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 |
Uber
UBER
|
+$700M |
| 2 |
Boston Scientific
BSX
|
+$338M |
| 3 |
MetLife
MET
|
+$325M |
| 4 |
ServiceNow
NOW
|
+$259M |
| 5 |
UnitedHealth
UNH
|
+$251M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Boeing
BA
|
+$855M |
| 2 |
Microsoft
MSFT
|
+$671M |
| 3 |
Illumina
ILMN
|
+$473M |
| 4 |
Alibaba
BABA
|
+$352M |
| 5 |
RTX Corp
RTX
|
+$273M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Healthcare | 32.31% |
| 2 | Technology | 21.64% |
| 3 | Consumer Discretionary | 18.44% |
| 4 | Communication Services | 13.74% |
| 5 | Financials | 5.51% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1
Amazon
AMZN
$2.79T
| $1.64B | 7.7% |
17,797,440
-297,240
| -2% | -$26.3M |
|
2
Meta Platforms (Facebook)
META
$1.4T
| $1.31B | 6.12% |
6,363,574
+127,628
| +2% | +$24.7M |
|
3
Adaptive Biotechnologies
ADPT
$4.15B
| $1.15B | 5.38% |
38,406,607
| – | – |
|
4
Netflix
NFLX
$331B
| $1.14B | 5.35% |
35,326,380
-8,019,310
| -19% | -$238M |
|
|
5
Uber
UBER
$161B
| $1.13B | 5.31% |
38,092,013
+23,591,568
| +163% | +$700M |
|
6
BridgeBio Pharma
BBIO
$15.9B
| $933M | 4.37% |
26,620,991
| – | – |
|
7
Elevance Health
ELV
$86.9B
| $932M | 4.37% |
3,086,199
-787,206
| -20% | -$217M |
|
|
8
Boston Scientific
BSX
$73B
| $836M | 3.92% |
18,491,662
+8,075,615
| +78% | +$338M |
|
9
Monster Beverage
MNST
$93.6B
| $823M | 3.85% |
51,779,644
+9,642,352
| +23% | +$142M |
|
10
JD.com
JD
$39.7B
| $783M | 3.67% |
22,225,867
-4,678,603
| -17% | -$151M |
|
|
11
ServiceNow
NOW
$133B
| $777M | 3.64% |
13,767,840
+4,914,355
| +56% | +$259M |
|
12
Salesforce
CRM
$171B
| $710M | 3.33% |
4,367,722
-564,288
| -11% | -$88.5M |
|
13
Centene
CNC
$32.1B
| $686M | 3.21% |
10,907,112
-1,442,816
| -12% | -$78.3M |
|
|
XYZ
14
Block Inc
XYZ
$49.4B
| $628M | 2.94% |
10,044,042
+13,701
| +0.1% | +$876K |
|
15
Fortive
FTV
$18.1B
| $547M | 2.56% |
11,360,179
+3,684,328
| +48% | +$166M |
|
16
Lowe's Companies
LOW
$121B
| $530M | 2.48% |
4,424,386
-450,380
| -9% | -$51.5M |
|
17
Mercado Libre
MELI
$97.5B
| $404M | 1.89% |
706,781
-100,948
| -12% | -$55.9M |
|
18
Liberty Media Series C
FWONK
$26.3B
| $397M | 1.86% |
8,924,808
-1,416,728
| -14% | -$59M |
|
|
19
MetLife
MET
$60B
| $343M | 1.61% |
+6,723,542
| New | +$325M |
|
20
Molina Healthcare
MOH
$10.5B
| $314M | 1.47% |
2,311,923
+841,862
| +57% | +$106M |
|
21
Guardant Health
GH
$22.9B
| $300M | 1.4% |
3,834,753
+960,325
| +33% | +$69.2M |
|
|
22
UnitedHealth
UNH
$350B
| $282M | 1.32% |
+958,037
| New | +$251M |
|
23
Booking.com
BKNG
$158B
| $262M | 1.23% |
+3,191,900
| New | +$251M |
|
24
Assurant
AIZ
$14B
| $244M | 1.14% |
1,861,267
+447,370
| +32% | +$57.6M |
|
|
ATVI
25
DELISTED
Activision Blizzard
ATVI
| $239M | 1.12% |
4,023,395
+3,250,679
| +421% | +$180M |
|
Similar funds
Andreas Halvorsen's Q4 2019 Portfolio in Review
As of Q4 2019, Andreas Halvorsen held 80 positions worth $21.4B, up 11% from $19.2B the previous quarter. Its ten largest holdings account for 50% of the portfolio.
Andreas Halvorsen's Q4 2019 filing shows 18 new, 18 increased, 25 reduced and 14 closed positions. Its largest new stake was MetLife: 6,723,542 shares worth $343M. The largest sale was Boeing, an estimated $855M.
By sector, the portfolio is most concentrated in Healthcare at 32% of assets, up from 29% a quarter earlier, followed by Technology and Consumer Discretionary.
- Andreas Halvorsen's largest Q4 2019 buy was MetLife: 6,723,542 shares worth $343M.
- Andreas Halvorsen added most to Uber in Q4 2019, an estimated $700M increase.
- Andreas Halvorsen's biggest Q4 2019 reduction was Microsoft, cutting an estimated $671M.
- Andreas Halvorsen fully exited Boeing in Q4 2019, selling an estimated $855M.
- Andreas Halvorsen's ten largest holdings make up 50% of its $21.4B portfolio in Q4 2019.
- Andreas Halvorsen opened 18 new positions and closed 14 in Q4 2019.
- Andreas Halvorsen's portfolio value rose 11% quarter-over-quarter to $21.4B.
Based on Viking Global Investors's 13F filing for Q4 2019, filed 13 Feb 2020.