AH
Andreas Halvorsen (Viking Global) disclosed reduced in PHILIP MORRIS INTL INC
Andreas Halvorsen (Viking Global) filed a 13F change in PHILIP MORRIS INTL INC (718172109) on 2025-02-14, covering period end 2024-12-31.
Action
Reduced
Capital
$612,334,783 current disclosed value
Institutional 13F Signals1 evidence source
Why it matters
This signal is selected by portfolio impact within the manager filing, while the full filing change list remains available in the briefing.
Full Filing Changes
105 changes from Andreas Halvorsen (Viking Global), filed 2025-02-14 for period end 2024-12-31.
$30.9B portfolio value
| Stock | Action | Change | Current | Portfolio Impact |
|---|---|---|---|---|
37833100 APPLE INC | Sold out | -$1.1B | $0 | 3.66% |
46625H100 JPMORGAN CHASE & CO. | Increased | $1.0B | $1.8B | 3.27% |
91324P102 UNITEDHEALTH GROUP INC | New | $961.4M | $961.4M | 3.11% |
808513105 SCHWAB CHARLES CORP | Increased | $933.3M | $1.1B | 3.02% |
461202103 INTUIT | Increased | $900.3M | $1.1B | 2.91% |
00724F101 ADOBE INC | Reduced | -$808.3M | $549.0M | 2.62% |
874039100 TAIWAN SEMICONDUCTOR MFG LTD | New | $807.7M | $807.7M | 2.61% |
98138H101 WORKDAY INC | Sold out | -$798.7M | $0 | 2.58% |
20030N101 COMCAST CORP NEW | Increased | $614.6M | $743.8M | 1.99% |
97023105 BOEING CO | New | $526.6M | $526.6M | 1.70% |
718172109 PHILIP MORRIS INTL INC | Reduced | -$486.6M | $612.3M | 1.57% |
02079K305 ALPHABET INC | Increased | $481.2M | $693.1M | 1.56% |
517834107 LAS VEGAS SANDS CORP | Sold out | -$436.2M | $0 | 1.41% |
61174X109 MONSTER BEVERAGE CORP NEW | New | $423.9M | $423.9M | 1.37% |
45866F104 INTERCONTINENTAL EXCHANGE IN | New | $412.4M | $412.4M | 1.33% |
902973304 US BANCORP DEL | Reduced | -$368.0M | $1.2B | 1.19% |
743315103 PROGRESSIVE CORP | Reduced | -$363.7M | $520.8M | 1.18% |
49468101 ATLASSIAN CORPORATION | Reduced | -$351.7M | $120.8M | 1.14% |
580135101 MCDONALDS CORP | Sold out | -$341.2M | $0 | 1.10% |
855244109 STARBUCKS CORP | Increased | $325.3M | $487.6M | 1.05% |
25809K105 DOORDASH INC | Increased | $316.5M | $830.3M | 1.02% |
64110L106 NETFLIX INC | Increased | $302.3M | $447.7M | 0.98% |
60505104 BANK AMERICA CORP | Increased | $294.3M | $1.1B | 0.95% |
824348106 SHERWIN WILLIAMS CO | Reduced | -$286.7M | $210.1M | 0.93% |
92537N108 VERTIV HOLDINGS CO | Sold out | -$279.9M | $0 | 0.91% |
778296103 ROSS STORES INC | New | $258.2M | $258.2M | 0.84% |
L8681T102 SPOTIFY TECHNOLOGY S A | Reduced | -$257.1M | $692.8M | 0.83% |
79466L302 SALESFORCE INC | Increased | $256.0M | $405.0M | 0.83% |
830566105 SKECHERS U S A INC | New | $243.5M | $243.5M | 0.79% |
02376R102 AMERICAN AIRLS GROUP INC | New | $236.0M | $236.0M | 0.76% |
00404A109 ACADIA HEALTHCARE COMPANY IN | Sold out | -$234.7M | $0 | 0.76% |
12504L109 CBRE GROUP INC | Sold out | -$195.6M | $0 | 0.63% |
216648501 COOPER COS INC | New | $186.2M | $186.2M | 0.60% |
23135106 AMAZON COM INC | Reduced | -$182.0M | $573.5M | 0.59% |
143658300 CARNIVAL CORP | Sold out | -$176.7M | $0 | 0.57% |
871607107 SYNOPSYS INC | Increased | $172.1M | $350.1M | 0.56% |
03027X100 AMERICAN TOWER CORP NEW | New | $164.6M | $164.6M | 0.53% |
8.9417E+113 TRAVELERS COMPANIES INC | New | $161.8M | $161.8M | 0.52% |
35671D857 FREEPORT-MCMORAN INC | Sold out | -$156.8M | $0 | 0.51% |
126408103 CSX CORP | Increased | $150.6M | $473.5M | 0.49% |
92826C839 VISA INC | Increased | $140.7M | $1.1B | 0.46% |
36828A101 GE VERNOVA INC | Reduced | -$139.4M | $118.9M | 0.45% |
37045V100 GENERAL MTRS CO | New | $137.4M | $137.4M | 0.44% |
92840M102 VISTRA CORP | Reduced | -$134.8M | $82.9M | 0.44% |
532457108 ELI LILLY & CO | Sold out | -$134.7M | $0 | 0.44% |
146869102 CARVANA CO | Increased | $130.8M | $177.7M | 0.42% |
89400J107 TRANSUNION | Increased | $128.8M | $380.1M | 0.42% |
594918104 MICROSOFT CORP | Increased | $127.8M | $1.0B | 0.41% |
59156R108 METLIFE INC | Increased | $122.5M | $492.7M | 0.40% |
G3643J108 FLUTTER ENTMT PLC | Reduced | -$121.0M | $483.0M | 0.39% |
88579Y101 3M CO | Sold out | -$114.9M | $0 | 0.37% |
03076C106 AMERIPRISE FINL INC | Sold out | -$114.2M | $0 | 0.37% |
88160R101 TESLA INC | Sold out | -$114.1M | $0 | 0.37% |
101137107 BOSTON SCIENTIFIC CORP | Increased | $113.0M | $194.0M | 0.37% |
775109200 ROGERS COMMUNICATIONS INC | Sold out | -$108.6M | $0 | 0.35% |
48251W104 KKR & CO INC | Reduced | -$106.9M | $129.5M | 0.35% |
872590104 T-MOBILE US INC | Reduced | -$102.7M | $134.7M | 0.33% |
09075V102 BIONTECH SE | Increased | $101.7M | $107.2M | 0.33% |
03769M106 APOLLO GLOBAL MGMT INC | New | $94.0M | $94.0M | 0.30% |
2.9452E+105 EQUITABLE HLDGS INC | Reduced | -$92.1M | $36.1M | 0.30% |
90138F102 TWILIO INC | New | $90.6M | $90.6M | 0.29% |
687793109 OSCAR HEALTH INC | Reduced | -$89.6M | $41.3M | 0.29% |
16119P108 CHARTER COMMUNICATIONS INC N | New | $86.2M | $86.2M | 0.28% |
00187Y100 API GROUP CORP | Reduced | -$74.3M | $774.7M | 0.24% |
54300N103 LONGBOARD PHARMACEUTICALS IN | Sold out | -$65.6M | $0 | 0.21% |
G0403H108 AON PLC | Increased | $63.9M | $258.7M | 0.21% |
G3265R107 APTIV PLC | New | $61.9M | $61.9M | 0.20% |
G76279101 ROIVANT SCIENCES LTD | Reduced | -$58.7M | $565.6M | 0.19% |
34959J108 FORTIVE CORP | Increased | $58.3M | $989.5M | 0.19% |
83304A106 SNAP INC | New | $57.1M | $57.1M | 0.18% |
50202M102 LI AUTO INC | Increased | $57.0M | $110.2M | 0.18% |
75886F107 REGENERON PHARMACEUTICALS | Sold out | -$52.4M | $0 | 0.17% |
89422G107 TRAVERE THERAPEUTICS INC | New | $50.6M | $50.6M | 0.16% |
10806X102 BRIDGEBIO PHARMA INC | Increased | $49.7M | $689.3M | 0.16% |
747525103 QUALCOMM INC | New | $49.6M | $49.6M | 0.16% |
40412C101 HCA HEALTHCARE INC | Increased | $49.5M | $333.2M | 0.16% |
03831W108 APPLOVIN CORP | New | $48.2M | $48.2M | 0.16% |
98887Q104 ZAI LAB LTD | Sold out | -$47.1M | $0 | 0.15% |
N62509109 NEWAMSTERDAM PHARMA COMPANY | Increased | $46.1M | $179.3M | 0.15% |
92686J106 VIKING THERAPEUTICS INC | Sold out | -$45.7M | $0 | 0.15% |
23954D109 DAY ONE BIOPHARMACEUTICALS I | Sold out | -$35.6M | $0 | 0.12% |
550021109 LULULEMON ATHLETICA INC | New | $31.8M | $31.8M | 0.10% |
45258J102 IMMUNOVANT INC | Reduced | -$31.3M | $34.9M | 0.10% |
G7709Q104 ROYALTY PHARMA PLC | Reduced | -$30.7M | $311.4M | 0.10% |
758750103 REGAL REXNORD CORPORATION | Increased | $29.9M | $134.4M | 0.10% |
00650F109 ADAPTIVE BIOTECHNOLOGIES COR | Increased | $26.2M | $179.8M | 0.08% |
133131102 CAMDEN PPTY TR | Increased | $24.6M | $390.2M | 0.08% |
98980G102 ZSCALER INC | Increased | $20.2M | $165.1M | 0.07% |
20002101 ALLSTATE CORP | Reduced | -$13.8M | $373.5M | 0.04% |
52769106 AUTODESK INC | Increased | $13.7M | $223.6M | 0.04% |
22160N109 COSTAR GROUP INC | Reduced | -$11.9M | $83.2M | 0.04% |
732908108 PONY AI INC | New | $10.6M | $10.6M | 0.03% |
34385P108 STANDARD BIOTOOLS INC | Reduced | -$10.6M | $102.6M | 0.03% |
45826H109 INTEGER HLDGS CORP | Increased | $8.8M | $153.2M | 0.03% |
713317105 PEPGEN INC | Reduced | -$7.1M | $5.6M | 0.02% |
881624209 TEVA PHARMACEUTICAL INDS LTD | Increased | $7.0M | $143.3M | 0.02% |
28036F105 EDGEWISE THERAPEUTICS INC | Reduced | -$6.8M | $32.7M | 0.02% |
37611X209 GINKGO BIOWORKS HOLDINGS INC | Increased | $6.0M | $35.1M | 0.02% |
09061G101 BIOMARIN PHARMACEUTICAL INC | Increased | $5.3M | $690.9M | 0.02% |
68622P109 ORIC PHARMACEUTICALS INC | Reduced | -$5.2M | $35.8M | 0.02% |
89532M101 TREVI THERAPEUTICS INC | Increased | $3.4M | $18.1M | 0.01% |
N69605108 PHARVARIS N V | Increased | $2.4M | $70.0M | 0.01% |
67066G104 NVIDIA CORPORATION | Reduced | -$2.2M | $272.9M | 0.01% |
75120L100 RALLYBIO CORP | Reduced | -$880,903 | $4.0M | 0.00% |
45720N103 INHIBRX BIOSCIENCES INC | Reduced | -$464,803 | $27.5M | 0.00% |