Andreas Halvorsen's Viking Global has completely sold off its position in T-Mobile (TMUS), according to a recent SEC filing. The disclosure, which reflects trades made during the second quarter ending June 30, 2026, shows the fund sold all of its 2.97 million shares. Based on the reported value, the sale was worth approximately $623.24 million and removed a 1.74% portfolio weight for the major investor.
This move comes as T-Mobile reported strong second-quarter results, with significant growth in service revenue and postpaid accounts. The 13F filings are delayed, providing a snapshot of a hedge fund's portfolio from 45 days prior, so this trade occurred between April and June of 2026. Viking's filing also indicated a broader portfolio rebalancing during the quarter, with 25 total exits and 37 new positions initiated.