Andreas Halvorsen's APD Position Overview
Andreas Halvorsen (via Viking Global Investors Lp) currently holds 3.7M shares of Air Products and Chemicals, Inc. (APD) worth $1 B, representing 2.60% of the portfolio. First purchased in 2014-Q3, this long-term strategic position has been held for 45 quarters.
Based on 13F filings since 2013, Andreas Halvorsen has maintained a long-term strategic position in APD, representing a significant commitment to this investment thesis. Largest addition occurred in Q1 2015, adding 2.5M shares. Largest reduction occurred in Q4 2020, reducing 4.2M shares.
Analysis based on 13F filings available since 2013 Q2
Andreas Halvorsen's Air Products and Chemicals (APD) Holding Value Over Time
Track share changes against reported price movement
Quarterly Air Products and Chemicals (APD) Trades by Andreas Halvorsen
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q3 2014 | +3.55 M | New Buy | 3.55 M | $130.18 |
| Q4 2014 | +1.81 M | Add 50.83% | 5.36 M | $144.23 |
| Q1 2015 | +2.49 M | Add 46.42% | 7.85 M | $151.28 |
| Q2 2015 | -1.94 M | Reduce 24.75% | 5.91 M | $136.83 |
| Q3 2015 | +11,502 | Add 0.19% | 5.92 M | $127.58 |
| Q4 2015 | -531,770 | Reduce 8.99% | 5.39 M | $130.11 |
| Q1 2016 | +1.52 M | Add 28.27% | 6.91 M | $144.05 |
| Q2 2016 | +36,232 | Add 0.52% | 6.94 M | $142.04 |
| Q3 2016 | -2.12 M | Reduce 30.56% | 4.82 M | $150.34 |
| Q4 2016 | -4.82 M | Sold Out | 4.82 M | $0.00 |
| Q4 2020 | +636,600 | New Buy | 636,600 | $273.22 |
| Q1 2021 | -636,600 | Sold Out | 636,600 | $0.00 |
| Q1 2024 | +338,206 | New Buy | 338,206 | $242.27 |
| Q2 2024 | -338,206 | Sold Out | 338,206 | $0.00 |
| Q2 2025 | +2.15 M | New Buy | 2.15 M | $282.06 |
| Q3 2025 | +1.51 M | Add 70.23% | 3.67 M | $272.72 |
Andreas Halvorsen's Air Products and Chemicals Investment FAQs
Andreas Halvorsen first purchased Air Products and Chemicals, Inc. (APD) in Q3 2014, acquiring 3,554,000 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Andreas Halvorsen has held Air Products and Chemicals, Inc. (APD) for 45 quarters since Q3 2014. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Andreas Halvorsen's largest addition to Air Products and Chemicals, Inc. (APD) was in Q3 2014, adding 3,554,000 shares worth $462.66 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
According to the latest 13F filing for Q3 2025, Andreas Halvorsen's firm, Viking Global Investors Lp, owns 3,667,119 shares of Air Products and Chemicals, Inc. (APD), valued at approximately $1 B. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
As of the Q3 2025 filing, Air Products and Chemicals, Inc. (APD) represents approximately 2.60% of Andreas Halvorsen's publicly disclosed stock portfolio, making it one of their key holdings. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Andreas Halvorsen's peak holding in Air Products and Chemicals, Inc. (APD) was 7,848,566 shares, as reported at the end of Q1 2015. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.