Viking Global 13F 4Q09 vs 1Q10

Stock Shares Held - 12/31/2009 Shares Held - 03/31/2010 Change in shares % Change in Shares
ACE 1,941,800 3,986,800 2,045,000 105.31%
ADSK 8,844,601 5,405,829 (3,438,772) -38.88%
AET 5,968,400 0 (5,968,400) -100.00%
AGU 0 1,405,000 1,405,000 New
AON 3,982,300 0 (3,982,300) -100.00%
APOL 95,000 0 (95,000) -100.00%
ATLS 424,545 0 (424,545) -100.00%
AYE 1,419,200 0 (1,419,200) -100.00%
BAC 0 21,855,200 21,855,200 New
BAC/PS 24,973,600 0 (24,973,600) -100.00%
BEC 3,523,032 520,650 (3,002,382) -85.22%
BEN 889,000 0 (889,000) -100.00%
BHI 0 4,118,600 4,118,600 New
BRCD 4,675,000 0 (4,675,000) -100.00%
BVF 3,315,323 2,484,973 (830,350) -25.05%
C 27,276,882 0 (27,276,882) -100.00%
CI 6,237,447 4,691,656 (1,545,791) -24.78%
CL 0 1,352,471 1,352,471 New
CMCSA 0 6,041,300 6,041,300 New
CME 315,300 693,600 378,300 119.98%
COF 5,366,268 130,125 (5,236,143) -97.58%
COL 1,162,100 2,703,126 1,541,026 132.61%
CSX 6,755,200 0 (6,755,200) -100.00%
CVS 6,174,700 3,330,604 (2,844,096) -46.06%
DG 2,315,500 2,483,762 168,262 7.27%
DHR 2,949,100 2,286,700 (662,400) -22.46%
DIS 5,156,500 0 (5,156,500) -100.00%
DTV 4,569,700 0 (4,569,700) -100.00%
DVA 1,650,350 2,470,854 820,504 49.72%
DVN 754,100 1,740,400 986,300 130.79%
ESRX 4,076,319 3,980,419 (95,900) -2.35%
FDO 0 785,400 785,400 New
FLS 1,913,500 1,804,600 (108,900) -5.69%
FRO 0 1,945,689 1,945,689 New
GOOG 206,285 424,600 218,315 105.83%
GR 4,291,998 3,545,577 (746,421) -17.39%
HAL 3,146,600 4,141,900 995,300 31.63%
HES 1,833,500 3,088,000 1,254,500 68.42%
HMA 6,506,700 8,721,250 2,214,550 34.03%
HPQ 4,376,600 4,645,200 268,600 6.14%
HST 4,302,400 0 (4,302,400) -100.00%
ILMN 1,188,816 656,000 (532,816) -44.82%
IR 895,700 2,328,100 1,432,400 159.92%
ITMN 0 226,400 226,400 New
IVZ 27,353,200 31,790,800 4,437,600 16.22%
JPM 8,136,500 5,939,500 (2,197,000) -27.00%
LEN 0 1,680,500 1,680,500 New
LNCR 2,366,900 1,078,758 (1,288,142) -54.42%
MA 2,060,946 0 (2,060,946) -100.00%
MCK 0 170,400 170,400 New
MD 0 1,175,922 1,175,922 New
MET 809,065 8,303,533 7,494,468 926.31%
MFC 3,670,000 0 (3,670,000) -100.00%
MLNK 146 146 0 0.00%
MTW 3,099,000 0 (3,099,000) -100.00%
NRG 5,276,213 0 (5,276,213) -100.00%
NVR 0 31,621 31,621 New
NWSA 8,848,200 19,819,800 10,971,600 124.00%
OC 0 197,955 197,955 New
OI 1,091,111 0 (1,091,111) -100.00%
ORCL 4,911,800 7,252,300 2,340,500 47.65%
PALM 101,798 101,798 0 0.00%
PFE 1,704,500 2,905,900 1,201,400 70.48%
PLL 1,240,400 1,871,729 631,329 50.90%
PNC 0 1,878,923 1,878,923 New
PPDI 113,600 0 (113,600) -100.00%
PSYS 0 1,637,200 1,637,200 New
Q 8,107,400 5,916,995 (2,190,405) -27.02%
QCOM 1,659,900 0 (1,659,900) -100.00%
SFD 1,706,000 4,239,059 2,533,059 148.48%
SHW 802,100 3,022,818 2,220,718 276.86%
TYC 5,226,000 10,425,600 5,199,600 99.49%
UHS 628,500 4,763,800 4,135,300 657.96%
UTX 0 421,200 421,200 New
V 7,998,027 9,709,500 1,711,473 21.40%
VMED 5,177,957 3,808,357 (1,369,600) -26.45%
WFC 3,000,000 0 (3,000,000) -100.00%
WLP 4,715,604 3,411,161 (1,304,443) -27.66%