MYL - Tracking Ole Andreas Halvorsen's Viking Global Portfolio - Q1 2019 Update

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 05/15/2019. 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 Q4 2018.

This quarter, Halvorsen’s 13F stock portfolio value decreased marginally from $17.57B to $17.44B. The number of holdings remained steady at 56. The largest five individual stock