Viking Global shifts Big Tech holdings in first quarter

Ole Andreas Halvorsen's firm zeroed out one megacap tech names, while buying into others.

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May 16, 2024 - 12:00

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Viking Global shifts Big Tech holdings in first quarter

Ole Andreas Halvorsen's firm zeroed out one megacap tech names, while buying into others.

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Baupost’s Seth Klarman picked up a few AI-linked stocks in the first quarter

David Tepper's Appaloosa is betting big on Chinese tech stocks

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