Andreas Halvorsen / Portfolio / 2017-Q3

    Company Shares Market value Share price InsiderPie Expert Score
    Alphabet Inc.
    US02079K3059
    1.5M $1.4B $974 91 / 100
    ENCANA CORP
    US2925051045
    93M $1.1B $12
    Visa Inc.
    US92826C8394
    10M $1.1B $105 83 / 100
    Meta Platforms, Inc.
    US30303M1027
    4.4M $752M $171 84 / 100
    Microsoft Corporation
    US5949181045
    10M $751M $74 80 / 100
    Netflix, Inc.
    US64110L1061
    3.9M $711M $181 88 / 100
    CANADIAN PAC RY LTD
    US13645T1007
    3.4M $576M $168
    TORONTO DOMINION BK ONT
    US8911605090
    9.6M $543M $56
    BROADCOM LTD
    USY098271098
    2.2M $523M $243
    Lennar Corporation
    US5260571048
    9.5M $502M $53 58 / 100
    UNITED TECHNOLOGIES CORP
    US9130171096
    4.2M $485M $116
    LIBERTY MEDIA CORP DELAWARE
    US5312298541
    12M $457M $38
    UnitedHealth Group Incorporated
    US91324P1021
    2.1M $412M $196 73 / 100
    Deere & Company
    US2441991054
    3.1M $386M $126 79 / 100
    Amazon.com, Inc.
    US0231351067
    400K $384M $961 88 / 100
    Salesforce, Inc.
    US79466L3024
    3.6M $336M $93 77 / 100
    Mastercard Incorporated
    US57636Q1040
    2.2M $304M $141 84 / 100
    Autodesk, Inc.
    US0527691069
    2.4M $273M $112 59 / 100
    TWENTY FIRST CENTY FOX INC
    US90130A1016
    10M $270M $26
    Raymond James Financial, Inc.
    US7547301090
    3.2M $270M $84 54 / 100
    DENTSPLY SIRONA Inc.
    US24906P1093
    3.6M $213M $60 51 / 100
    RICE ENERGY INC
    US7627601062
    7.3M $210M $29
    PARSLEY ENERGY INC
    US7018771029
    7.9M $208M $26
    Anheuser-Busch InBev SA/NV
    US03524A1088
    1.6M $187M $119
    Bank of America Corporation
    US0605051046
    7.3M $186M $25 65 / 100
    Verizon Communications Inc.
    US92343V1044
    3.7M $184M $49 58 / 100
    JAZZ PHARMACEUTICALS PLC
    USG508711052
    1.2M $175M $146
    Elevance Health Inc.
    US0367521038
    873K $166M $190 69 / 100
    EQT Corporation
    US26884L1098
    2.5M $162M $65
    FLEETCOR Technologies, Inc.
    US3390411052
    1M $157M $155 50 / 100
    ANADARKO PETE CORP
    US0325111070
    3.1M $152M $49
    JD.com, Inc.
    US47215P1066
    3.5M $135M $38 52 / 100
    Molina Healthcare, Inc.
    US60855R1005
    1.9M $134M $69 50 / 100
    Universal Health Services, Inc.
    US9139031002
    1.2M $132M $111 52 / 100
    NuVasive, Inc.
    US6707041058
    2.2M $122M $55 49 / 100
    Newell Brands Inc.
    US6512291062
    2.7M $114M $43 52 / 100
    Cabot Oil & Gas Corporation
    US1270971039
    4.1M $109M $27 53 / 100
    Align Technology, Inc.
    US0162551016
    582K $108M $186 53 / 100
    Wells Fargo & Company
    US9497461015
    1.9M $105M $55 65 / 100
    SHIRE PLC
    US82481R1068
    521K $80M $153
    Lincoln National Corporation
    US5341871094
    996K $73M $73 48 / 100
    Albemarle Corporation
    US0126531013
    536K $73M $136 48 / 100
    GW PHARMACEUTICALS PLC
    US36197T1034
    704K $71M $101
    Domino's Pizza, Inc.
    US25754A2015
    359K $71M $199 69 / 100
    D.R. Horton, Inc.
    US23331A1097
    1.5M $61M $40 47 / 100
    AVEXIS INC
    US05366U1007
    591K $57M $97
    Equifax Inc.
    US2944291051
    538K $57M $106 68 / 100
    HDFC Bank Limited
    US40415F1012
    575K $55M $96 57 / 100
    Deciphera Pharmaceuticals, Inc.
    US24344T1016
    2.5M $47M $19 53 / 100
    CALITHERA BIOSCIENCES INC
    US13089P1012
    2.6M $41M $16
    Editas Medicine, Inc.
    US28106W1036
    1.7M $41M $24 50 / 100
    JOHNSON CTLS INTL PLC
    USG515021057
    1M $40M $40
    ABEONA THERAPEUTICS INC
    US00289Y1073
    2.2M $38M $17
    Walgreens Boots Alliance, Inc.
    US9314271084
    485K $37M $77 47 / 100
    Mohawk Industries, Inc.
    US6081901042
    151K $37M $248 48 / 100
    SPARK THERAPEUTICS INC
    US84652J1034
    243K $22M $89
    Parker-Hannifin Corporation
    US7010941042
    91K $16M $175 55 / 100
    CHUBB LIMITED
    USH1467J1046
    63K $9M $143
    ATYR PHARMA INC
    US0021201035
    1.8M $9M $5.1

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