Andreas Halvorsen / Portfolio / 2016-Q3

    Company Shares Market value Share price InsiderPie Expert Score
    Amazon.com, Inc.
    US0231351067
    2.9M $2.5B $837 88 / 100
    Meta Platforms, Inc.
    US30303M1027
    19M $2.4B $128 84 / 100
    Alphabet Inc.
    US02079K3059
    2M $1.6B $804 91 / 100
    Cabot Oil & Gas Corporation
    US1270971039
    36M $929M $26 53 / 100
    ENCANA CORP
    US2925051045
    87M $909M $10
    Teva Pharmaceutical Industries Limited
    US8816242098
    20M $906M $46 49 / 100
    Alphabet Inc.
    US02079K1079
    1.1M $833M $777 91 / 100
    Microsoft Corporation
    US5949181045
    14M $787M $58 80 / 100
    BROADCOM LTD
    USY098271098
    4.6M $786M $173
    Mastercard Incorporated
    US57636Q1040
    7.7M $782M $102 84 / 100
    Air Products and Chemicals, Inc.
    US0091581068
    4.8M $725M $150 66 / 100
    JD.com, Inc.
    US47215P1066
    27M $711M $26 52 / 100
    Biogen Inc.
    US09062X1037
    2.2M $684M $313 54 / 100
    T-Mobile US, Inc.
    US8725901040
    14M $643M $47 65 / 100
    Southwestern Energy Company
    US8454671095
    42M $585M $14 50 / 100
    CANADIAN PAC RY LTD
    US13645T1007
    3.6M $549M $153
    ANADARKO PETE CORP
    US0325111070
    8.5M $541M $63
    Eli Lilly and Company
    US5324571083
    6.1M $489M $80 53 / 100
    Constellation Brands, Inc.
    US21036P1084
    2.7M $445M $166 68 / 100
    Bank of America Corporation
    US0605051046
    25M $393M $16 64 / 100
    RICE ENERGY INC
    US7627601062
    15M $391M $26
    Range Resources Corporation
    US75281A1097
    9.8M $381M $39 53 / 100
    LYONDELLBASELL INDUSTRIES N
    USN537451007
    4M $319M $81
    GULFPORT ENERGY CORP
    US4026353049
    11M $305M $28
    CALPINE CORP
    US1313473043
    21M $268M $13
    Netflix, Inc.
    US64110L1061
    2.6M $260M $99 88 / 100
    Universal Health Services, Inc.
    US9139031002
    1.9M $238M $123 52 / 100
    Salesforce, Inc.
    US79466L3024
    3M $215M $71 78 / 100
    Sealed Air Corporation
    US81211K1007
    4.4M $200M $46 52 / 100
    Lowe's Companies, Inc.
    US5486611073
    2.7M $196M $72 63 / 100
    JOHNSON CTLS INTL PLC
    USG515021057
    4M $184M $47
    SHIRE PLC
    US82481R1068
    765K $148M $194
    American International Group, Inc.
    US0268747849
    2.5M $148M $59 45 / 100
    DYNEGY INC NEW DEL
    US26817R1086
    11M $138M $12
    AstraZeneca PLC
    US0463531089
    4.2M $137M $33 54 / 100
    GW PHARMACEUTICALS PLC
    US36197T1034
    983K $130M $133
    Humana Inc.
    US4448591028
    641K $113M $177 56 / 100
    Alibaba Group Holding Limited
    US01609W1027
    967K $102M $106 61 / 100
    Walgreens Boots Alliance, Inc.
    US9314271084
    1.2M $96M $81 47 / 100
    LIBERTY GLOBAL PLC
    USG5480U1046
    2.8M $95M $34
    LIBERTY GLOBAL PLC
    USG5480U1202
    2.8M $92M $33
    JAZZ PHARMACEUTICALS PLC
    USG508711052
    738K $90M $121
    ENVISION HEALTHCARE HLDGS IN
    US29413U1034
    3.4M $76M $22
    MetLife, Inc.
    US59156R1086
    1.6M $71M $44 55 / 100
    AMSURG CORP
    US03232P4054
    1M $70M $67
    Marriott International, Inc.
    US5719032022
    1M $70M $67 63 / 100
    Emerson Electric Co.
    US2910111044
    1.1M $63M $55 52 / 100
    Centene Corporation
    US15135B1017
    817K $55M $67 50 / 100
    Visa Inc.
    US92826C8394
    578K $48M $83 83 / 100
    Incyte Corporation
    US45337C1027
    504K $47M $94 64 / 100
    BioMarin Pharmaceutical Inc.
    US09061G1013
    490K $45M $93 57 / 100
    TESARO INC
    US8815691071
    423K $42M $100
    DENTSPLY SIRONA Inc.
    US24906P1093
    695K $41M $59 51 / 100
    58 COM INC
    US31680Q1040
    702K $33M $48
    KITE PHARMA INC
    US49803L1098
    517K $29M $56
    Apple Inc.
    US0378331005
    247K $28M $113 60 / 100
    ECLIPSE RES CORP
    US27890G1004
    7.3M $24M $3.3
    Editas Medicine, Inc.
    US28106W1036
    1.7M $23M $13 50 / 100
    The Home Depot, Inc.
    US4370761029
    141K $18M $129 57 / 100
    EATON CORP PLC
    USG291831034
    196K $13M $66
    Dover Corporation
    US2600031080
    53K $3.9M $74 50 / 100
    Pure Storage, Inc.
    US74624M1027
    225K $3M $14 59 / 100

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