83200 SH SOLE 83200 D Cree Inc COMMON STOCK 225447101 17318 935100 SH SOLE 1835100 D Cubist Pharmaceuticals Inc COMMON STOCK 229678107 2042 255000 SH SOLE 255000 D Dell Computer Corp. COMMON STOCK 247025109 38673 1416100 SH SOLE 1416100 D Dollar General COMMON STOCK 256669102 20531 1681500 SH SOLE 1681500 D Dollar Tree Stores Inc COMMON STOCK 256747106 1313 110000 SH SOLE 66000 D Echostar Communications COMMON STOCK 278762109 1010 35000 SH SOLE 35000 D Focal Communications-WT07 COMMON STOCK 344155114 0 29582 SH SOLE 29582 D Freddie Mac COMMON STOCK 313400301 63183 1189900 SH SOLE 1189900 D Goldman Sachs Group Inc. COMMON STOCK 38141G104 7733 113600 SH SOLE 113600 D Guilford Pharmaceuticals COMMON STOCK 401829106 89 24200 SH SOLE 24200 D Hewlett-Packard Co. COMMON STOCK 428236103 102516 6592700 SH SOLE 6592700 D Home Depot Inc. COMMON STOCK 437076102 61111 2508700 SH SOLE 2508700 D Human Genome Sciences Inc. COMMON STOCK 444903108 7017 820800 SH SOLE 820800 D ID Biomedical Corp. ADRS STOCKS 44936D108 742 110000 SH SOLE 110000 D IDEC Pharmaceuticals Corp. COMMON STOCK 449370105 20532 600000 SH SOLE 600000 D Ilex Oncology Inc COMMON STOCK 451923106 3108 335700 SH SOLE 335700 D Int'l Game Technology COMMON STOCK 459902102 64103 782700 SH SOLE 782700 D John Hancock Financial Services COMMON STOCK 41014S106 63452 2284100 SH SOLE 2284100 D Knight - Ridder Inc COMMON STOCK 499040103 14859 254000 SH SOLE 254000 D Kraft Foods Inc-A COMMON STOCK 50075N104 20357 721900 SH SOLE 721900 D Lexmark International Inc. COMMON STOCK 529771107 230649 3445100 SH SOLE 3445100 D Liberty Media Corp - A COMMON STOCK 530718105 36163 3716720 SH SOLE 3716720 D Loews Corp. - Carolina Group COMMON STOCK 540424207 14544 786200 SH SOLE 786200 D Lowe's Companies COMMON STOCK 548661107 39836 975900 SH SOLE 975900 D Lucent Technology 8% 8/01/31 COMMON STOCK 549463305 9395 11000 SH SOLE 11000 D Mandalay Resort Group COMMON STOCK 562567107 23177 841000 SH SOLE 841000 D Mattel Inc COMMON STOCK 577081102 9760 433800 SH SOLE 433800 D McDonald's Corporation COMMON STOCK 580135101 17062 1180000 SH SOLE 1180000 D Metro-Goldwyn-Mayer Inc COMMON STOCK 591610100 12432 1184000 SH SOLE 1184000 D MGM Grand COMMON STOCK 552953101 13443 549800 SH SOLE 459600 D Millennium Pharmaceuticals COMMON STOCK 599902103 352 44800 SH SOLE 44800 D Morgan Stanley Dean Witer COMMON STOCK 617446448 37111 967700 SH SOLE 967700 D Nokia Corp - Spon ADR ADRS STOCKS 654902204 33055 2359400 SH SOLE 2359400 D Outback Steakhouse Inc COMMON STOCK 689899102 1687 47700 SH SOLE 47700 D Pall Corp COMMON STOCK 696429307 7000 350000 SH SOLE 350000 D Palm Inc. COMMON STOCK 696642206 508 50899 SH SOLE 50899 D Pfizer Inc. COMMON STOCK 717081103 124306 3989300 SH SOLE 3989300 D Pharmacia Corp. COMMON STOCK 71713U102 22641 522900 SH SOLE 522900 D Regal Entertainment Group COMMON STOCK 758766109 35799 1994400 SH SOLE 1994400 D Ross Stores OTC COMMON STOCK 778296103 15935 441300 SH SOLE 441300 D Saxon Capital Acquisition Co COMMON STOCK 80556P302 12664 951500 SH SOLE 951500 D SBC Communications COMMON STOCK 78387G103 36108 1800000 SH SOLE 1800000 D Sepracor Inc COMMON STOCK 817315104 270 20000 SH SOLE 20000 D Serologicals Corporation COMMON STOCK 817523103 807 95000 SH SOLE 95000 D Shire Pharmaceuticals - ADR ADRS STOCKS 82481R106 24135 1302500 SH SOLE 1302500 D Talbots Inc. COMMON STOCK 874161102 648 42400 SH SOLE 25200 D Tech Data Corp. COMMON STOCK 878237106 2899 121100 SH SOLE 121100 D Trimeris INC COMMON STOCK 896263100 6586 160100 SH SOLE 160100 D US Bancorp COMMON STOCK 902973304 2296 121000 SH SOLE 121000 D UST Inc. COMMON STOCK 902911106 3952 143200 SH SOLE 143200 D Vaxgen Inc COMMON STOCK 922390208 790 260000 SH SOLE 260000 D Vertex Pharmaceuticals Inc COMMON STOCK 92532F100 8354 750000 SH SOLE 750000 D Vicuron Pharmaceuticals Inc COMMON STOCK 926471103 444 41000 SH SOLE 41000 D Vodafone Airtouch PLC - ADR ADRS STOCKS 92857W100 10374 569400 SH SOLE 569400 D W.P. Stewart & Co. Ltd. COMMON STOCK G84922106 17690 1038800 SH SOLE 1038800 D Weight Watchers Intl Inc. COMMON STOCK 948626106 17595 382100 SH SOLE 382100 D Willis Group Holdings Ltd. COMMON STOCK G96655108 119461 4312700 SH SOLE 4312700 S REPORT SUMMARY 80 DATA RECORDS 1,905,993 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-----