Andreas Halvorsen's top holdings (June 2025) include Charles Schwab Corp. (SCHW), a company providing wealth management, securities brokerage, banking, asset management, custody, and financial advisory services.

Andreas Halvorsen is the co-founder and chief investment officer of Viking Global Investors, a global investment firm. The firm manages equity, fixed income, and alternative investments across a range of industries and geographies. Halvorsen's investment approach often focuses on identifying long-term growth opportunities.

Charles Schwab Corp. (SCHW)

Charles Schwab operates as a savings and loan holding company. The company provides financial services, including brokerage, banking, and wealth management advisory services, to individuals and institutions. Charles Schwab boasts a market capitalization of $160.51B. The discounted cash flow value for Charles Schwab is $175.82, with the position in Andreas Halvorsen's portfolio currently valued at $1.57B.

Here's an overview of Andreas Halvorsen's trades in Charles Schwab Corp.:

U.S. Bancorp. (USB)

U.S. Bancorp operates as a financial holding company. The company offers a range of financial services, including banking, investment, mortgage, trust, and payment services to consumers, businesses, and institutions. U.S. Bancorp. has a market cap of $67.91B. Andreas Halvorsen's position is currently valued at $1.52B, while the company's discounted cash flow value is $67.56.

Here's an overview of Andreas Halvorsen's trades in U.S. Bancorp.:

Bank Of America Corp. (BAC)

Bank of America is a multinational investment bank and financial services company. It provides a wide array of financial products and services to individuals, small businesses, and large corporations. The position is currently valued at $1.42B in Andreas Halvorsen's portfolio, while the company's market cap stands at $332.38B. Analysts have set a price target of $48.5 for Bank of America Corp.

Here's an overview of Andreas Halvorsen's trades in Bank Of America Corp.:

Intuit Inc (INTU)

Intuit Inc. provides financial management and compliance products and services to small businesses, consumers, self-employed individuals, and accounting professionals. Its flagship products include TurboTax, QuickBooks, and Mint. The current value of Andreas Halvorsen's holding is $1.29B, and Intuit Inc has a market capitalization of $210.18B. The company's discounted cash flow analysis suggests a value of $625.07 per share, with analysts setting a price target of $783.33.

Here's an overview of Andreas Halvorsen's trades in Intuit Inc:

APi Group Corporation (APG)

APi Group Corporation provides safety and specialty services. The company operates primarily in North America and Europe, offering fire protection, security, and specialty construction services. The company's market cap is $13.11B. Andreas Halvorsen's position in APi Group is currently worth $1.01B, and analysts have set a price target of $53.0.

Here's an overview of Andreas Halvorsen's trades in APi Group Corporation: