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 |
Elevance Health
ELV
|
+$317M |
| 2 |
Align Technology
ALGN
|
+$295M |
| 3 |
JD.com
JD
|
+$294M |
| 4 |
NVIDIA
NVDA
|
+$293M |
| 5 |
Mercado Libre
MELI
|
+$244M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Alibaba
BABA
|
+$748M |
| 2 |
Salesforce
CRM
|
+$709M |
| 3 |
Amazon
AMZN
|
+$586M |
| 4 |
Alphabet (Google) Class A
GOOGL
|
+$453M |
| 5 |
Visa
V
|
+$440M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Healthcare | 37.58% |
| 2 | Technology | 15.3% |
| 3 | Consumer Discretionary | 14.5% |
| 4 | Communication Services | 13.31% |
| 5 | Energy | 5.95% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
EIDX
51
DELISTED
Eidos Therapeutics, Inc. Common Stock
EIDX
| $46.6M | 0.27% |
1,986,201
| – | – |
|
|
CTLT
52
DELISTED
CATALENT, INC.
CTLT
| $43M | 0.25% |
1,060,513
-517,918
| -33% | -$20.2M |
|
53
Arthur J. Gallagher & Co
AJG
$67.6B
| $37.2M | 0.21% |
475,830
-724,969
| -60% | -$55.8M |
|
54
Editas Medicine
EDIT
$478M
| $22.8M | 0.13% |
931,401
| – | – |
|
55
Equitable Holdings
EQH
$13.3B
| $13.7M | 0.08% |
+681,600
| New | +$13M |
|
|
NVRO
56
DELISTED
NEVRO CORP.
NVRO
| $7.03M | 0.04% |
+112,414
| New | +$5.29M |
|
|
ATYR
57
aTyr Pharma
ATYR
$49.2M
| $1.77M | 0.01% |
229,283
+130,404
| +132% | +$929K |
|
58
American Airlines Group
AAL
$9.15B
| – | – |
-5,759,432
| Closed | -$185M |
|
59
Abeona Therapeutics
ABEO
$348M
| – | – |
-11,741
| Closed | -$2.1M |
|
60
Amneal Pharmaceuticals
AMRX
$6.24B
| – | – |
-2,353,204
| Closed | -$31.8M |
|
61
Boeing
BA
$169B
| – | – |
-556,964
| Closed | -$180M |
|
62
Cognex
CGNX
$10.2B
| – | – |
-884,422
| Closed | -$34.2M |
|
63
Canadian Pacific Kansas City
CP
$85B
| – | – |
-2,377,135
| Closed | -$84.4M |
|
|
64
Salesforce
CRM
$171B
| – | – |
-5,174,593
| Closed | -$709M |
|
65
DuPont de Nemours
DD
$18.7B
| – | – |
-2,310,127
| Closed | -$313M |
|
66
iQIYI
IQ
$1.01B
| – | – |
-4,427,950
| Closed | -$65.8M |
|
67
Lennar Class A
LEN
$21B
| – | – |
-259,123
| Closed | -$9.82M |
|
68
Ovintiv
OVV
$18.5B
| – | – |
-1,798,508
| Closed | -$52M |
|
69
Raymond James Financial
RJF
$33.7B
| – | – |
-3,740,142
| Closed | -$186M |
|
|
SEE
70
DELISTED
Sealed Air
SEE
| – | – |
-849,566
| Closed | -$29.6M |
|
71
Trip.com Group
TCOM
$29B
| – | – |
-196,286
| Closed | -$5.31M |
|
72
T-Mobile US
TMUS
$196B
| – | – |
-3,452,893
| Closed | -$220M |
|
73
Zillow
Z
$8.07B
| – | – |
-4,651,037
| Closed | -$147M |
|
Similar funds
Andreas Halvorsen's Q1 2019 Portfolio in Review
As of Q1 2019, Andreas Halvorsen held 73 positions worth $17.4B, down 0.75% from $17.6B the previous quarter. Its ten largest holdings account for 51% of the portfolio.
Andreas Halvorsen withdrew a net $2.74B in Q1 2019, closing 16 positions and reducing 20 holdings. Its most notable exit was Salesforce, an estimated $709M position sold in full.
By sector, the portfolio is most concentrated in Healthcare at 38% of assets, up from 26% a quarter earlier, followed by Technology and Consumer Discretionary.
Against the trend, Andreas Halvorsen opened a new position in JD.com worth $348M.
- Andreas Halvorsen's largest Q1 2019 buy was JD.com: 11,552,547 shares worth $348M.
- Andreas Halvorsen added most to Elevance Health in Q1 2019, an estimated $317M increase.
- Andreas Halvorsen's biggest Q1 2019 reduction was Alibaba, cutting an estimated $748M.
- Andreas Halvorsen fully exited Salesforce in Q1 2019, selling an estimated $709M.
- Andreas Halvorsen's ten largest holdings make up 51% of its $17.4B portfolio in Q1 2019.
- Andreas Halvorsen opened 16 new positions and closed 16 in Q1 2019.
- Andreas Halvorsen's portfolio value fell 0.75% quarter-over-quarter to $17.4B.
Based on Viking Global Investors's 13F filing for Q1 2019, filed 15 May 2019.