Ole Andreas Halvorsen's Portfolio Concentration: Top Holdings Analysis

Ole Andreas Halvorsen, managing a portfolio valued at approximately $34.8 billion as of March 31, 2026, demonstrates significant concentration in specific sectors and individual stocks. His investment strategy, as reflected in his holdings, appears to favor established corporations across diverse industries.

Visa Inc. (V) stands as the largest holding in his portfolio, representing 5.35% of the total value. Halvorsen increased his stake significantly, adding 2.34 million shares, a 58.83% increase from the previous period. This substantial share growth is noteworthy. You can explore Visa's profile here: https://www.insiderset.com/investors/stocks/V.

Taiwan Semiconductor Manufacturing Co. (TSM) is the second-largest holding at 4.22% allocation. Halvorsen reduced his position in TSM, decreasing his shares by 0.92 million (9.15%) during the period. His TSM profile is available here: https://www.insiderset.com/investors/stocks/TSM.

Schwab Charley Corp. (SCHW) follows at 3.86% allocation. Halvorsen modestly increased his shares by 0.79 million (5.71%), suggesting continued confidence in this financial services company. More information can be found here: https://www.insiderset.com/investors/stocks/SCHW.

Walt Disney Co. (DIS) holds a 3.59% allocation. Halvorsen significantly boosted his Disney position, adding over 2 million shares (18.81%). His Disney profile is detailed here: https://www.insiderset.com/investors/stocks/DIS.

Fortive Corp. (FTV) is positioned at 3.48% of the portfolio. Halvorsen increased his Fortive shares by 1.65 million (16.91%), indicating strong interest in this technology company. Visit the Fortive profile here: https://www.insiderset.com/investors/stocks/FTV.

Air Products and Chemicals (APD) is allocated 3.33%. Halvorsen decreased his stake in APD by 0.14 million shares (-14.19%). Further details on Air Products are available here: https://www.insiderset.com/investors/stocks/APD.

McDonald's Corp. (MCD) holds 3.15% allocation. Halvorsen's position in McDonald's saw minimal change, with only 5,814 additional shares (+0.16%). McDonald's investor profile can be viewed here: https://www.insiderset.com/investors/stocks/MCD.

Sherwin Williams Co. (SHW) is at 2.79% allocation. Halvorsen slightly reduced his Sherwin Williams shares by 59,541 (-1.88%). More information on Sherwin Williams is here: https://www.insiderset.com/investors/stocks/SHW.

Tesla Inc. (TSLA) is positioned at 2.59% allocation. Halvorsen significantly increased his Tesla stake by 0.79 million shares (46.7%). His Tesla profile is available here: https://www.insiderset.com/investors/stocks/TSLA.

Apple Inc. (AAPL) completes the top ten holdings at 2.55% allocation. Notably, Halvorsen decreased his Apple position by 1.27 million shares (-26.06%). You can find Apple's profile here: https://www.insiderset.com/investors/stocks/AAPL.

This analysis focuses solely on describing the portfolio composition and changes observed in the top holdings as of March 31, 2026. For more information on Ole Andreas Halvorsen's investment profile, please visit: https://www.insiderset.com/investor/ole-andreas-halvorsen-viking-global-investors.