0001103804-13-000004.txt : 20130214 0001103804-13-000004.hdr.sgml : 20130214 20130214154750 ACCESSION NUMBER: 0001103804-13-000004 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 1 CONFORMED PERIOD OF REPORT: 20121231 FILED AS OF DATE: 20130214 DATE AS OF CHANGE: 20130214 EFFECTIVENESS DATE: 20130214 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: 13613217 BUSINESS ADDRESS: STREET 1: 55 RAILROAD AVENUE CITY: GREENWICH STATE: CT ZIP: 06830 BUSINESS PHONE: 203-863-5062 MAIL ADDRESS: STREET 1: 55 RAILROAD AVENUE CITY: GREENWICH STATE: CT ZIP: 06830 13F-HR 1 v13fduefebruary142013.txt 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: December 31, 2012 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 LP Address: 55 Railroad Avenue, Greenwich, Connecticut 06830 Form 13F File Number:28-05515 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: Eric Komitee Title: General Counsel Phone: 203-863-5062 Signature, Place and Date of Signing: /s/ Eric Komitee, Greenwich, Connecticut, February 14, 2013 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: 60 Form 13F Information Table Value Total: 14,441,604 ------------- Thousands List of Other Included Managers: Provide a numbered list of the names(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report. NONE VALUE SHRS OR SH/ PUT/ INVSTMT OTH VOTING AUTHORITY NAME OF ISSUER TITLE OF CLASS CUSIP X($1000) PRN AMT PRN CALL DSCRETN MGR SOLE SHARED NONE ACE LTD SHS H0023R105 439,126 5,502,835 SH SOLE 5502835 AMERICAN INTL GROUP INC COM NEW 026874784 225,618 6,391,462 SH SOLE 6391462 ALEXION PHARMACEUTICALS INC COM 015351109 376,295 4,014,242 SH SOLE 4014242 AMERICAN TOWER CORP NEW COM 03027X100 233,844 3,026,330 SH SOLE 3026330 AUTOZONE INC COM 053332102 206,561 582,800 SH SOLE 582800 RESEARCH IN MOTION LTD COM 760975102 189,703 15,981,784 SH SOLE 15981784 BIOGEN IDEC INC COM 09062X103 398,998 2,725,961 SH SOLE 2725961 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 206,686 2,304,200 SH SOLE 2304200 CITIGROUP INC COM NEW 172967424 213,728 5,402,650 SH SOLE 5402650 CARDINAL HEALTH INC COM 14149Y108 88,365 2,145,834 SH SOLE 2145834 CROWN CASTLE INTL CORP COM 228227104 382,243 5,297,165 SH SOLE 5297165 COLFAX CORP COM 194014106 132,748 3,289,934 SH SOLE 3289934 COMCAST CORP NEW CL A 20030N101 157,222 4,208,300 SH SOLE 4208300 CAPITAL ONE FINL CORP COM 14040H105 791,821 13,668,594 SH SOLE 13668594 CEPHEID COM 15670R107 84,826 2,505,210 SH SOLE 2505210 CARTER INC COM 146229109 208,069 3,738,900 SH SOLE 3738900 CTRIP COM INTL LTD AMERICAN DEP S 22943F100 37,770 1,666,827 SH SOLE 1666827 CATAMARAN CORP COM 148887102 32,642 693,049 SH SOLE 693049 DOLLAR GEN CORP NEW COM 256677105 22,446 509,100 SH SOLE 509100 DANAHER CORP DEL COM 235851102 803,913 14,381,274 SH SOLE 14381274 DAVITA HEALTHCARE PARTNERS I COM 23918K108 222,909 2,016,734 SH SOLE 2016734 LAUDER ESTEE COS INC CL A 518439104 482,378 8,058,449 SH SOLE 8058449 E M C CORP MASS COM 268648102 117,045 4,626,300 SH SOLE 4626300 EASTMAN CHEM CO COM 277432100 411,776 6,051,085 SH SOLE 6051085 EQUINIX INC COM NEW 29444U502 193,226 937,081 SH SOLE 937081 EQT CORP COM 26884L109 121,705 2,063,500 SH SOLE 2063500 GRACE W R & CO DEL NEW COM 38388F108 80,574 1,198,494 SH SOLE 1198494 BLOCK H & R INC COM 093671105 426,806 22,983,678 SH SOLE 22983678 HUMANA INC COM 444859102 242,320 3,530,829 SH SOLE 3530829 HUNTSMAN CORP COM 447011107 21,546 1,355,100 SH SOLE 1355100 ICICI BK LTD ADR 45104G104 52,201 1,197,000 SH SOLE 1197000 INTUITIVE SURGICAL INC COM NEW 46120E602 401,415 818,598 SH SOLE 818598 MICHAEL KORS HLDGS LTD SHS G60754101 116,103 2,275,200 SH SOLE 2275200 LAS VEGAS SANDS CORP COM 517834107 273,248 5,919,605 SH SOLE 5919605 LYONDELLBASELL INDUSTRIES N SHS - A - N53745100 430,628 7,542,972 SH SOLE 7542972 MASTERCARD INC CL A 57636Q104 271,560 552,762 SH SOLE 552762 MEDNAX INC COM 58502B106 4,771 60,000 SH SOLE 60000 MEDIVATION INC COM 58501N101 171,652 3,355,218 SH SOLE 3355218 MARSH & MCLENNAN COS INC COM 571748102 53,916 1,564,159 SH SOLE 1564159 MOSAIC CO NEW COM 61945C103 16,142 285,048 SH SOLE 285048 NEWELL RUBBERMAID INC COM 651229106 3,304 148,400 SH SOLE 148400 NEWS CORP CL A 65248E104 874,871 34,295,229 SH SOLE 34295229 ONCOTHYREON INC COM 682324108 6,453 3,361,315 SH SOLE 3361315 PRUDENTIAL FINL INC COM 744320102 12,041 225,800 SH SOLE 225800 QUALCOMM INC COM 747525103 708,263 11,449,533 SH SOLE 11449533 SHERWIN WILLIAMS CO COM 824348106 123,941 805,757 SH SOLE 805757 SCHLUMBERGER LTD COM 806857108 276,180 3,985,860 SH SOLE 3985860 SANDISK CORP COM 80004C101 194,980 4,482,305 SH SOLE 4482305 STATE STR CORP COM 857477103 146,704 3,120,700 SH SOLE 3120700 SOUTHWESTERN ENERGY CO COM 845467109 108,904 3,259,637 SH SOLE 3259637 TRANSDIGM GROUP INC COM 893641100 9,272 68,000 SH SOLE 68000 TENET HEALTHCARE CORP COM NEW 88033G407 27,940 860,500 SH SOLE 860500 TIBCO SOFTWARE INC COM 88632Q103 57,185 2,601,700 SH SOLE 2601700 TIME WARNER INC COM NEW 887317303 935,770 19,564,518 SH SOLE 19564518 UNIVERSAL HLTH SVCS INC CL B 913903100 101,868 2,106,894 SH SOLE 2106894 VISA INC COM CL A 92826C839 525,026 3,463,694 SH SOLE 3463694 VIRGIN MEDIA INC COM 92769L101 74,021 2,014,200 SH SOLE 2014200 VERISK ANALYTICS INC CL A 92345Y106 41,842 820,917 SH SOLE 820917 VALEANT PHARMACEUTICALS INTL COM 91911K102 231,872 3,879,419 SH SOLE 3879419 WILLIAMS COS INC DEL COM 969457100 636,622 19,444,793 SH SOLE 19444793 S REPORT SUMMARY 60 # OF DATA RECORDS