McDonald's Corp. (MCD), and Farfetch Ltd. (FTCH): These two small stakes established last quarter were sold down this quarter. Halvorsen is joining a number of well known luminary investors from the Norwegian region investing funds into the crypto sphere with investors like Kjell Inge Rkke, Bjrn Dhlie, and Arne Fredly. The disposal this quarter was at prices between ~$114 and ~$148. This quarter saw a ~15% trimming. However, Stig-Matzs report notes that the listing on the Oslo Stock Exchange was postponed. This. Divya Nettimi has left Viking Global after more than six years as a portfolio manager. [2] [8] At Stanford, he received the Alexander A. Robichek Student Achievement Award in Finance and was an Arjay Miller Scholar. Sign up for notifications from Insider! The two quarters through Q1 2021 had seen a ~30% selling at prices between ~$180 and ~$234 while next quarter there was a similar increase at prices between ~$230 and ~$259. Methodology: The Bloomberg Billionaires Index is a daily ranking of the world's richest William S. Beinecke's (Deceased) House. Christopher Cannon, Dean Halford, Brittany Harris and Julian Burgess, of the total wealth of the 500 richest people in the world, of the top 200 U.S. executives total awarded compensation. It currently goes for ~$61. Ole Andreas Halvorsen. UnitedHealth Group (UNH), AbCellera Biologics (ABCL), Walt Disney (DIS), and Palo Alto Networks (PANW): These are medium-sized new stakes established this quarter. Its more about the man behind the fortune, how he lives his life, what he did to become successful and all of the little things that combine to make him a person that many high ranking business executives look up to. He is the CEO and a co-founder of the Connecticut-based hedge fund, Viking Global Investors. He was also appointed to the management committee of Tiger, and he sat on the advisory board as well as the supervisory board for the Jaguar Fund N.V. which was the largest fund for the company. Andreas Halvorsen is a Norwegian investor who is well-known and respected for his business savvy and expertise in the hedge fund sector of business. Note: Viking Global has a ~17% ownership stake in Zentalis Pharmaceuticals. Andreas Halvorsen is married with a family, 13. This article is part of a series that provides an ongoing analysis of the changes made to Ole Andreas Halvorsen's 13F stock portfolio on a quarterly basis. Largest five individual stock positions are Microsoft, BridgeBio Pharma, Adaptive Biotechnologies, Fidelity National Information Services, and T-Mobile US. NEW YORK, NY Humana Inc. (HUM), and Parker-Hannifin (PH): The 3.58% HUM stake was built over the last two quarters at prices between ~$407 and ~$471. Twilio Inc. (TWLO), Workday (WDAY), and AON plc (AON): These are medium-sized new positions established this quarter. The stock currently goes for $5.22. Halvorsen was recognized early in his life, for excellence, 6. It was established in Q2 2016 at prices between $48.50 and $56.50 and increased by ~140% in the following quarter at prices between $51 and $58.50. He is a founding partner and serves as the Chief Executive Officer of the company. Download 13F Summary Snowflake (SNOW): SNOW is a 1.21% of the portfolio position that saw a ~160% stake increase last quarter at prices between ~$237 and ~$324. Hes a very trustworthy person with a sense of integrity that is rare in the business world today. Fidelity National Information Services (FIS): FIS was a 2.42% position built in 2020 at prices between ~$102 and ~$157 and it now goes for $95.20. Microsoft Corporation (MSFT): MSFT is now at 2.86% of the portfolio. It is based on Viking Global's regulatory 13F Form filed on 2/14/2022. Brookfield Asset Management (BAM): BAM is a ~3% of the portfolio position purchased over the last two quarters at prices between ~$44 and ~$57 and it is now at $55.47. He is the CEO and a co-founder of the Connecticut-based hedge fund, Viking Global Investors. Then he moved to Tiger Management Corp, where he was a senior managing director, as well as an analyst and director of equities, and a member of the management committee. He stands as an example of how taking your time to do things the right way, to build a proper foundation, and commit yourself to achieve your goals can lead you in the right direction. They have 22.8% ownership stake in the business. After conducting a thorough investigation of the life and career of Mr. Ole Andreas Halvorsen, we can sum up our findings with one statement. The 0.58% FTCH position was purchased at prices between ~$37 and ~$51 and the stock currently trades way below that range at $13.65. Nettimi was named to Forbes' 30-under-30 list for finance in 2016. Viking has about $37 billion in assets under management as of June 2022, according to a Bloomberg News report. Halvorsen is regarded as a self-made tycoon who went out on his own to earn his fortune. Together, they are at ~17% of the portfolio. FDMT had an IPO priced at $23 in December. very small (less than ~1% of the portfolio each) stakes established during the quarter. Last quarter saw a two-thirds selling at prices between ~$39 and ~$47. Around the World Mailing List. The 1.84% of the portfolio PANW stake was purchased at prices between ~$221 and ~$372 and it is now at ~$324. The invested in Alibaba and First Data before anyone else did. Andreas met the criteria for qualification and was admitted into the prestigious school. The group that he joined in Norwegian is Marinejegerkommandoen (MJK), which is a special warfare unit of the Norwegian Special Operations Command. His curriculum vitae is beyond impressive, 20. It came about as a result of Adaptive's IPO in June 2019. The valuation at the time was ~$200M. [The microchip] is tailored towards Cryptocurrency accounting/mining that is up to 300%-500% more energy efficient than existing Scrypt accounting computer systems. There was another ~10% trimming in Q4 2020 at ~$50 average price. Here are 20 things you didnt know about Ole Andreas Halvorsen. The position has wavered. The stock is now at ~$272. In 2017 Viking's main hedge fund returned about 12% net of fees, driven by its long positions. 21ms. This was quite a distinction out of thousands to be within the top ten. He is among the most successful businessmen and entrepreneurs with many achievements to his, Read More 10 Things You Didnt Know About Ofir TahorContinue, Yotam Drechsler is the current CEO of a neurological treatment startup called BrainQ. How Bebe Rexha Achieved a Net Worth of $10 Million, The 20 Worst Cities for Human Trafficking in the World, How Simu Liu Achieved a Net Worth of $4 Million, The 20 Best Chevy Muscle Cars of All-Time. [14] Viking Global's main operations cover public equity and hedge funds on the international market. Similar to other Tiger Cubs, Viking's staff is relatively small compared to the assets the firm runs. After graduation, he went on to become a member of a Norwegian SEAL team. There was a ~20% stake increase last quarter at prices between $73.50 and $94. Viking Global's 2.58% of the portfolio stake goes back to a private investment made in July 2016. JPM is a ~3% of the portfolio stake built over the last three quarters at prices between ~$84 and ~$114 and it is now at ~$150. Riseborough is up for a Best Actress Oscar for her performance in "To Leslie" after fellow actors successfully campaigned for her nomination. ABCL had an IPO in December. 13F filing from HALVORSEN OLE ANDREAS, enter your Not every successful businessman or rich tycoon has integrity, but its something that is a big part of Mr. Halvorsons character. Halvorsen joining the crypto economy is a bullish sign to many digital asset investors and enthusiasts. Please disable your ad-blocker and refresh. He is the CEO and a co-founder of the Connecticut-based hedge fund, Viking Global Investors. There was a ~13% trimming this quarter. cache 6h 0m Viking had $24 billion under management as of October, 2017. [3] Halvorsen has consistently ranked among the top earning hedge fund managers, placing 11th in Forbes' 2012 rankings and 9th in 2015, according to Institutional Investor . Andreas Halvorsen runs hedge fund Viking Global Investors. Even in his youth, he was an extraordinarily energetic person. That was followed with a ~25% stake increase this quarter at prices between ~$262 and ~$295. The moral of this story is to ensure you have a great management team, turn them loose to do their jobs and appreciate their efforts. Viking manages two hedge funds invested in equities worldwide. The couple has three children together. 2019 had seen a ~90% reduction at prices between $102 and $159. Nuance Communications (NUAN) and Parker-Hannifin (PH): The ~2% NUAN stake was purchased at prices between ~$16 and ~$26 and it currently trades at ~$44. The stock is now at ~$209. Perhaps one of his most admirable traits is his personal sense of integrity, but there are many poor people who also have integrity. He started out in a high position after college, 10. Aon plc (AON): The 1.49% AON stake was primarily built in H1 2020 at prices between $146 and $237 and the stock currently trades at ~$224. He graduated from the Norwegian Naval Academy before fulfilling his country's mandatory military service in the MJK, a special forces branch similar to the U.S. Navy Seals. In 2018 Andreas Halvorsen was named as the ninth highest-earning hedge fund managers for the year by Forbes magazine. Alphabet (GOOG): GOOG is a ~3% stake established last quarter at prices between ~$1415 and ~$1728 and increased by ~225% this quarter at prices between ~$1451 and ~$1824. Paul Charron's House. Your Name. T-Mobile US (TMUS): The 3.23% TMUS stake was purchased over the last three quarters at prices between ~$74 and ~$119 and it now goes for ~$124. This. After receiving his MBA he joined Morgan Stanley as an investment banker. DIS is a 2.13% of the portfolio position established at prices between ~$118 and ~$181 and the stock currently trades above that range at ~$189. The spreadsheet below highlights changes to Halvorsen's 13F stock holdings in Q4 2021: Ole Andreas Halvorsen - Viking Global Investor's Q4 2021 13F Report Q/Q Comparison (John Vincent (author)). UNH is a 2.69% of the portfolio position purchased at prices between ~$304 and ~$357 and the stock currently trades above that range at ~$369. Halvorsen is a stock picker who believes that there must be a thoughtful analysis as well as a disciplined valuation over time which includes a portfolio made up of investments in the long and short terms. Viking was formed in 1999 and is based in Greenwich, Connecticut. After flagship Viking Global hedge fund lost 4% net of fees in 2016, Halvorsen parted with CIO Daniel Sundheim and returned $8 billion to investors. The three quarters thru Q1 2020 had seen a ~250% increase at prices between ~$26 and ~$46. Roivant Sciences (ROIV): ROIV came to market last September through a SPAC merger with Montes Archimedes. Tracking Ole Andreas Halvorsen's Viking Global Portfolio, Julian Robertson: A Tiger in the Land of Bulls and Bears. That was followed with a ~30% stake increase this quarter at prices between ~$107 and ~$128. The Connecticut-based firm now manages more than $25 billion in assets. To know more about "tiger cubs", check out the book Julian Robertson: A Tiger in the Land of Bulls and Bears. He spoke at the Milken Institute in 2013 to discuss a variety of topics within the investment arena. Visa Inc. (V): The 2.50% Visa position was primarily built in Q4 2020 at prices between ~$181 and ~$219. This quarter saw a ~3% trimming. There was a ~10% trimming this quarter at ~$50 average price. While he was in attendance at Stanford, he was the recipient of the Alexander A. Robichek Student Achievement Award in Finance. T-Mobile US (TMUS): The large (top three) 4.41% TMUS stake was purchased over the six quarters through Q1 2021 at prices between ~$74 and ~$135. Hes honest and dependable and he didnt have to do anything dishonest or unethical to become successful in his chosen profession. H2 2019 saw a ~22% selling while next quarter there was a ~50% stake increase at prices between $45.50 and $68. 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Largest five individual stock positions are Ginkgo Bioworks, General Electric, T-Mobile US, Humana, and Brookfield Asset Management. He went on to receive his MBA from the Stanford University Graduate School of Business in 1990. Halvorsen left to co-found his own hedge fund, Viking Global, in 1999. Allstate Corp (ALL), Anthem Inc. (ANTM), Atlassian Corp (TEAM), aTyr Pharma (LIFE), Bill.com (BILL), Ceridian HCM Holdings (CDAY), CME Group (CME), Exact Sciences (EXAS), Li Auto (LI), Formula One (FWONK), Nikola Corp (NKLA), Raytheon Technologies (RTX), and VBI Vaccines (VBIV): These small (less than ~1.5% of the portfolio each) stakes were disposed this quarter. Advertisement. The stock is now at ~$295. There was another ~40% stake increase in Q1 2021 at prices between ~$66 and ~$73. Viking Global was a majority investor in Adaptive. Last quarter saw a one-third increase at prices between ~$271 and ~$305. 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