13F-HR 1 v13ffeb142007.txt 13F-HR 02/14/07 0001103804 fpcr*iv4 NONE 1 Carl Casler 203-863-5039 ccasler@vikingglobal.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: December 31, 2006 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: 55 Railroad Avenue, Greenwich, CT 06830 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: 203-863-5030 Signature, Place and Date of Signing: Greenwich, CT Brian Smith February 14, 2007 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: 98 Form 13F Information Table Value Total: 3,779,094 TITLE OF VALUE SHARES/ SH/ PUT/ INVSTMT OTHER VOTING AUTHORITY NAME OF ISSUER CLASS Cusip X($1000) PRN AMT PRN CALL DSCRETN MANAGERS SOLE SHARED NONE Affiliated Managers Group COMMON STOCK 008252108 4310 41000 SH SOLE 41000 Alliance Holdings GP LP COMMON STOCK 01861G100 4208 213000 SH SOLE 213000 Allied Waste COMMON STOCK 019589308 18435 1500000 SH SOLE 1500000 Alltel Corp COMMON STOCK 020039103 86625 1432300 SH SOLE 1432300 Assurant Inc. COMMON STOCK 04621X108 11050 200000 SH SOLE 200000 Axis Capital Holdings LTD COMMON STOCK G0692U109 23525 705000 SH SOLE 705000 Bankers Petroleum COMMON STOCK 066286105 4550 7000000 SH SOLE 7000000 Bisys Group Inc / The COMMON STOCK 055472104 4789 371000 SH SOLE 371000 Blackrock Inc COMMON STOCK 09247X101 4557 30000 SH SOLE 30000 Brookfield Asset Management Inc ADRS STOCKS 112585104 22933 476000 SH SOLE 476000 Cardinal Health INC COMMON STOCK 14149Y108 25772 400000 SH SOLE 400000 Caremark RX Inc. COMMON STOCK 141705103 118217 2070000 SH SOLE 2070000 Celanese Corp COMMON STOCK 150870103 16822 650000 SH SOLE 650000 Champion Enterprises Inc COMMON STOCK 158496109 18720 2000000 SH SOLE 2000000 Charles River Laboratories COMMON STOCK 159864107 55117 1274400 SH SOLE 1274400 Chart Industries Inc COMMON STOCK 16115Q308 9726 600000 SH SOLE 600000 Charter Communications COMMON STOCK 16117M107 918 300000 SH SOLE 300000 Chicago Mercantile Exchange COMMON STOCK 167760107 2548 5000 SH SOLE 5000 Choicepoint Inc COMMON STOCK 170388102 9608 244000 SH SOLE 244000 CMGI Inc. COMMON STOCK 125750109 1 1463 SH SOLE 1463 Coach Inc. COMMON STOCK 189754104 40854 951000 SH SOLE 951000 Complete Production Services Inc COMMON STOCK 20453E109 4240 200000 SH SOLE 200000 Crocs Inc COMMON STOCK 227046109 1092 25300 SH SOLE 25300 CSK Auto Corporation COMMON STOCK 125965103 38067 2219700 SH SOLE 2219700 CVS Corp COMMON STOCK 126650100 106905 3458600 SH SOLE 3458600 D.R. Horton COMMON STOCK 23331A109 11576 437000 SH SOLE 437000 Devon Energy Corporation COMMON STOCK 25179M103 23478 350000 SH SOLE 350000 Doral Financial Corp. COMMON STOCK 25811P100 242 84500 SH SOLE 84500 Downey Financial Corp COMMON STOCK 261018105 11336 156200 SH SOLE 156200 DynCorp International Inc COMMON STOCK 26817C101 26979 1700000 SH SOLE 1700000 E*Trade Financial COMMON STOCK 269246104 4259 190000 SH SOLE 190000 Elan Corp PLC - ADR ADRS STOCKS 284131208 427 29000 SH SOLE 29000 Ember Resources Inc COMMON STOCK 29081X108 3212 1250000 SH SOLE 1250000 Fidelity National Finl Inc COMMON STOCK 31620R105 76200 3190995 SH SOLE 3190995 Fidelity National Information COMMON STOCK 31620M106 303001 7558035 SH SOLE 7558035 First American Corporation COMMON STOCK 318522307 15092 371000 SH SOLE 371000 First Data Corporation COMMON STOCK 319963104 10003 392000 SH SOLE 392000 Five Star Quality Care COMMON STOCK 33832D106 1971 176800 SH SOLE 176800 Fleetwood Enterprises COMMON STOCK 339099103 19775 2500000 SH SOLE 2500000 Fremont General Corp. COMMON STOCK 357288109 39061 2409700 SH SOLE 2409700 FTD Group Inc COMMON STOCK 30267U108 13637 762300 SH SOLE 762300 GFI Group Inc COMMON STOCK 361652209 1618 26000 SH SOLE 26000 Globalsantafe Corp COMMON STOCK G3930E101 113386 1929000 SH SOLE 1929000 Google Inc. COMMON STOCK 38259P508 46554 101100 SH SOLE 101100 Grupo Televisa SA ADR ADRS STOCKS 40049J206 10614 393000 SH SOLE 393000 Hanover Compressor Co COMMON STOCK 410768105 22668 1200000 SH SOLE 1200000 Hewlett-Packard Co. COMMON STOCK 428236103 109688 2663000 SH SOLE 2663000 HMS Holdings Corporation COMMON STOCK 40425J101 802 53000 SH SOLE 53000 Innophos Holdings Inc COMMON STOCK 45774N108 8499 579000 SH SOLE 579000 IntercontinentalExchange COMMON STOCK 45865V100 192385 1783000 SH SOLE 1783000 Interoil Corporation ADRS STOCKS 460951106 12116 400000 SH SOLE 400000 Invitrogen Corp. COMMON STOCK 46185R100 905 16000 SH SOLE 16000 IPC Holdings Ltd. COMMON STOCK G4933P101 8601 273500 SH SOLE 273500 Iron Mountain Inc COMMON STOCK 462846106 21000 508000 SH SOLE 508000 Landamerica Financial Group COMMON STOCK 514936103 19879 315000 SH SOLE 315000 LCA-Vision COMMON STOCK 501803308 721 21000 SH SOLE 21000 Lennar Corp-CL A COMMON STOCK 526057104 11960 228000 SH SOLE 228000 Live Nation COMMON STOCK 538034109 17248 770000 SH SOLE 770000 Lowe's Companies COMMON STOCK 548661107 9905 318000 SH SOLE 318000 Mastercard Inc COMMON STOCK 57636Q104 399209 4053300 SH SOLE 4053300 McDonald's Corporation COMMON STOCK 580135101 8892 200600 SH SOLE 200600 Medco Health Services COMMON STOCK 58405U102 801 15000 SH SOLE 15000 MI Developments Inc - Cl A COMMON STOCK 55304X104 18489 517900 SH SOLE 517900 NCR Corporation COMMON STOCK 62886E108 209887 4908500 SH SOLE 4908500 Noble Corp COMMON STOCK G65422100 11422 150000 SH SOLE 150000 Omnicare Inc COMMON STOCK 681904108 1197 31000 SH SOLE 31000 Orthofix International NV COMMON STOCK N6748L102 600 12000 SH SOLE 12000 Palm Inc COMMON STOCK 696643105 1434 101798 SH SOLE 101798 Parallel Petroleum Corp COMMON STOCK 699157103 7075 402700 SH SOLE 402700 Pediatrix Medical Group Inc COMMON STOCK 705324101 1467 30000 SH SOLE 30000 Perkinelmer Inc. COMMON STOCK 714046109 1089 49000 SH SOLE 49000 Pharmaceutical Product Devel COMMON STOCK 717124101 934 29000 SH SOLE 29000 PHH Corp COMMON STOCK 693320202 24377 844400 SH SOLE 844400 Plains Exploration & Production COMMON STOCK 726505100 163289 3435500 SH SOLE 3435500 Prudential Financial INC COMMON STOCK 744320102 48940 570000 SH SOLE 570000 Qualcomm Inc COMMON STOCK 747525103 204867 5421200 SH SOLE 5421200 Range Resources Corporation COMMON STOCK 75281A109 6865 250000 SH SOLE 250000 Rockwood Holdings Inc COMMON STOCK 774415103 6315 250000 SH SOLE 250000 Ryland Group Inc COMMON STOCK 783764103 546 10000 SH SOLE 10000 SAIC Inc COMMON STOCK 78390X101 9916 557428 SH SOLE 557428 Smith International COMMON STOCK 832110100 79552 1937000 SH SOLE 1937000 Southwestern Energy COMMON STOCK 845467109 204628 5838200 SH SOLE 5838200 Staples Inc. COMMON STOCK 855030102 65094 2438000 SH SOLE 2438000 State Street Corp COMMON STOCK 857477103 2765 41000 SH SOLE 41000 Stereotaxis Inc COMMON STOCK 85916J102 660 64000 SH SOLE 64000 Sun Healthcare Group Inc COMMON STOCK 866933401 1060 84000 SH SOLE 84000 Suntrust Banks Inc COMMON STOCK 867914103 32344 383000 SH SOLE 383000 T. Rowe Price Group Inc. COMMON STOCK 74144T108 6959 159000 SH SOLE 159000 Tenneco Inc COMMON STOCK 880349105 14832 600000 SH SOLE 600000 The First Marblehead Corp COMMON STOCK 320771108 52177 954750 SH SOLE 954750 The Mens Wearhouse Inc COMMON STOCK 587118100 27470 718000 SH SOLE 718000 Transkaryotic Therapies Inc. COMMON STOCK 893735100 3922 106000 SH SOLE 106000 Trident Resources Corp. COMMON STOCK 998969919 20000 400000 SH SOLE 400000 Venoco Inc COMMON STOCK 92275P307 8258 470300 SH SOLE 470300 W&T Offshore Inc COMMON STOCK 92922P106 32256 1050000 SH SOLE 1050000 Waddell & Reed Financial-A COMMON STOCK 930059100 2571 94000 SH SOLE 94000 Weatherford Intl Ltd. COMMON STOCK G95089101 169667 4060000 SH SOLE 4060000 Wellpoint, Inc. COMMON STOCK 94973V107 124881 1587000 SH SOLE 1587000 S REPORT SUMMARY 98 DATA RECORDS 3,779,094 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.