Viking Global Investors Sells 28 Companies in First Quarter
In the recent portfolio update of Guru Andreas Halvorsen, founder and CIO of Viking Global Investors LP, GuruFocus research shows 61 stocks, 29 of them new, with a total value of $16.6 billion and a quarter-over-quarter turnover of 45%. The Viking Global portfolio is weighted with top sectors consumer cyclical at 19.4%, healthcare at 18.3 and financial services at 14.2%. GuruFocus research also shows that Andreas Halvorsen sold out holdings in 28 companies in the first quarter of 2013.
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