Andreas Halvorsen / Portfolio / 2019-Q1

    Company Shares Market value Share price InsiderPie Expert Score
    Elevance Health Inc.
    US0367521038
    6.2M $1.8B $287 69 / 100
    Microsoft Corporation
    US5949181045
    9.8M $1.2B $118 80 / 100
    Alibaba Group Holding Limited
    US01609W1027
    5.7M $1B $182 60 / 100
    UnitedHealth Group Incorporated
    US91324P1021
    3.7M $925M $247 73 / 100
    UNITED TECHNOLOGIES CORP
    US9130171096
    7.1M $913M $129
    Marathon Petroleum Corporation
    US56585A1025
    14M $823M $60 55 / 100
    Netflix, Inc.
    US64110L1061
    2M $713M $357 88 / 100
    Amazon.com, Inc.
    US0231351067
    312K $555M $1.8K 88 / 100
    Adobe Inc.
    US00724F1012
    2M $544M $266 68 / 100
    Align Technology, Inc.
    US0162551016
    1.8M $511M $284 53 / 100
    Visa Inc.
    US92826C8394
    3.1M $480M $156 83 / 100
    BioMarin Pharmaceutical Inc.
    US09061G1013
    5.1M $456M $89 57 / 100
    Alphabet Inc.
    US02079K3059
    375K $441M $1.2K 91 / 100
    Berry Global Group, Inc.
    US08579W1036
    7.7M $416M $54 51 / 100
    LIBERTY MEDIA CORP DELAWARE
    US5312298541
    12M $409M $35
    Illumina, Inc.
    US4523271090
    1.2M $367M $311 59 / 100
    WELLCARE HEALTH PLANS INC
    US94946T1060
    1.3M $356M $270
    Meta Platforms, Inc.
    US30303M1027
    2.1M $355M $167 84 / 100
    JD.com, Inc.
    US47215P1066
    12M $348M $30 52 / 100
    Moderna, Inc.
    US60770K1079
    17M $339M $20 53 / 100
    NVIDIA Corporation
    US67066G1040
    1.9M $339M $180 87 / 100
    Thermo Fisher Scientific Inc.
    US8835561023
    1.1M $314M $274 70 / 100
    MercadoLibre, Inc.
    US58733R1023
    612K $311M $508 84 / 100
    Exact Sciences Corporation
    US30063P1057
    3.2M $278M $87 56 / 100
    The Walt Disney Company
    US2546871060
    2.2M $241M $111 83 / 100
    NXP SEMICONDUCTORS N V
    USN6596X1092
    2.7M $241M $88
    Activision Blizzard, Inc.
    US00507V1098
    4.9M $224M $46 50 / 100
    Centene Corporation
    US15135B1017
    4.2M $223M $53 50 / 100
    Alphabet Inc.
    US02079K1079
    138K $161M $1.2K 91 / 100
    DaVita Inc.
    US23918K1088
    2.8M $150M $54 66 / 100
    The Allstate Corporation
    US0200021014
    1.5M $145M $94 48 / 100
    Covetrus, Inc.
    US22304C1009
    3.9M $124M $32
    Boston Scientific Corporation
    US1011371077
    3.2M $124M $38 67 / 100
    Diamondback Energy, Inc.
    US25278X1090
    1.1M $115M $102 52 / 100
    Syneos Health, Inc.
    US87166B1026
    2.2M $115M $52 50 / 100
    AON PLC
    USG0408V1029
    654K $112M $171
    Crown Holdings, Inc.
    US2283681060
    2M $111M $55 54 / 100
    Booking Holdings Inc.
    US09857L1089
    60K $104M $1.7K 66 / 100
    MYLAN N V
    USN594651093
    3.6M $102M $28
    Hess Corporation
    US42809H1077
    1.6M $99M $60 51 / 100
    Micron Technology, Inc.
    US5951121038
    2.3M $95M $41 60 / 100
    JAZZ PHARMACEUTICALS PLC
    USG508711052
    636K $91M $143
    The Middleby Corporation
    US5962781010
    622K $81M $130 49 / 100
    The Progressive Corporation
    US7433151039
    1.1M $80M $72 60 / 100
    Zendesk, Inc.
    US98936J1016
    864K $73M $85 50 / 100
    Zimmer Biomet Holdings, Inc.
    US98956P1021
    521K $67M $128 51 / 100
    AnaptysBio, Inc.
    US0327241065
    830K $61M $73 49 / 100
    Burlington Stores, Inc.
    US1220171060
    342K $54M $157 48 / 100
    LYONDELLBASELL INDUSTRIES N
    USN537451007
    633K $53M $84
    Blueprint Medicines Corporation
    US09627Y1091
    659K $53M $80 48 / 100
    EIDOS THERAPEUTICS INC
    US28249H1041
    2M $47M $23
    Catalent, Inc.
    US1488061029
    1.1M $43M $41
    Arthur J. Gallagher & Co.
    US3635761097
    476K $37M $78 59 / 100
    Editas Medicine, Inc.
    US28106W1036
    931K $23M $24 50 / 100
    AXA EQUITABLE HLDGS INC
    US0545611057
    682K $14M $20
    Nevro Corp.
    US64157F1030
    112K $7M $63 49 / 100
    ATYR PHARMA INC
    US0021201035
    3.2M $1.8M $0.55

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