Ole Andreas Halvorsen - Viking Global Investors Investment Strategy & Portfolio Analysis

As of Mar 31, 2026, Ole Andreas Halvorsen's Viking Global Investors portfolio reflects a quant / systematic investor approach across 69 reported 13F positions. Portfolio returns are distributed across holdings, with the top five positions representing approximately 21% of total exposure. Across 69 reported holdings, economic exposure is broadly distributed across financials, consumer cyclical companies, and technology without dominant single-name concentration. Exposure to high-growth and technology-oriented segments is moderate relative to peers, with performance weighted across financials, consumer discretionary, and communication services. The portfolio maintains moderate turnover, consistent with periodic rebalancing rather than a fully static book. Distinctive traits include Moderate Turnover, Broadly Diversified, Economically Diversified.