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.

In addition to these new buys, Halvorsen and his team also increased their positions in a total of 31 existing stocks during the third quarter of 2025. This demonstrates the firm's continued focus on identifying promising investment opportunities, particularly in the technology sector, and actively managing its portfolio to capitalize on market trends.

Viking Global Investors, founded in 1999 and based in Greenwich, Connecticut, is known for its research-intensive, long-term investment approach. The firm, now overseen by CIO Ning Jin, employs fundamental analysis to select investments across various industries and geographies, with a focus on public and private equity interests.