Andreas Halvorsen
Viking Global Investors
Value
37.7B
Stocks
76 Stocks (21 new)
Turnover
22.99%
CIK
1103804
Top Holdings
MSFT(4.13%) PNC(4.04%) TSM(3.96%) V(3.71%) SCHW(3.68%)
About Investor
Established investor leading Viking Global Investors, with expertise in fundamental analysis and long-term value creation. Has built a strong track record by focusing on fundamental research and maintaining a consistent investment approach through various market environments.
Investor Philosophy
Specializes in fundamental analysis and long-term value creation through a disciplined investment approach. Emphasizes thorough research, risk management, and identifying opportunities across market cycles. Known for maintaining a consistent strategy while adapting to changing market conditions.
Andreas Halvorsen Top Holdings
| Ticker | Put/Call | Company Name | Industry | Value (M) | Shares | Weight % | Shares Purchased/Sold (M) | Change in Share % | Market Cap (M) |
|---|---|---|---|---|---|---|---|---|---|
| MSFT | - | MICROSOFT CORP | Information Technology | 1,556.1M | 3.2M | 4.1% | 788,230 | 32.4% | 2,969,829.4M |
| PNC | - | PNC FINL SVCS GROUP INC | Financials | 1,521.0M | 7.3M | 4.0% | -669,698 | -8.4% | 94,282.0M |
| TSM | - | TAIWAN SEMICONDUCTOR MFG LTD | Information Technology | 1,493.6M | 4.9M | 4.0% | 970,530 | 24.6% | 1,880,211.6M |
| V | - | VISA INC | Financials | 1,397.3M | 4.0M | 3.7% | 1,087,175 | 37.5% | 620,674.5M |
| SCHW | - | SCHWAB CHARLES CORP | Financials | 1,386.0M | 13.9M | 3.7% | -2,710,196 | -16.3% | 173,607.6M |
| DIS | - | DISNEY WALT CO | Communication Services | 1,273.5M | 11.2M | 3.4% | 743,793 | 7.1% | 190,267.2M |
| APD | - | AIR PRODS & CHEMS INC | Materials | 1,181.4M | 4.8M | 3.1% | 1,115,415 | 30.4% | 62,819.1M |
| MCD | - | MCDONALDS CORP | Consumer Discretionary | 1,106.1M | 3.6M | 2.9% | 244,340 | 7.2% | 232,792.0M |
| BBIO | - | BRIDGEBIO PHARMA INC | Health Care | 1,101.0M | 14.4M | 2.9% | -1,583,915 | -9.9% | 14,248.4M |
| FTV | - | FORTIVE CORP | Information Technology | 1,061.6M | 19.2M | 2.8% | -1,255,415 | -6.1% | 18,500.9M |
Recent Buys (13F)
| Ticker | Put/Call | Amount Bought | Shares Bought | % Change | Weight % | Status |
|---|---|---|---|---|---|---|
|
GOOGL
Alphabet Inc
|
- | $834.5M | 3M | - | 2.21% | New |
|
ICE
Intercontinenta...
|
- | $777.9M | 5M | - | 2.06% | New |
|
AMZN
Amazon Com Inc
|
- | $721.7M | 3M | - | 1.92% | New |
|
DKS
Dicks Sporting ...
|
- | $509.4M | 3M | - | 1.35% | New |
|
TMO
Thermo Fisher S...
|
- | $459.6M | 793K | - | 1.22% | New |
Recent Sells (13F)
| Ticker | Put/Call | Amount Sold | Shares Sold | % Change | Weight % | Status |
|---|---|---|---|---|---|---|
|
PRMB
Primo Brands Co...
|
- | $806.1M | 23M | - | 0.00% | Sold Out |
|
COF
Capital One Fin...
|
- | $787.7M | 4M | -60.0% | 1.90% | Decreased |
|
JPM
Jpmorgan Chase ...
|
- | $757.9M | 3M | -62.3% | 1.63% | Decreased |
|
PM
Philip Morris I...
|
- | $684.6M | 4M | - | 0.00% | Sold Out |
|
BLK
Blackrock Inc
|
- | $577.7M | 619K | - | 0.00% | Sold Out |
13F Sector Summary
| Industry | Prev Quarter % | Current Quarter % | Change |
|---|---|---|---|
| Information Technology | 11.3% | 15.4% | +4.1% |
| Health Care | 17.2% | 13.3% | -3.8% |
| Consumer Staples | 3.5% | 0.0% | -3.5% |
| Communication Services | 4.7% | 7.6% | +3.0% |
| Materials | 3.7% | 5.9% | +2.1% |
| Consumer Discretionary | 21.8% | 19.9% | -1.8% |
| Industrials | 8.9% | 10.5% | +1.6% |
