Andreas Halvorsen / Portfolio / 2018-Q2

    Company Shares Market value Share price InsiderPie Expert Score
    UNITED TECHNOLOGIES CORP
    US9130171096
    11M $1.3B $125
    Meta Platforms, Inc.
    US30303M1027
    6.1M $1.2B $194 84 / 100
    Microsoft Corporation
    US5949181045
    11M $1.1B $99 80 / 100
    Elevance Health Inc.
    US0367521038
    4.5M $1.1B $238 69 / 100
    GENERAL ELECTRIC CO
    US3696041033
    68M $931M $14
    ENCANA CORP
    US2925051045
    71M $927M $13
    Alphabet Inc.
    US02079K3059
    612K $691M $1.1K 91 / 100
    DOWDUPONT INC
    US26078J1007
    10M $672M $66
    PARSLEY ENERGY INC
    US7018771029
    22M $654M $30
    The Walt Disney Company
    US2546871060
    5.8M $603M $105 83 / 100
    Raymond James Financial, Inc.
    US7547301090
    6M $535M $89 54 / 100
    Thermo Fisher Scientific Inc.
    US8835561023
    2.5M $514M $207 70 / 100
    Autodesk, Inc.
    US0527691069
    3.3M $428M $131 59 / 100
    Visa Inc.
    US92826C8394
    3.2M $425M $132 83 / 100
    LIBERTY MEDIA CORP DELAWARE
    US5312298541
    11M $423M $37
    Alibaba Group Holding Limited
    US01609W1027
    2.1M $387M $186 60 / 100
    The Middleby Corporation
    US5962781010
    3M $317M $104 49 / 100
    BioMarin Pharmaceutical Inc.
    US09061G1013
    3.3M $307M $94 57 / 100
    The Hartford Financial Services Group, Inc.
    US4165151048
    5.8M $296M $51 54 / 100
    Lincoln National Corporation
    US5341871094
    4.7M $292M $62 48 / 100
    UnitedHealth Group Incorporated
    US91324P1021
    1.2M $291M $245 73 / 100
    Lennar Corporation
    US5260571048
    5.4M $285M $53 58 / 100
    Anheuser-Busch InBev SA/NV
    US03524A1088
    2.8M $279M $101
    Amazon.com, Inc.
    US0231351067
    160K $273M $1.7K 88 / 100
    United States Steel Corporation
    US9129091081
    6.4M $223M $35 54 / 100
    Baidu, Inc.
    US0567521085
    891K $216M $243 56 / 100
    T-Mobile US, Inc.
    US8725901040
    3.2M $192M $60 67 / 100
    Netflix, Inc.
    US64110L1061
    443K $173M $391 88 / 100
    JAZZ PHARMACEUTICALS PLC
    USG508711052
    936K $161M $172
    Salesforce, Inc.
    US79466L3024
    1.2M $159M $136 77 / 100
    CANADIAN PAC RY LTD
    US13645T1007
    824K $151M $183
    Tenaris S.A.
    US88031M1099
    3.9M $141M $36 54 / 100
    Illumina, Inc.
    US4523271090
    501K $140M $279 59 / 100
    Domino's Pizza, Inc.
    US25754A2015
    495K $140M $282 69 / 100
    Hanesbrands Inc.
    US4103451021
    6.2M $136M $22 49 / 100
    Olin Corporation
    US6806652052
    4.7M $134M $29 49 / 100
    Arthur J. Gallagher & Co.
    US3635761097
    1.7M $113M $65 59 / 100
    Patterson-UTI Energy, Inc.
    US7034811015
    6.3M $113M $18 49 / 100
    TORONTO DOMINION BK ONT
    US8911605090
    1.9M $110M $58
    Centene Corporation
    US15135B1017
    873K $108M $123 50 / 100
    Catalent, Inc.
    US1488061029
    2.3M $97M $42
    Syneos Health, Inc.
    US87166B1026
    1.8M $83M $47 50 / 100
    HDFC Bank Limited
    US40415F1012
    700K $74M $105 57 / 100
    MercadoLibre, Inc.
    US58733R1023
    215K $64M $299 84 / 100
    AXA EQUITABLE HLDGS INC
    US0545611057
    2.9M $59M $21
    Deciphera Pharmaceuticals, Inc.
    US24344T1016
    1.4M $55M $39 53 / 100
    Marathon Petroleum Corporation
    US56585A1025
    765K $54M $70 55 / 100
    Equifax Inc.
    US2944291051
    397K $50M $125 68 / 100
    AETNA INC NEW
    US00817Y1082
    268K $49M $184
    DENTSPLY SIRONA Inc.
    US24906P1093
    984K $43M $44 51 / 100
    ABEONA THERAPEUTICS INC
    US00289Y1073
    2.6M $41M $16
    EIDOS THERAPEUTICS INC
    US28249H1041
    2M $40M $20
    AnaptysBio, Inc.
    US0327241065
    544K $39M $71 49 / 100
    Editas Medicine, Inc.
    US28106W1036
    931K $33M $36 50 / 100
    ROCKWELL COLLINS INC
    US7743411016
    239K $32M $135
    Micron Technology, Inc.
    US5951121038
    260K $14M $52 60 / 100
    LIBERTY MEDIA CORP DELAWARE
    US5312296073
    265K $12M $45
    LIBERTY MEDIA CORP DELAWARE
    US5312294094
    263K $12M $45
    JIANPU TECHNOLOGY INC
    US47738D1019
    570K $3.8M $6.6
    ATYR PHARMA INC
    US0021201035
    1.4M $1.3M $0.91

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