2026년 2월 18일 · Unknown · financial · 출처 Yahoo Finance
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Insightful Analysis of Andreas Halvorsen (Trades, Portfolio)'s Fourth Quarter 2025 13F Filing
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Andreas Halvorsen (Trades, Portfolio) recently submitted the 13F filing for the fourth quarter of 2025, providing insights into his investment moves during this period. Andreas Halvorsen (Trades, Portfolio) is a founding partner of Viking Global Investors LP. Now overseen by CIO Ning Jin, Viking was formed in 1999 and is based in Greenwich, Connecticut. Viking manages two hedge funds invested in equities worldwide. Prior to founding Viking, Halvorsen was a senior managing director and the director of equities at Tiger Management (Trades, Portfolio) LLC. He also worked as an investment banker in the corporate finance and merger departments of Morgan Stanley. Since its inception, Viking has employed a research-intensive, long-term focused investment approach. It uses fundamental analysis to select investments, primarily public and private equity interests, across industries and geographies. Viking generally invests in companies based on a thorough assessment of their business models and fundamentals, the quality of their management teams, and cyclical and secular industry trends. Its organizational structure decentralizes investment research, analysis, and decision-making and centralizes risk management. This approach enables Viking to capitalize on a broad range of ideas and expertise while ensuring that risks are reviewed and managed comprehensively and with clear accountability.Andreas Halvorsen's Strategic Moves: A Closer Look at JPMorgan Chase & Co Reduction
Summary of New Buy
Andreas Halvorsen (Trades, Portfolio) added a total of 21 stocks, among them:
The most significant addition was Alphabet Inc (NASDAQ:GOOGL), with 2,666,272 shares, accounting for 2.21% of the portfolio and a total value of $834.54 million. The second largest addition to the portfolio was Intercontinental Exchange Inc (NYSE:ICE), consisting of 4,803,197 shares, representing approximately 2.06% of the portfolio, with a total value of $777.93 million. The third largest addition was Amazon.com Inc (NASDAQ:AMZN), with 3,126,816 shares, accounting for 1.92% of the portfolio and a total value of $721.73 million.
Key Position Increases
Andreas Halvorsen (Trades, Portfolio) also increased stakes in a total of 17 stocks, among them:
The most notable increase was Microsoft Corp (NASDAQ:MSFT), with an additional 788,230 shares, bringing the total to 3,217,642 shares. This adjustment represents a significant 32.45% increase in share count, a 1.01% impact on the current portfolio, with a total value of $1,556.12 million. The second largest increase was Visa Inc (NYSE:V), with an additional 1,087,175 shares, bringing the total to 3,984,205. This adjustment represents a significant 37.53% increase in share count, with a total value of $1,397.30 million.
Story Continues
Summary of Sold Out
Andreas Halvorsen (Trades, Portfolio) completely exited 23 of the holdings in the fourth quarter of 2025, as detailed below:
BlackRock Inc (NYSE:BLK): Andreas Halvorsen (Trades, Portfolio) sold all 619,492 shares, resulting in a -1.88% impact on the portfolio. Philip Morris International Inc (NYSE:PM): Andreas Halvorsen (Trades, Portfolio) liquidated all 4,426,128 shares, causing a -1.86% impact on the portfolio.
Key Position Reduces
Andreas Halvorsen (Trades, Portfolio) also reduced positions in 28 stocks. The most significant changes include:
Reduced JPMorgan Chase & Co (NYSE:JPM) by 3,153,078 shares, resulting in a -62.33% decrease in shares and a -2.58% impact on the portfolio. The stock traded at an average price of $309.59 during the quarter and has returned 2.71% over the past 3 months and -4.25% year-to-date. Reduced Capital One Financial Corp (NYSE:COF) by 4,436,189 shares, resulting in a -60.04% reduction in shares and a -2.45% impact on the portfolio. The stock traded at an average price of $222.76 during the quarter and has returned 2.85% over the past 3 months and -14.70% year-to-date.
Portfolio Overview
At the fourth quarter of 2025, Andreas Halvorsen (Trades, Portfolio)'s portfolio included 76 stocks, with top holdings including 4.13% in Microsoft Corp (NASDAQ:MSFT), 4.04% in PNC Financial Services Group Inc (NYSE:PNC), 3.96% in Taiwan Semiconductor Manufacturing Co Ltd (NYSE:TSM), 3.71% in Visa Inc (NYSE:V), and 3.68% in Charles Schwab Corp (NYSE:SCHW).
The holdings are mainly concentrated in 8 of all the 11 industries: Financial Services, Consumer Cyclical, Technology, Healthcare, Industrials, Communication Services, Basic Materials, and Real Estate.Andreas Halvorsen's Strategic Moves: A Closer Look at JPMorgan Chase & Co Reduction
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