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 |
Adobe
ADBE
|
+$830M |
| 2 |
DoorDash
DASH
|
+$667M |
| 3 |
JPMorgan Chase
JPM
|
+$588M |
| 4 |
Netflix
NFLX
|
+$583M |
| 5 |
Dollar Tree
DLTR
|
+$500M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Visa
V
|
+$1.77B |
| 2 |
Advanced Micro Devices
AMD
|
+$713M |
| 3 |
Danaher
DHR
|
+$709M |
| 4 |
GE Aerospace
GE
|
+$480M |
| 5 |
UnitedHealth
UNH
|
+$451M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 25.47% |
| 2 | Healthcare | 17.32% |
| 3 | Financials | 15.71% |
| 4 | Consumer Discretionary | 15.6% |
| 5 | Industrials | 8.82% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
Ferguson
FERG
$46.9B
| $324M | 1.25% |
1,673,699
+798,278
| +91% | +$167M |
|
27
CBRE Group
CBRE
$44B
| $323M | 1.24% |
3,620,575
-948,057
| -21% | -$84.1M |
|
28
Royalty Pharma
RPRX
$27.3B
| $316M | 1.21% |
11,970,058
+484,511
| +4% | +$13.4M |
|
29
Atlassian
TEAM
$43.5B
| $259M | 1% |
1,465,977
-282,709
| -16% | -$50.5M |
|
30
Freeport-McMoran
FCX
$110B
| $254M | 0.98% |
5,229,917
-4,287,247
| -45% | -$216M |
|
31
Equitable Holdings
EQH
$13.3B
| $239M | 0.92% |
5,859,547
+3,802,356
| +185% | +$149M |
|
32
Ford
F
$57.5B
| $236M | 0.91% |
+18,789,638
| New | +$232M |
|
|
33
UnitedHealth
UNH
$350B
| $225M | 0.86% |
441,795
-919,412
| -68% | -$451M |
|
34
Intuit
INTU
$100B
| $221M | 0.85% |
+335,994
| New | +$208M |
|
35
Acadia Healthcare
ACHC
$2.59B
| $219M | 0.84% |
3,236,785
+672,548
| +26% | +$47M |
|
36
HCA Healthcare
HCA
$92.9B
| $210M | 0.81% |
654,167
+124,766
| +24% | +$40.5M |
|
37
Datadog
DDOG
$84.6B
| $178M | 0.69% |
+1,376,071
| New | +$166M |
|
38
NVIDIA
NVDA
$5.2T
| $171M | 0.66% |
+1,384,547
| New | +$140M |
|
39
3M
MMM
$92.3B
| $168M | 0.65% |
+1,644,145
| New | +$160M |
|
40
CSX Corp
CSX
$95.6B
| $159M | 0.61% |
4,738,544
+780,747
| +20% | +$26.5M |
|
41
NewAmsterdam Pharma
NAMS
$3.33B
| $154M | 0.59% |
8,024,565
| – | – |
|
42
UBS Group
UBS
$163B
| $153M | 0.59% |
+5,186,506
| New | +$154M |
|
43
Regal Rexnord
RRX
$11.1B
| $152M | 0.58% |
1,123,163
+222,634
| +25% | +$34.6M |
|
44
Intuitive Surgical
ISRG
$134B
| $150M | 0.58% |
337,893
-433,944
| -56% | -$173M |
|
45
Spotify
SPOT
$110B
| $149M | 0.57% |
+474,981
| New | +$143M |
|
46
EPAM Systems
EPAM
$5.69B
| $142M | 0.55% |
756,261
+176,718
| +30% | +$37.7M |
|
47
Meta Platforms (Facebook)
META
$1.4T
| $134M | 0.52% |
266,259
-465,724
| -64% | -$226M |
|
48
Charter Communications
CHTR
$17.9B
| $131M | 0.5% |
+438,601
| New | +$120M |
|
49
Eli Lilly
LLY
$1.12T
| $131M | 0.5% |
144,175
+9,567
| +7% | +$7.65M |
|
50
Integer Holdings
ITGR
$4.26B
| $129M | 0.49% |
1,111,779
+683,380
| +160% | +$79.8M |
|
Similar funds
Andreas Halvorsen's Q2 2024 Portfolio in Review
As of Q2 2024, Andreas Halvorsen held 108 positions worth $26B, down 3.1% from $26.9B the previous quarter. Its ten largest holdings account for 41% of the portfolio.
Andreas Halvorsen's Q2 2024 filing shows 25 new, 27 increased, 18 reduced and 26 closed positions. Its largest new stake was DoorDash: 5,535,921 shares worth $602M. The largest sale was Visa, an estimated $1.77B.
By sector, the portfolio is most concentrated in Technology at 25% of assets, up from 20% a quarter earlier, followed by Healthcare and Financials.
- Andreas Halvorsen's largest Q2 2024 buy was DoorDash: 5,535,921 shares worth $602M.
- Andreas Halvorsen added most to Adobe in Q2 2024, an estimated $830M increase.
- Andreas Halvorsen's biggest Q2 2024 reduction was UnitedHealth, cutting an estimated $451M.
- Andreas Halvorsen fully exited Visa in Q2 2024, selling an estimated $1.77B.
- Andreas Halvorsen's ten largest holdings make up 41% of its $26B portfolio in Q2 2024.
- Andreas Halvorsen opened 25 new positions and closed 26 in Q2 2024.
- Andreas Halvorsen's portfolio value fell 3.1% quarter-over-quarter to $26B.
Based on Viking Global Investors's 13F filing for Q2 2024, filed 14 Aug 2024.