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.
The company is a clinical-stage biopharmaceutical company focused on the acquisition, development and commercialization of novel therapeutics for the treatment of neurodegenerative disorders.
During the last quarter it reported successful completion of a drug-drug interaction study of intepirdine (formerly RVT-101) with memantine and strong balance sheet with $276.3 million of cash to support the company's current development plans.
GuruFocus gives the stock a profitability and growth rating of 2 out of 10. Financial strength has a rating of 4 out of 10 with no debt.
Another notable shareholder among the gurus is PRIMECAP Management (Trades, Portfolio) with 0.77% of outstanding shares.
Halvorsen bought 16,013,540 shares in Arbutus Biopharma Corp. (ABUS) with an impact of 0.27% on the portfolio.
The company is a biopharmaceutical business engaged in advancing novel RNA interference therapeutics and discovering, developing and commercializing a cure for patients suffering from chronic hepatitis B infection.
The non-GAAP net loss for first quarter 2016 was $9.9 million (19 cent loss per common share) and net loss was $15.9 million (31 cents basic and diluted loss per common share).
GuruFocus gives the stock a profitability and growth rating of 2 out of 10. Financial strength has a rating of 6 out of 10 with no debt.
PRIMECAP Management (Trades, Portfolio) is another notable shareholder of the company among the gurus with 7.05% of outstanding shares, followed by Jim Simons (Trades, Portfolio) with 0.51%.
Halvorsen increased his stake in Calpine Corp. (CPN) by 95.75% with an impact of 0.62% on the portfolio.
The company is a wholesale power producer. The company owns and operates natural gas-fired and geothermal power plants in North America. It sells wholesale power, steam, capacity and ancillary services to utilities, independent electric system operators.
First quarter operating revenues decreased 1.9% from the same quarter of a year before and adjusted EBITDA grew 10.7%.
GuruFocus gives the stock a profitability and growth rating of 7 out of 10 with ROE of 1.54% and ROA of 0.26% that are underperforming 62% of the companies in the Global Utilities - Independent Power Producers industry. Financial strength has a rating of 3 out of 10, with cash to debt of 0.02 that is below industry median of 0.19.
The largest shareholder among the gurus is HOTCHKIS & WILEY with 10.8% of outstanding shares, followed by Andreas Halvorsen (Trades, Portfolio) with 5.72%, RS Investment Management (Trades, Portfolio) with 0.81%, Jim Simons (Trades, Portfolio) with 0.72%, Joel Greenblatt (Trades, Portfolio) with 0.2% and Robert Bruce (Trades, Portfolio) with 0.08%.
The investor increased his stake in Dynegy Inc. (DYN) by 1,563.70% with an impact of 0.43% on the portfolio.
The company is engaged in the production and sale of electric energy, capacity and ancillary services in three segments Coal, IPH and Gas. Its sells electric energy from its power generation facilities.
GuruFocus gives the stock a profitability and growth rating of 6 out of 10 with ROE of 6.53% and ROA of 1.87% that are outperforming 57% of the companies in the Global Utilities - Independent Power Producers industry. Financial strength has a rating of 4 out of 10 with cash to debt 0.11.
Howard Marks (Trades, Portfolio) is the largest shareholder of the company among the gurus with 8.12% of outstanding shares, followed by Andreas Halvorsen (Trades, Portfolio) with 5.41%, Jim Simons (Trades, Portfolio) with 1.24%, Steven Cohen (Trades, Portfolio) with 0.51% and Caxton Associates (Trades, Portfolio) with 0.09%.
Halvorsen bought 10,134,260 shares in Rice Energy Inc. (RICE) with an impact of 0.60% on the portfolio.
The company 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. Its segments include Exploration and Production and Midstream.
First quarter net production increased 53% over the prior year quarter and an 8% increase relative to fourth quarter 2015, while adjusted EBITDA grew 30%.
GuruFocus gives the stock a profitability and growth rating of 3 out of 10. Financial strength has a rating of 7 out of 10, with cash to debt of 0.25 that is below industry median of 0.41.
Another notable shareholder among the gurus is Steven Cohen (Trades, Portfolio) with 2.06% of outstanding shares, followed by George Soros (Trades, Portfolio) with 0.48%, John Burbank (Trades, Portfolio) with 0.28%, Ron Baron (Trades, Portfolio) with 0.15%, Jim Simons (Trades, Portfolio) with 0.14% and Caxton Associates (Trades, Portfolio) with 0.05%.
Disclosure: I do not own any shares of any stocks mentioned in this article.
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