Andreas Halvorsen Portfolio
Invests via Viking Global Investors LP | Managed by Andreas Halvorsen, Justin Walsh, Previn Mankodi, Brian Kaufmann
Invests via Viking Global Investors LP
Managed by Andreas Halvorsen, Justin Walsh, Previn Mankodi, Brian Kaufmann
Automatically Tracked
Heads a concentrated long-short equity platform built on fundamental, bottom-up research and deep sector coverage; he founded Viking Global Investors after earlier experience at Tiger Management. Andreas Halvorsen oversees global equities strategies with institutional client base and multi‑billion dollar AUM, emphasizing concentrated high-conviction bets.
Heads a concentrated long-short equity platform built on fundamental, bottom-up research and deep sector coverage; he founded Viking Global Investors after earlier experience at Tiger Management. Andreas Halvorsen oversees global equities strategies with institutional client base and multi‑billion dollar AUM, emphasizing concentrated high-conviction bets.
Investment Philosophy & Strategy
Leads a concentrated, high‑conviction long‑short equity approach grounded in fundamental, bottom‑up research and deep sector expertise. Favors global secular winners and idiosyncratic shorts, allocating capital to differentiated research advantages and thesis conviction rather than benchmark hugging. Emphasizes rigorous risk controls, tight position sizing, event- and catalyst-driven holding periods, and selective use of leverage to enhance returns while protecting capital through active rebalancing.
Leads a concentrated, high‑conviction long‑short equity approach grounded in fundamental, bottom‑up research and deep sector expertise. Favors global secular winners and idiosyncratic shorts, allocating capital to differentiated research advantages and thesis conviction rather than benchmark hugging. Emphasizes rigorous risk controls, tight position sizing, event- and catalyst-driven holding periods, and selective use of leverage to enhance returns while protecting capital through active rebalancing.
Disclaimer: This Portfolio is derived from and computed based on publicly available data from SEC filings.
Gain and growth charts are calculated per selected timeframe:
63.31%
Gain -0.34%
Monthly
0.57%
Yearly
7.01%
Drawdown
35.39%
$38.31B
Equity
Holdings
$38.31B
Investment
$35.43B
$45.57B
Profit -$147.14M
Realized
$42.69B
Unrealized
$2.88B
Dividends
$3.01B
Goals
Avg. 57% completed goals
Yearly
Gain > 12% 2026
Yearly
Loss < 20% 2026
Today
Compared To Yesterday
Gain
-0.34%
Profit
-$147.14M
Win %
53%
This Week
Compared To Last Week
Gain
-0.83%
Profit
-$319.48M
Win %
53%
This Month
Compared to last month
Gain
-0.83%
Profit
-$319.48M
Win %
53%
This Year
Compared to last year
Gain
1.72%
Profit
$646.47M
Win %
53%
ADPT Adaptive Biotechnologies Corporation
+5.61%
+$25.49M 
DKS Dick's Sporting Goods, Inc.
+4.32%
+$23.88M 
AMD Advanced Micro Devices, Inc.
+4.02%
+$78.51M 
PHVS Pharvaris N.V.
+4%
+$4.24M 
ROST Ross Stores, Inc.
+3.9%
+$27.65M 
MDLN Medline Inc.
+3.86%
+$8.91M 
ORKA Oruka Therapeutics, Inc.
+3.57%
+$5.25M 
ORIC Oric Pharmaceuticals Inc.
+2.89%
+$1.45M 
MAA Mid-America Apartment Communities, Inc.
+2.85%
+$14.24M 
CPT Camden Property Trust
+2.68%
+$13.53M 
BMRN Biomarin Pharmaceutical Inc.
+2.51%
+$8.09M 
BBIO BridgeBio Pharma, Inc.
+2.5%
+$23.03M 
TW Tradeweb Markets Inc.
+2.5%
+$6.78M 
TIC Acuren Corporation
+2.17%
+$6.18M 
INBX Inhibrx Biosciences, Inc.
+1.7%
+$2.29M 
WST West Pharmaceutical Services, Inc.
+1.37%
+$1.26M 
NAMS NewAmsterdam Pharma Co. N.V.
+1.26%
+$1.68M 
SHW The Sherwin-Williams Company
+1.23%
+$11.45M 
RIOT Riot Platforms, Inc.
+1.21%
+$4.1M 
APG Api Group Corporation
+1.15%
+$5.54M 
RAL Ralliant Corporation
+1.08%
+$2.12M 
APD Air Products and Chemicals, Inc.
+1.07%
+$14.32M 
IQV IQVIA Holdings Inc.
+0.78%
+$873,122.76 
FTV Fortive Corporation
+0.75%
+$8.65M 
CSX CSX Corporation
+0.65%
+$4.15M 
SION Sionna Therapeutics Inc.
+0.6%
+$702,939.82 
RRX Regal Rexnord Corporation
+0.54%
+$3.71M 
LOW Lowe's Companies Inc.
+0.5%
+$948,512.48 
CB Chubb Limited
+0.17%
+$547,473.06 
BSX Boston Scientific Corporation
+0.04%
+$50,196.16 
MASI Masimo Corporation
+0.03%
+$25,717 
TSLA Tesla, Inc.
0%
+$27,195.86 
GM General Motors Company
0%
$0 
JCI
0%
$0 
JPM JPMorgan Chase & Co.
0%
$0 
ROIVW Roivant Sciences Ltd.
0%
$0 
DNA Ginkgo Bioworks Holdings Inc.
-6.43%
-$2.15M 
FIG Figma Inc. Class A Common Stock
-6.28%
-$8.77M 
STLA Stellantis N.V.
-4.17%
-$12.5M 
SE Sea Ltd.
-3.92%
-$13.4M 
TMUS T-Mobile US, Inc.
-3.89%
-$27.56M 
COF Capital One Financial Corporation
-3.35%
-$18.19M 
ITUB Itaú Unibanco Holding S.A. Sponsored Preferred ADR
-3.31%
-$7.38M 
BA Boeing Company
-3.24%
-$27.87M 
MSFT Microsoft Corp.
-3.11%
-$44.15M 
CLS Celestica Inc.
-2.94%
-$23.59M 
AS Amer Sports, Inc.
-2.94%
-$5.01M 
ICE Intercontinental Exchange, Inc.
-2.76%
-$18.85M 
CVNA Carvana Co.
-2.7%
-$9.39M 
AMZN Amazon.com Inc
-2.53%
-$20.32M 
TSM Taiwan Semiconductor Manufacturing Co. Ltd. ADR
-2.15%
-$47.13M 
PEPG PepGen Inc.
-2.07%
-$104,473.02 
DLR Digital Realty Trust, Inc.
-1.97%
-$5.55M 
CHWY Chewy Inc.
-1.96%
-$5.69M 
DIS The Walt Disney Company
-1.92%
-$21.77M 
UBS UBS Group AG
-1.73%
-$7.62M 
LAB Standard Biotools Inc.
-1.72%
-$1.17M 
CCL Carnival Corporation Ltd.
-1.72%
-$6.68M 
PGR Progressive Corporation
-1.69%
-$4.43M 
TMO Thermo Fisher Scientific Inc.
-1.66%
-$6.36M 
AJG Arthur J. Gallagher & Co.
-1.55%
-$3.32M 
SAIA Saia Inc.
-1.27%
-$6.5M 
PNC The PNC Financial Services Group, Inc.
-1.21%
-$19.53M 
V Visa Inc. Class A
-1.16%
-$14.66M 
SCHW Charles Schwab Corporation
-1.12%
-$13.6M 
HCA HCA Healthcare Inc.
-1.1%
-$4.05M 
MCD McDonald's Corporation
-1.07%
-$10.71M 
RLYB Rallybio Corporation
-0.99%
-$83,895.54 
GOOGL Alphabet Inc
-0.79%
-$7.63M 
CSGP CoStar Group, Inc.
-0.77%
-$375,071.32 
DKNG DraftKings Inc.
-0.75%
-$3.63M 
AON Aon plc
-0.71%
-$1.77M 
TRVI Trevi Therapeutics Inc.
-0.37%
-$159,932.2 
UNH UnitedHealth Group Incorporated
-0.25%
-$1.14M 
LII Lennox International Inc.
-0.19%
-$608,884.78 
BAC Bank of America Corporation
-0.11%
-$269,677.74 Events
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Dividends
Dividend Analysis
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| Trades 6223 | Longs Won 3042/6223 48% | Profit Factor 2.53 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $54.15M |
| Average Win $24.76M | Best Trade (May 07) $1.66B | Sharpe Ratio -38.99 |
| Average Loss -$9.35M | Worst Trade (Dec 31) -$1.73B | Z-Score -23.17 (100%) |
| Commissions $0 | Avg. Trade Length 9m 1w 4d | Expectancy $7.32M |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 4,098 | 3,689 | 3,279 | 2,869 | 2,459 | 2,049 | 1,639 | 1,230 | 820 | 410 |
Hover over the desired column for a detailed explanation.
Returns
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Option values are updated at end of day.
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Option values are updated at end of day.
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