Ole Andreas Halvorsen Portfolio Concentration: Top Holdings Analysis

Ole Andreas Halvorsen, managing a portfolio valued at approximately $34.8 billion as of March 31, 2026, demonstrates a concentrated investment strategy focused on specific sectors and individual stocks.

Visa (V) stands as the largest holding, representing 5.35% of the portfolio with a total stock value of $1.91 billion. The position saw a substantial increase of 58.83% in shares during the prior period.

Taiwan Semiconductor Manufacturing (TSM) is the second-largest holding at 4.22% allocation, valued at $1.51 billion. This position experienced a decline of 9.15% in shares.

Schwab Charles Corp (SCHW) holds the third position with a 3.86% allocation and a value of $1.38 billion. The holding increased by 5.71% in shares.

Walt Disney (DIS) follows with a 3.59% allocation and $1.28 billion in value, showing a significant 18.81% increase in shares.

Fortive Corp (FTV) represents 3.48% of the portfolio, valued at $1.24 billion, with a 16.91% increase in shares during the prior period.

Air Products and Chemicals (APD) holds 3.33% of the portfolio, valued at $1.19 billion, but saw a reduction of 14.19% in shares.

McDonald's Corp (MCD) is allocated 3.15% of the portfolio, valued at $1.13 billion, with only a minimal 0.16% change in shares.

Sherwin-Williams Co (SHW) holds 2.79% of the portfolio, valued at $998 million, with a slight decrease of 1.88% in shares.

Tesla (TSLA) is positioned at 2.59% allocation, valued at $927 million, and saw a substantial 46.7% increase in shares.

Apple Inc. (AAPL) completes the top ten holdings with a 2.55% allocation and $912 million in value, though it experienced a significant reduction of 26.06% in shares during the prior period.