What major tech stocks did Andreas Halvorsen (Trades, Portfolio) add to Viking Global's portfolio in Q3 2025?

Microsoft, Netflix, and DraftKings were the three largest new additions to the portfolio, with stakes valued at $1.258 billion, $600.433 million, and $561.125 million respectively.

How did Viking Global's investment approach evolve under CIO Ning Jin?

The firm continues to employ a research-intensive, long-term focused investment strategy, using fundamental analysis to select public and private equity interests across industries and geographies.

What was the overall scope of Viking Global's Q3 2025 investment moves?

The firm not only made significant new investments in tech giants, but also increased its positions in a total of 31 existing stocks, demonstrating its active portfolio management and focus on identifying promising opportunities.

Home / Business and Economy / Billionaire Investor Halvorsen Bets Big on Tech Giants in Q3 2025

Billionaire Investor Halvorsen Bets Big on Tech Giants in Q3 2025

15 Nov

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Summary

Halvorsen's firm Viking Global added 2.4M shares of Microsoft worth $1.258B
Netflix and DraftKings also saw major investments of $600M and $561M respectively
Halvorsen increased stakes in 31 stocks during Q3 2025

Billionaire Investor Halvorsen Bets Big on Tech Giants in Q3 2025

According to the Q3 2025 13F filing submitted by Andreas Halvorsen (Trades, Portfolio), the founding partner of Viking Global Investors LP, the firm has made some significant investment moves during this period.

As of November 15, 2025, the most notable addition to Viking Global's portfolio was a 2,429,412 share position in Microsoft Corp (NASDAQ:MSFT), valued at $1.258 billion and accounting for 3.27% of the overall portfolio. The second largest new position was in Netflix Inc (NASDAQ:NFLX), with 500,812 shares worth $600.433 million, representing approximately 1.56% of the portfolio. The third largest addition was a 15,003,351 share stake in DraftKings Inc (NASDAQ:DKNG), valued at $561.125 million and making up 1.46% of the portfolio.