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Andreas Halvorsen13F | |
| Viking Global Investors LP | |
| Last update 2024-11-15 | 83 Stocks (23 new) |
| Value $27.43 Bil | Turnover 32 % |
| Portfolio Report | |
Andreas Halvorsen Profile
Andreas Halvorsen is a founding partner of Viking Global Investors LP. Now overseen by CIO Ning Jin, Viking was formed in 1999 and is based in Greenwich, Connecticut. Viking manages two hedge funds invested in equities worldwide.
Prior to founding Viking, Halvorsen was a senior managing director and the director of equities at Tiger Management LLC. He also worked as an investment banker in the corporate finance and merger departments of Morgan Stanley.
Prior to founding Viking, Halvorsen was a senior managing director and the director of equities at Tiger Management LLC. He also worked as an investment banker in the corporate finance and merger departments of Morgan Stanley.
Andreas Halvorsen Investing Philosophy
Since its inception, Viking has employed a research intensive, long-term focused investment approach. It uses fundamental analysis to select investments, primarily public and private equity interests, across industries and geographies. Viking generally invests in companies based on a thorough assessment of their business models and fundamentals, the quality of their management teams and cyclical and secular industry trends.
Its organizational structure decentralizes investment research, analysis and decision-making and centralizes risk management. This approach enables Viking to capitalize on a broad range of ideas and expertise while ensuring that risks are reviewed and managed comprehensively and with clear accountability.
Its organizational structure decentralizes investment research, analysis and decision-making and centralizes risk management. This approach enables Viking to capitalize on a broad range of ideas and expertise while ensuring that risks are reviewed and managed comprehensively and with clear accountability.
Andreas Halvorsen Top Holdings of 2024-09-30
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
USB | U.S. Bancorp | 33,617,210 | 1537315.010 | +32.33% | 5.600 | +1.37% | 2.150 | +6.53% | -0.94% | 73914.303 | Banks | |
ADBE | Adobe Inc | 2,621,398 | 1357307.460 | +15.14% | 4.950 | +0.65% | 0.600 | -19.39% | -8.72% | 178685.984 | Software | |
AAPL | Apple Inc | 4,859,142 | 1132180.090 | +5.85% | 4.130 | +0.23% | 0.030 | +3.52% | -5.42% | 3580182.678 | Hardware | |
PM | Philip Morris International Inc | 9,052,483 | 1098971.440 | -17.04% | 4.010 | -0.72% | 0.580 | -0.79% | -2.66% | 182148.734 | Tobacco Products | |
V | Visa Inc | 3,505,747 | 963905.140 | New Holding | 3.510 | +3.51% | 0.180 | +11.11% | -2.64% | 595870.630 | Credit Services | |
SPOT | Spotify Technology SA | 2,577,629 | 949933.620 | +442.68% | 3.460 | +2.82% | 1.280 | +21.57% | +2.72% | 92861.200 | Interactive Media | |
FTV | Fortive Corp | 11,797,420 | 931170.360 | +17.51% | 3.390 | +0.51% | 3.400 | -2.44% | +0.37% | 26118.341 | Hardware | |
PGR | Progressive Corp | 3,485,875 | 884575.640 | -13.00% | 3.220 | -0.42% | 0.600 | -4.62% | +0.22% | 138022.990 | Insurance | |
MSFT | Microsoft Corp | 2,044,429 | 879717.800 | -10.81% | 3.210 | -0.43% | 0.030 | +0.95% | -0.60% | 3114843.301 | Software | |
APG | APi Group Corp | 25,710,544 | 848962.160 | -4.89% | 3.090 | -0.19% | 9.360 | +9.62% | -0.83% | 9892.075 | Construction |
Andreas Halvorsen's Historical Top Holdings Breakdowns
Andreas Halvorsen's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
V | Visa Inc | 2024-06-30 | Sold Out | -6.57% | 262.47 ($274.09) 281.5 | $307.71 | 12.27% | Sold Out | 0 | -6,327,962 | |
UPS | United Parcel Service Inc | 2024-03-31 | Sold Out | -4.73% | 139.08 ($152.01) 161.22 | $123.28 | -18.90% | Sold Out | 0 | -8,199,127 | |
MCK | McKesson Corp | 2023-06-30 | Reduce | -4.50% | 354.01 ($383.91) 427.31 | $581.74 | 51.53% | Reduce -83.66% | 524,143 | -2,682,937 | |
DHR | Danaher Corp | 2023-06-30 | New Buy | +4.20% | 224.99 ($239) 256.14 | $235.07 | -1.64% | New holding | 4,256,761 | 4,256,761 | |
MSFT | Microsoft Corp | 2023-12-31 | Sold Out | -3.89% | 313.39 ($355.93) 382.7 | $418.95 | 17.71% | Sold Out | 0 | -3,024,399 | |
AMZN | Amazon.com Inc | 2024-09-30 | Reduce | -3.89% | 161.02 ($182.46) 200 | $218.94 | 19.99% | Reduce -56.37% | 4,054,633 | -5,238,980 | |
UPS | United Parcel Service Inc | 2023-09-30 | Add | +3.67% | 151.9 ($172.61) 188.34 | $123.28 | -28.58% | Add 649.05% | 6,660,484 | 5,771,294 | |
ADBE | Adobe Inc | 2024-06-30 | Add | +3.66% | 439.02 ($484.22) 555.54 | $405.92 | -16.17% | Add 304.7% | 2,276,627 | 1,714,079 | |
PM | Philip Morris International Inc | 2023-06-30 | New Buy | +3.63% | 90.01 ($95.57) 101.51 | $117.15 | 22.58% | New holding | 9,055,492 | 9,055,492 | |
V | Visa Inc | 2024-09-30 | New Buy | +3.51% | 253.74 ($270.36) 291.56 | $307.71 | 13.81% | New holding | 3,505,747 | 3,505,747 |
Andreas Halvorsen Total Holding History ($B)
Andreas Halvorsen's Asset Allocation
Andreas Halvorsen Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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Andreas Halvorsen's Hypothetical Growth since 2024-09-30
Andreas Halvorsen's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Andreas Halvorsen's Holdings Heat Map
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Andreas Halvorsen's Holdings Bubble Chart
Andreas Halvorsen News
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