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BAMKF - Tracking Ole Andreas Halvorsen's Viking Global Portfolio - Q3 2022 Update
Brookfield Asset Management Inc. 4.50% PRF PERPETUAL CAD 25 - Ser 26 Cls A
Summary
Halvorsen's 13F portfolio value decreased marginally from $21.86B to $21.66B this quarter. The number of positions increased from 82 to 88.
Viking Global increased Elevance Health, Visa, and McKesson while decreasing T-Mobile US, Parker Hannifin, and Fortive. They also dropped American International Group and Centene.
The top three positions are Elevance Health, Amazon.com, and Visa Inc. Together, they are at ~14% of the portfolio.