13F-HR/A 1 v13fduefeb142008.txt 13F-HR/A 2/14/08 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 (Amendment No. 1) FORM 13F COVER PAGE Report for the Calendar Year or Quarter Ended: December 31, 2007 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: 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, 2008 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: 69 Form 13F Information Table Value Total: 4,788,121 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 China Nepstar Chain Drug ADR ADRS STOCKS 16943C109 26159 1488000 SH SOLE 1488000 Gildan Activewear Inc ADRS STOCKS 375916103 26342 640000 SH SOLE 640000 Align Technology Inc COMMON STOCK 016255101 20516 1230000 SH SOLE 1230000 Alliance Data Systems Corp. COMMON STOCK 018581108 96504 1313000 SH SOLE 1313000 American Medical Sys COMMON STOCK 02744M108 35267 2439000 SH SOLE 2439000 Amicus Therapeutics COMMON STOCK 03152W109 1967 183000 SH SOLE 183000 Aon Corp COMMON STOCK 037389103 181937 3815000 SH SOLE 3815000 Apple Computer Inc. COMMON STOCK 037833100 32683 165000 SH SOLE 165000 Applied Biosystems Group - APP COMMON STOCK 038020103 2815 83000 SH SOLE 83000 Assurant Inc. COMMON STOCK 04621X108 77757 1162300 SH SOLE 1162300 C.H. Robinson Worldwide Inc COMMON STOCK 12541W209 51684 955000 SH SOLE 955000 Cabot Oil & Gas Corp COMMON STOCK 127097103 8074 200000 SH SOLE 200000 Carnival Corp. COMMON STOCK 143658300 150999 3394000 SH SOLE 3394000 Cisco Systems COMMON STOCK 17275R102 3735 138000 SH SOLE 138000 CMGI Inc. COMMON STOCK 125750307 1 146 SH SOLE 146 Commercial Metals Company COMMON STOCK 201723103 14077 478000 SH SOLE 478000 Covidien Limited COMMON STOCK G2552X108 4694 106000 SH SOLE 106000 CVS/Caremark Corp COMMON STOCK 126650100 81789 2057600 SH SOLE 2057600 Delta Air Lines COMMON STOCK 247361702 17942 1205000 SH SOLE 1205000 Devon Energy Corporation COMMON STOCK 25179M103 101890 1146000 SH SOLE 1146000 Dillards Inc - Cl A COMMON STOCK 254067101 53891 2869600 SH SOLE 2869600 Ensco International Inc. COMMON STOCK 26874Q100 20867 350000 SH SOLE 350000 Federated Investors INC-CL B COMMON STOCK 314211103 10495 255000 SH SOLE 255000 Fiserv Inc COMMON STOCK 337738108 220001 3964700 SH SOLE 3964700 Gemstar-TV Guide Int'l Inc. COMMON STOCK 36866W106 117101 24601100 SH SOLE 24601100 Genworth Financial Inc COMMON STOCK 37247D106 104370 4101000 SH SOLE 4101000 GLG Partners Inc COMMON STOCK 37929X107 72447 5327000 SH SOLE 5327000 Global Payments Inc COMMON STOCK 37940X102 7461 160400 SH SOLE 160400 Goodyear Tire & Rubber Co COMMON STOCK 382550101 2285 81000 SH SOLE 81000 Google Inc. COMMON STOCK 38259P508 21297 30800 SH SOLE 30800 Helix Energy Solutions Group Inc COMMON STOCK 42330P107 29050 700000 SH SOLE 700000 Illumina Inc. COMMON STOCK 452327109 70904 1196500 SH SOLE 1196500 Invesco Limited COMMON STOCK G491BT108 432978 13797900 SH SOLE 13797900 Kodiak Oil & Gas Corporation COMMON STOCK 50015Q100 4400 2000000 SH SOLE 2000000 Lumber Liquidators Inc COMMON STOCK 55003Q103 4272 475300 SH SOLE 475300 Mastercard Inc COMMON STOCK 57636Q104 538322 2501500 SH SOLE 2501500 Monster Worldwide Inc. COMMON STOCK 611742107 761 23500 SH SOLE 23500 MSCI Inc COMMON STOCK 55354G100 35900 934900 SH SOLE 934900 News Corp Inc - Class A COMMON STOCK 65248E104 23461 1145000 SH SOLE 1145000 NII Holdings Inc COMMON STOCK 62913F201 33601 695400 SH SOLE 695400 Nike Inc. CL B COMMON STOCK 654106103 5074 79000 SH SOLE 79000 Nucor Corp COMMON STOCK 670346105 25523 431000 SH SOLE 431000 Nymex Holdings Inc COMMON STOCK 62948N104 15365 115000 SH SOLE 115000 Och-Ziff Capital Management COMMON STOCK 67551U105 16425 625000 SH SOLE 625000 Palm Inc COMMON STOCK 696643105 645 101798 SH SOLE 101798 Parallel Petroleum Corp COMMON STOCK 699157103 14104 800000 SH SOLE 800000 PepsiCo COMMON STOCK 713448108 12295 162000 SH SOLE 162000 Plains Exploration & Production COMMON STOCK 726505100 131868 2442000 SH SOLE 2442000 Priceline.com COMMON STOCK 741503403 103753 903300 SH SOLE 903300 Qualcomm Inc COMMON STOCK 747525103 518711 13182000 SH SOLE 13182000 Rex Energy Corporation COMMON STOCK 761565100 14912 1250000 SH SOLE 1250000 Schlumberger Ltd COMMON STOCK 806857108 29511 300000 SH SOLE 300000 Sirius Satellite Radio Inc. COMMON STOCK 82966U103 5014 1655000 SH SOLE 1655000 Southwestern Energy COMMON STOCK 845467109 160429 2879200 SH SOLE 2879200 St Jude Medical Inc. COMMON STOCK 790849103 32999 812000 SH SOLE 812000 Staples Inc. COMMON STOCK 855030102 55467 2404300 SH SOLE 2404300 State Street Corp COMMON STOCK 857477103 440185 5421000 SH SOLE 5421000 TD Ameritrade Holding Corp COMMON STOCK 87236Y108 18615 928000 SH SOLE 928000 Teradata Corporation COMMON STOCK 88076W103 44374 1618900 SH SOLE 1618900 Tetra Technologies Inc COMMON STOCK 88162F105 42039 2700000 SH SOLE 2700000 The First Marblehead Corp COMMON STOCK 320771108 10758 717600 SH SOLE 717600 Thomson Corporation COMMON STOCK 884903105 67687 1680000 SH SOLE 1680000 Time Warner Cable COMMON STOCK 88732J108 5244 190000 SH SOLE 190000 Transocean Inc COMMON STOCK G90073100 98344 687000 SH SOLE 687000 Trizetto Group Inc COMMON STOCK 896882107 2935 169000 SH SOLE 169000 Vanguard Natural Resources LLC COMMON STOCK 92205F106 2699 168700 SH SOLE 168700 W.P. Stewart & Co. Ltd. COMMON STOCK G84922106 6 1300 SH SOLE 1300 Waddell & Reed Financial-A COMMON STOCK 930059100 18712 518500 SH SOLE 518500 Weatherford Intl Ltd. COMMON STOCK G95089101 153732 2241000 SH SOLE 2241000 S REPORT SUMMARY 69 DATA RECORDS 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.