Ole Andreas Halvorsen - Viking Global Investors Portfolio
| Period Date | Mar 31, 2025 | |
| Filing Date | May 15, 2025 | |
| Total Stocks | 91 | |
| Portfolio Value | $31.48B |
Viking Global Investors Strategy Analysis
Investment Strategy Metrics
Key metrics revealing investment style, risk management, and performance characteristics
| Metric | Value | Category | Description |
|---|---|---|---|
| Holding Period | 2.8 years | Style | Average duration positions are maintained |
| Position Count | 204 | Style | Number of active positions in portfolio |
| Position Size | 2.0% | Risk | Typical allocation per position |
| Win Rate | 53.1% | Performance | Percentage of profitable positions |
| Average Return | 1755.9% | Performance | Mean return across positions |
| Sharpe Ratio | 0.17 | Performance | Return per unit of risk taken |
Investment Case Study: US BANCORP DEL (USB)
3/31/2014 - 8/4/2025
Performance Metrics
Total Return: 278,465.47%
Holding Period: 4144 days
Max Position Size: $414,173,933.00
Position Weight: 1.07%
Key Events
3/31/2014: ENTRY(3,469,000.00 shares) @ $0.04
12/31/2023: INCREASE(6,100,638.00 shares) @ $43.28
Investment Thesis
Entry Context: Initial position established based on fundamental analysis
Sector Conditions: Favorable market conditions in the sector
Risk Factors:
- Market volatility
- Sector-specific risks
Key Learnings
- Position sizing is critical for portfolio management
- Important to monitor sector exposure