Andreas Halvorsen’s Viking Global teamed up with other tiger cubs in buying Baidu Inc (NASDAQ:BIDU). Viking initiated a new position in the Chinese language search engine with 2.67 million shares. Tiger Consumer also increased its position in Baidu over the same period. Take a look at Viking Global’s investment process here. Viking Global’s top holdings Viking Global’s top five holdings include Capital One Financial Corp. (NYSE:COF), Time Warner Inc (NYSE:TWX), Thermo Fisher Scientific Inc. (NYSE:TMO) and Valeant Pharmaceuticals Intl Inc (NYSE:VRX). Other companies that the hedge fund bought were Facebook Inc (NASDAQ:FB) (4.4 million shares) and Lowe’s Companies, Inc. (NYSE:LOW) (17.3 million shares), making Lowe’s its fifth-largest position….
Viking Global Sells Apple, Boeing; Buys Yahoo, Facebook
HFA Staff
The post above is drafted by the collaboration of the Hedge Fund Alpha Team.