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Andreas Halvorsen · quarter digest

What Andreas Halvorsen did in Q2 2024

Viking Global Investors filed 1 moves in Q2 2024: 1 new, 0 add, 0 trim, 0 exit.

13F filed 2024-08-14. Manager quality score: q8. Philosophy: Long-short equity, deep fundamental research, Tiger Cub pedigree.

New positions · 1

Fresh money

NEW·0.5% book·+3

Viking's first META position.

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Current top holdings

Andreas Halvorsen’s book, latest snapshot

#TickerWeight
1META
Meta Platforms
6.4%
2V
Visa
5.8%
3MSFT
Microsoft
4.8%
4NVDA
NVIDIA
6.2%
5UNH
UnitedHealth
4.1%
6MA
Mastercard
3.7%
Other quarters for Andreas Halvorsen

Not investment advice. Data from 13F filings with HoldLens parsing. Methodology.