Ole Andreas Halvorsen - Viking Global Investors Portfolio (Jun 30, 2025)


As of Jun 30, 2025, the Viking Global Investors oversees a portfolio valued at approximately $34.59B, featuring 83 publicly traded holdings. This in-depth profile highlights the top investments led by Microsoft (MSFT), Berkshire Hathaway (BRK-B), Waste Management (WM), and others—drawing on its latest SEC filings as of Aug 14, 2025. Explore insights into portfolio composition, allocation strategies, and recent trade activity.

Balances
Holdings
Activity
Options
Allocation
Strategy

Viking Global Investors Strategy Analysis

Investment Strategy Metrics

Key metrics revealing investment style, risk management, and performance characteristics

MetricValueCategoryDescription
Holding Period2.7 yearsStyleAverage duration positions are maintained
Position Count240StyleNumber of active positions in portfolio
Position Size1.9%RiskTypical allocation per position
Win Rate54.5%PerformancePercentage of profitable positions
Average Return1544.6%PerformanceMean return across positions
Sharpe Ratio0.16PerformanceReturn per unit of risk taken

Investment Case Study: BANK AMER CORP (BAC)

9/30/2014 - 9/18/2025

Performance Metrics

Total Return: 1,496.88%

Holding Period: 4006 days

Max Position Size: $392,987.00

Position Weight: 0.91%

Key Events

9/30/2014: INCREASE(932,640.00 shares) @ $0.02
9/30/2016: INCREASE(15,390,673.00 shares) @ $0.02
12/31/2016: DECREASE(-15,679,038.00 shares) @ $0.02
3/31/2017: DECREASE(-8,936,905.00 shares) @ $0.02
9/30/2017: INCREASE(6,839,246.00 shares) @ $0.03

Investment Thesis

Entry Context: Initial position established based on fundamental analysis

Sector Conditions: Favorable market conditions in the sector

Risk Factors:
  • Market volatility
  • Sector-specific risks

Key Learnings

  • Position sizing is critical for portfolio management
  • Important to monitor sector exposure

Sector Allocations