13F-HR 1 p10-1916form13fhr.txt VIKING GLOBAL INVESTORS LP 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, 2010 ---------------------------- 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, CT 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 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, CT November 15, 2010 ------------------------ ------------------------ --------------------- [Signature] [City, State] [Date] Report Type (Check only one.): [ X ] 13F HOLDINGS REPORT. (Check here if all holdings of this reporting manager are reported in this report.) [ ] 13F NOTICE. (Check here if no holdings reported are in this report, and all holdings are reported by other reporting manager(s).) [ ] 13F COMBINATION REPORT. (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).) Report Summary: Number of Other Included Managers: 0 ------------- Form 13F Information Table Entry Total: 61 ------------- Form 13F Information Table Value Total: $9,234,589 ------------- (thousands) List of Other Included Managers: Provide a numbered list of the name(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.
COLUMN 1 COLUMN 2 COLUMN 3 COLUMN 4 COLUMN 5 COLUMN 6 COLUMN 7 COLUMN 8 NAME OF ISSUER TITLE OF CLASS CUSIP VALUE SHRS OR PUT/ INVESTMENT OTHER VOTING AUTHORITY (X$1000) PRN AMT SH/PRN CALL DISCRETION MANAGER SOLE SHARED NONE ---------------------------------------------------------------------------------------------------------------------------------- Allscripts Healthcare Solutions Inc COM 01988P108 84,408 4,570,052 SH SOLE 4,570,052 Amazon.com COM 023135106 232,637 1,481,200 SH SOLE 1,481,200 American Tower Corp CL A 029912201 438,790 8,560,100 SH SOLE 8,560,100 Amerigroup Corporation COM 03073T102 39,369 927,000 SH SOLE 927,000 Aon Corp COM 037389103 174,309 4,456,900 SH SOLE 4,456,900 Apple Computer Inc. COM 037833100 76,328 269,000 SH SOLE 269,000 Baidu Inc SPON ADR REP A 056752108 37,630 366,700 SH SOLE 366,700 C.H. Robinson Worldwide Inc COM NEW 12541W209 57,193 817,986 SH SOLE 817,986 Cameron International Corporation COM 13342B105 34,947 813,500 SH SOLE 813,500 CareFusion Corporation COM 14170T101 64,451 2,594,670 SH SOLE 2,594,670 Charles River Laboratories COM 159864107 26,198 790,300 SH SOLE 790,300 Check Point Software Tech ORD M22465104 30,260 819,400 SH SOLE 819,400 Cigna Corp. COM 125509109 220,860 6,172,729 SH SOLE 6,172,729 Citigroup Inc COM 172967101 378,558 97,066,200 SH SOLE 97,066,200 Comcast Corp CL A 20030N101 461,171 25,507,275 SH SOLE 25,507,275 Costco Wholesale Corp COM 22160K105 82,263 1,275,600 SH SOLE 1,275,600 Crown Castle Intl Corp COM 228227104 112,542 2,549,100 SH SOLE 2,549,100 CVS/Caremark Corp COM 126650100 61,243 1,946,100 SH SOLE 1,946,100 Cytec Industries Inc COM 232820100 70,902 1,257,581 SH SOLE 1,257,581 Danaher Corp COM 235851102 250,307 6,163,700 SH SOLE 6,163,700 DaVita Inc. COM 23918K108 192,551 2,789,382 SH SOLE 2,789,382 Devon Energy Corporation COM 25179M103 106,555 1,645,900 SH SOLE 1,645,900 EMC Corp. COM 268648102 220,129 10,838,472 SH SOLE 10,838,472 Estee Lauder Companies CL A 518439104 304,859 4,821,441 SH SOLE 4,821,441 Express Scripts Inc COM 302182100 123,488 2,535,689 SH SOLE 2,535,689 Exxon Mobil Corp. COM 30231G102 188,422 3,049,400 SH SOLE 3,049,400 Flowserve Corporation COM 34354P105 231,335 2,114,200 SH SOLE 2,114,200 Gafisa SPONS ADR 362607301 26,374 1,702,702 SH SOLE 1,702,702 Goldman Sachs Group Inc. COM 38141G104 51,181 354,000 SH SOLE 354,000 Goodrich Corporation COM 382388106 314,539 4,266,100 SH SOLE 4,266,100 Guess? Inc COM 401617105 238,502 5,870,100 SH SOLE 5,870,100 Health Mgmt Associates Inc CL A 421933102 64,244 8,387,033 SH SOLE 8,387,033 Hess Corp COM 42809H107 233,872 3,955,900 SH SOLE 3,955,900 Hexcel Corporation COM 428291108 9,184 516,281 SH SOLE 516,281 Human Genome Sciences Inc. COM 444903108 31,044 1,042,121 SH SOLE 1,042,121 Illumina Inc. COM 452327109 27,876 566,600 SH SOLE 566,600 Invesco Limited SHS G491BT108 812,718 38,281,593 SH SOLE 38,281,593 JP Morgan Chase & Co. COM 46625H100 81,169 2,132,100 SH SOLE 2,132,100 KB HOME COM 48666K109 44,286 3,908,800 SH SOLE 3,908,800 Magellan Health Services Inc COM NEW 559079207 13,945 295,200 SH SOLE 295,200 Medco Health Solutions Inc COM 58405U102 82,343 1,581,700 SH SOLE 1,581,700 Mednax Inc COM 58502B106 140,833 2,642,287 SH SOLE 2,642,287 Metlife Inc. COM 59156R108 105,472 2,743,104 SH SOLE 2,743,104 ModusLink Global Solutions COM 60786L107 0 146 SH SOLE 146 Noble Energy COM 655044105 33,460 445,600 SH SOLE 445,600 Oracle Corporation COM 68389X105 432,083 16,092,500 SH SOLE 16,092,500 PNC Bank Corp COM 693475105 225,517 4,344,400 SH SOLE 4,344,400 Potash Corp of Saskatchewan COM 73755L107 103,060 715,500 SH SOLE 715,500 Stanley Black & Decker Inc COM 854502101 105,573 1,722,800 SH SOLE 1,722,800 The Sherwin-Williams Company COM 824348106 320,117 4,260,282 SH SOLE 4,260,282 Time Warner Cable COM 88732J207 232,226 4,301,285 SH SOLE 4,301,285 Tyco International LTD SHS H89128104 189,388 5,156,246 SH SOLE 5,156,246 United Therapeutics Corp. COM 91307C102 22,067 394,000 SH SOLE 394,000 Unitedhealth Group Inc. COM 91324P102 77,779 2,215,300 SH SOLE 2,215,300 Universal Health Services Inc CL B 913903100 167,124 4,300,694 SH SOLE 4,300,694 Valeant Pharmaceuticals Inte COM 91911K102 161,057 6,429,442 SH SOLE 6,429,442 Viacom Inc CL B 92553P201 337,653 9,330,026 SH SOLE 9,330,026 Walgreen Co COM 931422109 75 2,250 SH SOLE 2,250 Watson Phamaceuticals Inc COM 942683103 117,338 2,773,299 SH SOLE 2,773,299 WellCare Health Plans Inc COM 94946T106 15,954 550,930 SH SOLE 550,930 Wellpoint, Inc. COM 94973V107 114,831 2,027,400 SH SOLE 2,027,400