Andreas Halvorsen

Last Update: 2014-11-24

Number of Stocks: 59
Number of New Stocks: 24

Total Value: $24,904 Mil
Q/Q Turnover: 37%

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

Andreas Halvorsen Watch

  • Andreas Halvorsen Joins Other Gurus in Investing in Alibaba

    A look at the portfolio of Norwegian-born entrepreneur Andreas Halvorsen (Trades, Portfolio), founder and CIO of Viking Global Investors LP, confirms his preference for healthcare stocks – such holdings account for nearly 30% of his portfolio – but, in the third quarter, he – like many of the gurus we follow at GuruFocus – couldn’t resist the temptation to invest in Alibaba (BABA) when the Chinese ecommerce company had its historic IPO in September.

    Halvorsen bought 11,387,526 shares of Alibaba for an average price of $89.95 per share. That purchase had a 4.1% impact on his portfolio.


  • Andreas Halvorsen Increases Stake in Pioneer Natural Resources

    Andreas Halvorsen (Trades, Portfolio)’s Viking Global picked up more shares of Pioneer Natural Resources (PXD) on Oct. 14., according to GuruFocus Real Time Picks. The hedge fund increased its stake to 6,736,716 shares of the company, or 4.7% of shares outstanding, from 5,072,836 shares held at the end of the second quarter.  

  • Gurus Bought This Oil & Gas Marketer Spin-off

    On Jan. 31, 2011, Marathon Oil Company (MRO) announced the spin off of refining, pipeline and marketing operations. The decision gave birth to Marathon Petroleum (MPC) and was carried out completely by July 1 of the same year. After six months of stable market performance, the stock saw great improvements throughout 2012, before entering a declining trend on the second half of the following year.

    Nonetheless, the trend was reverted by the end of the year with a strong performance. Throughout March, stock face value entered a new negative trend giving prospect investors a new opportunity to enter the business. Several gurus anticipated the good moment, and stock transactions reached high volumes during the last quarter of 2013. The new cash injection should have a positive impact on performance if management makes intelligent decisions, unleashing the potential growth.


  • Why This Satellite Radio Company Still Has Room for Growth

    Keeping up in the radio satellite industry can be very tough, especially since technological advances took over consumer habits. Pioneer System, for example, recently launched a new car radio that supports Internet radio, and additionally recognizes Pandora Media Inc. (P)’s settings from Apple Inc. (AAPL)’s iPhones or iPods, thereby customizing users’ music station automatically. Furthermore, iTunes' online radio service has also become a major industry player, especially among young drivers. This increasingly fragmented scenario has caused some damage among established firms, such as SIRIUS XM Holdings Inc. (SIRI), which lost over 22,000 net subscribers in fourth quarter fiscal 2013. However, many investment gurus, like Leon Cooperman (Trades, Portfolio) and Andreas Halvorsen (Trades, Portfolio) remain confident in the company’s future profitability, leading them recently to buy substantial amounts of stock.

    The Time for Change Has Arrived


  • This Stock Escaped Deepwater Horizon and Continues to Grow

    British Petroleum (BP) and Transocean (RIG) are the visible face of the Deepwater Horizon incident that occurred in April 2010, in the Gulf of Mexico. The first it because it was the operator of the platform at the moment of the explosion. The second company provided the platform used for the extraction of oil. However, oil and gas production involves the participation of many more businesses sharing responsibility for one single operation. More often than not, one oil and gas site will involve the participation of an exploration and production, a drilling, and equipment and services firm. And a good relationship between the three is a must for a successful production. That is what seems to have been absent at Deepwater Horizon, as BP and Transocean bore most responsibility, with both claiming Cameron International (CAM) escaped much of the public criticism.

    Moderate Market Expectations


  • Constellation Brands and the Post-Acquisition Revival

    The past market developments have shown us that the spirit and beer industry are always preferable investments compared to the lower margin wine industry. Thus, in the past I’ve recommended investing in companies like Beam Inc. (BEAM), Diageo Plc (ADR) (DEO) or Anheuser-Busch Inbev SA (ADR) (BUD). However, there is one total alcohol company, known for its premium wine brands Robert Mondavi, Ravenswood and Arbor Mist, which has turned from a slow paced uncertain stock, to an interesting investment option. The talk is of Constellation Brands Inc. (STZ), and investment gurus Andreas Halvorsen (Trades, Portfolio) and Eric Mindich (Trades, Portfolio)’s recent acquisition of the company’s stock makes me think there is a bright future ahead for this firm.

    A Scenario-Changing Acquisition


  • H&R Block: Debt Analysis

    Over the past few weeks I have been watching the developments of the banking and tax service industry, which has provided an excellent opportunity to search for investment stocks in this sector. One company I think is very interesting to analyze is H&R Block Inc. (HRB). Its tax service segment assists income tax return preparations, in addition to providing digital tax solutions and other related services to the general public in the U.S., Canada and Australia.

    After HSBC Holdings Plc (ADR) (HSBC) discontinued its work with the company, in order to provide Refund Anticipation Loans, the firm created a separate entity to run banking products. This caused rating agencies to upgrade H&R’s status, with expectations that the firm will sell its H&R Block Bank in the medium term future.


  • Placing All Bets: And the Winner Is Melco Crown

    Operating a casino in China’s Macao market can be highly beneficial, given the limited six licenses available for casinos and resorts. With industry giants like Las Vegas Sands Corp. (LVS) or Wynn Resorts Ltd. (WYNN) running the gambling circuit, it can be tough for a smaller competitor to enter the market and be successful. However, the Hong Kong-based casino operator, Melco Crown Entertainment Ltd. (MPEL), is one of Macao’s six crown jewels and should be one of the most exciting companies for investors looking to gain long term profits. Thus, investment gurus George Soros (Trades, Portfolio) and Andreas Halvorsen (Trades, Portfolio) bought over 300,000 company shares each last quarter.

    Taking Flight


  • An American Casino Reaps Profits on Asian Soil

    The casino industry can be one of the most rewarding business segments for investors seeking high returns on capital and long-term profits. Investment gurus Andreas Halvorsen (Trades, Portfolio) and Ken Fisher (Trades, Portfolio) recently bought fair amounts of Las Vegas Sand Corp (LVS) shares, probably due to the company’s strong performance in the past years. Sand Corp is the world’s largest operator of integrated resorts, with a blend of casino, hotel, entertainment, food, beverage, retail and convention centre operations. Some of the most famous company-owned venues include Sands Macao, Venetian Macao, Sands Cotai Central and Four Seasons Hotel Macao in China, as well as the Marina Bay Sands resort in Singapore and the Palazzo Las Vegas in the U.S.

    The Asian Treasure Hunt


  • CEO of Alexion Pharmaceuticals Inc. Leonard Bell Sold 140,000 Shares

    Alexion Pharmaceuticals Inc. is a biopharmaceutical company focused on serving patients with severe and ultra-rare disorders through the innovation, development and commercialization of life-transforming therapeutic products. The company has a market cap of $20.53 billion; its shares were traded at around $105.00 with a P/E ratio of 59.52 and P/S ratio of 15.89. Alexion Pharmaceuticals Inc. had an annual average earnings growth of 70.6% over the past five years.

    CEO of Alexion Pharmaceuticals Inc. (ALXN) Leonard Bell sold 140,000 shares on Aug. 16, 2013 at an average price of $106.08. The total transaction amount was $14,851,200.  

  • Viking Global Investors - Investing in Giants

    One of most successful Tiger Cubs, Andreas Halvorsen, co-founder and CEO of Viking Global Investors LP, is also a former Norwegian Navy Seal. His portfolio is weighted with top sectors as consumer cyclical at 19.4%, healthcare at 18.3 and financial services at 14.2%. Halvorsen’s portfolio shows 61 stocks, 29 of them new, with a total value of $16.67 billion and a quarter-over-quarter turnover of 45%.

    Here’s a review of the portfolio’s top three, giants in media aerospace, and a medical instruments company that may eventually grow a much wider following for robotic surgery.  

  • Viking Global Investors Sells 28 Companies in First Quarter

    In the recent portfolio update of Guru Andreas Halvorsen, founder and CIO of Viking Global Investors LP, GuruFocus research shows 61 stocks, 29 of them new, with a total value of $16.6 billion and a quarter-over-quarter turnover of 45%. The Viking Global portfolio is weighted with top sectors consumer cyclical at 19.4%, healthcare at 18.3 and financial services at 14.2%. GuruFocus research also shows that Andreas Halvorsen sold out holdings in 28 companies in the first quarter of 2013. Here are the details of the top six sell-out trades impacting his portfolio the most, as of March 31, 2013:

    Sold Out: News Corporation (NWSA) – Media - Diversified  

  • Value Hedge Fund Betting on Apparel: Michael Kors (KORS)

    Viking Global, with $22.5 billion of assets under management, now owns over 10.6 million shares of Michael Kors (KORS), or 5.3% of the apparel and accessory company’s outstanding shares. This is a jump of over 4.5 times the 2.27 million shares Viking owned at the end of the fourth quarter. Despite the stock being up 140% since its late-2011 IPO, I agree with Viking: There might still be room for this high-growth stock to go higher.

    So why listen to Viking Global?   

  • Rare Talk by Andreas Halvorsen of Viking Global Hedge Fund

  • Hedge Funds Load Up on Facebook Shares

    Facebook (FB) shares have been red hot in recent days despite the fact that the post IPO lockup expired.

    Several high-profile hedge fund managers have taken significant stakes in Facebook (FB) over the last month.  

  • Andreas Halvorsen Buys 2 Million Shares of Medivation

    Andreas Halvorsen bought 1,954,749 shares of Medication Inc. (MDVN) on August 8, according to GuruFocus Real Time Picks. The founder of hedge fund Viking Global Investors paid $97 per share, on average. After the purchase, he owns 5.37% of the company.

    Medivation Inc. is a biopharmaceutical company that acquires promising technologies in the late preclinical development phase and develops them quickly and cost-effectively. Medivation Inc. has a market cap of $3.53 billion; its shares were traded at around $94.65 with and P/S ratio of 58.5.  

  • Andreas Halvorsen's Largest Second-Quarter Buys

    Andreas Halvorsen is one of the former protégées of Julian Robertson at his hedge fund Tiger Management, called “Tiger Cubs.” Halvorsen left Tiger Management and, along with several colleagues, founded the long-short equity hedge fund VikingGlobal in 1999. Since then, the low-profile manager’s fund has produced an average annual return of 18.2%, and assets under management have ballooned to $16 billion.

    Halvorsen said in his first-quarter letter that he possibly had been too cautious during the quarter, according to Reuters. In the second quarter, he bought 21 new stocks, the largest of which are: State Street Corporation (STT), Eastman Chemical Company (EMN), Pfizer Inc. (PFE), Eli Lilly (LLY) and W.R. Grace & Co. (GRA).  

  • Stocks I Can Buy Much Cheaper Than Halvorsen Did

    Andreas Halvorsen is a founding partner of Viking Global Investors LP and currently serves as its CIO. Viking manages two hedge funds invested in equities worldwide.

    Before founding Viking, Halvorsen served Tiger Management LLC as senior managing director and the director of equities. He also worked for Morgan Stanley.  

  • Andreas Halvorsen Likes These Low-P/E Stocks – Which One Is Best?

    Viking Global Investors LP was formed in 1999 and is based in Greenwich, Conn. Viking manages two hedge funds invested in equities worldwide. Andreas Halvorsen is a founding partner and currently serves as its CIO Since its foundation, Halvorsen's Viking Global Equities III fund has gained 22% on average per year until March 2009. The largest down period was from September 2001 to March of 2002, when Halvorsen’s portfolio was down about 12%.

    Viking is a long/short global equity fund with a bottom-up stock picking approach. “We believe that our thoughtful analysis and disciplined valuation over time yield a diversified portfolio of longs and shorts whose stock price developments will deviate from each other and provide a profitable spread,” said John Myers, a member of the board.  

  • Capital One Financial (COF) - One Financial Stock Gurus Are Paying Attention To

    Capital One Financial (COF) is a diversified financial institution. It is one of the largest issuers of Visa (V) and MasterCard (MA) credit cards in the U.S., and it is one of the largest depositary institutions in the U.S. The firm has an auto finance segment and a global financial services segment, which includes foreign credit cards and other lending such as small-business loans.

    The bank reported net income of $813 million, or $1.77 per common diluted share. The firm has been able to increase revenue despite high unemployment in the United States and a slow economic recovery.  

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User Comments

ReplyGoforit - 9 months ago
How are premium members of GuruFocus supposed to evaluate the list of Gurus when more often than not there is no historical performance records. Most of the time the "profile/performance" tab does not have anything on performance. Why not? Maybe it should just be called the "profile" tab. This is very frustrating.

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