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Andreas Halvorsen Viking Global Investors

AUM $35.1B
1-Year Est. Return 21.36%
 

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.

This Fund
S&P 500
This Quarter Est. Return
+5.57%
1 Year Est. Return
+21.36%
3 Year Est. Return
+97.07%
5 Year Est. Return
+98.11%
10 Year Est. Return
+504%
AUM
$30.9B
AUM Growth
+$3.46B
Cap. Flow
+$2.47B
Cap. Flow %
8%
Top 10 Hldgs %
35.93%
Holding
105
New
22
Increased
29
Reduced
26
Closed
19

Top Buys

Rank Stock Value
1
UNH icon
UnitedHealth
UNH
+$1.08B
2
SCHW
Charles Schwab
SCHW
+$922M
3
INTU icon
Intuit
INTU
+$913M
4
JPM icon
JPMorgan Chase
JPM
+$878M
5
TSM icon
TSMC
TSM
+$791M

Top Sells

Rank Stock Value
1
AAPL icon
Apple
AAPL
+$1.13B
2
WDAY icon
Workday
WDAY
+$799M
3
ADBE icon
Adobe
ADBE
+$687M
4
TEAM icon
Atlassian
TEAM
+$568M
5
PM icon
Philip Morris
PM
+$500M

Sector Composition

Rank Sector Weight
1 Financials 29.43%
2 Technology 19.81%
3 Healthcare 16.68%
4 Consumer Discretionary 10.99%
5 Communication Services 9.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
VKTX icon
101
Viking Therapeutics
VKTX
$3.95B
– –
-721,926
Closed -$45.7M
VRT icon
102
Vertiv
VRT
$101B
– –
-2,813,448
Closed -$280M
WDAY icon
103
Workday
WDAY
$49.4B
– –
-3,267,712
Closed -$799M
ZLAB icon
104
Zai Lab
ZLAB
$2.92B
– –
-1,949,937
Closed -$47.1M
LBPH
105
DELISTED
Longboard Pharmaceuticals, Inc. Common Stock
LBPH
– –
-1,969,041
Closed -$65.6M
1 2 3 4
5

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Andreas Halvorsen's Q4 2024 Portfolio in Review

As of Q4 2024, Andreas Halvorsen held 105 positions worth $30.9B, up 13% from $27.4B the previous quarter. Its ten largest holdings account for 36% of the portfolio.

Andreas Halvorsen deployed $2.47B of net new capital in Q4 2024, opening 22 new positions and adding to 29 existing holdings. Its largest new stake was UnitedHealth: 1,900,457 shares worth $961M.

By sector, the portfolio is most concentrated in Financials at 29% of assets, up from 25% a quarter earlier, followed by Technology and Healthcare.

On the sell side, the largest reduction was Adobe, an estimated $687M trimmed.

  • Andreas Halvorsen's largest Q4 2024 buy was UnitedHealth: 1,900,457 shares worth $961M.
  • Andreas Halvorsen added most to Charles Schwab in Q4 2024, an estimated $922M increase.
  • Andreas Halvorsen's biggest Q4 2024 reduction was Adobe, cutting an estimated $687M.
  • Andreas Halvorsen fully exited Apple in Q4 2024, selling an estimated $1.13B.
  • Andreas Halvorsen's ten largest holdings make up 36% of its $30.9B portfolio in Q4 2024.
  • Andreas Halvorsen opened 22 new positions and closed 19 in Q4 2024.
  • Andreas Halvorsen's portfolio value rose 13% quarter-over-quarter to $30.9B.

Based on Viking Global Investors's 13F filing for Q4 2024, filed 14 Feb 2025.