Halvorsen adjusts Viking Global portfolio in Q4 2024

Ole Andreas Halvorsen's Viking Global portfolio saw changes in Q4 2024. The latest update highlights adjustments made to the fund's stock holdings, reflecting new investment strategies. The report is based on regulatory filings and provides insights into Halvorsen's investment decisions. Key stocks mentioned include GOOGL and AMZN, indicating a continued interest in major tech companies. This quarterly analysis aims to track the performance and shifts in Halvorsen's portfolio, offering a glimpse into his investment approach.