13F-HR 1 v13fduenovember142012.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: September 30, 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, November 14, 2012 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: 66 Form 13F Information Table Value Total: 14,206,161 ------------- 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 APPLE INC COM 037833100 729,812 1,094,000 SH SOLE 1094000 ACE LTD SHS H0023R105 378,237 5,003,135 SH SOLE 5003135 AMERICAN INTL GROUP INC COM NEW 026874784 246,100 7,505,362 SH SOLE 7505362 ALBEMARLE CORP COM 012653101 90,891 1,725,357 SH SOLE 1725357 AMERICAN TOWER CORP NEW COM 03027X100 103,758 1,453,400 SH SOLE 1453400 ARIAD PHARMACEUTICALS INC COM 04033A100 46,834 1,934,500 SH SOLE 1934500 BIOGEN IDEC INC COM 09062X103 298,423 2,000,023 SH SOLE 2000023 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 82,123 931,100 SH SOLE 931100 CITIGROUP INC COM NEW 172967424 65,430 1,999,700 SH SOLE 1999700 CARDINAL HEALTH INC COM 14149Y108 202,294 5,191,026 SH SOLE 5191026 CROWN CASTLE INTL CORP COM 228227104 259,823 4,053,412 SH SOLE 4053412 COLFAX CORP COM 194014106 137,582 3,751,896 SH SOLE 3751896 CIGNA CORPORATION COM 125509109 50,037 1,060,800 SH SOLE 1060800 CIT GROUP INC COM NEW 125581801 30,672 778,691 SH SOLE 778691 CAPITAL ONE FINL CORP COM 14040H105 573,473 10,059,176 SH SOLE 10059176 CABOT OIL & GAS CORP COM 127097103 24,599 547,871 SH SOLE 547871 CEPHEID COM 15670R107 89,410 2,591,610 SH SOLE 2591610 CARTER INC COM 146229109 195,756 3,635,900 SH SOLE 3635900 CATAMARAN CORP COM 148887102 40,187 410,200 SH SOLE 410200 DANAHER CORP DEL COM 235851102 342,068 6,202,514 SH SOLE 6202514 DAVITA INC COM 23918K108 300,693 2,902,170 SH SOLE 2902170 LAUDER ESTEE COS INC CL A 518439104 444,028 7,211,761 SH SOLE 7211761 EASTMAN CHEM CO COM 277432100 344,852 6,048,985 SH SOLE 6048985 EQUINIX INC COM NEW 29444U502 104,174 505,581 SH SOLE 505581 EQT CORP COM 26884L109 162,297 2,750,800 SH SOLE 2750800 FACEBOOK INC CL A 30303M102 89,944 4,152,547 SH SOLE 4152547 GRACE W R & CO DEL NEW COM 38388F108 96,175 1,627,894 SH SOLE 1627894 HARTFORD FINL SVCS GROUP INC COM 416515104 47,573 2,447,200 SH SOLE 2447200 BLOCK H & R INC COM 093671105 411,010 23,716,711 SH SOLE 23716711 HUMANA INC COM 444859102 115,361 1,644,500 SH SOLE 1644500 ICICI BK LTD ADR 45104G104 53,597 1,335,271 SH SOLE 1335271 INTUITIVE SURGICAL INC COM NEW 46120E602 43,119 87,000 SH SOLE 87000 INVESCO LTD SHS G491BT108 62,218 2,489,730 SH SOLE 2489730 LILLY ELI & CO COM 532457108 234,167 4,939,200 SH SOLE 4939200 LYONDELLBASELL INDUSTRIES N SHS - A - N53745100 484,111 9,371,111 SH SOLE 9371111 MASTERCARD INC CL A 57636Q104 373,266 826,762 SH SOLE 826762 MEDNAX INC COM 58502B106 46,713 627,444 SH SOLE 627444 MEDIVATION INC COM 58501N101 217,243 3,855,254 SH SOLE 3855254 METLIFE INC COM 59156R108 130,107 3,775,614 SH SOLE 3775614 MARSH & MCLENNAN COS INC COM 571748102 109,697 3,233,059 SH SOLE 3233059 NOBLE CORPORATION BAAR NAMEN -AKT H5833N103 121,963 3,408,700 SH SOLE 3408700 NEWS CORP CL A 65248E104 753,706 30,757,252 SH SOLE 30757252 ONCOTHYREON INC COM 682324108 16,768 3,268,715 SH SOLE 3268715 PRICELINE COM INC COM NEW 741503403 421,431 680,749 SH SOLE 680749 PRUDENTIAL FINL INC COM 744320102 45,951 843,000 SH SOLE 843000 QUALCOMM INC COM 747525103 640,437 10,251,916 SH SOLE 10251916 RESEARCH IN MOTION LTD COM 760975102 34,500 4,600,000 SH SOLE 4600000 SHERWIN WILLIAMS CO COM 824348106 228,944 1,537,467 SH SOLE 1537467 SCHLUMBERGER LTD COM 806857108 554,273 7,663,117 SH SOLE 7663117 SANDISK CORP COM 80004C101 40,824 940,000 SH SOLE 940000 STERICYCLE INC COM 858912108 98,940 1,093,473 SH SOLE 1093473 STATE STR CORP COM 857477103 260,756 6,214,400 SH SOLE 6214400 SOUTHWESTERN ENERGY CO COM 845467109 38,558 1,108,637 SH SOLE 1108637 THERMO FISHER SCIENTIFIC INC COM 883556102 111,756 1,899,646 SH SOLE 1899646 TRIPADVISOR INC COM 896945201 248,445 7,544,645 SH SOLE 7544645 TIME WARNER INC COM NEW 887317303 610,095 13,458,973 SH SOLE 13458973 UNIVERSAL HLTH SVCS INC CL B 913903100 136,073 2,975,594 SH SOLE 2975594 US BANCORP DEL COM NEW 902973304 49,885 1,454,400 SH SOLE 1454400 VISA INC COM CL A 92826C839 713,053 5,310,200 SH SOLE 5310200 VIACOM INC NEW CL B 92553P201 139,088 2,595,422 SH SOLE 2595422 VALEANT PHARMACEUTICALS INTL COM 91911K102 294,588 5,329,986 SH SOLE 5329986 WELLCARE HEALTH PLANS INC COM 94946T106 37,622 665,300 SH SOLE 665300 WHOLE FOODS MKT INC COM 966837106 16,002 164,300 SH SOLE 164300 WILLIAMS COS INC DEL COM 969457100 538,113 15,387,852 SH SOLE 15387852 WAL-MART STORES INC COM 931142103 161,258 2,185,071 SH SOLE 2185071 WYNN RESORTS LTD COM 983134107 35,278 305,600 SH SOLE 305600 S REPORT SUMMARY 66 # OF DATA RECORDS