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 |
Progressive
PGR
|
+$739M |
| 2 |
Advanced Micro Devices
AMD
|
+$558M |
| 3 |
Deere & Co
DE
|
+$530M |
| 4 |
Alphabet (Google) Class A
GOOGL
|
+$442M |
| 5 |
Cboe Global Markets
CBOE
|
+$413M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Microsoft
MSFT
|
+$955M |
| 2 |
UnitedHealth
UNH
|
+$745M |
| 3 |
XYZ
Block Inc
XYZ
|
+$545M |
| 4 |
Amazon
AMZN
|
+$536M |
| 5 |
PPG Industries
PPG
|
+$416M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Healthcare | 28.89% |
| 2 | Financials | 21.6% |
| 3 | Industrials | 15.25% |
| 4 | Technology | 11.5% |
| 5 | Communication Services | 7.87% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1
Visa
V
$693B
| $1.48B | 5.43% |
5,690,106
-1,281,229
| -18% | -$316M |
|
2
United Parcel Service
UPS
$86.8B
| $1.29B | 4.72% |
8,199,127
+1,538,643
| +23% | +$233M |
|
3
APi Group
APG
$17.8B
| $1.19B | 4.35% |
51,454,223
+154,925
| +0.3% | +$2.99M |
|
4
Workday
WDAY
$49.4B
| $1.13B | 4.15% |
4,106,723
-1,129,921
| -22% | -$269M |
|
5
Meta Platforms (Facebook)
META
$1.4T
| $1.06B | 3.88% |
2,991,633
-65,389
| -2% | -$21.3M |
|
6
McKesson
MCK
$100B
| $1.03B | 3.79% |
2,233,205
+775,480
| +53% | +$353M |
|
7
BridgeBio Pharma
BBIO
$15.9B
| $1.01B | 3.71% |
25,120,991
| – | – |
|
|
8
Progressive
PGR
$127B
| $934M | 3.42% |
5,863,559
+4,718,237
| +412% | +$739M |
|
9
Danaher
DHR
$154B
| $926M | 3.39% |
4,004,517
-634,996
| -14% | -$135M |
|
10
Philip Morris
PM
$293B
| $905M | 3.32% |
9,623,947
+3,652,163
| +61% | +$336M |
|
11
Roivant Sciences
ROIV
$26.2B
| $779M | 2.85% |
69,368,961
-4,065,340
| -6% | -$39.6M |
|
12
Fortive
FTV
$18.1B
| $775M | 2.84% |
13,967,768
+2,920,367
| +26% | +$154M |
|
|
13
Amazon
AMZN
$2.79T
| $749M | 2.74% |
4,929,649
-3,820,344
| -44% | -$536M |
|
14
Ameriprise Financial
AMP
$49.1B
| $727M | 2.66% |
1,914,374
+180,356
| +10% | +$61.8M |
|
|
15
Advanced Micro Devices
AMD
$773B
| $698M | 2.56% |
+4,737,399
| New | +$558M |
|
16
HDFC Bank
HDB
$121B
| $654M | 2.39% |
19,481,570
-750,476
| -4% | -$22.6M |
|
17
GE Aerospace
GE
$361B
| $649M | 2.38% |
6,373,257
-3,646,866
| -36% | -$338M |
|
|
18
Deere & Co
DE
$175B
| $562M | 2.06% |
+1,406,562
| New | +$530M |
|
19
Mastercard
MA
$509B
| $494M | 1.81% |
1,157,231
+864,943
| +296% | +$347M |
|
20
BioMarin Pharmaceuticals
BMRN
$12.9B
| $471M | 1.73% |
4,889,454
+673,998
| +16% | +$59.6M |
|
21
Freeport-McMoran
FCX
$110B
| $471M | 1.72% |
11,053,254
+1,283,575
| +13% | +$47.4M |
|
|
22
Alphabet (Google) Class A
GOOGL
$4.22T
| $460M | 1.69% |
+3,293,461
| New | +$442M |
|
|
23
Cboe Global Markets
CBOE
$31.4B
| $431M | 1.58% |
+2,412,499
| New | +$413M |
|
24
US Bancorp
USB
$96.7B
| $414M | 1.52% |
+9,569,638
| New | +$350M |
|
|
RYZB
25
DELISTED
RayzeBio, Inc. Common Stock
RYZB
| $413M | 1.51% |
6,642,700
| – | – |
|
Similar funds
Andreas Halvorsen's Q4 2023 Portfolio in Review
As of Q4 2023, Andreas Halvorsen held 98 positions worth $27.3B, up 11% from $24.6B the previous quarter. Its ten largest holdings account for 40% of the portfolio.
Andreas Halvorsen's Q4 2023 filing shows 18 new, 23 increased, 21 reduced and 19 closed positions. Its largest new stake was Advanced Micro Devices: 4,737,399 shares worth $698M. The largest sale was Microsoft, an estimated $955M.
By sector, the portfolio is most concentrated in Healthcare at 29% of assets, up from 29% a quarter earlier, followed by Financials and Industrials.
- Andreas Halvorsen's largest Q4 2023 buy was Advanced Micro Devices: 4,737,399 shares worth $698M.
- Andreas Halvorsen added most to Progressive in Q4 2023, an estimated $739M increase.
- Andreas Halvorsen's biggest Q4 2023 reduction was UnitedHealth, cutting an estimated $745M.
- Andreas Halvorsen fully exited Microsoft in Q4 2023, selling an estimated $955M.
- Andreas Halvorsen's ten largest holdings make up 40% of its $27.3B portfolio in Q4 2023.
- Andreas Halvorsen opened 18 new positions and closed 19 in Q4 2023.
- Andreas Halvorsen's portfolio value rose 11% quarter-over-quarter to $27.3B.
Based on Viking Global Investors's 13F filing for Q4 2023, filed 14 Feb 2024.