Andreas Halvorsen Viking Global Investors
Andreas Halvorsen is the founder of Viking Global Investors, another prominent firm with roots in Julian Robertson’s Tiger Management. Viking is known for fundamental long/short equity investing and a large, research-intensive platform. Its public filings are widely monitored for institutional-quality growth and cyclical equity ideas.
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
American Express
AXP
|
+$609M |
| 2 |
Thermo Fisher Scientific
TMO
|
+$581M |
| 3 |
Hilton Worldwide
HLT
|
+$540M |
| 4 |
Comcast
CMCSA
|
+$404M |
| 5 |
Fidelity National Information Services
FIS
|
+$383M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Netflix
NFLX
|
+$980M |
| 2 |
Amazon
AMZN
|
+$645M |
| 3 |
JD.com
JD
|
+$536M |
| 4 |
Boston Scientific
BSX
|
+$481M |
| 5 |
Lowe's Companies
LOW
|
+$429M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Healthcare | 32.56% |
| 2 | Consumer Discretionary | 19.72% |
| 3 | Technology | 19.48% |
| 4 | Financials | 14.6% |
| 5 | Communication Services | 7.48% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
Workday
WDAY
$49.4B
| $279M | 1.21% |
1,490,882
-971,096
| -39% | -$157M |
|
27
Chubb
CB
$132B
| $279M | 1.21% |
2,202,033
+1,283,492
| +140% | +$149M |
|
28
Moody's
MCO
$87.2B
| $269M | 1.16% |
+977,348
| New | +$248M |
|
29
Parker-Hannifin
PH
$126B
| $264M | 1.14% |
+1,442,793
| New | +$233M |
|
|
PLAN
30
DELISTED
Anaplan, Inc.
PLAN
| $260M | 1.13% |
5,746,829
+5,630,107
| +4,824% | +$236M |
|
31
Guardant Health
GH
$22.9B
| $249M | 1.08% |
3,068,173
-730,277
| -19% | -$58.8M |
|
32
Analog Devices
ADI
$182B
| $240M | 1.04% |
+1,959,943
| New | +$215M |
|
|
33
Lowe's Companies
LOW
$121B
| $231M | 1% |
1,710,360
-3,759,784
| -69% | -$429M |
|
34
Sherwin-Williams
SHW
$84.1B
| $230M | 0.99% |
+1,193,505
| New | +$215M |
|
35
Darden Restaurants
DRI
$25.2B
| $227M | 0.98% |
+2,991,636
| New | +$212M |
|
36
Zentalis Pharmaceuticals
ZNTL
$363M
| $213M | 0.92% |
+4,443,284
| New | +$170M |
|
|
EXAS
37
DELISTED
Exact Sciences
EXAS
| $190M | 0.82% |
2,182,534
-245,036
| -10% | -$19.6M |
|
38
Sea Limited
SE
$72B
| $185M | 0.8% |
1,727,380
+403,516
| +30% | +$29.2M |
|
39
Molina Healthcare
MOH
$10.5B
| $180M | 0.78% |
1,013,668
-351,584
| -26% | -$59.9M |
|
40
Micron Technology
MU
$1.09T
| $175M | 0.76% |
3,392,745
-3,318,924
| -49% | -$156M |
|
41
Allstate
ALL
$64.2B
| $172M | 0.74% |
+1,769,570
| New | +$174M |
|
42
Linde
LIN
$225B
| $170M | 0.74% |
+803,694
| New | +$155M |
|
43
Encompass Health
EHC
$11.9B
| $166M | 0.72% |
3,365,758
+1,547,946
| +85% | +$83.5M |
|
|
44
Netflix
NFLX
$331B
| $162M | 0.7% |
3,565,490
-23,026,980
| -87% | -$980M |
|
45
Danaher
DHR
$154B
| $160M | 0.69% |
+1,019,632
| New | +$146M |
|
46
Alibaba
BABA
$286B
| $150M | 0.65% |
+695,536
| New | +$145M |
|
47
Align Technology
ALGN
$11.5B
| $148M | 0.64% |
+539,343
| New | +$121M |
|
|
BPMC
48
DELISTED
Blueprint Medicines
BPMC
| $127M | 0.55% |
1,629,716
+29,249
| +2% | +$1.98M |
|
49
Royalty Pharma
RPRX
$27.3B
| $122M | 0.53% |
+2,514,985
| New | +$124M |
|
|
CTLT
50
DELISTED
CATALENT, INC.
CTLT
| $109M | 0.47% |
1,493,703
-444,225
| -23% | -$30.2M |
|
Similar funds
Andreas Halvorsen's Q2 2020 Portfolio in Review
As of Q2 2020, Andreas Halvorsen held 88 positions worth $23.1B, up 20% from $19.2B the previous quarter. Its ten largest holdings account for 44% of the portfolio.
Andreas Halvorsen's Q2 2020 filing shows 24 new, 15 increased, 29 reduced and 16 closed positions. Its largest new stake was Thermo Fisher Scientific: 1,734,144 shares worth $628M. The largest sale was Netflix, an estimated $980M.
By sector, the portfolio is most concentrated in Healthcare at 33% of assets, down from 33% a quarter earlier, followed by Consumer Discretionary and Technology.
- Andreas Halvorsen's largest Q2 2020 buy was Thermo Fisher Scientific: 1,734,144 shares worth $628M.
- Andreas Halvorsen added most to American Express in Q2 2020, an estimated $609M increase.
- Andreas Halvorsen's biggest Q2 2020 reduction was Netflix, cutting an estimated $980M.
- Andreas Halvorsen fully exited Elevance Health in Q2 2020, selling an estimated $411M.
- Andreas Halvorsen's ten largest holdings make up 44% of its $23.1B portfolio in Q2 2020.
- Andreas Halvorsen opened 24 new positions and closed 16 in Q2 2020.
- Andreas Halvorsen's portfolio value rose 20% quarter-over-quarter to $23.1B.
Based on Viking Global Investors's 13F filing for Q2 2020, filed 7 Aug 2020.