[4] In June 2017, Viking announced that it was returning $8 billion to investors to "reset to a smaller size." In 2018 Andreas Halvorsen was named as the ninth highest-earning hedge fund managers for the year by Forbes magazine. 2023 Forbes Media LLC. Her short bio on the list notes that she focused on e-commerce and retail for the Tiger Cub, and helped manage Harvard Business School's alpha fund while she was getting her MBA. Note: Viking Global controls ~13% of Roivant Sciences. Fredrikstad-born Ole Andreas Halvorsen jumps from fourth to second place in the rankings. 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. Andreas Halvorsen runs hedge fund Viking Global Investors. Analog Devices (ADI): The 1.24% ADI stake was established in Q2 2020 at prices between ~$84 and ~$125. 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. ABCL had an IPO in December. The stock is now at ~$209. Shares started trading at ~$48 and currently goes for $41.96. [citation needed], Previously, Halvorsen has been a trustee of Greenwich Academy, a board member of Right To Play USA, and sat on the advisory council of the Stanford Graduate School of Business. Guardant Health (GH): The 1.47% GH stake saw a two-thirds stake increase over the last two quarters at prices between ~$99 and ~$166. This is the natural leadership that is evident in nearly every phase of his life. The valuation at the time was ~$200M. Microsoft Corporation (MSFT): MSFT is now the largest 13F stake at 7.24% of the portfolio. Let us know what you think about this subject in the comments section below. The top three positions are Ginkgo Bioworks, General Electric, and T-Mobile US. According to regional reports, the Norwegian billionaire and hedge fund manager, Ole Andreas Halvorsen, is investing funds into an energy-reducing cryptocurrency mining chip hardware company. Connecting decision makers to a dynamic network of information, people and ideas, Bloomberg quickly and accurately delivers business and financial information, news and insight around the world. Stay up to date with what you want to know. Last quarter saw a ~75% stake increase at prices between ~$175 and ~$214 while this quarter there was a one-third reduction at prices between ~$201 and ~$280. The 1.70% FLT stake was established last quarter and increased by ~400% this quarter at prices between ~$219 and ~$282. Last quarter saw a ~120% stake increase at prices between ~$200 and ~$232. The company Norways fourth richest man is investing in claims to build application-specific integrated circuit (ASIC) mining chips that are allegedly 300%-500% more energy efficient than existing hardware. The stock currently trades at $56.14. Adaptive Biotechnologies (ADPT): ADPT is currently Viking Global's third-largest 13F position at 4.88% of the portfolio. His professors expected great things from Andreas, 19. [12][13] Halvorsen, Ott, and Olson are part of the group known as "Tiger Cubs," former employees of Julian Robertson's Tiger Management Corporation now working as hedge fund managers on their own. This is just one of his many accomplishments. HALVORSEN FAMILY FOUNDATION GREENWICH, CT 06830-0000 | Tax-exempt since Feb. 2002 EIN: 06-1603158 Classification ( NTEE ) Named Trusts/Foundations N.E.C. Alder: 60 years position: CEO and founder of the hedge fund Viking Global Investors, which according to its website manages $44 billion. Last quarter saw a two-thirds selling at prices between ~$39 and ~$47. Ameriprise Financial (AMP), Avantor, Inc. (AVTR), Deere & Co (DE), HDFC Bank (HDB), Intellia Therapeutics (NTLA), Laboratory Corp. (LH), Marsh & McLennan (MMC), Match Group (MTCH), Royalty Pharma (RPRX), Uber Technologies (UBER), and Zai Lab (ZLAB): These small (less than ~1.5% of the portfolio each) stakes were increased during the quarter. Subscribe to WhaleWisdom to view all filing data In particular, it is worth mentioning that he is a co-founder of NEO with the result that he is now the, Read More 10 Things You Didnt Know about Da HongfeiContinue. Learn how your comment data is processed. Note: Viking Global controls ~5% of the business. Andreas Halvorsen is a busy man but he still finds time to speak for select groups. McDonald's Corp. (MCD), and Farfetch Ltd. (FTCH): These two small stakes established last quarter were sold down this quarter. 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. 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. Robertsons mentorship have become known as Tiger Cubs. PREMIUM; . Tracking Ole Andreas Halvorsen's Viking Global Portfolio, Julian Robertson: A Tiger in the Land of Bulls and Bears. Note: Regulatory filings from earlier this week show them owning 2.83M shares (series B/C redeemable convertible preferred stock) of 4D Molecular Therapeutics (FDMT). Death: 1918 (71-72) Immediate Family: Son of Halvor Pedersen and Ester Johanne Johanne Andersdatter. Centene Corp (CNC): Most of the 2.16% of the portfolio stake in CNC was purchased in H1 2019 at prices between $47and $66. Ole Andreas Halvorsen. There was another ~10% trimming in Q4 2020 at ~$50 average price. Hilton Worldwide (HLT): The 1.44% HLT stake was established in Q2 2020 at prices between ~$56 and ~$90 and it is now at ~$119. Visa Inc. (V): The 2.50% Visa position was primarily built in Q4 2020 at prices between ~$181 and ~$219. Please log in if you don't want to post There was a minor ~3% stake increase this quarter. Amazon.com Inc. (AMZN): AMZN is now at 2.69% of the portfolio. 2019 had seen a ~90% reduction at prices between $102 and $159. The CEO and co-founder of the Connecticut-based hedge fund, Viking Global Investors, remains a Norwegian citizen but lives in America. AON is a 1.32% stake purchased at prices between ~$285 and ~$321 and it now goes for ~$316. FleetCor Technologies (FLT), Visa Inc. (V), and Zimmer Biomet Holdings (ZBH): These three stakes saw large increases this quarter. MercadoLibre Inc. (MELI): MELI is now a 1.90% of the portfolio stake. The stake was rebuilt next quarter at prices between ~$3094 and ~$3505 but was again sold down last quarter at prices between ~$3188 and ~$3731. The couple has three children together. Meta Platforms (FB), previously Facebook: FB is a 1.80% of the portfolio position established over the two quarters through Q1 2021 at prices between ~$246 and ~$295 and it is now at ~$208. Shares started trading at ~$100 and currently goes for $42.13. Hes honest and dependable and he didnt have to do anything dishonest or unethical to become successful in his chosen profession. There was a ~40% selling next quarter at prices between $30 and $39. American Express (AXP) and JPMorgan Chase (JPM): The 1.74% AXP position was built in H1 2020 at prices between ~$69 and ~$137 and it is now at ~$136. Similar to other Tiger Cubs, Viking's staff is relatively small compared to the assets the firm runs. Note: Viking Global controls 5.6% of the business. He studied economics at Williams College, then completed an MBA at Stanford University. He continued his education after receiving his bachelors degree and applied for acceptance to the Stanford University Graduate School of Business. Things changed within a years time and he was no longer included in the list for 2019. It is based on Viking Global's regulatory 13F Form filed on 2/16/2021. It is based on Viking Global's regulatory 13F Form filed on 2/14/2022. There was another ~40% stake increase in Q1 2021 at prices between ~$66 and ~$73. The 1.84% of the portfolio PANW stake was purchased at prices between ~$221 and ~$372 and it is now at ~$324. and each individual billionaire profile contains a detailed analysis of how that person's fortune is tallied. Boston Scientific (BSX) and Chubb Ltd. (CB): These two positions were increased substantially this quarter. 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. It was established in Q2 2015 at prices between $370 and $446 and increased by roughly one-third the following quarter at prices between $429 and $548. Is this happening to you frequently? Ole Andreas Halvorsen (born 1961) is a Norwegian-born billionaire hedge fund manager. Ole Andreas Halvorsen (born 1961) is a Norwegian billionaire hedge fund manager. (Podcast), CEO/Limited Partner/Co-Founder, Viking Global Investors LP. Andreas Halvorsen is a founding partner of Viking Global Investors LP and currently serves as its CIO. Viking had $24 billion under management as of October, 2017. Please. Viking Global was a majority investor in Adaptive. Ole Andreas Halvorsen is CEO/Limited Partner/Co-Founder at Viking Global Investors LP. Booking Holdings (BKNG): BKNG is a 1.15% position purchased in Q4 2019 at prices between $1838 and $2073. Ole Andreas Halvorsen launched Viking Global after leaving Tiger Management in 1999. The disposal this quarter was at prices between ~$114 and ~$148. A 25% discount is applied to reflect 'key-man risk'. Agora Inc. (API), Athira Pharma (ATHA), Inhibrx (INBX), JFrog Ltd. (FROG), Jamf Holding (JAMF), Unity Software (U), and Vertex (VRTX): These are minutely small (less than ~0.5% of the portfolio each) stakes kept steady this quarter. 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. There was another ~70% stake increase last quarter at prices between $1638 and $1949. 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)). The ASIC is designed as a dual purpose chip with edge AI potential, harmonychain.coms website states. Is this happening to you frequently? The Greenwich, Connecticut-based firm has offices in London, New York, San Francisco and Hong Kong. To ensure this doesnt happen in the future, please enable Javascript and cookies in your browser. There was a ~20% selling this quarter at prices between ~$116 and ~$155. Andreas Halvorsen was one of an elite group of successful proteges of the great Julian Robertson of Tiger Management. There was a ~13% trimming this quarter. Centene Corp. (CNC): Most of the ~2% of the portfolio stake in CNC was purchased in H1 2019 at prices between $47and $66. Amazon.com Inc. (AMZN): AMZN is now at 1.80% of the portfolio. Note: Viking Global controls ~6% of Nuance Communications. Its obvious that he knows what hes doing because of his rampant success in business and the fact that hes amassed a fortune of billions. Last quarter saw a ~22% selling at prices between ~$56 and ~$65 while this quarter there was a ~17% stake increase. The number of positions increased from 96 to 107. He spends more time than is perhaps wise with his eyes fixed on a screen either reading history books, keeping up with international news, or playing the latest releases on the Steam platform, which serve as the subject matter for much of his writing output. She joined the billionaire Halvorsen's firm after getting her MBA from Harvard and four-year stint at Goldman Sachs, respectively, according to her LinkedIn. Shares started trading at ~$23 and currently goes for ~$52. Coupa Software (COUP): COUP is a 1.91% of the portfolio position built in H1 2021 at prices between ~$217 and ~$370 and it currently trades at $81.91. Together, they are at ~17% of the portfolio. with this post, location or person. Mr. Halvorsen enrolled in classes at Williams College. 2. He started out in a high position after college, 10. Please visit our Tracking Ole Andreas Halvorsen's Viking Global Portfolio series to get an idea of his investment philosophy . This was quite a distinction out of thousands to be within the top ten. [17], Stanford University Graduate School of Business, Sterling and Francine Clark Art Institute, "Executive Profile: O. Andreas Halvorsen,", Billionaire Andreas Halvorsen's Viking Global Hedge Fund Will Return $8 Billion After CIO Departure, "How The 10 Richest Hedge Fund Managers Got That Way,", "Global Conference 2011 Speaker: Andreas Halvorsen", Office of the President: Board of Trustees, "Opalesque Exclusive: Julian Robertson reveals what makes a good hedge fund manager on Opalesque TV - Opalesque", "Company Overview of Viking Global Investors L.P.", "40 at 40 | Features | Spring 2014 | Williams Magazine", "Andreas Halvorsen and Viking Globals New Stock Picks,", "Viking Global Steered Through 2008s Gloom,", https://en.wikipedia.org/w/index.php?title=Ole_Andreas_Halvorsen&oldid=1106381702, This page was last edited on 24 August 2022, at 09:23. 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