Andreas Halvorsen‘s Viking Global has revealed in a filing with the SEC their top equity positions. According to the latest 13F filing, Viking’s top dog is Time Warner Inc (NYSE:TWX), with the fund reporting ownership of 26.5 million shares valued at a little over $1.5 billion. Another big bet is Capital One Financial Corp. (NYSE:COF), with 14.6 million shares reportedly worth $918 million.
Halvorsen is also a big admirer of Comcast Corporation (NASDAQ:CMCSA). Viking has increased their exposure, currently holding approximately 22 million shares valued at $916 million. Also in the top 5 stock picks are Intuitive Surgical, Inc. (NASDAQ:ISRG), with the investment valued at $865 million, and Michael Kors Holdings Ltd (NYSE:KORS) with $835 million worth of stock.