13F-HR/A 1 v13f6302003amended.txt 13F-HR/A 6/30/03 0001103804 $o6ykotk NONE 1 Carl Casler 212-672-7039 ccasler@vikingglobal.com 13F-A 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: June 30, 2003 Check here if Amendment [X]; Amendment Number: 1 This amendment (Check only one.): [X] 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 June 30, 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: 73 Form 13F Information Table Value Total: 1,602,867 Cusip VALUEX($1000) SHARES/PRN AMT SH/PRN PUT/CALL INVSTMT DISCRETN OTHER MANAGERS SOLE NONE D Abgenix Inc COMMON STOCK 00339B107 6209 594200 SH SOLE 594200 D Alcatel ADRs ADRS STOCKS 013904305 14490 1619000 SH SOLE 1619000 D Altria Group Inc. COMMON STOCK 02209S103 9964 219300 SH SOLE 219300 D AMC Entertainment Inc. COMMON STOCK 001669100 2437 213100 SH SOLE 213100 D Argosy Gaming Company COMMON STOCK 040228108 1685 80600 SH SOLE 80600 D ASML Holding NV ADR ADRS STOCKS N07059111 7445 778000 SH SOLE 778000 D Astoria Financial Corp. COMMON STOCK 046265104 18486 661900 SH SOLE 661900 D Bank of America Corp. COMMON STOCK 060505104 55423 701300 SH SOLE 701300 D Berkshire Hathaway Inc - Cl A COMMON STOCK 084670108 102732 1417 SH SOLE 1417 D Biomarin Pharmaceutical Inc COMMON STOCK 09061G101 1708 175000 SH SOLE 175000 D Biosite Inc COMMON STOCK 090945106 7838 162700 SH SOLE 162700 D Bristol-Myers Squibb Co. COMMON STOCK 110122108 43437 1599900 SH SOLE 1599900 D Carmax Inc. COMMON STOCK 143130102 46363 1537764 SH SOLE 1537764 D CDW Computer Centers Inc. COMMON STOCK 12512N105 44366 968500 SH SOLE 968500 D Choicepoint Inc COMMON STOCK 170388102 1574 45600 SH SOLE 45600 D Ciena Corp. COMMON STOCK 171779101 11099 2147000 SH SOLE 2147000 D Clear Channel Communications COMMON STOCK 184502102 5781 136400 SH SOLE 136400 D Concord EFS Inc COMMON STOCK 206197105 11254 764600 SH SOLE 764600 D Connetics Corp COMMON STOCK 208192104 3670 244700 SH SOLE 244700 D Cree Inc COMMON STOCK 225447101 5908 363600 SH SOLE 363600 D Cubist Pharmaceuticals Inc COMMON STOCK 229678107 2754 255000 SH SOLE 255000 D Dell Computer Corp. COMMON STOCK 24702R101 25105 788500 SH SOLE 788500 D Dollar General COMMON STOCK 256669102 13859 759000 SH SOLE 759000 D Dollar Tree Stores Inc COMMON STOCK 256747106 1150 36200 SH SOLE 36200 D Drugstore.com Inc COMMON STOCK 262241102 666 114100 SH SOLE 114100 D Ebay Inc. COMMON STOCK 278642103 92695 891300 SH SOLE 891300 D Everest Re Group COMMON STOCK G3223R108 30722 401600 SH SOLE 401600 D Federated Department Stores COMMON STOCK 31410H101 7443 202000 SH SOLE 202000 D Freddie Mac COMMON STOCK 313400301 44464 875800 SH SOLE 875800 D Genelabs Technologies COMMON STOCK 368706107 150 100000 SH SOLE 100000 D Goldman Sachs Group Inc. COMMON STOCK 38141G104 13923 166250 SH SOLE 166250 D Hartford Financial Services COMMON STOCK 416515104 17681 351100 SH SOLE 351100 D Hasbro Inc COMMON STOCK 418056107 11155 637800 SH SOLE 637800 D Human Genome Sciences Inc. COMMON STOCK 444903108 10575 836000 SH SOLE 836000 D Int'l Game Technology COMMON STOCK 459902102 27874 272400 SH SOLE 272400 D Intel Corp COMMON STOCK 458140100 18604 894000 SH SOLE 894000 D INTL Speedway Corp.- CL A COMMON STOCK 460335201 1975 50000 SH SOLE 50000 D Isis Pharmaceuticals Inc. COMMON STOCK 464330109 1602 300000 SH SOLE 300000 D John Hancock Financial Services COMMON STOCK 41014S106 70190 2284100 SH SOLE 2284100 D Knight - Ridder Inc COMMON STOCK 499040103 17508 254000 SH SOLE 254000 D Kraft Foods Inc-A COMMON STOCK 50075N104 23045 708000 SH SOLE 708000 D Lexmark International Inc. COMMON STOCK 529771107 107831 1523690 SH SOLE 1523690 D Liberty Media Corp - A COMMON STOCK 530718105 42965 3716720 SH SOLE 3716720 D Loews Corp. - Carolina Group COMMON STOCK 540424207 12789 473700 SH SOLE 473700 D Mandalay Resort Group COMMON STOCK 562567107 31850 1000000 SH SOLE 1000000 D Metro-Goldwyn-Mayer Inc COMMON STOCK 591610100 12211 983200 SH SOLE 983200 D MGIC InvestmentCorp. COMMON STOCK 552848103 317 6800 SH SOLE 6800 D Millennium Pharmaceuticals COMMON STOCK 599902103 29377 1867600 SH SOLE 1867600 D Mohawk Industries Inc COMMON STOCK 608190104 3609 65000 SH SOLE 65000 D Morgan Stanley Dean Witer COMMON STOCK 617446448 34152 798900 SH SOLE 798900 D Nexmed Inc COMMON STOCK 652903105 898 215400 SH SOLE 215400 D Nokia Corp - Spon ADR ADRS STOCKS 654902204 22837 1390000 SH SOLE 1390000 D Norsk Hydro ADR ADRS STOCKS 656531605 3686 75000 SH SOLE 75000 D Outback Steakhouse Inc COMMON STOCK 689899102 8993 230600 SH SOLE 230600 D Palm Inc. COMMON STOCK 696642206 817 50899 SH SOLE 50899 D Performance Food Group Co COMMON STOCK 713755106 1128 30500 SH SOLE 30500 D Pfizer Inc. COMMON STOCK 717081103 123827 3626000 SH SOLE 3626000 D Regal Entertainment Group COMMON STOCK 758766109 25572 1084500 SH SOLE 1084500 D SBC Communications COMMON STOCK 78387G103 45990 1800000 SH SOLE 1800000 D Shire Pharmaceuticals - ADR ADRS STOCKS 82481R106 7317 370500 SH SOLE 370500 D Synopsys Inc COMMON STOCK 871607107 36191 584400 SH SOLE 584400 D Tech Data Corp. COMMON STOCK 878237106 11128 416000 SH SOLE 416000 D Tyco International LTD COMMON STOCK 902124106 1897 100000 SH SOLE 100000 D UNIONBANCAL CORP COMMON STOCK 908906100 1030 24900 SH SOLE 24900 D UST Inc. COMMON STOCK 902911106 5016 143200 SH SOLE 143200 D Vaxgen Inc COMMON STOCK 922390208 1346 260000 SH SOLE 260000 D Vertex Pharmaceuticals Inc COMMON STOCK 92532F100 14194 970200 SH SOLE 970200 D Vicuron Pharmaceuticals Inc COMMON STOCK 926471103 582 41000 SH SOLE 41000 D Vodafone Airtouch PLC - ADR ADRS STOCKS 92857W100 11188 569400 SH SOLE 569400 D W.P. Stewart & Co. Ltd. COMMON STOCK G84922106 23269 1038800 SH SOLE 1038800 D Wells Fargo Company COMMON STOCK 949746101 4087 81100 SH SOLE 81100 D Willis Group Holdings Ltd. COMMON STOCK G96655108 133430 4339200 SH SOLE 4339200 D Zimmer Holdings Inc COMMON STOCK 98956P102 8334 185000 SH SOLE 185000 S REPORT SUMMARY 73 DATA RECORDS 1,602,867 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.