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Andreas Halvorsen13F | |
| Viking Global Investors LP | |
| Last update 2026-08-14 | 90 Stocks (34 new) |
| Value $35.08 Bil | Turnover 26 % |
Andreas Halvorsen Profile
Andreas Halvorsen is a founding partner of Viking Global Investors LP. Now overseen by CIO Ning Jin, 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.
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.
Andreas Halvorsen Investing Philosophy
Since its inception, Viking has employed a research intensive, long-term focused investment approach. It uses fundamental analysis to select investments, primarily public and private equity interests, across industries and geographies. Viking generally invests in companies based on a thorough assessment of their business models and fundamentals, the quality of their management teams and cyclical and secular industry trends.
Its organizational structure decentralizes investment research, analysis and decision-making and centralizes risk management. This approach enables Viking to capitalize on a broad range of ideas and expertise while ensuring that risks are reviewed and managed comprehensively and with clear accountability.
Its organizational structure decentralizes investment research, analysis and decision-making and centralizes risk management. This approach enables Viking to capitalize on a broad range of ideas and expertise while ensuring that risks are reviewed and managed comprehensively and with clear accountability.
Andreas Halvorsen Top Holdings of 2026-06-30
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
V | Visa Inc | 6,393,604 | 2,193,581.6 | +1.03% | 6.250 | +0.06% | 0.340 | +13.91% | +5.33% | 690,883.6 | Credit Services | |
TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Taiwan Semiconductor Manufacturing Co Ltd
| 3,168,097 | 1,512,988.1 | -29.05% | 4.310 | -1.23% | 0.060 | +4.96% | +41.57% | 2,219,964.8 | Semiconductors | |
APD | Air Products and Chemicals Inc | 4,740,351 | 1,389,776.1 | +15.50% | 3.960 | +0.53% | 2.130 | +6.86% | +21.24% | 65,391.6 | Chemicals | |
SHW | Sherwin-Williams Co | 3,875,879 | 1,334,542.7 | +24.52% | 3.800 | +0.75% | 1.600 | +4.69% | -1.34% | 77,061.1 | Chemicals | |
FTV | Fortive Corp | 19,934,762 | 1,217,814.6 | -11.32% | 3.470 | -0.39% | 6.600 | -9.04% | -0.94% | 16,463.0 | Hardware | |
META | Meta Platforms Inc | 1,867,619 | 1,052,011.1 | +75.76% | 3.000 | +1.29% | 0.070 | +12.96% | -2.21% | 1,641,562.1 | Interactive Media | |
SCHW | Charles Schwab Corp | 10,638,869 | 981,648.4 | -27.45% | 2.800 | -1.06% | 0.620 | +20.58% | +8.49% | 185,609.6 | Capital Markets | |
TMO | Thermo Fisher Scientific Inc | 1,937,415 | 971,342.4 | +16.15% | 2.770 | +0.39% | 0.520 | +25.26% | +4.30% | 223,024.2 | Medical Diagnostics & Research | |
JPM | JPMorgan Chase & Co | 2,899,386 | 949,056.0 | +7.23% | 2.710 | +0.18% | 0.110 | +14.88% | +11.28% | 939,828.3 | Banks | |
LII | Lennox International Inc | 1,590,959 | 911,540.0 | +1.18% | 2.600 | +0.03% | 4.600 | -26.01% | -22.85% | 12,878.0 | Construction |
Andreas Halvorsen's Historical Top Holdings Breakdowns
Andreas Halvorsen's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
AAPL | Apple Inc | 2026-06-30 | Sold Out Sold Out | -2.55% | 253.5 ($285.52) 315.2 | $326.57 | 14.38% | Sold Out | 0 | -3,593,057 | |
RACE | Ferrari NV | 2026-06-30 | New Buy New Buy | +2.33% | 321.2 ($347.67) 372.85 | $408.64 | 17.54% | New holding | 2,204,309 | 2,204,309 | |
CSX | CSX Corp | 2026-06-30 | Sold Out Sold Out | -2.14% | 41.05 ($45.09) 48.01 | $49.04 | 8.76% | Sold Out | 0 | -18,678,052 | |
TSLA | Tesla Inc | 2026-06-30 | Reduce Reduce | -2.02% | 343.25 ($397.3) 445.27 | $363.56 | -8.49% | Reduce -78.03% | 547,816 | -1,945,745 | |
GOOGL | Alphabet Inc | 2026-06-30 | Sold Out Sold Out | -1.93% | 287.56 ($358.82) 402.62 | $332.60 | -7.31% | Sold Out | 0 | -2,395,865 | |
MSCI | MSCI Inc | 2026-06-30 | New Buy New Buy | +1.85% | 536.48 ($582.76) 643.83 | $547.60 | -6.03% | New holding | 1,160,687 | 1,160,687 | |
PNC | PNC Financial Services Group Inc | 2026-06-30 | Sold Out Sold Out | -1.76% | 208.09 ($223.67) 246.73 | $242.98 | 8.63% | Sold Out | 0 | -3,027,092 | |
TMUS | T-Mobile US Inc | 2026-06-30 | Sold Out Sold Out | -1.74% | 167.73 ($189.68) 210.03 | $177.16 | -6.60% | Sold Out | 0 | -2,967,374 | |
AMZN | Amazon.com Inc | 2026-06-30 | Add Add | +1.70% | 208.27 ($250.33) 274.99 | $251.89 | 0.62% | Add 209.58% | 3,700,862 | 2,505,434 | |
DIS | The Walt Disney Co | 2026-06-30 | Reduce Reduce | -1.66% | 95.78 ($101.86) 108.66 | $105.82 | 3.89% | Reduce -46.17% | 7,158,406 | -6,140,056 |
Andreas Halvorsen Total Holding History ($B)
Andreas Halvorsen's Asset Allocation
Andreas Halvorsen Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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Andreas Halvorsen's Hypothetical Growth since 2026-06-30
Andreas Halvorsen's Yearly Returns
This information is only displayed for Gurus who publicly disclose audited performance records; most hedge funds and private investment firms do not publish such data or only provide limited historical performance information.
| Year | Portfolio % | % | Excess Gain % |
|---|
Andreas Halvorsen's Holdings Heat Map
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Andreas Halvorsen's Holdings Bubble Chart
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