Fund manager
Andreas Halvorsen
Viking Global · Growth long/short
Founded Viking Global after working at Tiger Management.
Top holdings
| Company | Weight | Value |
|---|---|---|
| Visa Inc (V) | 6.3% | $2.2B |
| Taiwan Semiconductor Manufac (TSM) | 4.3% | $1.5B |
| Air Products And Chemicals I (APD) | 4.0% | $1.4B |
| Sherwin Williams Co (SHW) | 3.8% | $1.3B |
| Fortive Corp (FTV) | 3.5% | $1.2B |
| Meta Platforms Inc (META) | 3.0% | $1.1B |
| Schwab Charles Corp (SCHW) | 2.8% | $981.6M |
| Thermo Fisher Scientific Inc (TMO) | 2.8% | $971.3M |
| Jpmorgan Chase & Co (JPM) | 2.7% | $949.1M |
| Lennox Intl Inc (LII) | 2.6% | $911.5M |
From the Form 13F for the quarter ended 2026-06-30, filed 2026-08-14. Reported $35.1B across 90 positions.