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Investors looking for Andreas Halvorsen stock picks need look no further than the long positions filed on form 13F as of 03/31/2019, versus the prior quarter. Comparing the most recent positions versus those of the prior quarter reveals to investors which stock picks are new investments, which prior picks were exited (arguably these could then be termed "stock pans"), and whether prior picks were sold down or the positions increased. Although the data is only updated quarterly, and funds are only required to report long positions (meaning there may be offsetting short positions we don't know about), this information can still be a great jumping-off point for further research.
EntityShares/Amount
Change
Position Value
Change
JD +11,552,547+$348,309
NVDA +1,885,334+$338,531
MELI +611,869+$310,664
NXPI +2,725,389+$240,897
ATVI +4,909,367+$223,523
ALL +1,543,256+$145,344
CVETV +3,889,937+$123,894
CCK +2,025,899+$110,553
BKNG +59,671+$104,121
HES +1,641,021+$98,839
EntityShares/Amount
Change
Position Value
Change
CRM -5,174,593-$708,764
DWDP -5,850,184-$312,868
TMUS -3,452,893-$219,639
RJF -2,493,428-$185,536
AAL -5,759,432-$184,935
BA -556,964-$179,621
Z -4,651,037-$146,880
CP -475,427-$84,445
IQ -4,427,950-$65,844
ECA -8,992,541-$51,977
EntityShares/Amount
Change
Position Value
Change
CNC +3,237,474+$112,120
BERY +2,204,431+$153,732
LIFE +1,825,655+$1,080
MYL +1,653,301+$48,669
ALGN +1,234,890+$393,143
ANTM +1,096,639+$438,855
UNH +887,674+$214,179
FWONK +782,859+$74,799
WCG +759,986+$223,870
TMO +598,131+$191,077
EntityShares/Amount
Change
Position Value
Change
BABA -4,447,765-$349,323
MSFT -3,398,162-$185,152
V -3,056,169-$328,667
FB -2,667,395-$273,866
PGR -2,354,046-$129,014
BSX -1,981,459-$60,235
DIS -1,213,439-$130,056
NFLX -1,030,360-$98,041
EXAS -745,029+$28,605
Size ($ in 1000's)
At 03/31/2019: $17,438,182
At 12/31/2018: $17,569,321

Viking Global Investors LP holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Viking Global Investors LP 13F filings. Link to 13F filings: SEC filings

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