Andreas Halvorsen / Portfolio / 2018-Q3

    Company Shares Market value Share price InsiderPie Expert Score
    Alibaba Group Holding Limited
    US01609W1027
    9.5M $1.6B $165 60 / 100
    GENERAL ELECTRIC CO
    US3696041033
    132M $1.5B $11
    Elevance Health Inc.
    US0367521038
    4.8M $1.3B $274 69 / 100
    The Walt Disney Company
    US2546871060
    11M $1.3B $117 83 / 100
    Microsoft Corporation
    US5949181045
    10M $1.2B $114 80 / 100
    ENCANA CORP
    US2925051045
    74M $972M $13
    UNITED TECHNOLOGIES CORP
    US9130171096
    5.9M $823M $140
    DOWDUPONT INC
    US26078J1007
    10M $668M $64
    Marathon Petroleum Corporation
    US56585A1025
    7.2M $572M $80 55 / 100
    PARSLEY ENERGY INC
    US7018771029
    17M $486M $29
    Thermo Fisher Scientific Inc.
    US8835561023
    1.9M $458M $244 70 / 100
    LIBERTY MEDIA CORP DELAWARE
    US5312298541
    11M $418M $37
    BioMarin Pharmaceutical Inc.
    US09061G1013
    4.1M $400M $97 57 / 100
    Raymond James Financial, Inc.
    US7547301090
    4.2M $384M $92 54 / 100
    Amazon.com, Inc.
    US0231351067
    185K $371M $2K 88 / 100
    Salesforce, Inc.
    US79466L3024
    2.2M $347M $159 77 / 100
    UnitedHealth Group Incorporated
    US91324P1021
    1.2M $331M $266 73 / 100
    The Middleby Corporation
    US5962781010
    2.4M $311M $129 49 / 100
    Meta Platforms, Inc.
    US30303M1027
    1.8M $293M $164 84 / 100
    PG&E Corporation
    US69331C1080
    5.7M $264M $46
    Berry Global Group, Inc.
    US08579W1036
    5.2M $251M $48 51 / 100
    Lincoln National Corporation
    US5341871094
    3.3M $224M $68 48 / 100
    Netflix, Inc.
    US64110L1061
    588K $220M $374 88 / 100
    FERRARI N V
    USN3167Y1030
    1.5M $208M $137
    T-Mobile US, Inc.
    US8725901040
    2.9M $205M $70 67 / 100
    Visa Inc.
    US92826C8394
    1.2M $188M $150 83 / 100
    Olin Corporation
    US6806652052
    7.2M $185M $26 49 / 100
    Autodesk, Inc.
    US0527691069
    1.1M $178M $156 59 / 100
    Wynn Resorts, Limited
    US9831341071
    1.4M $175M $127 55 / 100
    JAZZ PHARMACEUTICALS PLC
    USG508711052
    950K $160M $168
    Lennar Corporation
    US5260571048
    3.4M $159M $47 58 / 100
    Illumina, Inc.
    US4523271090
    385K $141M $367 59 / 100
    MYLAN N V
    USN594651093
    3.8M $137M $37
    Boston Scientific Corporation
    US1011371077
    3.2M $122M $39 67 / 100
    Analog Devices, Inc.
    US0326541051
    1.1M $103M $92 61 / 100
    Exact Sciences Corporation
    US30063P1057
    1.3M $102M $79 56 / 100
    Syneos Health, Inc.
    US87166B1026
    1.8M $93M $52 50 / 100
    Arthur J. Gallagher & Co.
    US3635761097
    1.2M $92M $74 59 / 100
    The Progressive Corporation
    US7433151039
    1.3M $91M $71 60 / 100
    Centene Corporation
    US15135B1017
    609K $88M $145 50 / 100
    HDFC Bank Limited
    US40415F1012
    865K $81M $94 57 / 100
    TORONTO DOMINION BK ONT
    US8911605090
    1.3M $80M $61
    Patterson-UTI Energy, Inc.
    US7034811015
    4.6M $78M $17 49 / 100
    AON PLC
    USG0408V1029
    483K $74M $154
    Tenaris S.A.
    US88031M1099
    2.2M $73M $34 54 / 100
    The Children's Place, Inc.
    US1689051076
    547K $70M $128 49 / 100
    Alphabet Inc.
    US02079K3059
    58K $70M $1.2K 91 / 100
    WPX ENERGY INC
    US98212B1035
    3.4M $69M $20
    Catalent, Inc.
    US1488061029
    1.5M $68M $46
    AnaptysBio, Inc.
    US0327241065
    610K $61M $100 49 / 100
    iQIYI, Inc.
    US46267X1081
    1.6M $43M $27 55 / 100
    Cheniere Energy, Inc.
    US16411R2085
    591K $41M $69 53 / 100
    PDD Holdings Inc.
    US7223041028
    1.4M $37M $26 74 / 100
    Amneal Pharmaceuticals, Inc.
    US03168L1052
    1.5M $34M $22
    Editas Medicine, Inc.
    US28106W1036
    931K $30M $32 50 / 100
    Deciphera Pharmaceuticals, Inc.
    US24344T1016
    736K $28M $39 53 / 100
    Elanco Animal Health Incorporated
    US28414H1032
    652K $23M $35 52 / 100
    The Hartford Financial Services Group, Inc.
    US4165151048
    400K $20M $50 54 / 100
    EIDOS THERAPEUTICS INC
    US28249H1041
    2M $20M $10
    ABEONA THERAPEUTICS INC
    US00289Y1073
    776K $9.9M $13
    Blueprint Medicines Corporation
    US09627Y1091
    111K $8.7M $78 48 / 100
    LIVANOVA PLC
    USG5509L1010
    44K $5.4M $124
    ATYR PHARMA INC
    US0021201035
    1.4M $1.1M $0.81
    JIANPU TECHNOLOGY INC
    US47738D1019
    169K $827K $4.9

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