13F-HR 1 v13f2011.txt 13F-HR 02/11/11 NONE 1 Eric Komitee 203-863-5000 Ekomitee@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, 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, 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: 203-863-5000 Signature, Place and Date of Signing: /s/ Eric Komitee, Greenwich, Connecticut, February 11, 2011. 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: Form 13F Information Table Entry Total: 74 Form 13F Information Table Value Total: 12,057,418 ------------- 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 paste in the table from the new excel spread sheet created from the converter file. 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 Acme Packet Inc COM 004764106 54,011 1,016,020 SH SOLE 1016020 Akamai Technologies COM 00971T101 176,790 3,757,500 SH SOLE 3757500 Allscripts Healthcare Solutions Inc COM 01988P108 118,048 6,126,000 SH SOLE 6126000 Amazon.com COM 023135106 308,048 1,711,380 SH SOLE 1711380 American Tower Corp-CL A CL A 029912201 397,442 7,696,400 SH SOLE 7696400 Amerigroup Corporation COM 03073T102 10,817 246,308 SH SOLE 246308 Amerisourcebergen Corp COM 03073E105 33,789 990,300 SH SOLE 990300 Aon Corp COM 037389103 233,781 5,081,100 SH SOLE 5081100 Apollo Group Inc. CL A 037604105 133,551 3,381,900 SH SOLE 3381900 Apple Computer Inc. COM 037833100 84,197 261,030 SH SOLE 261030 Baidu Inc - Spon ADR SPON ADR REP A 056752108 454,059 4,703,816 SH SOLE 4703816 Beckman Coulter Inc. COM 075811109 104,860 1,393,869 SH SOLE 1393869 Blackrock Inc COM 09247X101 318,687 1,672,200 SH SOLE 1672200 Broadcom Corp - Cl A CL A 111320107 71,827 1,649,300 SH SOLE 1649300 CapitalOne Financial COM 14040H105 72,628 1,706,487 SH SOLE 1706487 Check Point Software Tech ORD M22465104 136,531 2,951,400 SH SOLE 2951400 Cigna Corp. COM 125509109 162,792 4,440,615 SH SOLE 4440615 Citigroup Inc COM 172967101 714,157 150,984,614 SH SOLE 150984614 Community Health Systems Inc COM 203668108 41,080 1,099,300 SH SOLE 1099300 Costco Wholesale Corp COM 22160K105 69,653 964,600 SH SOLE 964600 Crown Castle Intl Corp COM 228227104 193,513 4,415,100 SH SOLE 4415100 D.R. Horton COM 23331A109 114,230 9,575,059 SH SOLE 9575059 DaVita Inc. COM 23918K108 157,567 2,267,491 SH SOLE 2267491 Devon Energy Corporation COM 25179M103 189,538 2,414,200 SH SOLE 2414200 EMC Corp. COM 268648102 337,172 14,723,700 SH SOLE 14723700 Estee Lauder Companies - Cl A CL A 518439104 510,269 6,323,041 SH SOLE 6323041 Exxon Mobil Corp. COM 30231G102 53,633 733,500 SH SOLE 733500 Fifth Third Bancorp COM 316773100 40,164 2,736,000 SH SOLE 2736000 Fortinet Inc COM 34959E109 21,357 660,200 SH SOLE 660200 Gafisa SA-ADR SPONS ADR 362607301 24,608 1,693,602 SH SOLE 1693602 Goodrich Corporation COM 382388106 302,117 3,430,419 SH SOLE 3430419 Google Inc. CL A 38259P508 179,822 302,746 SH SOLE 302746 H&R Block Inc COM 093671105 123,961 10,408,200 SH SOLE 10408200 Health Mgmt Associates Inc-A CL A 421933102 39,082 4,096,733 SH SOLE 4096733 Healthsouth Corp COM NEW 421924309 26,202 1,265,200 SH SOLE 1265200 Hess Corp COM 42809H107 88,066 1,150,600 SH SOLE 1150600 Hospira Inc COM 441060100 86,586 1,554,800 SH SOLE 1554800 Invesco Limited SHS G491BT108 855,852 35,571,574 SH SOLE 35571574 Jack Henry & Associates COM 426281101 43,191 1,481,700 SH SOLE 1481700 JP Morgan Chase & Co. COM 46625H100 79,796 1,881,100 SH SOLE 1881100 KB HOME COM 48666K109 2,603 193,000 SH SOLE 193000 Las Vegas Sands Corp COM 517834107 82,645 1,798,600 SH SOLE 1798600 Lifepoint Hospitals Inc COM 53219L109 30,261 823,452 SH SOLE 823452 Lincoln National Corporation COM 534187109 97,686 3,512,640 SH SOLE 3512640 LyondellBasell Industries NV SHS - A - N53745100 158,346 4,603,100 SH SOLE 4603100 Marsh & Mclennan COS COM 571748102 85,178 3,115,510 SH SOLE 3115510 McKesson Corp. COM 58155Q103 137,669 1,956,094 SH SOLE 1956094 Medco Health Solutions Inc COM 58405U102 67,050 1,094,337 SH SOLE 1094337 Mednax Inc COM 58502B106 141,301 2,099,887 SH SOLE 2099887 Medtronic Inc. COM 585055106 33,002 889,800 SH SOLE 889800 Metlife Inc. COM 59156R108 130,615 2,939,144 SH SOLE 2939144 MGM Mirage COM 552953101 25,732 1,732,850 SH SOLE 1732850 ModusLink Global Solutions COM 60786L107 0 146 SH SOLE 146 New Oriental Education ADR SPON ADR 647581107 23,266 221,100 SH SOLE 221100 NII Holdings Inc CL B NEW 62913F201 27,403 613,600 SH SOLE 613600 Penn West Energy Trust TR UNIT 707885109 273,038 11,414,669 SH SOLE 11414669 Perkinelmer Inc. COM 714046109 70,072 2,713,896 SH SOLE 2713896 PNC Bank Corp COM 693475105 243,632 4,012,400 SH SOLE 4012400 Potash Corp of Saskatchewan COM 73755L107 443,990 2,867,600 SH SOLE 2867600 Proctor & Gamble COM 742718109 94,159 1,463,700 SH SOLE 1463700 SL Green Realty Corp COM 78440X101 33,140 490,900 SH SOLE 490900 Sotheby's COM 835898107 34,900 775,576 SH SOLE 775576 Talecris Biotherapeutics Hldgs Corp COM 874227101 67,366 2,891,270 SH SOLE 2891270 Talisman Energy Inc COM 87425E103 69,587 3,136,000 SH SOLE 3136000 The Sherwin-Williams Company COM 824348106 524,754 6,265,730 SH SOLE 6265730 Time Warner Cable COM 88732J207 608,141 9,210,085 SH SOLE 9210085 Universal Health Services Inc CL B 913903100 135,079 3,110,994 SH SOLE 3110994 Urban Outfitters Inc COM 917047102 66,388 1,853,900 SH SOLE 1853900 US Bancorp COM NEW 902973304 160,676 5,957,600 SH SOLE 5957600 Valeant Pharmaceuticals Inte COM 91911K102 261,039 9,227,263 SH SOLE 9227263 Valspar Corp COM 920355104 65,563 1,901,500 SH SOLE 1901500 Vanceinfo Technologies-ADR ADR 921564100 28,353 820,900 SH SOLE 820900 Watson Phamaceuticals Inc COM 942683103 129,421 2,505,744 SH SOLE 2505744 Yum! Brands, Inc COM 988498101 541,889 11,047,700 SH SOLE 11047700 S REPORT SUMMARY 74 DATA RECORDS