Andreas Halvorsen / Portfolio / 2017-Q1

    Company Shares Market value Share price InsiderPie Expert Score
    Meta Platforms, Inc.
    US30303M1027
    16M $2.2B $142 84 / 100
    Microsoft Corporation
    US5949181045
    29M $1.9B $66 80 / 100
    Deere & Company
    US2441991054
    14M $1.6B $109 79 / 100
    Alphabet Inc.
    US02079K3059
    1.4M $1.2B $848 91 / 100
    JD.com, Inc.
    US47215P1066
    33M $1B $31 52 / 100
    Walgreens Boots Alliance, Inc.
    US9314271084
    12M $1B $83 47 / 100
    Amazon.com, Inc.
    US0231351067
    1.1M $967M $887 88 / 100
    ENCANA CORP
    US2925051045
    79M $929M $12
    Alphabet Inc.
    US02079K1079
    1.1M $892M $830 91 / 100
    Netflix, Inc.
    US64110L1061
    5.9M $874M $148 88 / 100
    DOW CHEM CO
    US2605431038
    13M $848M $64
    BROADCOM LTD
    USY098271098
    3.6M $778M $219
    TWENTY FIRST CENTY FOX INC
    US90130A1016
    20M $657M $32
    UnitedHealth Group Incorporated
    US91324P1021
    3.6M $587M $164 71 / 100
    CANADIAN PAC RY LTD
    US13645T1007
    3.2M $464M $147
    The Charles Schwab Corporation
    US8085131055
    11M $432M $41 73 / 100
    Cabot Oil & Gas Corporation
    US1270971039
    17M $418M $24 53 / 100
    RICE ENERGY INC
    US7627601062
    18M $417M $24
    LIBERTY MEDIA CORP DELAWARE
    US5312298541
    12M $410M $34
    Visa Inc.
    US92826C8394
    4.3M $379M $89 83 / 100
    JPMorgan Chase & Co.
    US46625H1005
    3.7M $325M $88 80 / 100
    Lennar Corporation
    US5260571048
    5.4M $278M $51 56 / 100
    Intercontinental Exchange, Inc.
    US45866F1049
    3.8M $226M $60 53 / 100
    LYONDELLBASELL INDUSTRIES N
    USN537451007
    2.4M $222M $91
    Universal Health Services, Inc.
    US9139031002
    1.7M $215M $124 52 / 100
    Salesforce, Inc.
    US79466L3024
    2.6M $214M $82 78 / 100
    D.R. Horton, Inc.
    US23331A1097
    6M $201M $33 48 / 100
    Biogen Inc.
    US09062X1037
    689K $188M $273 54 / 100
    The Walt Disney Company
    US2546871060
    1.6M $180M $113 82 / 100
    UNITED TECHNOLOGIES CORP
    US9130171096
    1.5M $164M $112
    Centene Corporation
    US15135B1017
    2.3M $162M $71 50 / 100
    GULFPORT ENERGY CORP
    US4026353049
    8.7M $149M $17
    Western Digital Corporation
    US9581021055
    1.7M $141M $83 58 / 100
    SHIRE PLC
    US82481R1068
    786K $137M $174
    The Progressive Corporation
    US7433151039
    3.1M $121M $39 59 / 100
    CHESAPEAKE ENERGY CORP
    US1651671075
    20M $120M $5.9
    LIBERTY GLOBAL PLC
    USG5480U1046
    3.3M $119M $36
    LIBERTY GLOBAL PLC
    USG5480U1202
    3.3M $116M $35
    Wynn Resorts, Limited
    US9831341071
    912K $104M $115 55 / 100
    GW PHARMACEUTICALS PLC
    US36197T1034
    835K $101M $121
    NuVasive, Inc.
    US6707041058
    1.2M $92M $75 49 / 100
    Humana Inc.
    US4448591028
    441K $91M $206 56 / 100
    The Hartford Financial Services Group, Inc.
    US4165151048
    1.7M $80M $48 54 / 100
    BioMarin Pharmaceutical Inc.
    US09061G1013
    876K $77M $88 57 / 100
    Mastercard Incorporated
    US57636Q1040
    573K $64M $112 84 / 100
    Union Pacific Corporation
    US9078181081
    571K $60M $106 60 / 100
    ALLERGAN PLC
    USG0177J1081
    251K $60M $239
    The TJX Companies, Inc.
    US8725401090
    755K $60M $79 61 / 100
    Incyte Corporation
    US45337C1027
    434K $58M $134 64 / 100
    Parker-Hannifin Corporation
    US7010941042
    337K $54M $160 54 / 100
    DENTSPLY SIRONA Inc.
    US24906P1093
    854K $53M $62 51 / 100
    Extraction Oil & Gas, Inc.
    US30227M1053
    2.7M $50M $19
    Lincoln National Corporation
    US5341871094
    671K $44M $65 48 / 100
    Editas Medicine, Inc.
    US28106W1036
    1.7M $38M $22 50 / 100
    HDFC Bank Limited
    US40415F1012
    439K $33M $75 57 / 100
    Acadia Healthcare Company, Inc.
    US00404A1097
    756K $33M $44 53 / 100
    COACH INC
    US1897541041
    737K $30M $41
    AVEXIS INC
    US05366U1007
    382K $29M $76
    JAZZ PHARMACEUTICALS PLC
    USG508711052
    198K $29M $145
    CALITHERA BIOSCIENCES INC
    US13089P1012
    2.3M $27M $12
    DaVita Inc.
    US23918K1088
    382K $26M $68 64 / 100
    PATHEON N V
    USN6865W1055
    765K $20M $26
    Adobe Inc.
    US00724F1012
    150K $20M $130 70 / 100
    Bank of America Corporation
    US0605051046
    495K $12M $24 64 / 100

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