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 |
Microsoft
MSFT
|
+$955M |
| 2 |
T-Mobile US
TMUS
|
+$473M |
| 3 |
TSMC
TSM
|
+$467M |
| 4 |
Mercado Libre
MELI
|
+$438M |
| 5 |
AVB
AvalonBay Communities
AVB
|
+$391M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Amazon
AMZN
|
+$1.07B |
| 2 |
Comcast
CMCSA
|
+$803M |
| 3 |
Uber
UBER
|
+$512M |
| 4 |
JD.com
JD
|
+$497M |
| 5 |
Salesforce
CRM
|
+$402M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Healthcare | 30.8% |
| 2 | Technology | 24.93% |
| 3 | Financials | 16.07% |
| 4 | Consumer Discretionary | 12.86% |
| 5 | Industrials | 6.59% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
AVB
26
DELISTED
AvalonBay Communities
AVB
| $381M | 1.38% |
+2,553,481
| New | +$391M |
|
27
Moody's
MCO
$87.2B
| $377M | 1.36% |
1,299,713
+322,365
| +33% | +$92M |
|
28
Advanced Micro Devices
AMD
$773B
| $369M | 1.33% |
+4,500,835
| New | +$334M |
|
29
RTX Corp
RTX
$283B
| $354M | 1.28% |
+6,147,033
| New | +$374M |
|
30
Analog Devices
ADI
$182B
| $342M | 1.24% |
2,928,432
+968,489
| +49% | +$113M |
|
31
Assurant
AIZ
$14B
| $335M | 1.21% |
2,764,748
-61,529
| -2% | -$7.07M |
|
|
EXAS
32
DELISTED
Exact Sciences
EXAS
| $306M | 1.1% |
2,996,604
+814,070
| +37% | +$70.3M |
|
33
Ingersoll Rand
IR
$31.2B
| $298M | 1.08% |
8,376,494
-1,819,933
| -18% | -$60.9M |
|
34
Alphabet (Google) Class A
GOOGL
$4.22T
| $281M | 1.02% |
+3,838,980
| New | +$292M |
|
35
CoStar Group
CSGP
$13.1B
| $255M | 0.92% |
+3,001,460
| New | +$239M |
|
36
Cigna
CI
$73.3B
| $245M | 0.89% |
1,446,431
-1,503,213
| -51% | -$265M |
|
37
Workday
WDAY
$49.4B
| $242M | 0.87% |
1,124,226
-366,656
| -25% | -$72.5M |
|
38
Zimmer Biomet
ZBH
$19.3B
| $230M | 0.83% |
+1,740,788
| New | +$227M |
|
39
Molina Healthcare
MOH
$10.5B
| $223M | 0.8% |
1,217,059
+203,391
| +20% | +$37M |
|
40
Encompass Health
EHC
$11.9B
| $215M | 0.78% |
4,168,246
+802,488
| +24% | +$41.2M |
|
41
BILL Holdings
BILL
$4.76B
| $203M | 0.73% |
+2,027,963
| New | +$185M |
|
42
Align Technology
ALGN
$11.5B
| $195M | 0.7% |
594,403
+55,060
| +10% | +$16.8M |
|
43
Bristol-Myers Squibb
BMY
$137B
| $192M | 0.69% |
+3,189,264
| New | +$192M |
|
44
Otis Worldwide
OTIS
$27.2B
| $187M | 0.68% |
+2,997,662
| New | +$183M |
|
45
Avantor
AVTR
$9.78B
| $185M | 0.67% |
8,217,707
+2,742,328
| +50% | +$57M |
|
46
Atlassian
TEAM
$43.5B
| $172M | 0.62% |
+946,257
| New | +$169M |
|
|
DAY
47
DELISTED
Dayforce
DAY
| $168M | 0.61% |
+2,036,991
| New | +$159M |
|
48
Snowflake
SNOW
$115B
| $161M | 0.58% |
+641,440
| New | +$153M |
|
49
Micron Technology
MU
$1.09T
| $146M | 0.53% |
3,115,164
-277,581
| -8% | -$13.4M |
|
50
Zentalis Pharmaceuticals
ZNTL
$363M
| $145M | 0.52% |
4,443,284
| – | – |
|
Similar funds
Andreas Halvorsen's Q3 2020 Portfolio in Review
As of Q3 2020, Andreas Halvorsen held 104 positions worth $27.7B, up 20% from $23.1B the previous quarter. Its ten largest holdings account for 41% of the portfolio.
Andreas Halvorsen deployed $2.77B of net new capital in Q3 2020, opening 32 new positions and adding to 27 existing holdings. Its largest new stake was TSMC: 6,147,123 shares worth $498M.
By sector, the portfolio is most concentrated in Healthcare at 31% of assets, down from 33% a quarter earlier, followed by Technology and Financials.
On the sell side, the largest reduction was Amazon, an estimated $1.07B trimmed.
- Andreas Halvorsen's largest Q3 2020 buy was TSMC: 6,147,123 shares worth $498M.
- Andreas Halvorsen added most to Microsoft in Q3 2020, an estimated $955M increase.
- Andreas Halvorsen's biggest Q3 2020 reduction was Amazon, cutting an estimated $1.07B.
- Andreas Halvorsen fully exited Uber in Q3 2020, selling an estimated $512M.
- Andreas Halvorsen's ten largest holdings make up 41% of its $27.7B portfolio in Q3 2020.
- Andreas Halvorsen opened 32 new positions and closed 18 in Q3 2020.
- Andreas Halvorsen's portfolio value rose 20% quarter-over-quarter to $27.7B.
Based on Viking Global Investors's 13F filing for Q3 2020, filed 16 Nov 2020.