Andreas Halvorsen / Portfolio / 2017-Q2

    Company Shares Market value Share price InsiderPie Expert Score
    Microsoft Corporation
    US5949181045
    20M $1.4B $69 80 / 100
    Deere & Company
    US2441991054
    9.6M $1.2B $124 79 / 100
    Meta Platforms, Inc.
    US30303M1027
    6.2M $934M $151 84 / 100
    BROADCOM LTD
    USY098271098
    3.3M $780M $233
    Visa Inc.
    US92826C8394
    7.9M $738M $94 83 / 100
    Wells Fargo & Company
    US9497461015
    12M $681M $55 65 / 100
    ENCANA CORP
    US2925051045
    73M $640M $8.8
    Alphabet Inc.
    US02079K3059
    682K $634M $930 91 / 100
    TWENTY FIRST CENTY FOX INC
    US90130A1016
    22M $633M $28
    Amazon.com, Inc.
    US0231351067
    618K $598M $968 88 / 100
    UnitedHealth Group Incorporated
    US91324P1021
    2.6M $486M $185 73 / 100
    LIBERTY MEDIA CORP DELAWARE
    US5312298541
    12M $439M $37
    Salesforce, Inc.
    US79466L3024
    4.7M $410M $87 77 / 100
    JD.com, Inc.
    US47215P1066
    9.1M $358M $39 52 / 100
    Cabot Oil & Gas Corporation
    US1270971039
    14M $356M $25 53 / 100
    LYONDELLBASELL INDUSTRIES N
    USN537451007
    3.9M $327M $84
    RICE ENERGY INC
    US7627601062
    12M $320M $27
    CANADIAN PAC RY LTD
    US13645T1007
    1.8M $293M $161
    Lennar Corporation
    US5260571048
    5.4M $286M $53 58 / 100
    Netflix, Inc.
    US64110L1061
    1.7M $251M $149 88 / 100
    Walgreens Boots Alliance, Inc.
    US9314271084
    3M $236M $78 47 / 100
    Universal Health Services, Inc.
    US9139031002
    1.7M $213M $122 52 / 100
    Parker-Hannifin Corporation
    US7010941042
    1.3M $207M $160 55 / 100
    ANADARKO PETE CORP
    US0325111070
    4M $180M $45
    D.R. Horton, Inc.
    US23331A1097
    5.1M $176M $35 47 / 100
    Aflac Incorporated
    US0010551028
    2.1M $166M $78 49 / 100
    Alibaba Group Holding Limited
    US01609W1027
    1.1M $155M $141 60 / 100
    JAZZ PHARMACEUTICALS PLC
    USG508711052
    993K $154M $156
    TransDigm Group Incorporated
    US8936411003
    534K $144M $269 67 / 100
    NuVasive, Inc.
    US6707041058
    1.8M $138M $77 49 / 100
    SHIRE PLC
    US82481R1068
    797K $132M $165
    Molina Healthcare, Inc.
    US60855R1005
    1.5M $102M $69 50 / 100
    DENTSPLY SIRONA Inc.
    US24906P1093
    1.4M $93M $65 51 / 100
    GW PHARMACEUTICALS PLC
    US36197T1034
    873K $88M $100
    Humana Inc.
    US4448591028
    346K $83M $241 56 / 100
    DOW CHEM CO
    US2605431038
    1.3M $80M $63
    Raymond James Financial, Inc.
    US7547301090
    956K $77M $80 54 / 100
    AVEXIS INC
    US05366U1007
    893K $73M $82
    FLEETCOR Technologies, Inc.
    US3390411052
    475K $68M $144 50 / 100
    Norfolk Southern Corporation
    US6558441084
    470K $57M $122 45 / 100
    Lowe's Companies, Inc.
    US5486611073
    736K $57M $78 65 / 100
    Marsh & McLennan Companies, Inc.
    US5717481023
    698K $54M $78 51 / 100
    Elevance Health Inc.
    US0367521038
    287K $54M $188 69 / 100
    Zimmer Biomet Holdings, Inc.
    US98956P1021
    398K $51M $128 51 / 100
    KITE PHARMA INC
    US49803L1098
    480K $50M $104
    Expedia Group, Inc.
    US30212P3038
    320K $48M $149 53 / 100
    HDFC Bank Limited
    US40415F1012
    452K $39M $87 57 / 100
    Extraction Oil & Gas, Inc.
    US30227M1053
    2.8M $38M $13
    CALITHERA BIOSCIENCES INC
    US13089P1012
    2.4M $36M $15
    Editas Medicine, Inc.
    US28106W1036
    1.7M $29M $17 50 / 100
    Mastercard Incorporated
    US57636Q1040
    208K $25M $121 84 / 100
    BioMarin Pharmaceutical Inc.
    US09061G1013
    260K $24M $91 57 / 100
    NEURODERM LTD
    USM742311071
    709K $21M $30

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