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VAR - Tracking Ole Andreas Halvorsen's Viking Global Portfolio - Q2 2020 Update
Varian Medical Systems Inc.
This article is part of a series that provides an ongoing analysis of the changes made to Ole Andreas Halvorsen’s 13F stock portfolio on a quarterly basis. It is based on Viking Global’s regulatory 13F Form filed on 08/7/2020. Please visit our Tracking Ole Andreas Halvorsen’s Viking Global Portfolio series to get an idea of his investment philosophy and our previous update for the fund’s moves during Q1 2020.
This quarter, Halvorsen’s 13F stock portfolio value increased ~20% from $19.21B to $23.14B. The number of holdings increased from 64 to 71. Largest five individual stock