Andreas Halvorsen

Last Update: 07-17-2015

Number of Stocks: 58
Number of New Stocks: 17

Total Value: $25,811 Mil
Q/Q Turnover: 35%

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

Andreas Halvorsen Watch

  • Mastercard's Results Excluding Exchange Rate Effects

    Last year, I wrote an article about MasterCard, Inc. (NYSE:MA) after Bill Nygren (Trades, Portfolio), the portfolio manager of The Oakmark Fund, had taken a long position on it. At that time, we calculated that Mastercard had a trailing P/E ratio that indicated overvaluation, but our valuation method said the contrary. Since my recommendation, the company´s shares surged by 25% in a period lower than a year.


    Steve Mandel is the largest shareholder of the company but decreased by 36% his position to $1.12 billion with 12.97 million shares, according to the fund's latest filing in Q1. On the other hand, Andreas Halvorsen (Trades, Portfolio) upped his stake by 93% to 8.26 million shares.

      


  • Halvorsen Ups Stake in Chinese Travel Company Qunar

    Andreas Halvorsen (Trades, Portfolio) of Viking Global Investors increased his stake in Qunar Cayman Islands (NASDAQ:QUNR) on July 7, purchasing 9,146,107 shares for $36.87 per share, according to the 13G filing.


    Halvorsen initiated the position in Q4 2014, and now holds 10,156,644 shares of the company. Domiciled in the Cayman Islands, Qunar is a popular travel booking service in China, and is controlled by Baidu (BIDU), who purchased a majority stake in 2011. Over the past year, the stock rose 51% to close at $43.74 on July 23.

      


  • Zenit Asset Management Ab's Top Buys in Q2 2015

    At the end of the second quarter of 2015, the hedge fund Zenit Asset Management Ab reported a total value of its portfolio of $647.56 million, with an increase of 7.46% since the previous quarter.


    During the Q2 2015, the hedge fund bought 13 new stocks and increased 12 stakes, and the following are the most heavily-weighted US companies it bought.

      


  • Pennsylvania Trust Co. Top Buys in Q2 2015

    Pennsylvania Trust Co. recently filed its quarterly 13F where it reports all the trades had during the quarter.


    According to it, the fund closed the second quarter of 2015 with a value of its portfolio of $1.69 billion (+9.30% from the previous quarter) and it bought 49 new stocks.

      


  • Andreas Halvorsen Buys Whiting Petroleum Near 5-Year Low

    Andreas Halvorsen (Trades, Portfolio)’s hedge fund Whiting Petroleum took a 5.02% stake in Whiting Petroleum Corporation (NYSE:WLL), a company that has seen a number of guru buyers, on July 2, according to Real Time Picks.


    Halvorsen purchased 10,260,287 of the company’s shares, worth 1.25% of his total managed assets. The company’s share price closed at $33.79 on the reported day of the purchase, far below their 52-week high of $92.92, and near a five-year low. Shares tumbled 62.5% over the past year, as WTI crude oil prices slipped 45.6% from July last year.

      


  • Andreas Halvorsen Increases Stake in Esperion Therapeutics

    Andreas Halvorsen (Trades, Portfolio)’s hedge fund Viking Global Investors increased its stake in pharmaceutical company Esperion Therapeutics (NASDAQ:ESPR) by 875.1% on June 18, GuruFocus Real Time Picks reported Monday.


    Founded in 2008, Esperion makes treatments for heart disease patients who experience intolerable side effects from existing drugs. Halvorsen holds 1,335,101 shares of the company, a 5.9% stake, after the increase. He began the position in the first quarter with 136,919 shares.

      


  • Andreas Halvorsen Sells More Than Half of His Stake in Valeant

    Andreas Halvorsen (Trades, Portfolio), founding partner and chief executive officer of Connecticut-based Viking Global Investors, is one of the top-earning hedge fund managers. After Halvorsen started Viking Global in 1999, the hedge fund gained 22% on average annually for the next decade.

    Halvorsen’s most significant transaction in the first quarter was his sale of a portion of his stake in Valeant Pharmaceuticals International Inc (NYSE:VRX), a pharmaceutical company from Montreal. Halvorsen sold 5,018,664 shares, more than 55% of his stake, for an average price of $177.4 per share. The deal had a -3.32% impact on Halvorsen’s portfolio.  


  • Micron Technology Drops 5% After Morgan Stanley Downgrades Rating

    In this article, let's take a look at Micron Technology, Inc. (NASDAQ:MU), a $27.18 billion market cap company that provides semiconductor solutions worldwide.


    Hedge Funds' Positions

      


  • Activist Hedge Fund Manager Has Strong Focus on Health Care Stocks

    Dan Loeb's Third Point disclosed an equity portfolio valued at some $10.95 billion at the end of the first quarter of 2015. The equity portfolio is mainly invested in Health Care (27%), Consumer Discretionary (15%) and Information Technology (15%) stocks.


    In this article we will look into the top three holdings held at the end of Q1. Among the 10 largest holdings from Loeb’s equity portfolio (which comprises 60.30% of the total portfolio value), the three top positions are: Amgen Inc. (NASDAQ:AMGN), Actavis PLC (NYSE:ACT) and The Dow Chemical Company (NYSE:DOW).

      


  • Predictable and Undervalued Companies - Part III

    With these articles, I want to highlight all the companies that according to GuruFocus have a predictable business and are undervalued according to the Price/DCF (Average). I also apply another filter to those results to give you just the companies that have a significant EPS growth rate.


    When a company is undervalued but earnings are growing, we can believe that sooner or later Mr. Market will take care of the price.

      


  • Leon Cooperman's Top Holdings Look Attractive

    Billionaire Leon Cooperman (Trades, Portfolio)'s Omega Advisors has disclosed an equity portfolio valued at some $6.3 billion as of the end of the first quarter of 2015. The equity portfolio is mainly invested in Finance (26%), Consumer Discretionary (22%) and Health Care (11%) stocks.


    In this article we will look into the top three picks held at the end of first quarter of 2015. These are Actavis PLC (NYSE:ACT), Citigroup, Inc (NYSE:C) and Sirius XM Holdings Inc. (NASDAQ:SIRI).

      


  • Andreas Halvorsen's Top 5 New Stock Buys

    Andreas Halvorsen (Trades, Portfolio), founder of $30 billion hedge fund Viking Global Investors, saw hefty activity in his long portfolio in the first quarter, with every single position increased or decreased in addition to new buys and sells. The overall effect was 35% portfolio turnover.


    Halvorsen purchased 17 new stocks, ending the quarter with 58 positions in total, at an aggregate value of $25.8 billion. The majority of the portfolio is spread in relatively similar proportions over a number of sectors, with healthcare standing out at the top at 26.1%.

      


  • Andreas Halvorsen adds to stake in Avis Budget Group Inc.

    Andreas Halvorsen (Trades, Portfolio) is a founding partner of Viking Global Investors LP and currently serves as its CIO. Viking was formed in 1999 and is based in Greenwich, Connecticut. Viking manages two hedge funds invested in equities worldwide.


    His portfolio has a total value of $25,811 million and on May he increased his already big stake in Avis Budget Group Inc (CAR). He increased his stake by 56.17% reaching a total of 4,415,339 shares that is 4.17% of shares outstanding of the company and the 0.91% of total assets of his portfolio. With this buy he became the third main holder of the company, after Larry Robbins (Trades, Portfolio) (that holds 6.7% of shares outstanding) and Chase Coleman (Trades, Portfolio) (with 4.58%).

      


  • Andreas Halvorsen Keeps Buying Air Products

    Andreas Halvorsen (Trades, Portfolio) is a founding partner of Viking Global Investors LP and currently serves as its Chief Investment Officer. Prior to founding Viking, Halvorsen was a senior managing director and the director of equities at Tiger Management LLC. He also worked as an investment banker in the corporate finance and merger departments of Morgan Stanley. Halvorsen received his MBA from the Stanford Graduate School of Business in 1990 and graduated from Williams College in 1986. His Viking Global Equities III fund has gained 22% on average per year from 1999-2009.


    Last quarter, he increased his stake in Air Products and Chemicals (NYSE:APD) buying 2,488,096 shares of the company. As of March 31, 2015, he was holding 7,848,566 shares of the company. The following chart shows his holding history in the company.

      


  • Andreas Halvorsen Increases Position in Canadian Pacific

    Andreas Halvorsen (Trades, Portfolio) is a founding partner of Viking Global Investors LP and currently serves as its CIO. Viking was formed in 1999 and is based in Greenwich, Connecticut. Viking manages two hedge funds invested in equities worldwide. Prior to founding Viking, Halvorsen was a senior managing director and the director of equities at Tiger Management LLC. He also worked as an investment banker in the corporate finance and merger departments of Morgan Stanley. Halvorsen received his MBA from the Stanford Graduate School of Business in 1990 and graduated from Williams College in 1986.


    Last quarter, Andreas Halvorsen (Trades, Portfolio) increased his position in Canadian Pacific (NYSE:CP) by buying 2,136,957 shares. As of March 31, 2015, he was holding 6,187,194 shares of the company.

      


  • Andreas Halvorsen Adds New Position to Portfolio

    Andreas Halvorsen (Trades, Portfolio) of Viking Global Investors LP recently added a new positon to his portfolio of 62 stocks, valued ~$21.8 billion and has a 29% quarter over quarter turnover.


    Halvorsen added 11,535,925 shares of Envison Healthcare Holdings Inc (NYSE:EVHC) to his portfolio at an average price of $39.31 a share.

      


  • Halvorsen Acquires Stake in Envision Healthcare

    Healthcare stocks are, far and away, guru Andreas Halvorsen (Trades, Portfolio)’s preference. The healthcare sector has a 32.5% weighting in his portfolio, and Halvorsen – the founding partner and chief executive officer of Viking Global Investors – holds several stakes that are linked, directly or indirectly, to healthcare.


    But, until recently, none of his healthcare positions were in the top 10 in his portfolio, and he hadn’t added to his existing holdings in a healthcare-related stock since the fourth quarter of 2014.

      


  • Andreas Halvorsen Adds to Stake In Sealed Air Corp

    Andreas Halvorsen (Trades, Portfolio) is a founding partner of Viking Global Investors LP and currently serves as its CIO. Viking was formed in 1999 and is based in Greenwich, Connecticut. Viking manages two hedge funds invested in equities worldwide. Since starting his firm in 1999, his Viking Global Equities III fund has gained 22% on average per year until March 2009. His largest down period was from September 2001 to March of 2002, when his portfolio was down about 12%.


    The portfolio is composed of 67 stocks, and 27 of them are new stocks. The total value of the portfolio is $21,780 Mil with 29% Q/Q turnover.

      


  • Andreas Halvorsen Keeps Buying DVA, HLT, ACT

    Andreas Halvorsen (Trades, Portfolio) is a founding partner of Viking Global Investors LP and currently serves as its CIO. Viking was formed in 1999 and is based in Greenwich, Connecticut. Viking manages two hedge funds invested in equities worldwide. 


    Prior to founding Viking, Mr. Halvorsen was a senior managing director and the director of equities at Tiger Management LLC. He also worked as an investment banker in the corporate finance and merger departments of Morgan Stanley. Prior to moving to the United States, Mr. Halvorsen graduated from the Norwegian Naval Academy and served as a platoon commander on the Norwegian SEAL Team. Mr. Halvorsen received his MBA from the Stanford Graduate School of Business in 1990 and graduated from Williams College in 1986. Since starting his firm Viking Global in 1999, his Viking Global Equities III fund has gained 22% on average per year until March 2009. His largest down period was from Sept. 2001 to March of 2002, when his portfolio was down about 12%.

      


  • 5 Industrial Stocks Gurus Are Buying

    Last month, the U.S. added 126,000 jobs, and unemployment remained unchanged at 5.5%. Since the jobs figure was well under economist estimates of 248,000 jobs, it’s reasonable to be wary of the performance of industrial stocks. These companies’ are involved in home building, manufacturing, and other activities tied to the state of the economy.


    GuruFocus provides an All-In-One-Screener that can be used to narrow stock choices with more than 150 filters. For this article, we screened for industrial companies headquartered outside the U.S., in which at least five gurus are currently buying as of the fourth quarter. The following are the top five stocks in terms of number of gurus with current positions.

      


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