https://holdlens.com/investor/andreas-halvorsen Every 13F move by Andreas Halvorsen (Viking Global Investors) — buys, adds, trims, exits — as filed with the SEC. Updated after each quarterly filing. Not investment advice. en-us Tue, 19 May 2026 21:00:43 GMT https://holdlens.com/signal/V https://holdlens.com/investor/andreas-halvorsen#2026-Q1-V-add-0 Andreas Halvorsen (Viking Global Investors) added V (VISA INC) in Q1 2026 · 5.4% of portfolio. Fri, 15 May 2026 00:00:00 GMT add https://holdlens.com/signal/TSM https://holdlens.com/investor/andreas-halvorsen#2026-Q1-TSM-trim-1 Andreas Halvorsen (Viking Global Investors) trimmed TSM (TAIWAN SEMICONDUCTOR MANUFAC) in Q1 2026 · 4.2% of portfolio. Fri, 15 May 2026 00:00:00 GMT trim https://holdlens.com/signal/SCHW https://holdlens.com/investor/andreas-halvorsen#2026-Q1-SCHW-add-2 Andreas Halvorsen (Viking Global Investors) added SCHW (SCHWAB CHARLES CORP) in Q1 2026 · 3.9% of portfolio. Fri, 15 May 2026 00:00:00 GMT add https://holdlens.com/signal/DHR https://holdlens.com/investor/andreas-halvorsen#2026-Q1-DHR-add-3 Andreas Halvorsen (Viking Global Investors) added DHR (DISNEY WALT CO) in Q1 2026 · 3.6% of portfolio. Fri, 15 May 2026 00:00:00 GMT add https://holdlens.com/signal/FTV https://holdlens.com/investor/andreas-halvorsen#2026-Q1-FTV-add-4 Andreas Halvorsen (Viking Global Investors) added FTV (FORTIVE CORP) in Q1 2026 · 3.5% of portfolio. Fri, 15 May 2026 00:00:00 GMT add https://holdlens.com/signal/AAPL https://holdlens.com/investor/andreas-halvorsen#2026-Q1-AAPL-new-5 Andreas Halvorsen (Viking Global Investors) new position AAPL (APPLE INC) in Q1 2026 · 2.6% of portfolio. Fri, 15 May 2026 00:00:00 GMT new https://holdlens.com/signal/TSLA https://holdlens.com/investor/andreas-halvorsen#2026-Q1-TSLA-add-6 Andreas Halvorsen (Viking Global Investors) added TSLA (TESLA INC) in Q1 2026 · 2.6% of portfolio. Fri, 15 May 2026 00:00:00 GMT add https://holdlens.com/signal/BBIO https://holdlens.com/investor/andreas-halvorsen#2026-Q1-BBIO-trim-7 Andreas Halvorsen (Viking Global Investors) trimmed BBIO (BRIDGEBIO PHARMA INC) in Q1 2026 · 2.5% of portfolio. Fri, 15 May 2026 00:00:00 GMT trim https://holdlens.com/signal/CVNA https://holdlens.com/investor/andreas-halvorsen#2026-Q1-CVNA-add-8 Andreas Halvorsen (Viking Global Investors) added CVNA (CARVANA CO) in Q1 2026 · 2.4% of portfolio. Fri, 15 May 2026 00:00:00 GMT add https://holdlens.com/signal/MSFT https://holdlens.com/investor/andreas-halvorsen#2026-Q1-MSFT-trim-9 Andreas Halvorsen (Viking Global Investors) trimmed MSFT (MICROSOFT CORP) in Q1 2026 · 2.4% of portfolio. Fri, 15 May 2026 00:00:00 GMT trim https://holdlens.com/signal/TMO https://holdlens.com/investor/andreas-halvorsen#2026-Q1-TMO-add-10 Andreas Halvorsen (Viking Global Investors) added TMO (THERMO FISHER SCIENTIFIC INC) in Q1 2026 · 2.3% of portfolio. Fri, 15 May 2026 00:00:00 GMT add https://holdlens.com/signal/JPM https://holdlens.com/investor/andreas-halvorsen#2026-Q1-JPM-add-11 Andreas Halvorsen (Viking Global Investors) added JPM (JPMORGAN CHASE & CO) in Q1 2026 · 2.2% of portfolio. Fri, 15 May 2026 00:00:00 GMT add https://holdlens.com/signal/CSX https://holdlens.com/investor/andreas-halvorsen#2026-Q1-CSX-add-12 Andreas Halvorsen (Viking Global Investors) added CSX (CSX CORP) in Q1 2026 · 2.1% of portfolio. Fri, 15 May 2026 00:00:00 GMT add https://holdlens.com/signal/GOOGL https://holdlens.com/investor/andreas-halvorsen#2026-Q1-GOOGL-trim-13 Andreas Halvorsen (Viking Global Investors) trimmed GOOGL (ALPHABET INC) in Q1 2026 · 1.9% of portfolio. Fri, 15 May 2026 00:00:00 GMT trim https://holdlens.com/signal/FEDEX https://holdlens.com/investor/andreas-halvorsen#2026-Q1-FEDEX-new-14 Andreas Halvorsen (Viking Global Investors) new position FEDEX (FEDEX CORP) in Q1 2026 · 1.9% of portfolio. Fri, 15 May 2026 00:00:00 GMT new https://holdlens.com/signal/GM https://holdlens.com/investor/andreas-halvorsen#2026-Q1-GM-add-15 Andreas Halvorsen (Viking Global Investors) added GM (GENERAL MTRS CO) in Q1 2026 · 1.9% of portfolio. Fri, 15 May 2026 00:00:00 GMT add https://holdlens.com/signal/META https://holdlens.com/investor/andreas-halvorsen#2026-Q1-META-new-16 Andreas Halvorsen (Viking Global Investors) new position META (META PLATFORMS INC) in Q1 2026 · 1.7% of portfolio. Fri, 15 May 2026 00:00:00 GMT new https://holdlens.com/signal/TMUS https://holdlens.com/investor/andreas-halvorsen#2026-Q1-TMUS-trim-17 Andreas Halvorsen (Viking Global Investors) trimmed TMUS (T-MOBILE US INC) in Q1 2026 · 1.7% of portfolio. Fri, 15 May 2026 00:00:00 GMT trim https://holdlens.com/signal/ATI https://holdlens.com/investor/andreas-halvorsen#2026-Q1-ATI-new-18 Andreas Halvorsen (Viking Global Investors) new position ATI (ATI INC) in Q1 2026 · 1.4% of portfolio. Fri, 15 May 2026 00:00:00 GMT new https://holdlens.com/signal/HCA https://holdlens.com/investor/andreas-halvorsen#2026-Q1-HCA-add-19 Andreas Halvorsen (Viking Global Investors) added HCA (HCA HEALTHCARE INC) in Q1 2026 · 1.4% of portfolio. Fri, 15 May 2026 00:00:00 GMT add https://holdlens.com/signal/CB https://holdlens.com/investor/andreas-halvorsen#2026-Q1-CB-add-20 Andreas Halvorsen (Viking Global Investors) added CB (CHUBB LTD SWITZ) in Q1 2026 · 1.2% of portfolio. Fri, 15 May 2026 00:00:00 GMT add https://holdlens.com/signal/BMRN https://holdlens.com/investor/andreas-halvorsen#2026-Q1-BMRN-add-21 Andreas Halvorsen (Viking Global Investors) added BMRN (BIOMARIN PHARMACEUTICAL INC) in Q1 2026 · 1.1% of portfolio. Fri, 15 May 2026 00:00:00 GMT add https://holdlens.com/signal/SEA https://holdlens.com/investor/andreas-halvorsen#2026-Q1-SEA-add-22 Andreas Halvorsen (Viking Global Investors) added SEA (SEA LTD) in Q1 2026 · 1.1% of portfolio. Fri, 15 May 2026 00:00:00 GMT add https://holdlens.com/signal/AON https://holdlens.com/investor/andreas-halvorsen#2026-Q1-AON-add-23 Andreas Halvorsen (Viking Global Investors) added AON (AON PLC) in Q1 2026 · 1.0% of portfolio. Fri, 15 May 2026 00:00:00 GMT add https://holdlens.com/signal/WAT https://holdlens.com/investor/andreas-halvorsen#2026-Q1-WAT-new-24 Andreas Halvorsen (Viking Global Investors) new position WAT (WATERS CORP) in Q1 2026 · 1.0% of portfolio. Fri, 15 May 2026 00:00:00 GMT new https://holdlens.com/signal/PGR https://holdlens.com/investor/andreas-halvorsen#2026-Q1-PGR-add-25 Andreas Halvorsen (Viking Global Investors) added PGR (PROGRESSIVE CORP) in Q1 2026 · 0.9% of portfolio. Fri, 15 May 2026 00:00:00 GMT add https://holdlens.com/signal/COF https://holdlens.com/investor/andreas-halvorsen#2026-Q1-COF-trim-26 Andreas Halvorsen (Viking Global Investors) trimmed COF (CAPITAL ONE FINL CORP) in Q1 2026 · 0.8% of portfolio. Fri, 15 May 2026 00:00:00 GMT trim https://holdlens.com/signal/AMZN https://holdlens.com/investor/andreas-halvorsen#2026-Q1-AMZN-trim-27 Andreas Halvorsen (Viking Global Investors) trimmed AMZN (AMAZON COM INC) in Q1 2026 · 0.7% of portfolio. Fri, 15 May 2026 00:00:00 GMT trim https://holdlens.com/signal/API https://holdlens.com/investor/andreas-halvorsen#2026-Q1-API-trim-28 Andreas Halvorsen (Viking Global Investors) trimmed API (API GROUP CORP) in Q1 2026 · 0.7% of portfolio. Fri, 15 May 2026 00:00:00 GMT trim https://holdlens.com/signal/LULU https://holdlens.com/investor/andreas-halvorsen#2026-Q1-LULU-new-29 Andreas Halvorsen (Viking Global Investors) new position LULU (LULULEMON ATHLETICA INC) in Q1 2026 · 0.4% of portfolio. Fri, 15 May 2026 00:00:00 GMT new https://holdlens.com/signal/EW https://holdlens.com/investor/andreas-halvorsen#2026-Q1-EW-new-30 Andreas Halvorsen (Viking Global Investors) new position EW (EDWARDS LIFESCIENCES CORP) in Q1 2026 · 0.2% of portfolio. Fri, 15 May 2026 00:00:00 GMT new https://holdlens.com/signal/AMD https://holdlens.com/investor/andreas-halvorsen#2026-Q1-AMD-exit-31 Andreas Halvorsen (Viking Global Investors) exited AMD (ADVANCED MICRO DEVICES INC) in Q1 2026 · 0.0% of portfolio. Fri, 15 May 2026 00:00:00 GMT exit https://holdlens.com/signal/CHEWY https://holdlens.com/investor/andreas-halvorsen#2026-Q1-CHEWY-exit-32 Andreas Halvorsen (Viking Global Investors) exited CHEWY (CHEWY INC) in Q1 2026 · 0.0% of portfolio. Fri, 15 May 2026 00:00:00 GMT exit https://holdlens.com/signal/UBS https://holdlens.com/investor/andreas-halvorsen#2026-Q1-UBS-exit-33 Andreas Halvorsen (Viking Global Investors) exited UBS (UBS GROUP AG) in Q1 2026 · 0.0% of portfolio. Fri, 15 May 2026 00:00:00 GMT exit https://holdlens.com/signal/UNH https://holdlens.com/investor/andreas-halvorsen#2026-Q1-UNH-exit-34 Andreas Halvorsen (Viking Global Investors) exited UNH (UNITEDHEALTH GROUP INC) in Q1 2026 · 0.0% of portfolio. Fri, 15 May 2026 00:00:00 GMT exit https://holdlens.com/signal/SAIA https://holdlens.com/investor/andreas-halvorsen#2026-Q1-SAIA-exit-35 Andreas Halvorsen (Viking Global Investors) exited SAIA (SAIA INC) in Q1 2026 · 0.0% of portfolio. Fri, 15 May 2026 00:00:00 GMT exit https://holdlens.com/signal/TW https://holdlens.com/investor/andreas-halvorsen#2026-Q1-TW-exit-36 Andreas Halvorsen (Viking Global Investors) exited TW (TRADEWEB MKTS INC) in Q1 2026 · 0.0% of portfolio. Fri, 15 May 2026 00:00:00 GMT exit https://holdlens.com/signal/BAC https://holdlens.com/investor/andreas-halvorsen#2026-Q1-BAC-exit-37 Andreas Halvorsen (Viking Global Investors) exited BAC (BANK AMERICA CORP) in Q1 2026 · 0.0% of portfolio. Fri, 15 May 2026 00:00:00 GMT exit https://holdlens.com/signal/BSX https://holdlens.com/investor/andreas-halvorsen#2026-Q1-BSX-exit-38 Andreas Halvorsen (Viking Global Investors) exited BSX (BOSTON SCIENTIFIC CORP) in Q1 2026 · 0.0% of portfolio. Fri, 15 May 2026 00:00:00 GMT exit https://holdlens.com/signal/FIGMA https://holdlens.com/investor/andreas-halvorsen#2026-Q1-FIGMA-exit-39 Andreas Halvorsen (Viking Global Investors) exited FIGMA (FIGMA INC) in Q1 2026 · 0.0% of portfolio. Fri, 15 May 2026 00:00:00 GMT exit