Andreas Halvorsen / Portfolio / 2018-Q4

    Company Shares Market value Share price InsiderPie Expert Score
    Alibaba Group Holding Limited
    US01609W1027
    10M $1.4B $137 60 / 100
    Elevance Health Inc.
    US0367521038
    5.1M $1.3B $263 69 / 100
    Microsoft Corporation
    US5949181045
    13M $1.3B $102 80 / 100
    Amazon.com, Inc.
    US0231351067
    664K $997M $1.5K 88 / 100
    Netflix, Inc.
    US64110L1061
    3M $811M $268 88 / 100
    Alphabet Inc.
    US02079K3059
    776K $811M $1K 91 / 100
    Visa Inc.
    US92826C8394
    6.1M $809M $132 83 / 100
    Marathon Petroleum Corporation
    US56585A1025
    13M $781M $59 55 / 100
    UNITED TECHNOLOGIES CORP
    US9130171096
    7M $744M $106
    UnitedHealth Group Incorporated
    US91324P1021
    2.9M $711M $249 73 / 100
    Salesforce, Inc.
    US79466L3024
    5.2M $709M $137 77 / 100
    Adobe Inc.
    US00724F1012
    2.8M $629M $226 68 / 100
    Meta Platforms, Inc.
    US30303M1027
    4.8M $629M $131 84 / 100
    BioMarin Pharmaceutical Inc.
    US09061G1013
    5.1M $434M $85 57 / 100
    The Walt Disney Company
    US2546871060
    3.4M $371M $110 83 / 100
    Illumina, Inc.
    US4523271090
    1.1M $343M $300 59 / 100
    LIBERTY MEDIA CORP DELAWARE
    US5312298541
    11M $334M $31
    DOWDUPONT INC
    US26078J1007
    5.9M $313M $53
    Berry Global Group, Inc.
    US08579W1036
    5.5M $262M $48 51 / 100
    Moderna, Inc.
    US60770K1079
    17M $261M $15 53 / 100
    Exact Sciences Corporation
    US30063P1057
    4M $250M $63 56 / 100
    T-Mobile US, Inc.
    US8725901040
    3.5M $220M $64 67 / 100
    The Progressive Corporation
    US7433151039
    3.5M $209M $60 60 / 100
    Raymond James Financial, Inc.
    US7547301090
    2.5M $186M $74 54 / 100
    American Airlines Group Inc.
    US02376R1023
    5.8M $185M $32 50 / 100
    Boston Scientific Corporation
    US1011371077
    5.2M $184M $35 67 / 100
    The Boeing Company
    US0970231058
    557K $180M $323 71 / 100
    Alphabet Inc.
    US02079K1079
    153K $158M $1K 91 / 100
    Zillow Group, Inc. Class C
    US98954M2008
    4.7M $147M $32 58 / 100
    Diamondback Energy, Inc.
    US25278X1090
    1.5M $140M $93 52 / 100
    DaVita Inc.
    US23918K1088
    2.6M $134M $51 66 / 100
    WELLCARE HEALTH PLANS INC
    US94946T1060
    560K $132M $236
    Thermo Fisher Scientific Inc.
    US8835561023
    548K $123M $224 70 / 100
    Align Technology, Inc.
    US0162551016
    561K $118M $209 53 / 100
    JAZZ PHARMACEUTICALS PLC
    USG508711052
    917K $114M $124
    Centene Corporation
    US15135B1017
    961K $111M $115 50 / 100
    Arthur J. Gallagher & Co.
    US3635761097
    1.2M $88M $74 59 / 100
    CANADIAN PAC RY LTD
    US13645T1007
    475K $84M $178
    Zendesk, Inc.
    US98936J1016
    1.4M $83M $58 50 / 100
    AON PLC
    USG0408V1029
    524K $76M $145
    Syneos Health, Inc.
    US87166B1026
    1.8M $69M $39 50 / 100
    iQIYI, Inc.
    US46267X1081
    4.4M $66M $15 55 / 100
    Blueprint Medicines Corporation
    US09627Y1091
    1.2M $65M $54 48 / 100
    The Middleby Corporation
    US5962781010
    620K $64M $103 49 / 100
    MYLAN N V
    USN594651093
    1.9M $53M $27
    ENCANA CORP
    US2925051045
    9M $52M $5.8
    Catalent, Inc.
    US1488061029
    1.6M $49M $31
    AnaptysBio, Inc.
    US0327241065
    746K $48M $64 49 / 100
    Cognex Corporation
    US1924221039
    884K $34M $39 51 / 100
    Amneal Pharmaceuticals, Inc.
    US03168L1052
    2.4M $32M $14
    Sealed Air Corporation
    US81211K1007
    850K $30M $35 52 / 100
    EIDOS THERAPEUTICS INC
    US28249H1041
    2M $27M $14
    Editas Medicine, Inc.
    US28106W1036
    931K $21M $23 50 / 100
    Lennar Corporation
    US5260571048
    251K $9.8M $39 58 / 100
    CTRIP COM INTL LTD
    US22943F1003
    196K $5.3M $27
    ABEONA THERAPEUTICS INC
    US00289Y1073
    294K $2.1M $7.1
    ATYR PHARMA INC
    US0021201035
    1.4M $686K $0.5

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