Andreas Halvorsen

Last Update: 08-15-2016

Number of Stocks: 55
Number of New Stocks: 13

Total Value: $23,541 Mil
Q/Q Turnover: 23%

Countries: USA
Details: Top Buys | Top Sales | Top Holdings  Embed:

Andreas Halvorsen Watch

  • Halvorsen Bought 13 New Holdings in 2nd Quarter

    Andreas Halvorsen (Trades, Portfolio), founder and chief investment officer for Viking Global Investors, invested in 13 new holdings in the second quarter.


    Halvorsen’s largest acquisition of the quarter was the purchase of a 1,133,502-share stake in Intercontinental Exchange Inc. (NYSE:ICE), an Atlanta-based business services company, for an average price of $252.04 per share. The transaction had a 1.23% impact on the portfolio.

      


  • Steven Cohen Buys Broadcom, Intel, Chipotle

    During the second quarter, Steven Cohen (Trades, Portfolio) of Point72 Asset Management acquired three new holdings. They are Broadcom Ltd. (NASDAQ:AVGO), Intel Corp. (NASDAQ:INTC) and Chipotle Mexican Grill Inc. (NYSE:CMG).


    Cohen founded Point72 in 2014 as the successor to S.A.C. Capital Advisors. The firm holds stock in 705 companies with a total value of $14.7 billion. The turnover rate is 41%.

      


  • Andreas Halvorsen's Largest 2nd Quarter Buys

    Andreas Halvorsen (Trades, Portfolio) is a founding partner of Viking Global Investors LP and currently serves as its CIO. During the second quarter, he traded the following stocks according to GuruFocus Real-Time updates.


    The guru bought 75,000,000 shares in Axovant Sciences Ltd. (AXON) with an impact of 4.14% on the portfolio.

      


  • Halvorsen Funds Company Buying Neglected Drugs, Gets Stakes in 2 Biotechs

    Andreas Halvorsen (Trades, Portfolio)’s Viking Global Investors said Wednesday it had invested in one of biotech’s hottest companies and in the process two of the companies it is involved in.


    Roivant Sciences, a company dedicated to promoting forgotten or waylaid drugs, disclosed Halvorsen’s financial backing in an announcement that MIT Professor Andrew Lo, Ph.D., would join the board as an independent director. “The appointment follows the closing of Roivant’s financing led by Viking Global Investors,” the release said.

      


  • Tech Companies Reach High Altman Z-Scores

    Developed by NYU Stern financial economist Edward Altman, the Altman Z-score predicts the likelihood of a company of going bankrupt within a two-year period.


    Unlike the Piotroski F-score, which only ranges from 0 to 9, the Altman Z-score can potentially be any real number. Based on the distribution of Z-scores for Standard & Poor's 500 companies, technological companies have the strongest scores, implying a strong and stable business operation.

      


  • Andreas Halvorsen Takes 6% of Calpine Corp After Doubling Stake

    Andreas Halvorsen (Trades, Portfolio), a former protégé of hedge fund pioneer Julian Robertson (Trades, Portfolio), on June 23 doubled his stake in one of the largest power generators in the U.S., Calpine Corp. (NYSE:CPN), as lower natural gas prices spur natural gas-fired generation and are expected to continue.


    The purchase consisted of 10,047,081 shares, increasing his stake by 95.8% to 20,540,332 shares, at an average price of $14. Halvorsen bought the position in the fourth quarter 2014 with 4,881,477 shares at an average price of $15 and increased it to 10,493,251 shares in the first quarter at an average price of $14. Calpine stock edged down 2% year to date and 20% for the past year. Thursday afternoon it is priced around $14.21.

      


  • Andreas Halvorsen Buys Facebook, Amazon, MasterCard

    Andreas Halvorsen (Trades, Portfolio) is a founding partner of Viking Global Investors LP and currently serves as its CIO. During the first quarter he bought shares in the following stocks:


    The guru bought 20,133,253 shares in Facebook Inc. (FB) with an impact of 10.11% on the portfolio.

      


  • Paul Tudor Jones Trims Facebook, Precision Castparts

    Paul Tudor Jones (Trades, Portfolio) formed Tudor Investment Corporation, the first of the Tudor Group companies, in 1980. The Tudor Group manages assets across fixed income, currency, equity and commodity asset classes and related derivative instruments in the global markets for an international clientele. The following are his largest sales during the first quarter.


    The guru almost closed his stake in Facebook Inc. (FB) cutting it by 92.58% with an impact of -4.57% on the portfolio.

      


  • Andreas Halvorsen Raises Stake in Dynegy by 1,563%

    Andreas Halvorsen (Trades, Portfolio) increased his stake in Dynegy Inc. (NYSE:DYN) by 1,563% on May 3. The guru purchased 5,959,436 shares for $16.6 per share.


    Dynegy is an electric utility company based in Houston. It owns and operates a number of power stations in the U.S. across eight states  California, Connecticut, Illinois, Ohio, Massachusetts, Maine, New York and Pennsylvania. The company was founded in 1984 as Natural Gas Clearinghouse. It was originally an energy brokerage, buying and selling natural gas supplies. It changed its name to NGC Corporation in 1995 after entering the electrical power generation business.

      


  • Stocks Near 52-Week Lows

    According to the GuroFocus list of 52-week lows, Teva Pharmaceutical Industries Inc. (NYSE:TEVA) and Cigna Corp. (NYSE:CI) are two stocks that are within 5% of 52-week lows and are owned by 21 gurus.


    Most stocks that are near 52-week lows present great opportunities for investors. Gurus own these stocks in their portfolios due to the following positive signs: low P/B and P/S ratios, expanding operating margins and consistent per share revenue growth.

      


  • John Hussman Sells Broadcom, Cognizant

    John Hussman is the president and principal shareholder of Hussman Strategic Advisors, the investment advisory firm that manages the Hussman Funds. He is also the president of the Hussman Investment Trust. Hussman manages Hussman Strategic Growth Fund, which invests primarily in U.S. stocks, and Hussman Strategic Total Return Fund, which invests primarily in U.S. Treasury and government agency securities. These were the most heavily weighted sales during the first quarter.


    The guru closed his stake in Broadcom Corp. (BRCM) with an impact of -2.05% on the portfolio.

      


  • High Quality Guru Stocks Include TransDigm, Chipotle

    According to GuruFocus’ All-in-One Screener, the following stocks have a high business predictability rating and at least five gurus are shareholders in the companies.


    TransDigm Group Inc. (TDG)

      


  • Andreas Halvorsen Invests in Rice Energy

    Norwegian guru and co-founder of Viking Global Investors LP Andreas Halvorsen (Trades, Portfolio) purchased 10,134,260 shares of Rice Energy (NYSE:RICE) on April 15.


    Rice Energy is an independent natural gas and oil company engaged in the acquisition, exploration and development of natural gas and oil properties in the Appalachian Basin. The company's main customers include Sequent Energy Management and Dominion Field Services.

      


  • Time to Get Out of Dover

    Dover Corp (NYSE:DOV) is a $10.51 billion market cap company that manufactures a broad range of specialized industrial products and sophisticated manufacturing equipment.


    Better profitability

      


  • Ctrip.com, Philip Morris Among Guru Stocks Beating S&P 500

    The following are some of the stocks that outperformed the S&P 500 Index over the last 12 months and have been bought by gurus during the fourth quarter.


    Ctrip.com International Ltd. (CTRP) has a market cap of $15.04 billion, and during the last 12 months has outperformed the S&P 500 Index by 50.4%. Currently five gurus are holding the company that has returned 6% year-to-date and 102% during the last five years. It is now trading with a P/E ratio of 44.92 and according to the DCF calculator, it looks overpriced by 108%.

      


  • Pfizer-Allergan Merger Collapse Hurts Some Funds but Is Boosting Others

    When Pfizer Inc. (NYSE:PFE) and Allergan Plc (NYSE:AGN) announced their proposed merger deal collapsed on April 6, so too did the hopes of several influential hedge fund managers who staked much capital on its success, but some investors have seen benefits.


    Both companies had been working toward the $160 billion merger since December, which would have re-introduced a focus on dermatology to Pfizer and created the world’s largest drug company. It would also have famously moved the headquarters to Ireland, where the corporate tax rate is 18% compared to 35% in the U.S.

      


  • Netflix, Starbucks Outperform S&P 500

    The following are some of the stocks that outperformed the S&P 500 Index over the last 12 months and have been bought by gurus during the fourth quarter.


    Netflix Inc. (NFLX) has a market cap of $44.67 billion, and during the last 12 months has outperformed the S&P 500 Index by 72.6%. Currently, six gurus are holding the company that has declined 5% year-to-date but returned 212% during the last five years. It is now trading with a P/E ratio of 374.39 and according to the DCF calculator, it looks overpriced by 2,101%.

      


  • Andreas Halvorsen Ups Stake 6-Fold in Range Resources

    Guru Andreas Halvorsen (Trades, Portfolio) is a Norwegian hedge fund executive who co-founded Viking Global Investors LP in 1999. Halvorsen graduated from the Norwegian Naval Academy and then went on to become a Norwegian Navy Seal.


    Halvorsen graduated from Williams College located in Massachusetts with a degree in economics. He then received his MBA with the highest honors from the Stanford School of Business in 1990. Upon graduating, Halvorsen began his investment career at Morgan Stanley (MS), where he began working in the investment banking division. Halvorsen then seized a tremendous opportunity to work alongside legendary guru Julian Robertson (Trades, Portfolio) at Tiger Management, where he was able to gain a tremendous amount of experience and expertise.

      


  • Best Performing Guru Stocks

    The following are some of the stocks that outperformed the S&P 500 Index over the last 12 months and have been bought by gurus during the last quarter.


    Ctrip.com International Ltd. (CTRP) has a market cap of $13.57 billion, and during the last 12 months has outperformed the S&P 500 Index by 47.2%. Currently, five gurus are holding the company that declined 4% year-to-date but gained 112% during the last five years. It is now trading with a P/E ratio of 41.50 and according to the DCF calculator, it looks overpriced by 88%.

      


  • Where Are Super Investors Shopping for Bargains?

    GuruFocus offers a lot of screens and tools I find highly useful and interesting for coming up with short lists of companies to look at.


    Frequently I go over the Aggregate Industry Trend screener. It allows you to quickly see in which industries value investing gurus like Joel Greenblatt(Trades, Portfolio), Richard Pzena (Trades, Portfolio), Andreas Halvorsen (Trades, Portfolio) and more than 150 others are putting their money to work and from where they are running as fast as possible. I also went through this exercise last month, and the differences are interesting as well.

      


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