Ole Andreas Halvorsen's Viking Global Investors is back in APTIV IRISH HOLDINGS LTD (APTV) in 2026 Q2, after about 1 year out, according to the 13F-HR filed with the SEC on August 14, 2026. The filing lists 4.55M shares worth about $279.5M at June 30, 2026, 0.8% of the reported portfolio. APTV enters the book as the 42nd largest of 90 stock positions.
What did the 2026 Q2 filing report for APTV?
As of June 30, 2026, from the 13F-HR filed August 14, 2026.
| Value | |
|---|---|
| Shares | 4.55M |
| Reported value | $279.5M |
| Portfolio weight | 0.8% |
| Rank in portfolio | 42nd of 90 |
| Sold out in | 2025 Q1 |
| Out for | about 1 year |
How big is the returning APTV position?
Ole Andreas Halvorsen opened 34 stock positions in 2026 Q2; APTV is the 9th largest of them by weight. An average stock position in the Ole Andreas Halvorsen portfolio is 1% of the reported value, so the new name starts below the fund's typical size.
Where does APTV sit in the Ole Andreas Halvorsen portfolio?
APTV ranks 42nd of 90 stock positions in the Ole Andreas Halvorsen portfolio at 0.8%, below the fund's average stock position of 1%. The largest stock position is V at 6.25%. Next come TSM at 4.31% and APD at 3.96%. The three largest stocks together are 14.53% of the book. The APTV purchase was the 30th largest of the quarter's 101 position changes by percent change to portfolio. Across the 2026 Q2 portfolio, Ole Andreas Halvorsen reported 90 stock positions, with 34 opened and 21 closed. The total portfolio value is about $35.1B, down 2% from the prior quarter.
When did Ole Andreas Halvorsen hold APTV before?
Ole Andreas Halvorsen held APTV before. The fund first reported the name in the quarter ended December 31, 2024, sold out in 2025 Q1 and is back after about 1 year out. The new stake is already larger than any weight the fund reported for the name before. Every reported trade is on the Ole Andreas Halvorsen APTV trade history page.
FAQ
How many APTV shares does Ole Andreas Halvorsen hold?
Ole Andreas Halvorsen holds 4.55M shares of APTV as of June 30, 2026, worth about $279.5M.
What is APTV's weight in the Ole Andreas Halvorsen portfolio?
APTV is 0.8% of the Ole Andreas Halvorsen portfolio and ranks 42nd of 90 stocks by weight.
Has Ole Andreas Halvorsen owned APTV before?
Yes. Ole Andreas Halvorsen held APTV before. The fund first reported the name in the quarter ended December 31, 2024, sold out in 2025 Q1 and is back after about 1 year out.