Ole Andreas Halvorsen Portfolio Update: March 2026 Insights
Ole Andreas Halvorsen's Viking Global Investors portfolio valued at $34.8 billion as of March 31, 2026, shows significant changes in top holdings.
Ole Andreas Halvorsen, through Viking Global Investors, saw substantial changes in his portfolio during the period leading up to March 31, 2026.
His top holdings include significant stakes in Visa Inc. (V), Taiwan Semiconductor Manufacturing Co. (TSM), Schwab Charitable Corp. (SCHW), Walt Disney Co. (DIS), Fortive Corp. (FTV), Air Products and Chemicals (APD), McDonald's Corp. (MCD), Sherwin-Williams Co. (SHW), Tesla Inc. (TSLA), and Apple Inc. (AAPL).
Notably, his position in Visa Inc. (V) increased significantly by 58.83% in shares, while his stake in Apple Inc. (AAPL) decreased substantially by 26.06%.
His holdings in TSM, Disney, Fortive, and Tesla also saw significant increases, while positions in Air Products, McDonald's, and Sherwin-Williams experienced decreases.