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Andreas Halvorsen13F | |
| Viking Global Investors LP | |
| Last update 2025-05-15 | 91 Stocks (27 new) |
| Value $31.48 Bil | Turnover 36 % |
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 2025-03-31
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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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
USB | U.S. Bancorp | 34,863,502 | 1,471,937.1 | +42.60% | 4.680 | +1.40% | 2.240 | +5.47% | -3.48% | 71,077.2 | Banks | |
SCHW | Charles Schwab Corp | 17,716,717 | 1,386,864.6 | +20.86% | 4.410 | +0.76% | 0.980 | +11.96% | +21.64% | 162,509.8 | Capital Markets | |
BAC | Bank of America Corp | 32,199,070 | 1,343,667.2 | +30.28% | 4.270 | +0.99% | 0.430 | +11.49% | +9.31% | 357,462.8 | Banks | |
UNH | UnitedHealth Group Inc | 2,137,806 | 1,119,675.9 | +12.49% | 3.560 | +0.40% | 0.240 | -41.19% | -39.49% | 274,518.8 | Healthcare Plans | |
INTU | Intuit Inc | 1,706,420 | 1,047,724.8 | -0.73% | 3.330 | -0.03% | 0.610 | +25.92% | +23.39% | 215,587.0 | Software | |
FTV | Fortive Corp | 12,950,122 | 947,689.9 | -1.84% | 3.010 | -0.06% | 3.810 | -5.17% | -4.84% | 24,206.4 | Hardware | |
META | Meta Platforms Inc | 1,466,311 | 845,123.0 | New Holding | 2.680 | +2.68% | 0.060 | +18.93% | +24.22% | 1,825,627.9 | Interactive Media | |
COF | Capital One Financial Corp | 4,591,100 | 823,184.2 | New Holding | 2.620 | +2.62% | 1.200 | +17.43% | +18.78% | 134,649.5 | Credit Services | |
TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Taiwan Semiconductor Manufacturing Co Ltd
| 4,889,247 | 811,615.0 | +19.55% | 2.580 | +0.42% | 0.090 | +29.57% | +14.27% | 1,161,832.3 | Semiconductors | |
APG | APi Group Corp | 21,537,518 | 770,181.6 | 0% | 2.450 | 0% | 7.780 | +36.97% | +39.87% | 13,927.8 | 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
JPM | JPMorgan Chase & Co | 2025-03-31 | Reduce Reduce | -4.11% | 225.19 ($254.94) 279.95 | $288.75 | 13.26% | Reduce -70.91% | 2,171,648 | -5,294,539 | |
META | Meta Platforms Inc | 2025-03-31 | New Buy New Buy | +2.68% | 576.36 ($645.17) 736.67 | $726.09 | 12.54% | New holding | 1,466,311 | 1,466,311 | |
COF | Capital One Financial Corp | 2025-03-31 | New Buy New Buy | +2.62% | 163.87 ($188.9) 209.82 | $210.51 | 11.44% | New holding | 4,591,100 | 4,591,100 | |
CMCSA | Comcast Corp | 2025-03-31 | Sold Out Sold Out | -2.41% | 33.19 ($36.08) 38.23 | $35.21 | -2.41% | Sold Out | 0 | -19,818,985 | |
MSFT | Microsoft Corp | 2025-03-31 | Reduce Reduce | -2.33% | 375.39 ($407.71) 447.2 | $497.45 | 22.01% | Reduce -71.39% | 683,918 | -1,706,382 | |
GOOGL | Alphabet Inc | 2025-03-31 | Sold Out Sold Out | -2.24% | 154.33 ($181.36) 206.38 | $173.54 | -4.31% | Sold Out | 0 | -3,661,375 | |
SPOT | Spotify Technology SA | 2025-03-31 | Reduce Reduce | -1.96% | 457.79 ($558.87) 648.32 | $775.90 | 38.83% | Reduce -87.54% | 192,877 | -1,355,708 | |
CB | Chubb Ltd | 2025-03-31 | New Buy New Buy | +1.87% | 257.71 ($277.87) 301.99 | $283.57 | 2.05% | New holding | 1,949,065 | 1,949,065 | |
ADBE | Adobe Inc | 2025-03-31 | Sold Out Sold Out | -1.78% | 377.84 ($428.84) 464.11 | $384.95 | -10.23% | Sold Out | 0 | -1,234,688 | |
SE | Sea Ltd | 2025-03-31 | New Buy New Buy | +1.72% | 104.87 ($124.01) 146.31 | $158.51 | 27.82% | New holding | 4,160,096 | 4,160,096 |
Andreas Halvorsen Total Holding History ($B)
Andreas Halvorsen's Asset Allocation
Andreas Halvorsen Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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Andreas Halvorsen's Hypothetical Growth since 2025-03-31
Andreas Halvorsen's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Andreas Halvorsen's Holdings Heat Map
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Andreas Halvorsen's Holdings Bubble Chart
Andreas Halvorsen News
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