Andreas Halvorsen
3 posts
Andreas Halvorsen Positioning Portfolio for 2026The latest 13F filing from Andreas Halvorsen’s Viking Global Investors LP highlights a decisive shift toward large U.S. financials and mega-cap quality franchises, with several …
Andreas Halvorsen Slashes Meta, Trims High-Beta BetsAccording to their latest 13F filings, Andreas Halvorsen’s Viking Global Investors LP made aggressive reductions across multiple high-profile holdings in Q2 2025, signaling a br…
Andreas Halvorsen Top Portfolio Trims: Technology, Financials, and InsuranceEach week, we unpack the latest high-conviction trades from legendary investors — revealing what they’re doubling down on, cutting loose, or quietly walking away from. In his mo…