Ole Andreas Halvorsen is arguably the most successful "Tiger Cub" (a protégé of Julian Robertson's Tiger Management). At Viking Global Investors, he employs a long/short equity strategy grounded in rigorous bottom-up fundamental analysis, picking stocks based on individual company merits rather than broad macro trends. While historically renowned for his astute bets in technology and biotechnology, this latest portfolio snapshot reveals a striking strategic pivot. Halvorsen appears to be rotating heavily into the cyclical economy, specifically betting on the resilience of the US financial system. In a rare move for a growth-oriented fund, his top four holdings are exclusively banking and financial services stocks, surpassing traditional tech giants in portfolio weight.
Data Snapshot
- Portfolio Value (Est. Equity Only): $38,524,168,481 (~$38.5 Billion) (Estimated based on the reported equity assets).
- Top 5 Assets:
- PNC Financial Services Group (PNC) - 4.15%
- JPMorgan Chase & Co (JPM) - 4.14%
- Charles Schwab Corp (SCHW) - 4.11%
- Capital One Financial Corp (COF) - 4.08%
- Microsoft Corp (MSFT) - 3.27%
- Top Sector: Financials (The portfolio reflects a massive conviction in the Financial sector, with heavyweight positions in banking (JPM, PNC) and consumer finance/investment services (SCHW, COF, Visa) drastically outweighing other sectors).
Portfolio
| Ticker | Stock | % of Portfolio | Shares* | Reported Price* | % difference Current Price | Value |
|---|---|---|---|---|---|---|
| PNC | PNC FINANCIAL SERVICES GROUP | 4.15% | 7,956,766 | $200.93 | 🔴 1.79% | $1,598,752,992 |
| JPM | JPMORGAN CHASE & CO | 4.14% | 5,059,060 | $315.43 | 🔴 0.30% | $1,595,779,296 |
| SCHW | SCHWAB (CHARLES) CORP | 4.11% | 16,583,101 | $95.47 | 🔴 1.49% | $1,583,188,652 |
| COF | CAPITAL ONE FINANCIAL CORP | 4.08% | 7,388,506 | $212.58 | 🟢 8.62% | $1,570,648,605 |
| MSFT | MICROSOFT CORP | 3.27% | 2,429,412 | $517.95 | 🔴 5.33% | $1,258,313,945 |
| DIS | WALT DISNEY CO/THE | 3.11% | 10,449,711 | $114.50 | 🔴 5.72% | $1,196,491,910 |
| TSM | TAIWAN SEMICONDUCTOR-SP ADR | 2.86% | 3,944,366 | $279.29 | - | $1,101,621,980 |
| MCD | MCDONALD'S CORP | 2.66% | 3,374,875 | $303.89 | 🟢 1.84% | $1,025,590,764 |
| FTV | FORTIVE CORP | 2.61% | 20,483,680 | $48.99 | 🟢 10.31% | $1,003,495,483 |
| APD | AIR PRODUCTS & CHEMICALS INC | 2.60% | 3,667,119 | $272.72 | 🔴 13.88% | $1,000,096,694 |
| SHW | SHERWIN-WILLIAMS CO/THE | 2.59% | 2,881,091 | $346.26 | 🔴 5.46% | $997,606,570 |
| V | VISA INC-CLASS A SHARES | 2.57% | 2,897,030 | $341.38 | 🔴 4.25% | $988,988,101 |
| BBIO | BRIDGEBIO PHARMA INC | 2.16% | 15,977,849 | $51.94 | 🟢 42.82% | $829,889,477 |
| GM | GENERAL MOTORS CO | 2.06% | 13,027,139 | $60.97 | 🟢 24.49% | $794,264,665 |
| CVNA | CARVANA CO | 2.06% | 2,101,241 | $377.24 | 🟢 19.38% | $792,672,155 |
| TMUS | T-MOBILE US INC | 2.03% | 3,262,466 | $239.38 | 🔴 14.51% | $780,969,111 |
| JCI | JOHNSON CONTROLS INTERNATION | 1.94% | 6,796,942 | $109.95 | 🟢 4.49% | $747,323,773 |
| BLK | BLACKROCK INC | 1.88% | 619,492 | $1,165.87 | - | $722,247,138 |
| PM | PHILIP MORRIS INTERNATIONAL | 1.86% | 4,426,128 | $162.20 | 🔴 8.26% | $717,917,962 |
| TSLA | TESLA INC | 1.86% | 1,609,828 | $444.72 | 🔴 1.50% | $715,922,708 |
| META | META PLATFORMS INC-CLASS A | 1.77% | 929,003 | $734.38 | 🔴 9.15% | $682,241,223 |
| AMD | ADVANCED MICRO DEVICES | 1.76% | 4,181,269 | $161.79 | 🟢 36.27% | $676,487,512 |
| BA | BOEING CO/THE | 1.69% | 3,010,551 | $215.83 | 🔴 4.60% | $649,767,222 |
| NKE | NIKE INC -CL B | 1.63% | 8,996,579 | $69.73 | 🔴 8.85% | $627,331,454 |
| NFLX | NETFLIX INC | 1.56% | 500,812 | $1,198.92 | 🔴 91.92% | $600,433,523 |
| BAC | BANK OF AMERICA CORP | 1.54% | 11,500,290 | $51.59 | 🟢 4.32% | $593,299,961 |
| HCA | HCA HEALTHCARE INC | 1.53% | 1,380,583 | $426.20 | 🟢 14.14% | $588,404,475 |
| CSX | CSX CORP | 1.47% | 15,947,719 | $35.51 | 🟢 2.39% | $566,303,502 |
| DKNG | DRAFTKINGS INC-CL A | 1.46% | 15,003,351 | $37.40 | 🟢 5.27% | $561,125,327 |
| ABC | AMERISOURCEBERGEN CORP | 1.44% | 1,778,135 | $312.53 | - | $555,720,532 |
| DHR | DANAHER CORP | 1.42% | 2,751,245 | $198.26 | 🟢 13.16% | $545,461,834 |
| SE | SEA LTD-ADR | 1.41% | 3,039,203 | $178.73 | - | $543,196,752 |
| UBS | UBS GROUP AG-REG | 1.39% | 13,096,560 | $40.84 | 🟢 0.32% | $534,852,290 |
| PRMB | PRIMO BRANDS CORP | 1.32% | 23,033,970 | $22.10 | 🔴 29.73% | $509,050,737 |
| AON | AON PLC-CLASS A | 1.31% | 1,414,618 | $356.58 | 🔴 3.69% | $504,424,486 |
| TIC | ACUREN CORPORATION | 1.19% | 34,360,000 | $13.31 | 🔴 28.93% | $457,331,600 |
| BMRN | BIOMARIN PHARMACEUTICAL INC | 1.17% | 8,322,179 | $54.16 | 🔴 1.59% | $450,729,215 |
| ADPT | ADAPTIVE BIOTECHNOLOGIES | 1.17% | 29,993,708 | $14.96 | 🔴 0.47% | $448,705,872 |
| RBC | REGAL BELOIT CORP | 1.16% | 3,123,262 | $143.44 | 🟢 210.49% | $448,000,701 |
| CLS | CELESTICA INC | 1.10% | 1,722,780 | $246.38 | - | $424,458,536 |
| APG | API GROUP CORP | 1.10% | 12,306,277 | $34.37 | 🟢 13.38% | $422,966,740 |
| SAIA | SAIA INC | 1.08% | 1,383,888 | $299.36 | 🟢 11.13% | $414,280,712 |
| CPT | CAMDEN PROPERTY TRUST | 1.07% | 3,846,740 | $106.78 | 🔴 3.62% | $410,754,897 |
| MAA | MID-AMERICA APARTMENT COMM | 0.96% | 2,645,082 | $139.73 | 🔴 6.18% | $369,597,308 |
| ROIV | ROIVANT SCIENCES LTD | 0.93% | 23,594,831 | $15.13 | 🟢 39.00% | $356,989,793 |
| KKR | KKR & CO INC | 0.91% | 2,709,024 | $129.95 | 🟢 0.01% | $352,037,669 |
| ROST | ROSS STORES INC | 0.80% | 2,023,868 | $152.39 | 🟢 16.83% | $308,417,245 |
| CMG | CHIPOTLE MEXICAN GRILL INC | 0.68% | 6,636,563 | $39.19 | 🔴 14.26% | $260,086,904 |
| BSX | BOSTON SCIENTIFIC CORP | 0.67% | 2,641,682 | $97.63 | 🔴 3.88% | $257,907,414 |
| EW | EDWARDS LIFESCIENCES CORP | 0.62% | 3,069,151 | $77.77 | 🟢 8.62% | $238,687,873 |
| RAL | RALLIANT CORP | 0.58% | 5,082,472 | $43.73 | 🟢 17.40% | $222,256,501 |
| CHWY | CHEWY INC - CLASS A | 0.58% | 5,483,690 | $40.45 | 🟢 14.93% | $221,815,261 |
| AS | AMER SPORTS INC | 0.57% | 6,343,481 | $34.75 | 🟢 6.59% | $220,435,965 |
| DB | DEUTSCHE BANK AG-REGISTERED | 0.56% | 6,102,855 | $35.16 | 🟢 4.20% | $214,593,455 |
| CBRE | CBRE GROUP INC - A | 0.50% | 1,210,004 | $157.56 | 🔴 1.03% | $190,648,230 |
| NAMS | NEWAMSTERDAM PHARMA CO NV | 0.48% | 6,475,534 | $28.44 | 🟢 27.18% | $184,164,187 |
| INTU | INTUIT INC | 0.47% | 264,136 | $682.91 | 🔴 3.82% | $180,381,116 |
| DECK | DECKERS OUTDOOR CORP | 0.45% | 1,726,926 | $101.37 | 🔴 0.45% | $175,058,489 |
| FSLR | FIRST SOLAR INC | 0.44% | 767,996 | $220.53 | 🟢 16.27% | $169,366,158 |
| MASI | MASIMO CORP | 0.41% | 1,073,433 | $147.55 | 🔴 4.75% | $158,385,039 |
| CSGP | COSTAR GROUP INC | 0.41% | 1,849,729 | $84.37 | 🔴 21.14% | $156,061,636 |
| APP | APPLOVIN CORP-CLASS A | 0.30% | 162,525 | $718.54 | 🔴 4.48% | $116,780,714 |
| RYAN | RYAN SPECIALTY HOLDINGS INC | 0.28% | 1,934,957 | $56.36 | 🔴 4.42% | $109,054,177 |
| ITGR | INTEGER HOLDINGS CORP | 0.28% | 1,024,942 | $103.33 | 🔴 32.84% | $105,907,257 |
| SION | SIONNA THERAPEUTICS INC | 0.24% | 3,195,181 | $29.41 | 🟢 41.11% | $93,970,273 |
| PHVS | PHARVARIS NV | 0.24% | 3,653,310 | $24.95 | 🟢 2.61% | $91,150,085 |
| ORIC | ORIC PHARMACEUTICALS INC | 0.20% | 6,572,700 | $12.00 | 🔴 11.17% | $78,872,400 |
| LAB | STANDARD BIOTOOLS INC | 0.20% | 58,651,170 | $1.30 | 🟢 11.54% | $76,246,521 |
| INBX | INHIBRX BIOSCIENCES INC | 0.16% | 1,787,705 | $33.68 | - | $60,209,904 |
| DNA | GINKGO BIOWORKS HOLDINGS INC | 0.14% | 3,577,128 | $14.58 | - | $52,154,526 |
| ORKA | ORUKA THERAPEUTICS INC | 0.13% | 2,666,690 | $19.23 | 🟢 64.12% | $51,280,449 |
| TEVA | TEVA PHARMACEUTICAL-SP ADR | 0.13% | 2,532,119 | $20.20 | - | $51,148,804 |
| TRVI | TREVI THERAPEUTICS INC | 0.12% | 5,128,875 | $9.15 | 🟢 43.28% | $46,929,206 |
| STUB | STUBHUB HOLDINGS INC-CLASS A | 0.09% | 2,040,816 | $16.84 | 🔴 24.35% | $34,367,341 |
| CART | MAPLEBEAR INC | 0.08% | 832,857 | $36.76 | 🟢 21.84% | $30,615,823 |
| PEPG | PEPGEN INC | 0.04% | 3,482,434 | $4.62 | 🟢 20.56% | $16,088,845 |
| ESTA | ESTABLISHMENT LABS HOLDINGS | 0.04% | 343,465 | $40.99 | 🟢 73.36% | $14,078,630 |
| RLYB | RALLYBIO CORP | 0.01% | 4,194,777 | $0.50 | 🟢 36.27% | $2,093,194 |
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Update at 10 Desember 2025, from Valuesider
