Profiles >> Viking Global Investors LP >> 13Fs

Viking Global Investors LP

Last Updated: 11/23/2020

Viking Global Investors LP is a Limited Partnership that started in 1999 and is primarily owned and controlled by O. Andreas Halvorsen and David C. Ott. Below is a list of the Top 10 Holdings by value as reported to the SEC through their historical 13F Filings. You can drill down to get a full comprehensive list by expanding the date of interest and clicking on the Full List Link. To see a profile of the company, click here.


Historical 13F Holdings - Top 10 By Value By Date

(click date to expand)

Issuer Title of Class CUSIP Value(1000s) Share SH/PRN Put/Call Investment Discretion Other Manager Sole Shared None
MICROSOFT CORP COM 594918104 1736699 8257020 SH SOLE 8257020 0 0
ADAPTIVE BIOTECHNOLOGIES COR COM 00650F109 1628799 33493708 SH SOLE 33493708 0 0
FIDELITY NATL INFORMATION SV COM 31620M106 1308185 8886521 SH SOLE 8886521 0 0
AMERICAN EXPRESS CO COM 025816109 1087542 10848301 SH SOLE 10848301 0 0
CENTENE CORP DEL COM 15135B101 1017600 17445560 SH SOLE 17445560 0 0
BRIDGEBIO PHARMA INC COM 10806X102 998820 26620991 SH SOLE 26620991 0 0
T-MOBILE US INC COM 872590104 922899 8070119 SH SOLE 8070119 0 0
JPMORGAN CHASE & CO COM 46625H100 909845 9450975 SH SOLE 9450975 0 0
AMAZON COM INC COM 023135106 857311 272272 SH SOLE 272272 0 0
HILTON WORLDWIDE HLDGS INC COM 43300A203 753511 8831592 SH SOLE 8831592 0 0

Issuer Title of Class CUSIP Value(1000s) Share SH/PRN Put/Call Investment Discretion Other Manager Sole Shared None
AMAZON COM INC COM 023135106 1690842 612886 SH SOLE 612886 0 0
ADAPTIVE BIOTECHNOLOGIES COR COM 00650F109 1620426 33493708 SH SOLE 33493708 0 0
COMCAST CORP NEW CL A 20030N101 1111853 28523676 SH SOLE 28523676 0 0
CENTENE CORP DEL COM 15135B101 1023573 16106578 SH SOLE 16106578 0 0
AMERICAN EXPRESS CO COM 025816109 999362 10497498 SH SOLE 10497498 0 0
FIDELITY NATL INFORMATION SV COM 31620M106 900283 6714021 SH SOLE 6714021 0 0
BRIDGEBIO PHARMA INC COM 10806X102 868111 26620991 SH SOLE 26620991 0 0
MICROSOFT CORP COM 594918104 755159 3710674 SH SOLE 3710674 0 0
BOSTON SCIENTIFIC CORP COM 101137107 648035 18457273 SH SOLE 18457273 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 628350 1734144 SH SOLE 1734144 0 0

Issuer Title of Class CUSIP Value(1000s) Share SH/PRN Put/Call Investment Discretion Other Manager Sole Shared None
AMAZON COM INC COM 023135106 1715935 880093 SH SOLE 880093 0 0
BOSTON SCIENTIFIC CORP COM 101137107 1038163 31816197 SH SOLE 31816197 0 0
NETFLIX INC COM 64110L106 998547 2659247 SH SOLE 2659247 0 0
CENTENE CORP DEL COM 15135B101 964257 16230552 SH SOLE 16230552 0 0
ADAPTIVE BIOTECHNOLOGIES COR COM 00650F109 930455 33493708 SH SOLE 33493708 0 0
MICROSOFT CORP COM 594918104 772832 4900338 SH SOLE 4900338 0 0
BRIDGEBIO PHARMA INC COM 10806X102 772009 26620991 SH SOLE 26620991 0 0
JD COM INC SPON ADR CL A 47215P106 763768 18858480 SH SOLE 18858480 0 0
UBER TECHNOLOGIES INC COM 90353T100 732236 26226216 SH SOLE 26226216 0 0
COMCAST CORP NEW CL A 20030N101 615498 17902783 SH SOLE 17902783 0 0

Issuer Title of Class CUSIP Value(1000s) Share SH/PRN Put/Call Investment Discretion Other Manager Sole Shared None
AMAZON COM INC COM 023135106 1644341 889872 SH SOLE 889872 0 0
FACEBOOK INC CL A 30303M102 1306124 6363574 SH SOLE 6363574 0 0
ADAPTIVE BIOTECHNOLOGIES COR COM 00650F109 1149126 38406607 SH SOLE 38406607 0 0
NETFLIX INC COM 64110L106 1143056 3532638 SH SOLE 3532638 0 0
UBER TECHNOLOGIES INC COM 90353T100 1132856 38092013 SH SOLE 38092013 0 0
BRIDGEBIO PHARMA INC COM 10806X102 933066 26620991 SH SOLE 26620991 0 0
ANTHEM INC COM 036752103 932125 3086199 SH SOLE 3086199 0 0
BOSTON SCIENTIFIC CORP COM 101137107 836193 18491662 SH SOLE 18491662 0 0
MONSTER BEVERAGE CORP NEW COM 61174X109 822649 12944911 SH SOLE 12944911 0 0
JD COM INC SPON ADR CL A 47215P106 783017 22225867 SH SOLE 22225867 0 0

Issuer Title of Class CUSIP Value(1000s) Share SH/PRN Put/Call Investment Discretion Other Manager Sole Shared None
AMAZON COM INC COM 023135106 1570537 904734 SH SOLE 904734 0 0
ADAPTIVE BIOTECHNOLOGIES COR COM 00650F109 1186764 38406607 SH SOLE 38406607 0 0
NETFLIX INC COM 64110L106 1160017 4334569 SH SOLE 4334569 0 0
FACEBOOK INC CL A 30303M102 1110497 6235946 SH SOLE 6235946 0 0
ANTHEM INC COM 036752103 930005 3873405 SH SOLE 3873405 0 0
BOEING CO COM 097023105 854827 2246766 SH SOLE 2246766 0 0
MICROSOFT CORP COM 594918104 825139 5934973 SH SOLE 5934973 0 0
JD COM INC SPON ADR CL A 47215P106 758975 26904470 SH SOLE 26904470 0 0
SALESFORCE COM INC COM 79466L302 732108 4932010 SH SOLE 4932010 0 0
SQUARE INC CL A 852234103 621380 10030341 SH SOLE 10030341 0 0

Issuer Title of Class CUSIP Value(1000s) Share SH/PRN Put/Call Investment Discretion Other Manager Sole Shared None
ADAPTIVE BIOTECHNOLOGIES COR COM 00650F109 1855039 38406607 SH SOLE 38406607 0 0
AMAZON COM INC COM 023135106 1520276 802837 SH SOLE 802837 0 0
ANTHEM INC COM 036752103 1466929 5198006 SH SOLE 5198006 0 0
FACEBOOK INC CL A 30303M102 1363295 7063705 SH SOLE 7063705 0 0
UNITEDHEALTH GROUP INC COM 91324P102 1174221 4812185 SH SOLE 4812185 0 0
MICROSOFT CORP COM 594918104 1032036 7704063 SH SOLE 7704063 0 0
BOEING CO COM 097023105 1010899 2777120 SH SOLE 2777120 0 0
JD COM INC SPON ADR CL A 47215P106 963885 31821898 SH SOLE 31821898 0 0
UNITED TECHNOLOGIES CORP COM 913017109 878056 6743903 SH SOLE 6743903 0 0
NETFLIX INC COM 64110L106 759507 2067698 SH SOLE 2067698 0 0

Issuer Title of Class CUSIP Value(1000s) Share SH/PRN Put/Call Investment Discretion Other Manager Sole Shared None
ANTHEM INC COM 036752103 1777808 6194886 SH SOLE 6194886 0 0
MICROSOFT CORP COM 594918104 1152734 9773900 SH SOLE 9773900 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 1046665 5736724 SH SOLE 5736724 0 0
UNITEDHEALTH GROUP INC COM 91324P102 925009 3741036 SH SOLE 3741036 0 0
UNITED TECHNOLOGIES CORP COM 913017109 913464 7087162 SH SOLE 7087162 0 0
MARATHON PETE CORP COM 56585A102 822512 13742884 SH SOLE 13742884 0 0
NETFLIX INC COM 64110L106 712898 1999376 SH SOLE 1999376 0 0
AMAZON COM INC COM 023135106 555094 311719 SH SOLE 311719 0 0
ADOBE INC COM 00724F101 544223 2042188 SH SOLE 2042188 0 0
ALIGN TECHNOLOGY INC COM 016255101 510654 1795990 SH SOLE 1795990 0 0

Issuer Title of Class CUSIP Value(1000s) Share SH/PRN Put/Call Investment Discretion Other Manager Sole Shared None
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 1395988 10184489 SH SOLE 10184489 0 0
ANTHEM INC COM 036752103 1338953 5098247 SH SOLE 5098247 0 0
MICROSOFT CORP COM 594918104 1337886 13172062 SH SOLE 13172062 0 0
AMAZON COM INC COM 023135106 996984 663784 SH SOLE 663784 0 0
NETFLIX INC COM 64110L106 810939 3029736 SH SOLE 3029736 0 0
ALPHABET INC CAP STK CL A 02079K305 810857 775969 SH SOLE 775969 0 0
VISA INC COM CL A 92826C839 808919 6130962 SH SOLE 6130962 0 0
MARATHON PETE CORP COM 56585A102 781072 13236261 SH SOLE 13236261 0 0
UNITED TECHNOLOGIES CORP COM 913017109 743619 6983646 SH SOLE 6983646 0 0
UNITEDHEALTH GROUP INC COM 91324P102 710830 2853362 SH SOLE 2853362 0 0

Issuer Title of Class CUSIP Value(1000s) Share SH/PRN Put/Call Investment Discretion Other Manager Sole Shared None
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 1560985 9474297 SH SOLE 9474297 0 0
GENERAL ELECTRIC CO COM 369604103 1495132 132429795 SH SOLE 132429795 0 0
ANTHEM INC COM 036752103 1310726 4782799 SH SOLE 4782799 0 0
DISNEY WALT CO COM DISNEY 254687106 1270966 10868535 SH SOLE 10868535 0 0
MICROSOFT CORP COM 594918104 1174356 10268044 SH SOLE 10268044 0 0
ENCANA CORP COM 292505104 972417 74173665 SH SOLE 74173665 0 0
UNITED TECHNOLOGIES CORP COM 913017109 823364 5889164 SH SOLE 5889164 0 0
DOWDUPONT INC COM 26078J100 667952 10386445 SH SOLE 10386445 0 0
MARATHON PETE CORP COM 56585A102 571874 7151101 SH SOLE 7151101 0 0
PARSLEY ENERGY INC CL A 701877102 486127 16619741 SH SOLE 16619741 0 0

Issuer Title of Class CUSIP Value(1000s) Share SH/PRN Put/Call Investment Discretion Other Manager Sole Shared None
UNITED TECHNOLOGIES CORP COM 913017109 1329980 10637284 SH SOLE 10637284 0 0
FACEBOOK INC CL A 30303M102 1194826 6148755 SH SOLE 6148755 0 0
MICROSOFT CORP COM 594918104 1083866 10991441 SH SOLE 10991441 0 0
ANTHEM INC COM 036752103 1060369 4454770 SH SOLE 4454770 0 0
GENERAL ELECTRIC CO COM 369604103 931040 68408502 SH SOLE 68408502 0 0
ENCANA CORP COM 292505104 927086 71041069 SH SOLE 71041069 0 0
ALPHABET INC CAP STK CL A 02079K305 691422 612317 SH SOLE 612317 0 0
DOWDUPONT INC COM 26078J100 671807 10191240 SH SOLE 10191240 0 0
PARSLEY ENERGY INC CL A 701877102 653908 21595386 SH SOLE 21595386 0 0
DISNEY WALT CO COM DISNEY 254687106 602901 5752321 SH SOLE 5752321 0 0

Issuer Title of Class CUSIP Value(1000s) Share SH/PRN Put/Call Investment Discretion Other Manager Sole Shared None
FACEBOOK INC CL A 30303M102 1493405 9346049 SH SOLE 9346049 0 0
ALPHABET INC CAP STK CL A 02079K305 1030544 993640 SH SOLE 993640 0 0
ANTHEM INC COM 036752103 973172 4429548 SH SOLE 4429548 0 0
MICROSOFT CORP COM 594918104 942818 10329986 SH SOLE 10329986 0 0
ENCANA CORP COM 292505104 888911 80810122 SH SOLE 80810122 0 0
UNITED TECHNOLOGIES CORP COM 913017109 685933 5451703 SH SOLE 5451703 0 0
WELLS FARGO CO NEW COM 949746101 672608 12833588 SH SOLE 12833588 0 0
VISA INC COM CL A 92826C839 617461 5161856 SH SOLE 5161856 0 0
AUTODESK INC COM 052769106 583384 4645519 SH SOLE 4645519 0 0
RAYMOND JAMES FINANCIAL INC COM 754730109 570556 6381343 SH SOLE 6381343 0 0

Issuer Title of Class CUSIP Value(1000s) Share SH/PRN Put/Call Investment Discretion Other Manager Sole Shared None
ENCANA CORP COM 292505104 1244820 93384875 SH SOLE 93384875 0 0
ALPHABET INC CAP STK CL A 02079K305 1045620 992614 SH SOLE 992614 0 0
VISA INC COM CL A 92826C839 869258 7623731 SH SOLE 7623731 0 0
UNITED TECHNOLOGIES CORP COM 913017109 760721 5963163 SH SOLE 5963163 0 0
MICROSOFT CORP COM 594918104 757412 8854482 SH SOLE 8854482 0 0
NETFLIX INC COM 64110L106 716206 3731016 SH SOLE 3731016 0 0
FACEBOOK INC CL A 30303M102 681165 3860165 SH SOLE 3860165 0 0
BROADCOM LTD SHS Y09827109 633730 2466836 SH SOLE 2466836 0 0
AMAZON COM INC COM 023135106 606043 518220 SH SOLE 518220 0 0
ANTHEM INC COM 036752103 570980 2537576 SH SOLE 2537576 0 0

Issuer Title of Class CUSIP Value(1000s) Share SH/PRN Put/Call Investment Discretion Other Manager Sole Shared None
ALPHABET INC CAP STK CL A 02079K305 1436456 1475225 SH SOLE 1475225 0 0
ENCANA CORP COM 292505104 1100074 93384875 SH SOLE 93384875 0 0
VISA INC COM CL A 92826C839 1075596 10220406 SH SOLE 10220406 0 0
FACEBOOK INC CL A 30303M102 751772 4399672 SH SOLE 4399672 0 0
MICROSOFT CORP COM 594918104 751421 10087538 SH SOLE 10087538 0 0
NETFLIX INC COM 64110L106 711136 3921345 SH SOLE 3921345 0 0
CANADIAN PAC RY LTD COM 13645T100 576293 3429705 SH SOLE 3429705 0 0
TORONTO DOMINION BK ONT COM NEW 891160509 542804 9641054 SH SOLE 9641054 0 0
BROADCOM LTD SHS Y09827109 522899 2155930 SH SOLE 2155930 0 0
LENNAR CORP CL A 526057104 502188 9511145 SH SOLE 9511145 0 0

Issuer Title of Class CUSIP Value(1000s) Share SH/PRN Put/Call Investment Discretion Other Manager Sole Shared None
MICROSOFT CORP COM 594918104 1351459 19606249 SH SOLE 19606249 0 0
DEERE & CO COM 244199105 1183840 9578765 SH SOLE 9578765 0 0
FACEBOOK INC CL A 30303M102 934097 6186895 SH SOLE 6186895 0 0
BROADCOM LTD SHS Y09827109 780231 3347913 SH SOLE 3347913 0 0
VISA INC COM CL A 92826C839 737861 7868000 SH SOLE 7868000 0 0
WELLS FARGO CO NEW COM 949746101 681388 12297209 SH SOLE 12297209 0 0
ENCANA CORP COM 292505104 640406 72773415 SH SOLE 72773415 0 0
ALPHABET INC CAP STK CL A 02079K305 634324 682304 SH SOLE 682304 0 0
TWENTY FIRST CENTY FOX INC CL A 90130A101 633414 22350523 SH SOLE 22350523 0 0
AMAZON COM INC COM 023135106 598269 618046 SH SOLE 618046 0 0

Issuer Title of Class CUSIP Value(1000s) Share SH/PRN Put/Call Investment Discretion Other Manager Sole Shared None
FACEBOOK INC CL A 30303M102 2239018 15762185 SH SOLE 15762185 0 0
MICROSOFT CORP COM 594918104 1911193 29019028 SH SOLE 29019028 0 0
DEERE & CO COM 244199105 1574297 14461665 SH SOLE 14461665 0 0
ALPHABET INC CAP STK CL A 02079K305 1203505 1419562 SH SOLE 1419562 0 0
JD COM INC SPON ADR CL A 47215P106 1033665 33226125 SH SOLE 33226125 0 0
WALGREENS BOOTS ALLIANCE INC COM 931427108 1001866 12063404 SH SOLE 12063404 0 0
AMAZON COM INC COM 023135106 966778 1090507 SH SOLE 1090507 0 0
ENCANA CORP COM 292505104 928704 79308590 SH SOLE 79308590 0 0
ALPHABET INC CAP STK CL C 02079K107 891806 1075035 SH SOLE 1075035 0 0
NETFLIX INC COM 64110L106 874005 5913032 SH SOLE 5913032 0 0

Issuer Title of Class CUSIP Value(1000s) Share SH/PRN Put/Call Investment Discretion Other Manager Sole Shared None
FACEBOOK INC CL A 30303M102 2183438 18978163 SH SOLE 18978163 0 0
ALPHABET INC CAP STK CL A 02079K305 1432576 1807781 SH SOLE 1807781 0 0
MICROSOFT CORP COM 594918104 1363976 21950056 SH SOLE 21950056 0 0
AMAZON COM INC COM 023135106 1219490 1626269 SH SOLE 1626269 0 0
DOW CHEM CO COM 260543103 1124481 19651893 SH SOLE 19651893 0 0
ENCANA CORP COM 292505104 1042376 88788457 SH SOLE 88788457 0 0
DEERE & CO COM 244199105 959411 9311050 SH SOLE 9311050 0 0
JD COM INC SPON ADR CL A 47215P106 958616 37681432 SH SOLE 37681432 0 0
ALPHABET INC CAP STK CL C 02079K107 832834 1079052 SH SOLE 1079052 0 0
NETFLIX INC COM 64110L106 800901 6469312 SH SOLE 6469312 0 0

Issuer Title of Class CUSIP Value(1000s) Share SH/PRN Put/Call Investment Discretion Other Manager Sole Shared None
AMAZON COM INC COM 023135106 2452736 2929305 SH SOLE 2929305 0 0
FACEBOOK INC CL A 30303M102 2404987 18749410 SH SOLE 18749410 0 0
ALPHABET INC CAP STK CL A 02079K305 1578474 1963129 SH SOLE 1963129 0 0
CABOT OIL & GAS CORP COM 127097103 928804 36000140 SH SOLE 36000140 0 0
ENCANA CORP COM 292505104 909062 86825400 SH SOLE 86825400 0 0
TEVA PHARMACEUTICAL INDS LTD ADR 881624209 905671 19684219 SH SOLE 19684219 0 0
ALPHABET INC CAP STK CL C 02079K107 832646 1071217 SH SOLE 1071217 0 0
MICROSOFT CORP COM 594918104 787235 13667274 SH SOLE 13667274 0 0
BROADCOM LTD SHS Y09827109 785994 4555957 SH SOLE 4555957 0 0
MASTERCARD INCORPORATED CL A 57636Q104 782027 7684256 SH SOLE 7684256 0 0

Issuer Title of Class CUSIP Value(1000s) Share SH/PRN Put/Call Investment Discretion Other Manager Sole Shared None
AMAZON COM INC COM 023135106 2346507 3278984 SH SOLE 3278984 0 0
FACEBOOK INC CL A 30303M102 2302166 20144959 SH SOLE 20144959 0 0
BROADCOM LTD SHS Y09827109 1588143 10219711 SH SOLE 10219711 0 0
TEVA PHARMACEUTICAL INDS LTD ADR 881624209 1393212 27736655 SH SOLE 27736655 0 0
ALPHABET INC CAP STK CL A 02079K305 1262785 1794927 SH SOLE 1794927 0 0
AIR PRODS & CHEMS INC COM 009158106 986383 6944402 SH SOLE 6944402 0 0
CABOT OIL & GAS CORP COM 127097103 909256 35324625 SH SOLE 35324625 0 0
BIOGEN INC COM 09062X103 776365 3210507 SH SOLE 3210507 0 0
LILLY ELI & CO COM 532457108 738470 9377395 SH SOLE 9377395 0 0
ENCANA CORP COM 292505104 627742 80583000 SH SOLE 80583000 0 0

Issuer Title of Class CUSIP Value(1000s) Share SH/PRN Put/Call Investment Discretion Other Manager Sole Shared None
FACEBOOK INC CL A 30303M102 2297204 20133253 SH SOLE 20133253 0 0
AMAZON COM INC COM 023135106 2040633 3437493 SH SOLE 3437493 0 0
TEVA PHARMACEUTICAL INDS LTD ADR 881624209 1764311 32971622 SH SOLE 32971622 0 0
ALPHABET INC CAP STK CL A 02079K305 1564317 2050487 SH SOLE 2050487 0 0
BROADCOM LTD SHS Y09827109 1519160 9832748 SH SOLE 9832748 0 0
ALLERGAN PLC SHS G0177J108 1308511 4881957 SH SOLE 4881957 0 0
AIR PRODS & CHEMS INC COM 009158106 995122 6908170 SH SOLE 6908170 0 0
LILLY ELI & CO COM 532457108 847110 11763778 SH SOLE 11763778 0 0
CABOT OIL & GAS CORP COM 127097103 826705 36402693 SH SOLE 36402693 0 0
NETFLIX INC COM 64110L106 823941 8059682 SH SOLE 8059682 0 0

Issuer Title of Class CUSIP Value(1000s) Share SH/PRN Put/Call Investment Discretion Other Manager Sole Shared None
BROADCOM CORP CL A 111320107 1951264 33747218 SH SOLE 33747218 0 0
ALLERGAN PLC SHS G0177J108 1868148 5978075 SH SOLE 5978075 0 0
AMAZON COM INC COM 023135106 1735311 2567446 SH SOLE 2567446 0 0
TEVA PHARMACEUTICAL INDS LTD ADR 881624209 1643873 25043775 SH SOLE 25043775 0 0
ALPHABET INC CAP STK CL A 02079K305 1442010 1853460 SH SOLE 1853460 0 0
PIONEER NAT RES CO COM 723787107 1174949 9371105 SH SOLE 9371105 0 0
WALGREENS BOOTS ALLIANCE INC COM 931427108 1087557 12771497 SH SOLE 12771497 0 0
AVAGO TECHNOLOGIES LTD SHS Y0486S104 1069014 7364891 SH SOLE 7364891 0 0
ANTHEM INC COM 036752103 932430 6686965 SH SOLE 6686965 0 0
NETFLIX INC COM 64110L106 896999 7842269 SH SOLE 7842269 0 0

Issuer Title of Class CUSIP Value(1000s) Share SH/PRN Put/Call Investment Discretion Other Manager Sole Shared None
ALLERGAN PLC SHS G0177J108 1957680 7202384 SH SOLE 7202384 0 0
WALGREENS BOOTS ALLIANCE INC COM 931427108 1933977 23272886 SH SOLE 23272886 0 0
GOOGLE INC CL A 38259P508 1617840 2534329 SH SOLE 2534329 0 0
AMAZON COM INC COM 023135106 1544763 3017764 SH SOLE 3017764 0 0
BROADCOM CORP CL A 111320107 1212153 23568995 SH SOLE 23568995 0 0
LYONDELLBASELL INDUSTRIES N SHS - A - N53745100 1125856 13505956 SH SOLE 13505956 0 0
VALEANT PHARMACEUTICALS INTL COM 91911K102 890714 4993353 SH SOLE 4993353 0 0
AVAGO TECHNOLOGIES LTD SHS Y0486S104 867505 6939487 SH SOLE 6939487 0 0
ANTHEM INC COM 036752103 827910 5913640 SH SOLE 5913640 0 0
PIONEER NAT RES CO COM 723787107 810522 6663287 SH SOLE 6663287 0 0

Issuer Title of Class CUSIP Value(1000s) Share SH/PRN Put/Call Investment Discretion Other Manager Sole Shared None
WALGREENS BOOTS ALLIANCE INC COM 931427108 2079345 24625113 SH SOLE 24625113 0 0
ALLERGAN PLC SHS G0177J108 2064752 6804034 SH SOLE 6804034 0 0
GOOGLE INC CL A 38259P508 1477632 2736152 SH SOLE 2736152 0 0
LYONDELLBASELL INDUSTRIES N SHS - A - N53745100 1110395 10726384 SH SOLE 10726384 0 0
ILLUMINA INC COM 452327109 1085021 4968956 SH SOLE 4968956 0 0
VALEANT PHARMACEUTICALS INTL COM 91911K102 1025608 4616738 SH SOLE 4616738 0 0
AMAZON COM INC COM 023135106 990837 2282561 SH SOLE 2282561 0 0
PIONEER NAT RES CO COM 723787107 886403 6391252 SH SOLE 6391252 0 0
CANADIAN PAC RY LTD COM 13645T100 845405 5276195 SH SOLE 5276195 0 0
MOHAWK INDS INC COM 608190104 822991 4311113 SH SOLE 4311113 0 0

Issuer Title of Class CUSIP Value(1000s) Share SH/PRN Put/Call Investment Discretion Other Manager Sole Shared None
ACTAVIS PLC SHS G0083B108 1817130 6105536 SH SOLE 6105536 0 0
ILLUMINA INC COM 452327109 1579183 8506696 SH SOLE 8506696 0 0
WALGREENS BOOTS ALLIANCE INC COM 931427108 1236557 14602703 SH SOLE 14602703 0 0
CHENIERE ENERGY INC COM NEW 16411R208 1195641 15447556 SH SOLE 15447556 0 0
AIR PRODS & CHEMS INC COM 009158106 1187331 7848566 SH SOLE 7848566 0 0
CANADIAN PAC RY LTD COM 13645T100 1130400 6187194 SH SOLE 6187194 0 0
PIONEER NAT RES CO COM 723787107 949863 5809207 SH SOLE 5809207 0 0
GOOGLE INC CL A 38259P508 908848 1638449 SH SOLE 1638449 0 0
MONDELEZ INTL INC CL A 609207105 865066 23969688 SH SOLE 23969688 0 0
MICRON TECHNOLOGY INC COM 595112103 844993 31146060 SH SOLE 31146060 0 0

Issuer Title of Class CUSIP Value(1000s) Share SH/PRN Put/Call Investment Discretion Other Manager Sole Shared None
ILLUMINA INC COM 452327109 1530797 8293405 SH SOLE 8293405 0 0
WALGREENS BOOTS ALLIANCE INC COM 931427108 1442749 18933712 SH SOLE 18933712 0 0
VALEANT PHARMACEUTICALS INTL COM 91911K102 1299010 9077007 SH SOLE 9077007 0 0
ACTAVIS PLC SHS G0083B108 1180454 4585892 SH SOLE 4585892 0 0
PIONEER NAT RES CO COM 723787107 980465 6586936 SH SOLE 6586936 0 0
CANADIAN PAC RY LTD COM 13645T100 780440 4050237 SH SOLE 4050237 0 0
AIR PRODS & CHEMS INC COM 009158106 773141 5360470 SH SOLE 5360470 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 724992 5786510 SH SOLE 5786510 0 0
MICRON TECHNOLOGY INC COM 595112103 705933 20163744 SH SOLE 20163744 0 0
CHENIERE ENERGY INC COM NEW 16411R208 700743 9953733 SH SOLE 9953733 0 0

Issuer Title of Class CUSIP Value(1000s) Share SH/PRN Put/Call Investment Discretion Other Manager Sole Shared None
ILLUMINA INC COM 452327109 1418018 8650670 SH SOLE 8650670 0 0
PIONEER NAT RES CO COM 723787107 1336174 6783641 SH SOLE 6783641 0 0
VALEANT PHARMACEUTICALS INTL COM 91911K102 1307761 9967690 SH SOLE 9967690 0 0
WALGREEN CO COM 931422109 1227584 20711731 SH SOLE 20711731 0 0
LOWES COS INC COM 548661107 1027952 19424638 SH SOLE 19424638 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 1011782 11387526 SH SOLE 11387526 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 970740 7976502 SH SOLE 7976502 0 0
MASTERCARD INC CL A 57636Q104 965125 13056351 SH SOLE 13056351 0 0
LYONDELLBASELL INDUSTRIES N SHS - A - N53745100 774221 7125171 SH SOLE 7125171 0 0
CITIGROUP INC COM NEW 172967424 772332 14904121 SH SOLE 14904121 0 0

Issuer Title of Class CUSIP Value(1000s) Share SH/PRN Put/Call Investment Discretion Other Manager Sole Shared None
WALGREEN CO COM 931422109 1492767 20137154 SH SOLE 20137154 0 0
VALEANT PHARMACEUTICALS INTL COM 91911K102 1492117 11830932 SH SOLE 11830932 0 0
ILLUMINA INC COM 452327109 1427042 7992844 SH SOLE 7992844 0 0
LOWES COS INC COM 548661107 1099353 22907968 SH SOLE 22907968 0 0
LYONDELLBASELL INDUSTRIES N SHS - A - N53745100 1051860 10771736 SH SOLE 10771736 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 976011 8271280 SH SOLE 8271280 0 0
PIONEER NAT RES CO COM 723787107 935978 4072836 SH SOLE 4072836 0 0
BAIDU INC SPON ADR REP A 056752108 874538 4681428 SH SOLE 4681428 0 0
CAPITAL ONE FINL CORP COM 14040H105 839694 10165787 SH SOLE 10165787 0 0
REGENERON PHARMACEUTICALS COM 75886F107 837087 2963456 SH SOLE 2963456 0 0

Issuer Title of Class CUSIP Value(1000s) Share SH/PRN Put/Call Investment Discretion Other Manager Sole Shared None
WALGREEN CO COM 931422109 1591709 24105841 SH SOLE 24105841 0 0
TIME WARNER INC COM NEW 887317303 1414365 21649553 SH SOLE 21649553 0 0
ILLUMINA INC COM 452327109 1318056 8866245 SH SOLE 8866245 0 0
VALEANT PHARMACEUTICALS INTL COM 91911K102 1225511 9296143 SH SOLE 9296143 0 0
TWENTY FIRST CENTY FOX INC CL A 90130A101 1212745 37933856 SH SOLE 37933856 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 1162557 9668639 SH SOLE 9668639 0 0
LYONDELLBASELL INDUSTRIES N SHS - A - N53745100 1143680 12859004 SH SOLE 12859004 0 0
LOWES COS INC COM 548661107 885705 18112568 SH SOLE 18112568 0 0
CAPITAL ONE FINL CORP COM 14040H105 841076 10900417 SH SOLE 10900417 0 0
BAIDU INC SPON ADR REP A 056752108 645466 4238958 SH SOLE 4238958 0 0

Issuer Title of Class CUSIP Value(1000s) Share SH/PRN Put/Call Investment Discretion Other Manager Sole Shared None
THERMO FISHER SCIENTIFIC INC COM 883556102 1155329 10375656 SH SOLE 10375656 0 0
TWENTY FIRST CENTY FOX INC CL A 90130A101 1058264 30089971 SH SOLE 30089971 0 0
FACEBOOK INC CL A 30303M102 1000153 18301402 SH SOLE 18301402 0 0
VALEANT PHARMACEUTICALS INTL COM 91911K102 977825 8329004 SH SOLE 8329004 0 0
CAPITAL ONE FINL CORP COM 14040H105 968024 12635752 SH SOLE 12635752 0 0
TIME WARNER INC COM NEW 887317303 936037 13425674 SH SOLE 13425674 0 0
LOWES COS INC COM 548661107 881184 17783736 SH SOLE 17783736 0 0
VALERO ENERGY CORP NEW COM 91913Y100 802972 15931989 SH SOLE 15931989 0 0
MICHAEL KORS HLDGS LTD SHS G60754101 677336 8342605 SH SOLE 8342605 0 0
WALGREEN CO COM 931422109 666587 11604944 SH SOLE 11604944 0 0

Issuer Title of Class CUSIP Value(1000s) Share SH/PRN Put/Call Investment Discretion Other Manager Sole Shared None
CAPITAL ONE FINL CORP COM 14040H105 1077898 15680804 SH SOLE 15680804 0 0
TIME WARNER INC COM NEW 887317303 975161 14817831 SH SOLE 14817831 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 974096 10570770 SH SOLE 10570770 0 0
VALEANT PHARMACEUTICALS INTL COM 91911K102 933712 8949608 SH SOLE 8949608 0 0
LOWES COS INC COM 548661107 827567 17382222 SH SOLE 17382222 0 0
TWENTY FIRST CENTY FOX INC CL A 90130A101 821519 24515654 SH SOLE 24515654 0 0
DANAHER CORP DEL COM 235851102 792794 11436737 SH SOLE 11436737 0 0
MICHAEL KORS HLDGS LTD SHS G60754101 700019 9393711 SH SOLE 9393711 0 0
LYONDELLBASELL INDUSTRIES N SHS - A - N53745100 681746 9309665 SH SOLE 9309665 0 0
COMCAST CORP NEW CL A 20030N101 661032 14652171 SH SOLE 14652171 0 0

Issuer Title of Class CUSIP Value(1000s) Share SH/PRN Put/Call Investment Discretion Other Manager Sole Shared None
TIME WARNER INC COM NEW 887317303 1532887 26511363 SH SOLE 26511363 0 0
CAPITAL ONE FINL CORP COM 14040H105 918537 14624070 SH SOLE 14624070 0 0
COMCAST CORP NEW CL A 20030N101 916460 21951155 SH SOLE 21951155 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602 865006 1709053 SH SOLE 1709053 0 0
MICHAEL KORS HLDGS LTD SHS G60754101 835703 13474740 SH SOLE 13474740 0 0
BOEING CO COM 097023105 819054 7995460 SH SOLE 7995460 0 0
VALEANT PHARMACEUTICALS INTL COM 91911K102 817093 9492256 SH SOLE 9492256 0 0
DANAHER CORP DEL COM 235851102 773367 12217494 SH SOLE 12217494 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 735400 8689600 SH SOLE 8689600 0 0
LYONDELLBASELL INDUSTRIES N SHS - A - N53745100 698338 10539365 SH SOLE 10539365 0 0

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