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 |
UnitedHealth
UNH
|
+$936M |
| 2 |
AbCellera Biologics
ABCL
|
+$882M |
| 3 |
Visa
V
|
+$770M |
| 4 |
Microsoft
MSFT
|
+$770M |
| 5 |
Alphabet (Google) Class A
GOOGL
|
+$720M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
American Express
AXP
|
+$623M |
| 2 |
Thermo Fisher Scientific
TMO
|
+$609M |
| 3 |
Comcast
CMCSA
|
+$465M |
| 4 |
Hilton Worldwide
HLT
|
+$407M |
| 5 |
CME Group
CME
|
+$388M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Healthcare | 33.42% |
| 2 | Technology | 26.33% |
| 3 | Financials | 14.82% |
| 4 | Communication Services | 9.86% |
| 5 | Consumer Discretionary | 8.81% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
Moody's
MCO
$87.2B
| $478M | 1.31% |
1,645,420
+345,707
| +27% | +$96.7M |
|
27
Parker-Hannifin
PH
$126B
| $458M | 1.26% |
1,683,025
-835,423
| -33% | -$207M |
|
28
Guardant Health
GH
$22.9B
| $456M | 1.25% |
3,534,842
-320,051
| -8% | -$36.8M |
|
29
ServiceNow
NOW
$133B
| $423M | 1.16% |
+3,840,535
| New | +$399M |
|
30
Booking.com
BKNG
$158B
| $419M | 1.15% |
4,707,025
-4,004,175
| -46% | -$309M |
|
31
Chubb
CB
$132B
| $417M | 1.15% |
2,706,111
-709,899
| -21% | -$99.5M |
|
32
Cigna
CI
$73.3B
| $407M | 1.12% |
1,953,869
+507,438
| +35% | +$99.5M |
|
33
Hartford Financial Services
HIG
$36.9B
| $395M | 1.09% |
+8,071,081
| New | +$348M |
|
34
Sea Limited
SE
$72B
| $379M | 1.04% |
1,905,002
+1,085,456
| +132% | +$193M |
|
35
Avantor
AVTR
$9.78B
| $376M | 1.03% |
13,358,729
+5,141,022
| +63% | +$133M |
|
36
Assurant
AIZ
$14B
| $376M | 1.03% |
2,758,595
-6,153
| -0.2% | -$796K |
|
37
Advanced Micro Devices
AMD
$773B
| $368M | 1.01% |
4,015,000
-485,835
| -11% | -$41.9M |
|
38
Otis Worldwide
OTIS
$27.2B
| $365M | 1% |
5,397,663
+2,400,001
| +80% | +$156M |
|
39
VeriSign
VRSN
$25.5B
| $317M | 0.87% |
1,466,699
+813,597
| +125% | +$166M |
|
40
GE Aerospace
GE
$361B
| $315M | 0.87% |
+5,858,589
| New | +$262M |
|
41
HCA Healthcare
HCA
$92.9B
| $288M | 0.79% |
+1,748,194
| New | +$256M |
|
42
Align Technology
ALGN
$11.5B
| $286M | 0.79% |
534,944
-59,459
| -10% | -$26.7M |
|
43
Meta Platforms (Facebook)
META
$1.4T
| $282M | 0.78% |
+1,031,928
| New | +$283M |
|
44
Ingersoll Rand
IR
$31.2B
| $280M | 0.77% |
6,145,201
-2,231,293
| -27% | -$92.3M |
|
|
HZNP
45
DELISTED
Horizon Therapeutics Public Limited Company Ordinary Shares
HZNP
| $268M | 0.74% |
3,662,876
+2,489,132
| +212% | +$185M |
|
46
Encompass Health
EHC
$11.9B
| $219M | 0.6% |
3,322,598
-845,648
| -20% | -$49.7M |
|
47
Molina Healthcare
MOH
$10.5B
| $218M | 0.6% |
1,022,739
-194,320
| -16% | -$40.1M |
|
48
Unity
U
$20.7B
| $216M | 0.6% |
1,409,981
| – | – |
|
49
Micron Technology
MU
$1.09T
| $207M | 0.57% |
2,752,100
-363,064
| -12% | -$21.9M |
|
|
AVB
50
DELISTED
AvalonBay Communities
AVB
| $194M | 0.53% |
1,209,895
-1,343,586
| -53% | -$214M |
|
Similar funds
Andreas Halvorsen's Q4 2020 Portfolio in Review
As of Q4 2020, Andreas Halvorsen held 111 positions worth $36.4B, up 31% from $27.7B the previous quarter. Its ten largest holdings account for 39% of the portfolio.
Andreas Halvorsen deployed $3.15B of net new capital in Q4 2020, opening 25 new positions and adding to 18 existing holdings. Its largest new stake was UnitedHealth: 2,793,665 shares worth $980M.
By sector, the portfolio is most concentrated in Healthcare at 33% of assets, up from 31% a quarter earlier, followed by Technology and Financials.
On the sell side, the largest reduction was American Express, an estimated $623M trimmed.
- Andreas Halvorsen's largest Q4 2020 buy was UnitedHealth: 2,793,665 shares worth $980M.
- Andreas Halvorsen added most to Visa in Q4 2020, an estimated $770M increase.
- Andreas Halvorsen's biggest Q4 2020 reduction was American Express, cutting an estimated $623M.
- Andreas Halvorsen fully exited Comcast in Q4 2020, selling an estimated $465M.
- Andreas Halvorsen's ten largest holdings make up 39% of its $36.4B portfolio in Q4 2020.
- Andreas Halvorsen opened 25 new positions and closed 15 in Q4 2020.
- Andreas Halvorsen's portfolio value rose 31% quarter-over-quarter to $36.4B.
Based on Viking Global Investors's 13F filing for Q4 2020, filed 16 Feb 2021.