Andreas Halvorsen just reminded Wall Street why Viking Global Investors is one of the hedge fund world's most-watched portfolios: he doesn't trim, he swings. Viking's third quarter 13F filing shows a $38.5 billion book that looks like it's been through a full reboot — complete with shock exits, oversized new wagers and a decisive tilt toward financials.Track Viking’s top holding PNC here.The Quarter Halvorsen Broke Up With Big TechThe headline-grabber is impossible to miss: Viking dumped Nvidia Corp (NASDAQ ...

imprint certain at four imprint. com. >> For imprint for certain.We are back. Markets have been resilient in the face of today's news out of the Middle East. For more, let's welcome Goldman Sachs, global head of hedge fund coverage Tony Pascarella.Good to see you. Welcome back. Thanks, Scott.What do you make of the market. It's pretty interesting market. >> Very interesting.So let's let's start here. Obviously a very fluid, very complex geopolitical backdrop. I would say if you observe kind of the constella ...