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 |
McDonald's
MCD
|
+$609M |
| 2 |
Walt Disney
DIS
|
+$608M |
| 3 |
Air Products & Chemicals
APD
|
+$589M |
| 4 |
JPMorgan Chase
JPM
|
+$477M |
| 5 |
Danaher
DHR
|
+$476M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
UnitedHealth
UNH
|
+$1.12B |
| 2 |
Intuit
INTU
|
+$1.05B |
| 3 |
Meta Platforms (Facebook)
META
|
+$742M |
| 4 |
Netflix
NFLX
|
+$699M |
| 5 |
Chubb
CB
|
+$589M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Financials | 24.13% |
| 2 | Consumer Discretionary | 21.54% |
| 3 | Healthcare | 17.29% |
| 4 | Technology | 12.04% |
| 5 | Industrials | 8.83% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1
Bank of America
BAC
$431B
| $1.48B | 4.27% |
31,246,972
-952,098
| -3% | -$40.1M |
|
|
SCHW
2
Charles Schwab
SCHW
$194B
| $1.44B | 4.16% |
15,773,225
-1,943,492
| -11% | -$163M |
|
3
Capital One
COF
$134B
| $1.21B | 3.49% |
5,671,358
+1,080,258
| +24% | +$202M |
|
|
4
JPMorgan Chase
JPM
$935B
| $1.17B | 3.39% |
4,042,034
+1,870,386
| +86% | +$477M |
|
5
US Bancorp
USB
$96.7B
| $1.09B | 3.15% |
24,089,428
-10,774,074
| -31% | -$453M |
|
6
TSMC
TSM
$2.17T
| $981M | 2.83% |
4,329,295
-559,952
| -11% | -$104M |
|
|
7
McDonald's
MCD
$192B
| $913M | 2.64% |
3,125,432
+1,974,998
| +172% | +$609M |
|
8
Amazon
AMZN
$2.79T
| $855M | 2.47% |
3,897,092
+1,175,382
| +43% | +$233M |
|
9
Fortive
FTV
$18.1B
| $830M | 2.4% |
15,912,624
-1,272,188
| -7% | -$66.6M |
|
10
BridgeBio Pharma
BBIO
$15.9B
| $801M | 2.32% |
18,555,375
-3,500,000
| -16% | -$127M |
|
|
11
Walt Disney
DIS
$186B
| $725M | 2.1% |
+5,848,066
| New | +$608M |
|
12
HCA Healthcare
HCA
$92.9B
| $717M | 2.07% |
1,872,133
+690,773
| +58% | +$249M |
|
13
T-Mobile US
TMUS
$196B
| $678M | 1.96% |
2,845,316
+1,279,422
| +82% | +$312M |
|
14
BioMarin Pharmaceuticals
BMRN
$12.9B
| $676M | 1.95% |
12,288,611
+1,488,552
| +14% | +$87.7M |
|
15
Sherwin-Williams
SHW
$84.1B
| $672M | 1.94% |
1,957,750
+985,520
| +101% | +$341M |
|
16
Flutter Entertainment
FLUT
$17.8B
| $653M | 1.89% |
2,284,905
-269,301
| -11% | -$66.1M |
|
17
General Motors
GM
$77.2B
| $641M | 1.85% |
13,018,874
+5,830,050
| +81% | +$276M |
|
18
Philip Morris
PM
$293B
| $629M | 1.82% |
3,454,186
+240,726
| +7% | +$41.3M |
|
19
Cencora
COR
$60.7B
| $624M | 1.8% |
2,081,732
+1,013,913
| +95% | +$292M |
|
20
American Tower
AMT
$81.9B
| $618M | 1.79% |
2,797,125
+1,958,329
| +233% | +$423M |
|
21
CSX Corp
CSX
$95.6B
| $616M | 1.78% |
18,871,882
+1,803,113
| +11% | +$54.3M |
|
|
22
Air Products & Chemicals
APD
$67.9B
| $608M | 1.76% |
+2,154,154
| New | +$589M |
|
23
Ross Stores
ROST
$76.7B
| $606M | 1.75% |
4,747,639
+426,370
| +10% | +$59.2M |
|
24
Boeing
BA
$169B
| $594M | 1.72% |
2,835,065
-396,167
| -12% | -$74.8M |
|
25
APi Group
APG
$17.8B
| $589M | 1.7% |
17,306,277
-15,000,000
| -46% | -$430M |
|
Similar funds
Andreas Halvorsen's Q2 2025 Portfolio in Review
As of Q2 2025, Andreas Halvorsen held 111 positions worth $34.6B, up 9.9% from $31.5B the previous quarter. Its ten largest holdings account for 31% of the portfolio.
Andreas Halvorsen's Q2 2025 filing shows 20 new, 33 increased, 19 reduced and 28 closed positions. Its largest new stake was Walt Disney: 5,848,066 shares worth $725M. The largest sale was UnitedHealth, an estimated $1.12B.
By sector, the portfolio is most concentrated in Financials at 24% of assets, down from 29% a quarter earlier, followed by Consumer Discretionary and Healthcare.
- Andreas Halvorsen's largest Q2 2025 buy was Walt Disney: 5,848,066 shares worth $725M.
- Andreas Halvorsen added most to McDonald's in Q2 2025, an estimated $609M increase.
- Andreas Halvorsen's biggest Q2 2025 reduction was Meta Platforms (Facebook), cutting an estimated $742M.
- Andreas Halvorsen fully exited UnitedHealth in Q2 2025, selling an estimated $1.12B.
- Andreas Halvorsen's ten largest holdings make up 31% of its $34.6B portfolio in Q2 2025.
- Andreas Halvorsen opened 20 new positions and closed 28 in Q2 2025.
- Andreas Halvorsen's portfolio value rose 9.9% quarter-over-quarter to $34.6B.
Based on Viking Global Investors's 13F filing for Q2 2025, filed 14 Aug 2025.