Billionaire Andreas Halvorsen’s Viking Global Portfolio: Top 5 Stock Picks

In this piece, we will take a look at the top fifteen stock picks of billionaire Andreas Halvorsen’s Viking Global. For more stocks, head on over to Billionaire Andreas Halvorsen’s Viking Global Portfolio: Top 10 Stock Picks.

5. General Electric Company (NYSE:GE)

Viking Global’s Q1 2023 Stake: $823 million

General Electric Company (NYSE:GE) is an industrial equipment company that is headquartered in Boston, Massachusetts. The firm is one of the oldest companies on our list since it was set up in 1892. It makes and sells turbines, power generation equipment, and healthcare industry products.

After scouring through 943 hedge funds for their first quarter of 2023 investments, Insider Monkey discovered that 59 had held a stake in General Electric Company (NYSE:GE). Out of these, the firm’s largest investor is Chris Hohn’s TCI Fund Management since it owns 26 million shares that are worth $24 billion.

4. Elevance Health, Inc. (NYSE:ELV)

Viking Global’s Q1 2023 Stake: $990 million

Elevance Health, Inc. (NYSE:ELV) is a healthcare plan provider based in Indianapolis, Indiana. The firm enables its customers to gain access to healthcare resources and other services and was originally set up in 1946.

Insider Monkey’s March quarter of 2023 survey covering 943 hedge funds revealed that 81 had bought the firm’s shares. Elevance Health, Inc. (NYSE:ELV)’s second largest hedge fund shareholder in our database is Jean-Marie Eveillard’s First Eagle Investment Management since it owns 1.7 million shares that are worth $825 million.

3. UnitedHealth Group Incorporated (NYSE:UNH)

Viking Global’s Q1 2023 Stake: $992 million

UnitedHealth Group Incorporated (NYSE:UNH) is another healthcare plan company. The firm is based in Minnetonka, Minnesota, and it provides benefit plans, outsourcing services to hospitals, and pharmacy products.

116 of the 943 hedge funds polled by Insider Monkey for their Q1 2023 shareholdings had invested in UnitedHealth Group Incorporated (NYSE:UNH). The firm’s largest hedge fund investor is Rajiv Jain’s GQG Partners with a $2.2 billion stake that comes via 4.8 million shares.

2. McKesson Corporation (NYSE:MCK)

Viking Global’s Q1 2023 Stake: $1.1 billion

McKesson Corporation (NYSE:MCK) is a healthcare company set up in 1833 and based in Irving, Texas. The firm distributes drugs and pharmaceutical products as well as provides supply chain services for surgical products.

Insider Monkey’s first quarter of 2023 survey of 943 hedge funds revealed that 60 had bought a stake in the firm. McKesson Corporation (NYSE:MCK)’s largest hedge fund investor after Viking Global is Warren Buffett’s Berkshire Hathaway which owns 2.2 million shares that lead to an $815 million investment.

1. Visa Inc. (NYSE:V)

Viking Global’s Q1 2023 Stake: $1.4 billion

Visa Inc. (NYSE:V) is a financial solutions and products provider. It provides a wide variety of products and services, such as plastic cards, credit programs, and data analytics services for firms that target customers with its products.

As of March 2023, 173 of the 943 hedge funds part of Insider Monkey’s database had bought Visa Inc. (NYSE:V)’s shares. Out of these, the firm’s largest investor is Chris Hohn’s TCI Fund Management with a $4.3 billion stake that comes courtesy of it owning 19.2 million shares.

Disclosure: None. You can also take a look at 12 Cheap Dividend Stocks With High Yields and 10 Best Diversified Bank Stocks to Buy Now.

Follow Insider Monkey on Twitter