Andreas Halvorsen (Viking Global) trim Sea Limited
Andreas Halvorsen (Viking Global) trim $392.3M of disclosed value in Sea Limited.
Signal
Investor Move
Action
Trim
Capital
$392.3M disclosed value
Why it matters
This action comes from parsed SEC 13F holdings and highlights where tracked institutional capital changed materially versus the previous comparable filing period.
Filing summary
Period End
Mar 31, 2026
Total Changes
96
New
20
Reduced/Sold
49
Filing changes
| Ticker | Company | Action | Current Value | Portfolio Impact |
|---|---|---|---|---|
| AAPL.MX | Apple Inc. | New | $911.9M | 0.03% |
| PNC | The PNC Financial Services Group, Inc. | Reduced | $629.9M | 0.02% |
| 7903107 | 7903107 | Sold out | $0 | 0.02% |
| MSFT | Microsoft Corporation | Reduced | $854.9M | 0.02% |
| FDX | FedEx Corporation | New | $688.2M | 0.02% |
| DKNG | DKNG | Sold out | $0 | 0.02% |
| META | Meta Platforms, Inc. | New | $607.9M | 0.02% |
| ROST | ROST | Sold out | $0 | 0.02% |
| V.BA | Visa Inc. | Increased | $1.9B | 0.01% |
| ATI | ATI Inc. | New | $484.8M | 0.01% |
| AMZN | Amazon.com, Inc. | Reduced | $249M | 0.01% |
| CHWY | CHWY | Sold out | $0 | 0.01% |
| LII | Lennox International Inc. | Increased | $729.8M | 0.01% |
| CVNA | Carvana Co. | Increased | $874M | 0.01% |
| UBS | UBS | Sold out | $0 | 0.01% |
| COF | Capital One Financial Corporation | Reduced | $294.1M | 0.01% |
| UNH.BA | UNH.BA | Sold out | $0 | 0.01% |
| WAT | Waters Corporation | New | $374.2M | 0.01% |
| TMO | Thermo Fisher Scientific Inc. | Increased | $819.9M | 0.01% |
| SAIA | SAIA | Sold out | $0 | 0.01% |