Andreas Halvorsen / Portfolio / 2018-Q1

    Company Shares Market value Share price InsiderPie Expert Score
    Meta Platforms, Inc.
    US30303M1027
    9.3M $1.5B $160 84 / 100
    Alphabet Inc.
    US02079K3059
    994K $1B $1K 91 / 100
    Elevance Health Inc.
    US0367521038
    4.4M $973M $220 69 / 100
    Microsoft Corporation
    US5949181045
    10M $943M $91 80 / 100
    ENCANA CORP
    US2925051045
    81M $889M $11
    UNITED TECHNOLOGIES CORP
    US9130171096
    5.5M $686M $126
    Wells Fargo & Company
    US9497461015
    13M $673M $52 65 / 100
    Visa Inc.
    US92826C8394
    5.2M $617M $120 83 / 100
    Autodesk, Inc.
    US0527691069
    4.6M $583M $126 59 / 100
    Raymond James Financial, Inc.
    US7547301090
    6.4M $571M $89 54 / 100
    DENTSPLY SIRONA Inc.
    US24906P1093
    9.2M $465M $50 51 / 100
    Anheuser-Busch InBev SA/NV
    US03524A1088
    4.2M $461M $110
    TORONTO DOMINION BK ONT
    US8911605090
    7.8M $444M $57
    Netflix, Inc.
    US64110L1061
    1.5M $435M $295 88 / 100
    CANADIAN PAC RY LTD
    US13645T1007
    2.4M $431M $177
    PARSLEY ENERGY INC
    US7018771029
    14M $410M $29
    Alibaba Group Holding Limited
    US01609W1027
    2.2M $404M $184 60 / 100
    Bread Financial Holdings, Inc.
    US0185811082
    1.8M $388M $213 54 / 100
    LIBERTY MEDIA CORP DELAWARE
    US5312298541
    12M $370M $31
    United States Steel Corporation
    US9129091081
    9.2M $323M $35 54 / 100
    TransDigm Group Incorporated
    US8936411003
    1M $322M $307 67 / 100
    UnitedHealth Group Incorporated
    US91324P1021
    1.4M $309M $214 73 / 100
    Equifax Inc.
    US2944291051
    2.6M $305M $118 68 / 100
    Lennar Corporation
    US5260571048
    4.9M $290M $59 58 / 100
    Domino's Pizza, Inc.
    US25754A2015
    1.2M $283M $234 69 / 100
    Western Digital Corporation
    US9581021055
    3M $277M $92 57 / 100
    Thermo Fisher Scientific Inc.
    US8835561023
    865K $179M $206 70 / 100
    Lincoln National Corporation
    US5341871094
    2.1M $155M $73 48 / 100
    The Walt Disney Company
    US2546871060
    1.4M $145M $100 83 / 100
    BioMarin Pharmaceutical Inc.
    US09061G1013
    1.7M $136M $81 57 / 100
    iQIYI, Inc.
    US46267X1081
    7.8M $122M $16 55 / 100
    Salesforce, Inc.
    US79466L3024
    1M $121M $116 77 / 100
    JAZZ PHARMACEUTICALS PLC
    USG508711052
    770K $116M $151
    The Hartford Financial Services Group, Inc.
    US4165151048
    2.2M $116M $52 54 / 100
    Arthur J. Gallagher & Co.
    US3635761097
    1.4M $94M $69 59 / 100
    Tenaris S.A.
    US88031M1099
    2.6M $89M $35 54 / 100
    Voya Financial, Inc.
    US9290891004
    1.7M $86M $51 50 / 100
    CIMAREX ENERGY CO
    US1717981013
    837K $78M $94
    MercadoLibre, Inc.
    US58733R1023
    220K $78M $356 84 / 100
    Syneos Health, Inc.
    US87166B1026
    1.9M $68M $36 50 / 100
    HDFC Bank Limited
    US40415F1012
    664K $66M $99 57 / 100
    Catalent, Inc.
    US1488061029
    1.5M $62M $41
    CVS Health Corporation
    US1266501006
    950K $59M $62 52 / 100
    MOMO INC
    US60879B1070
    1.4M $52M $37
    Amazon.com, Inc.
    US0231351067
    36K $52M $1.4K 88 / 100
    AnaptysBio, Inc.
    US0327241065
    460K $48M $104 49 / 100
    ABEONA THERAPEUTICS INC
    US00289Y1073
    3.2M $46M $14
    Deciphera Pharmaceuticals, Inc.
    US24344T1016
    2.1M $41M $20 53 / 100
    NetEase, Inc.
    US64110W1027
    139K $39M $280 56 / 100
    AVEXIS INC
    US05366U1007
    293K $36M $124
    Editas Medicine, Inc.
    US28106W1036
    1M $34M $33 50 / 100
    Continental Resources, Inc.
    US2120151012
    454K $27M $59 51 / 100
    JD.com, Inc.
    US47215P1066
    582K $24M $40 52 / 100
    Cleveland-Cliffs Inc.
    US1858991011
    2.6M $18M $7 50 / 100
    JIANPU TECHNOLOGY INC
    US47738D1019
    2.2M $12M $5.5
    LIBERTY MEDIA CORP DELAWARE
    US5312296073
    260K $11M $41
    LIBERTY MEDIA CORP DELAWARE
    US5312294094
    258K $11M $41
    AK STL HLDG CORP
    US0015471081
    831K $3.8M $4.5
    ATYR PHARMA INC
    US0021201035
    1.4M $3.7M $2.7

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