Here’s How Andreas Halvorsen’s Viking Global Managed A Terrific Q4

#4 Amazon.com, Inc. (NASDAQ:AMZN)

– Shares Owned by Viking Global (as of September 30): 3 million

– Value of Holding (as of September 30): $1.54 billion

The e-commerce giant Amazon.com, Inc. (NASDAQ:AMZN) had a spectacular run in 2015 with its shares more than doubling during that period. After having initiated a stake in the company during the second quarter, Viking Global solidified it in the third quarter raising it by 33%. The shares of Amazon.com, Inc. (NASDAQ:AMZN) saw a further 32% growth during the fourth quarter.

Although most analysts that cover Amazon’s stock continue to be bullish on it, some have raised concerns over the company’s valuation. Analysts at Monness Crespi & Hardt came out with a very interesting perspective on the stock on January 4, when they downgraded it to ‘ Neutral’ from ‘Buy’, but upped their price target to $675.89 from $656. In their note, they mentioned that they continue to remain upbeat on the “competitive moat” around the ecosystem that Amazon had created and the investment in the growth the company had made, but also pointed out that they estimate “such investments may yield less degrees of upside than delivered throughout 2015”

For the fourth quarter, analysts are expecting the company to report EPS of $1.64 on revenue of $35.99 billion, compared to the $0.45 and $29.33 billion, respectively, it reported for the same quarter last year. Another Tiger cub Chase Coleman also became increasingly bullish on Amazon.com during the third quarter. His firm Tiger Global Management LLC increased its stake in the company by 328% to nearly 3.2 million shares during that period.