Andreas Halvorsen — Portfolio & 13F Holdings

Viking Global · 2026-Q1 · filed 2026-05-15 · SEC Form 13F-HR

$26.15B
Portfolio Value
62
Positions
19
New Buys
12
Exits

Latest Quarter Activity

Andreas Halvorsen Portfolio — Top 50 of 62 Holdings (2026-Q1)

#TickerValueWeightShares
1 V $1.91B 7.3% 6.3M
2 SCHW $1.38B 5.3% 14.7M
3 FTV $1.24B 4.8% 22.5M
4 MCD $1.13B 4.3% 3.6M
5 SHW $997.8M 3.8% 3.1M
6 TSLA $927.0M 3.5% 2.5M
7 AAPL $911.9M 3.5% 3.6M
8 BBIO $879.4M 3.4% 11.8M
9 CVNA $874.0M 3.3% 2.8M
10 MSFT $854.9M 3.3% 2.3M
11 TMO $819.9M 3.1% 1.7M
12 CSX $766.7M 2.9% 18.7M
13 ICE $760.7M 2.9% 4.8M
14 GOOGL $689.0M 2.6% 2.4M
15 FDX $688.2M 2.6% 1.9M
16 BA $636.1M 2.4% 3.2M
17 TMUS $623.2M 2.4% 3.0M
18 META $607.9M 2.3% 1.1M
19 RRX $588.5M 2.3% 3.1M
20 JCI $578.8M 2.2% 4.4M
21 MDLN $508.8M 1.9% 11.4M
22 HCA $508.8M 1.9% 1.1M
23 ATI $484.8M 1.9% 3.3M
24 CLS $466.2M 1.8% 1.7M
25 CB $422.1M 1.6% 1.3M
26 ADPT $416.3M 1.6% 30.0M
27 BMRN $398.9M 1.5% 7.1M
28 SE $392.3M 1.5% 4.7M
29 WAT $374.2M 1.4% 1.3M
30 CCL $355.1M 1.4% 13.7M
31 AON $350.9M 1.3% 1.1M
32 HAS $350.0M 1.3% 3.7M
33 RDDT $343.6M 1.3% 2.6M
34 PGR $320.5M 1.2% 1.6M
35 DKS $250.7M 1.0% 1.3M
36 AMZN $249.0M 1.0% 1.2M
37 AS $239.3M 0.9% 7.3M
38 APG $236.5M 0.9% 5.8M
39 TIC $235.7M 0.9% 35.8M
40 ROIV $184.3M 0.7% 6.7M
41 HD $165.8M 0.6% 504K
42 LULU $150.1M 0.6% 981K
43 ORKA $130.8M 0.5% 2.7M
44 SION $128.1M 0.5% 3.2M
45 STLA $111.9M 0.4% 16.0M
46 CRWV $108.3M 0.4% 1.4M
47 MANE $106.8M 0.4% 1.7M
48 PHVS $103.2M 0.4% 3.7M
49 INBX $96.7M 0.4% 1.4M
50 IBKR $93.5M 0.4% 1.4M

Source: SEC EDGAR Form 13F-HR. 13F filings disclose long US equity positions with a 45-day reporting lag and exclude shorts, cash, bonds and non-US holdings — they are a partial, delayed snapshot. Educational only, not investment advice.

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