Actavis Plc (ACT), Illumina Inc (LMN) and Cheniere Energy Inc (LNG) Among Billionaire Halvorsen’s Top Stock Picks

Viking Global cut its stake in Walgreens Boots Alliance, Inc. (NASDAQ:WBA) by 22% to 14.60 million shares with a value of $1.24 billion according to the latest filing. The drug store services provider has a market cap of $94.20 billion with a P/E ratio of 26.17. Other shareholders with significant positions in Walgreens Boots Alliance, Inc. (NASDAQ:WBA) are Barry Rosenstein’s JANA Partners, Daniel S. Och’s OZ Management and John Griffin’s Blue Ridge Capital.

Viking Global holds a position of 15.45 million shares valued at almost $1.20 billion in Cheniere Energy Inc (NYSEMKT:LNG). This represents a 55% increase in its portfolio from a quarter ago, the largest increase to any of his top picks. The energy company has a market cap of $18.12 billion and its shares have gained 7% year-to-date. Other shareholders of Cheniere Energy Inc (NYSEMKT:LNG) include Seth Klarman’s Baupost Group, Stephen Mandel’s Lone Pine Capital and Michael Lowenstein’s Kensico Capital.

Lastly, Viking Global Investors holds a stake of 7.85 million shares with a value of $1.19 billion in Air Products & Chemicals (NYSE:APD), with the position being increased by 46% during the first quarter. Air Products & Chemicals (NYSE:APD) specializes in the chemical processing industry, producing industrial atmospheric and specialty gases, and performance materials and equipment. Air Products & Chemicals (NYSE:APD) has a market cap of $31.53 billion and offers a dividend of $0.81 per share which gives it a yield of 2.20%. Among the funds we track, Bill Ackman’s Pershing Square, Daniel S. Och’s OZ Management and Eric W. Mandelblatt’s Soroban Capital Partners are other funds with large positions in Air Products & Chemicals (NYSE:APD).

Disclosure: None