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 |
Microsoft
MSFT
|
+$955M |
| 2 |
T-Mobile US
TMUS
|
+$473M |
| 3 |
TSMC
TSM
|
+$467M |
| 4 |
Mercado Libre
MELI
|
+$438M |
| 5 |
AVB
AvalonBay Communities
AVB
|
+$391M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Amazon
AMZN
|
+$1.07B |
| 2 |
Comcast
CMCSA
|
+$803M |
| 3 |
Uber
UBER
|
+$512M |
| 4 |
JD.com
JD
|
+$497M |
| 5 |
Salesforce
CRM
|
+$402M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Healthcare | 30.8% |
| 2 | Technology | 24.93% |
| 3 | Financials | 16.07% |
| 4 | Consumer Discretionary | 12.86% |
| 5 | Industrials | 6.59% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
1
Microsoft
MSFT
$3.59T
| $1.74B | 6.27% |
8,257,020
+4,546,346
| +123% | +$955M |
|
2
Adaptive Biotechnologies
ADPT
$4.15B
| $1.63B | 5.88% |
33,493,708
| – | – |
|
3
Fidelity National Information Services
FIS
$21.3B
| $1.31B | 4.73% |
8,886,521
+2,172,500
| +32% | +$314M |
|
4
American Express
AXP
$227B
| $1.09B | 3.93% |
10,848,301
+350,803
| +3% | +$34.5M |
|
5
Centene
CNC
$32.1B
| $1.02B | 3.68% |
17,445,560
+1,338,982
| +8% | +$83.2M |
|
6
BridgeBio Pharma
BBIO
$15.9B
| $999M | 3.61% |
26,620,991
| – | – |
|
|
7
T-Mobile US
TMUS
$196B
| $923M | 3.33% |
8,070,119
+4,270,569
| +112% | +$473M |
|
8
JPMorgan Chase
JPM
$935B
| $910M | 3.29% |
9,450,975
+3,039,489
| +47% | +$298M |
|
|
9
Amazon
AMZN
$2.79T
| $857M | 3.1% |
5,445,440
-6,812,280
| -56% | -$1.07B |
|
10
Hilton Worldwide
HLT
$73.5B
| $754M | 2.72% |
8,831,592
+1,559,137
| +21% | +$130M |
|
11
Boston Scientific
BSX
$73B
| $719M | 2.6% |
18,829,730
+372,457
| +2% | +$14.4M |
|
12
Aon
AON
$75.3B
| $622M | 2.25% |
3,012,906
+56,877
| +2% | +$11.4M |
|
13
Thermo Fisher Scientific
TMO
$233B
| $608M | 2.2% |
1,377,223
-356,921
| -21% | -$147M |
|
14
Booking.com
BKNG
$158B
| $596M | 2.15% |
8,711,200
+3,642,525
| +72% | +$256M |
|
|
NUAN
15
DELISTED
Nuance Communications, Inc.
NUAN
| $564M | 2.04% |
16,984,464
+4,184,908
| +33% | +$121M |
|
16
Fortive
FTV
$18.1B
| $519M | 1.88% |
10,808,963
-3,082,411
| -22% | -$141M |
|
|
17
Mercado Libre
MELI
$97.5B
| $512M | 1.85% |
473,448
+404,104
| +583% | +$438M |
|
18
Parker-Hannifin
PH
$126B
| $510M | 1.84% |
2,518,448
+1,075,655
| +75% | +$212M |
|
|
19
TSMC
TSM
$2.17T
| $498M | 1.8% |
+6,147,123
| New | +$467M |
|
20
APi Group
APG
$17.8B
| $474M | 1.71% |
50,000,000
| – | – |
|
|
21
Comcast
CMCSA
$95.3B
| $465M | 1.68% |
10,045,065
-18,478,611
| -65% | -$803M |
|
22
Guardant Health
GH
$22.9B
| $431M | 1.56% |
3,854,893
+786,720
| +26% | +$72M |
|
23
Las Vegas Sands
LVS
$30.5B
| $401M | 1.45% |
8,589,312
-2,536,031
| -23% | -$121M |
|
24
Chubb
CB
$132B
| $397M | 1.43% |
3,416,010
+1,213,977
| +55% | +$152M |
|
25
CME Group
CME
$98.9B
| $388M | 1.4% |
2,316,366
+1,833,687
| +380% | +$309M |
|
Similar funds
Andreas Halvorsen's Q3 2020 Portfolio in Review
As of Q3 2020, Andreas Halvorsen held 104 positions worth $27.7B, up 20% from $23.1B the previous quarter. Its ten largest holdings account for 41% of the portfolio.
Andreas Halvorsen deployed $2.77B of net new capital in Q3 2020, opening 32 new positions and adding to 27 existing holdings. Its largest new stake was TSMC: 6,147,123 shares worth $498M.
By sector, the portfolio is most concentrated in Healthcare at 31% of assets, down from 33% a quarter earlier, followed by Technology and Financials.
On the sell side, the largest reduction was Amazon, an estimated $1.07B trimmed.
- Andreas Halvorsen's largest Q3 2020 buy was TSMC: 6,147,123 shares worth $498M.
- Andreas Halvorsen added most to Microsoft in Q3 2020, an estimated $955M increase.
- Andreas Halvorsen's biggest Q3 2020 reduction was Amazon, cutting an estimated $1.07B.
- Andreas Halvorsen fully exited Uber in Q3 2020, selling an estimated $512M.
- Andreas Halvorsen's ten largest holdings make up 41% of its $27.7B portfolio in Q3 2020.
- Andreas Halvorsen opened 32 new positions and closed 18 in Q3 2020.
- Andreas Halvorsen's portfolio value rose 20% quarter-over-quarter to $27.7B.
Based on Viking Global Investors's 13F filing for Q3 2020, filed 16 Nov 2020.