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Investor profile

Andreas Halvorsen

Viking Global Investors · Co-Founder & CIO · Net worth: ~$7B

Co-founded Viking Global in 1999 after leaving Julian Robertson's Tiger Management. Runs one of the largest and most respected long-short equity hedge funds, famous for patient fundamental research and concentrated positions.

"Long-short equity, deep fundamental research, Tiger Cub pedigree."

Data verified 2026-05-15 · sourced from SEC EDGAR

Informational only — not investment advice. HoldLens tracks institutional positioning from public 13F filings. We are not a registered investment advisor and do not provide recommendations to buy or sell securities. Our 2026 backtest over 221 ticker-quarter pairs found the ConvictionScore has no predictive signal for forward returns (Pearson r = −0.12). The rankings describe what tracked superinvestors were accumulating or selling at the latest 13F snapshot — useful as market intelligence, not as personal investment advice. 13F data is reported with a 45-day SEC filing lag.

See the backtest →

Latest 13F: Q1 2026(7d ago)Next due: Q2 2026by 2026-08-14● RSS — move alerts

Tracked positions

Top concentration

34%

Longest holding

Visa (since 2015)

Andreas's portfolio concentration: top-1, top-5, top-10

Diversified

Top 1 · V

5.4%

Top 5 combined

20.6%

Top 10 combined

33.5%

Tracked positions

VTop-5 zoneTop-10

Andreas's single largest bet is V at 5.4% of tracked positions. Exposure is spread across a broader basket, reducing single-name risk.

Realized 10-year track record

Viking Global Investors (private; press estimates)

See leaderboard →

10y CAGR

9.6%

net of fees

Alpha vs S&P

-3.5%

vs 13.1% benchmark

Win rate

40%

years beating S&P

Quality score

4.2

computed 0–10

Best year

+21%

Worst year

-8%

Cumulative 10y

2.5×

Volatility

10%

Andreas Halvorsen's recent 13F moves: buys, adds, trims, and exits

Manager quality score: 4.2/10

Every tracked 13F move — buys, adds, trims, and exits — over the last two quarters.

Q1 2026

23 buys · 20 sells

Ticker	Activity	Share change	% portfolio
CVNA	Add 162%	+1.72M	2.40%
TMO	Add 110%	+875K	2.30%
AAPL	Buy (new)	+3.59M	2.60%
FEDEX	Buy (new)	+1.93M	1.90%
META	Buy (new)	+1.06M	1.70%
ATI	Buy (new)	+3.33M	1.40%
WAT	Buy (new)	+1.26M	1.00%
LULU	Buy (new)	+981K	0.40%
EW	Buy (new)	+1.10M	0.20%
AMD	Sell (exit)	-3.74M	0.00%
CHEWY	Sell (exit)	-13.54M	0.00%
UBS	Sell (exit)	-9.13M	0.00%
UNH	Sell (exit)	-1.20M	0.00%
SAIA	Sell (exit)	-1.09M	0.00%
TW	Sell (exit)	-2.77M	0.00%
BAC	Sell (exit)	-4.49M	0.00%
BSX	Sell (exit)	-2.51M	0.00%
FIGMA	Sell (exit)	-5.75M	0.00%
LOW	Sell (exit)	-912K	0.00%
IQV	Sell (exit)	-619K	0.00%

Showing top 20 by position change · 23 smaller moves hidden

Q4 2025

22 buys · 29 sells

Ticker	Activity	Share change	% portfolio
CHEWY	Add 147%	+8.05M	1.20%
GOOGL	Buy (new)	+2.67M	2.20%
ICE	Buy (new)	+4.80M	2.10%
AMZN	Buy (new)	+3.13M	1.90%
TMO	Buy (new)	+793K	1.20%
UNH	Buy (new)	+1.20M	1.00%
CB	Buy (new)	+1.01M	0.80%
PGR	Buy (new)	+1.33M	0.80%
TW	Buy (new)	+2.77M	0.80%
FIGMA	Buy (new)	+5.75M	0.60%
LOW	Buy (new)	+912K	0.60%
IQV	Buy (new)	+619K	0.40%
BLK	Sell (exit)	-619K	0.00%
PFE	Sell (exit)	-4.43M	0.00%
NFLX	Sell (exit)	-501K	0.00%
NKE	Sell (exit)	-9.00M	0.00%
KKR	Sell (exit)	-2.71M	0.00%
CMG	Sell (exit)	-6.64M	0.00%
EW	Sell (exit)	-3.07M	0.00%
CBRE	Sell (exit)	-1.21M	0.00%

Showing top 20 by position change · 31 smaller moves hidden

Q3 2025

27 buys · 24 sells

Ticker	Activity	Share change	% portfolio
UBS	Add 408%	+10.52M	1.40%
BLK	Add 218%	+424K	1.90%
AMD	Add 119%	+2.27M	1.80%
MSFT	Buy (new)	+2.43M	3.30%
NFLX	Buy (new)	+501K	1.60%
AON	Buy (new)	+1.41M	1.30%
KKR	Buy (new)	+2.71M	0.90%
CHEWY	Buy (new)	+5.48M	0.60%
EW	Buy (new)	+3.07M	0.60%
CBRE	Buy (new)	+1.21M	0.50%
INTU	Buy (new)	+264K	0.50%
USB	Sell (exit)	-24.09M	0.00%
AMZN	Sell (exit)	-3.90M	0.00%
FLUT	Sell (exit)	-2.28M	0.00%
AMT	Sell (exit)	-2.80M	0.00%
NVDA	Sell (exit)	-3.68M	0.00%
QCOM	Sell (exit)	-3.15M	0.00%
BLOCK	Sell (exit)	-5.42M	0.00%
DHI	Sell (exit)	-2.83M	0.00%
LLY	Sell (exit)	-417K	0.00%

Showing top 20 by position change · 31 smaller moves hidden

Q2 2025

33 buys · 22 sells

Ticker	Activity	Share change	% portfolio
DHR	Add 1839%	+8.30M	3.80%
AMT	Add 233%	+1.96M	1.80%
TSLA	Add 214%	+750K	1.00%
APP	Add 172%	+236K	0.40%
QCOM	Add 120%	+1.72M	1.50%
DHI	Add 108%	+1.47M	1.10%
SHW	Add 101%	+986K	1.90%
BLOCK	Buy (new)	+5.42M	1.10%
LLY	Buy (new)	+417K	0.90%
AMD	Buy (new)	+1.91M	0.80%
CSGP	Buy (new)	+3.22M	0.70%
SAIA	Buy (new)	+828K	0.70%
BLK	Buy (new)	+195K	0.60%
CRM	Buy (new)	+597K	0.50%
UBS	Buy (new)	+2.58M	0.30%
MOH	Buy (new)	+267K	0.20%
UNH	Sell (exit)	-2.14M	0.00%
INTU	Sell (exit)	-1.71M	0.00%
NFLX	Sell (exit)	-749K	0.00%
CB	Sell (exit)	-1.95M	0.00%

Showing top 20 by position change · 35 smaller moves hidden

Andreas's sector breakdown

How the top 10 positions are diversified across 4 sectors. Weighted by stated portfolio percentage.

Other

5 positions · DHR, FTV, SHW, BBIO, CVNA

44.2%

14.8% of AUM

Financials

2 positions · V, SCHW

27.8%

9.3% of AUM

Technology

2 positions · TSM, AAPL

20.3%

6.8% of AUM

Consumer Discretionary

1 position · TSLA

7.8%

2.6% of AUM

Position intelligence · 13F-derived

How Halvorsen is sized + moving

Every position classified by both portfolio weight (size bucket) and recent move activity (trend bucket). A 22% Apple position building +5% this quarter signals different intent than a 1% starter trimmed in half. Descriptive analysis of 13F filings — not recommendation.

Core

≥10% positions

Significant

3–10%

Starter

1–3%

Small

<1%

Building

Steady

Trimming

New

Exit pending

Position	% portfolio	Size	Trend
V VISA INC	5.4%	significant	↑ building
TSM TAIWAN SEMICONDUCTOR MANUFAC	4.2%	significant	↑ building
SCHW SCHWAB CHARLES CORP	3.9%	significant	↓ trimming
DHR DISNEY WALT CO	3.6%	significant	→ steady
FTV FORTIVE CORP	3.5%	significant	↑ building
SHW SHERWIN WILLIAMS CO	2.8%	starter	↑ building
AAPL APPLE INC	2.6%	starter	★ new
TSLA TESLA INC	2.6%	starter	↑ building
BBIO BRIDGEBIO PHARMA INC	2.5%	starter	↓ trimming
CVNA CARVANA CO	2.4%	starter	↑ building
MSFT MICROSOFT CORP	2.4%	starter	↓ trimming
TMO THERMO FISHER SCIENTIFIC INC	2.3%	starter	↑ building
JPM JPMORGAN CHASE & CO	2.2%	starter	↓ trimming
CSX CSX CORP	2.1%	starter	↑ building
ICE INTERCONTINENTAL EXCHANGE IN	2.1%	starter	★ new
Showing top 15 of 37 positions.

How to read: Size bucket from current 13F-filed portfolio weight. Trend bucket from the last 2 quarters of move activity (net delta >5% in either direction = building/trimming; new = first-appearance this quarter; exit pending = trimmed >50% last quarter). Data lag: SEC 13F filings are reported 45 days after quarter-end. This is descriptive intelligence — not investment advice.

Score explainability · 9-factor breakdown

What drives the ConvictionScore on Halvorsen's top positions

The HoldLens ConvictionScore combines 9 factors. This table shows the per-position breakdown — exactly which factors contribute and by how much for each of Halvorsen's top 8 holdings. Hover any header for factor definition. Empty cells (·) = neutral (no contribution).

Ticker	% port	Smart $	Insider	Track	Streak	Conc	Contra	Event	Dissent	Crowd
V	5.4	+18	-4	+4	+5	+10	·	·	+43	+3
TSM	4.2	+17	+1	·	+10	+5	·	·	+35	·
SCHW	3.9	+8	+3	-1	+10	+10	·	·	+5	·
DHR	3.6	+7	·	-6	·	+2	·	·	+21	·
FTV	3.5	+4	·	-6	·	+2	·	·	+2	·
SHW	2.8	+3	·	-6	·	+1	·	·	+4	·
AAPL	2.6	+6	-3	-2	·	+2	·	·	+23	·
TSLA	2.6	+7	-7	-7	·	+1	·	·	+8	·

Factor definitions →

Smart $: Manager quality × consensus (0–30)
Insider: Form 4 net buy/sell (-15..+20)
Track: Buyer 10y CAGR × concentration (-10..+20)
Streak: Multi-quarter compounding (0–10)
Conc: Biggest position size as conviction (0–10)
Contra: Under-the-radar bonus (0–10)
Event: 8-K events last 90d (-15..+5)
Dissent: Sells subtract, weighted ×1.6 (0–60)
Crowd: Too many owners = priced in (0–10)

Factors are summed (positive add, penalties subtract), then clamped to the -100/+100 range. Each factor has a maximum contribution shown in parentheses next to its name. Read positive cells as bullish contributions, negative as bearish. See /learn/conviction-score-explained for the full methodology. ConvictionScore is descriptive synthesis of public filings — not investment advice.

Cross-portfolio overlap

Who else holds what Halvorsen holds

Top 6 highest-conviction overlap pairs containing Andreas Halvorsen. Each page is the full intersection of two 13F-filed portfolios.

See all 435 overlap pairs →

Andreas Halvorsen's top 10 disclosed holdings (Q1 2026)

Ticker	Company	% Portfolio	Shares (M)
V	VISA INC Payment network compounder — decade-long hold.	5.4%	6.33
TSM	TAIWAN SEMICONDUCTOR MANUFAC	4.2%	4.47
SCHW	SCHWAB CHARLES CORP	3.9%	14.66
DHR	DISNEY WALT CO	3.6%	13.3
FTV	FORTIVE CORP	3.5%	22.48
SHW	SHERWIN WILLIAMS CO	2.8%	3.11
AAPL	APPLE INC	2.6%	3.59
TSLA	TESLA INC	2.6%	2.49
BBIO	BRIDGEBIO PHARMA INC	2.5%	11.84
CVNA	CARVANA CO	2.4%	2.78

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Dividend tax by country

Estimate your withholding on cross-border dividends

Your country of residenceCompany is domiciled inGross dividend (example)

Withholding rate

Domestic (no cross-border)

Tax withheld

$0.00

You'd receive

$1000.00

Of $1000 gross

Source & treaty reference

Treaty: Domestic — no cross-border withholding

Citation: IRC §§ 1441–1446 (withholding applies to foreign persons; US residents not subject to WHT on US-source dividends)

U.S. residents receiving U.S.-source dividends: no cross-border withholding; taxed on return at qualified (0/15/20%) or ordinary rates.

Estimates for educational purposes only. Tax rules change; consult a qualified tax professional for your specific situation. Dividend-tax treatment depends on holding period, account type (taxable vs. retirement), investor type (individual vs. pension vs. mutual fund), limitation-on-benefits tests, and other factors not modeled here.

Full dividend-tax rules for United States investors →

Want Andreas move-alerts?

One email per 13F filing. Summarizes every new position, exit, and trim.

Investors with portfolios similar to Andreas Halvorsen

Tracked managers whose top positions overlap with Andreas's portfolio.

Terry Smith

Fundsmith

4 shared positions: MSFT, MA, META, V

Polen Capital

Polen Capital Management

4 shared positions: MSFT, V, MA, META

Joel Greenblatt

Gotham Asset Management

3 shared positions: MSFT, META, UNH

See all 29 investors ranked by portfolio similarity →

ETF replication

Which ETF replicates Andreas's portfolio?

Closest match: XLK · overlap score 152.5 across 2 shared top-10 names. Full ranked list of 5 ETFs →

Investing style

Andreas is a long-short investor

See 3 other long-short managers tracked. Pair trades, sector-neutral books, gross exposure 150–200% with net 30–60%.

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Per-quarter digests

What Andreas Halvorsen did, quarter by quarter

Full move-by-move breakdown for each of the last 8 filed quarters.

Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024 Q2 2024 Q1 2024

Frequently asked questions

Who is Andreas Halvorsen?

Andreas Halvorsen runs Viking Global Investors as co-founder & cio. Co-founded Viking Global in 1999 after leaving Julian Robertson's Tiger Management. Runs one of the largest and most respected long-short equity hedge funds, famous for patient fundamental research and concentrated positions.

What fund does Andreas Halvorsen run?

Andreas Halvorsen is co-founder & cio of Viking Global Investors. Viking Global Investors files SEC Form 13F-HR quarterly with the latest disclosure dated 2026-05-15 (Q1 2026). Full holdings, share counts, dollar values, and quarter-over-quarter changes are listed below.

What does Andreas Halvorsen invest in?

Andreas Halvorsen's Viking Global Investors portfolio is disclosed quarterly via SEC Form 13F-HR. Each position below shows the ticker, share count, dollar value, percentage of portfolio, and quarter-over-quarter change. Data is sourced directly from SEC filings (public-domain regulatory disclosure).

What is Andreas Halvorsen's investment philosophy?

Andreas Halvorsen's stated investment philosophy: "Long-short equity, deep fundamental research, Tiger Cub pedigree.". Andreas Halvorsen has been co-founder & cio of Viking Global Investors; estimated net worth ~$7B.

What is Andreas Halvorsen's net worth?

Andreas Halvorsen's estimated net worth is ~$7B. Andreas Halvorsen runs Viking Global Investors as co-founder & cio; full 13F holdings disclosed quarterly with the SEC are listed below.

Data sourced from Viking Global Investors 13F filings with the SEC. Approximate snapshot. Not investment advice.

Sister property: SecFilingDex — the encyclopedic reference for Form 13F (HR / NT / HR/A variants) and the regulatory citation behind every position shown above.