Quick Read – Halvorsen’s Viking Global 13F reveals FTV and TSM both carry BUY ratings, with 21% and 24% base-case upside respectively. – Schwab’s deposit costs collapsed from 0.72% to 0.20%, driving net interest margin to 2.88% and a 91% Polymarket earnings-beat probability. -…
sney’s streaming segment crossed 10% operating margins for the first time while the stock sits 12% below its year-start price. – Act now: the analyst who called NVIDIA in 2010 just named his top 10 AI stocks — and Taiwan Semiconductor Manufacturing didn’t make the cut. Grab the names FREE today
Andreas Halvorsen’s Viking Global just gave retail investors a five-name research list. The latest 13F filing, holdings as of March 31, 2026 and filed May 15, 2026, discloses the fund’s five largest long US-listed common stock and ADR positions. Every one of them carries a specific 2026 catalyst, and four of the five carry a BUY signal from our price-prediction model with 0.9 confidence.
Here is how each one screens right now, ranked from the most overlooked to the loudest payoff. 1. Fortive (The Quiet Compounder) Fortive (NYSE:FTV) is the smallest name Halvorsen is riding, and that is exactly the point. Post the June 2025 Ralliant spinoff, the “new Fortive” is a leaner, two-segment industrial software and healthcare instruments compounder with an aggressive buyback engine.