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 |
Visa
V
|
+$948M |
| 2 |
Bank of America
BAC
|
+$800M |
| 3 |
Spotify
SPOT
|
+$699M |
| 4 |
Flutter Entertainment
FLUT
|
+$528M |
| 5 |
US Bancorp
USB
|
+$360M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Amazon
AMZN
|
+$956M |
| 2 |
Dollar Tree
DLTR
|
+$727M |
| 3 |
HDFC Bank
HDB
|
+$563M |
| 4 |
Netflix
NFLX
|
+$487M |
| 5 |
Broadcom
AVGO
|
+$471M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Financials | 24.75% |
| 2 | Technology | 24.45% |
| 3 | Healthcare | 16.01% |
| 4 | Consumer Discretionary | 11.68% |
| 5 | Industrials | 7.03% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
1
US Bancorp
USB
$96.7B
| $1.54B | 5.6% |
33,617,210
+8,212,297
| +32% | +$360M |
|
2
Adobe
ADBE
$109B
| $1.36B | 4.95% |
2,621,398
+344,771
| +15% | +$189M |
|
3
Apple
AAPL
$4.51T
| $1.13B | 4.13% |
4,859,142
+268,449
| +6% | +$59.9M |
|
4
Philip Morris
PM
$293B
| $1.1B | 4.01% |
9,052,483
-1,859,895
| -17% | -$216M |
|
|
5
Visa
V
$693B
| $964M | 3.51% |
+3,505,747
| New | +$948M |
|
|
6
Spotify
SPOT
$110B
| $950M | 3.46% |
2,577,629
+2,102,648
| +443% | +$699M |
|
7
Fortive
FTV
$18.1B
| $931M | 3.39% |
15,655,176
+2,332,746
| +18% | +$128M |
|
8
Progressive
PGR
$127B
| $885M | 3.22% |
3,485,875
-520,984
| -13% | -$121M |
|
9
Microsoft
MSFT
$3.59T
| $880M | 3.21% |
2,044,429
-247,902
| -11% | -$106M |
|
10
APi Group
APG
$17.8B
| $849M | 3.09% |
38,565,816
-1,982,958
| -5% | -$46.5M |
|
11
Workday
WDAY
$49.4B
| $799M | 2.91% |
3,267,712
-692,253
| -17% | -$163M |
|
|
12
Bank of America
BAC
$431B
| $792M | 2.89% |
+19,959,530
| New | +$800M |
|
13
JPMorgan Chase
JPM
$935B
| $779M | 2.84% |
3,696,535
+686,713
| +23% | +$145M |
|
|
14
Amazon
AMZN
$2.79T
| $755M | 2.75% |
4,054,633
-5,238,980
| -56% | -$956M |
|
15
BioMarin Pharmaceuticals
BMRN
$12.9B
| $686M | 2.5% |
9,753,293
+2,689,729
| +38% | +$225M |
|
16
BridgeBio Pharma
BBIO
$15.9B
| $640M | 2.33% |
25,120,991
| – | – |
|
17
Roivant Sciences
ROIV
$26.2B
| $624M | 2.28% |
54,099,066
-15,056,780
| -22% | -$171M |
|
|
18
Flutter Entertainment
FLUT
$17.8B
| $604M | 2.2% |
+2,545,376
| New | +$528M |
|
19
DoorDash
DASH
$96.8B
| $514M | 1.87% |
3,599,305
-1,936,616
| -35% | -$235M |
|
20
Sherwin-Williams
SHW
$84.1B
| $497M | 1.81% |
1,301,656
+893,870
| +219% | +$312M |
|
21
Atlassian
TEAM
$43.5B
| $472M | 1.72% |
2,974,936
+1,508,959
| +103% | +$248M |
|
22
Las Vegas Sands
LVS
$30.5B
| $436M | 1.59% |
8,665,215
-11,120,467
| -56% | -$456M |
|
23
Allstate
ALL
$64.2B
| $387M | 1.41% |
2,042,102
+1,496,920
| +275% | +$266M |
|
24
MetLife
MET
$60B
| $370M | 1.35% |
+4,487,602
| New | +$335M |
|
25
Camden Property Trust
CPT
$10.8B
| $366M | 1.33% |
2,959,136
-300,431
| -9% | -$35.5M |
|
Similar funds
Andreas Halvorsen's Q3 2024 Portfolio in Review
As of Q3 2024, Andreas Halvorsen held 105 positions worth $27.4B, up 5.4% from $26B the previous quarter. Its ten largest holdings account for 39% of the portfolio.
Andreas Halvorsen's Q3 2024 filing shows 23 new, 21 increased, 25 reduced and 22 closed positions. Its largest new stake was Visa: 3,505,747 shares worth $964M. The largest sale was Amazon, an estimated $956M.
By sector, the portfolio is most concentrated in Financials at 25% of assets, up from 16% a quarter earlier, followed by Technology and Healthcare.
- Andreas Halvorsen's largest Q3 2024 buy was Visa: 3,505,747 shares worth $964M.
- Andreas Halvorsen added most to Spotify in Q3 2024, an estimated $699M increase.
- Andreas Halvorsen's biggest Q3 2024 reduction was Amazon, cutting an estimated $956M.
- Andreas Halvorsen fully exited Dollar Tree in Q3 2024, selling an estimated $727M.
- Andreas Halvorsen's ten largest holdings make up 39% of its $27.4B portfolio in Q3 2024.
- Andreas Halvorsen opened 23 new positions and closed 22 in Q3 2024.
- Andreas Halvorsen's portfolio value rose 5.4% quarter-over-quarter to $27.4B.
Based on Viking Global Investors's 13F filing for Q3 2024, filed 14 Nov 2024.