Ole Andreas Halvorsen's Top Holdings: Tech Giants and Financial Leaders in March 2026 Portfolio

Ole Andreas Halvorsen's investment strategy as of March 31, 2026, leans heavily on high-performing sectors like Technology and Financial Services, with his top holdings reflecting a blend of established financial leaders and innovative tech companies.

Visa (V) stands as a cornerstone of Halvorsen's portfolio, representing 5.35% of the total. The position saw a significant increase of 58.83% in shares during the prior period, reflecting confidence in the company's performance. Visa contributes substantially to the diversification of Viking Global Investors' holdings.

Taiwan Semiconductor Manufacturing (TSM) is another key holding, with a 4.22% allocation. Despite a slight decrease of 9.15% in shares from the previous period, TSM remains a critical component of Halvorsen's tech-focused investments. Taiwan Semiconductor underscores the investor's confidence in semiconductor innovation.

Schwab Charles Corp (SCHW) holds a 3.86% stake in Halvorsen's portfolio, with a modest 5.71% increase in shares. This financial services stock aligns with the investor's focus on stability and growth in the banking sector. SCHW demonstrates a balanced approach to sector diversification.

Walt Disney (DIS) features prominently with a 3.59% allocation, showing strong investor confidence in entertainment and media. The stock saw an 18.81% surge in shares, indicating a strategic bet on digital transformation. Disney exemplifies Halvorsen's forward-looking investment thesis.

Fortive Corp (FTV) and Air Products and Chemicals (APD) both hold 3.48% and 3.33% allocations respectively, highlighting the investor's interest in niche technology and industrial sectors. Both stocks showed positive share growth of 16.91% and -14.19% respectively, though the latter experienced a decline. Fortive and Air Products reflect targeted industry exposure.

McDonald's (MCD) and Sherwin-Williams (SHW) round out the top holdings with 3.15% and 2.79% allocations. McDonald's saw minimal share change, while Sherwin-Williams experienced a slight decline. Both companies benefit from consumer resilience and industrial recovery. McDonald's and Sherwin-Williams add consumer and industrial exposure to the portfolio.

Tesla (TSLA) and Apple (AAPL) complete the top ten with 2.59% and 2.55% allocations. Tesla saw substantial share growth of 46.7%, while Apple experienced a significant decline of 26.06%. Both tech leaders remain central to Halvorsen's investment thesis despite divergent trends. Tesla and Apple showcase the investor's appetite for high-growth innovation.