Andreas Halvorsen / Portfolio / 2019-Q2

    Company Shares Market value Share price InsiderPie Expert Score
    Adaptive Biotechnologies Corporation
    US00650F1093
    38M $1.9B $48 59 / 100
    Amazon.com, Inc.
    US0231351067
    803K $1.5B $1.9K 88 / 100
    Elevance Health Inc.
    US0367521038
    5.2M $1.5B $282 69 / 100
    Meta Platforms, Inc.
    US30303M1027
    7.1M $1.4B $193 84 / 100
    UnitedHealth Group Incorporated
    US91324P1021
    4.8M $1.2B $244 73 / 100
    Microsoft Corporation
    US5949181045
    7.7M $1B $134 80 / 100
    The Boeing Company
    US0970231058
    2.8M $1B $364 71 / 100
    JD.com, Inc.
    US47215P1066
    32M $964M $30 52 / 100
    UNITED TECHNOLOGIES CORP
    US9130171096
    6.7M $878M $130
    Netflix, Inc.
    US64110L1061
    2.1M $760M $367 88 / 100
    Centene Corporation
    US15135B1017
    14M $734M $52 50 / 100
    BridgeBio Pharma, Inc.
    US10806X1028
    27M $718M $27 61 / 100
    Uber Technologies, Inc.
    US90353T1007
    13M $620M $46 72 / 100
    Monster Beverage Corporation
    US61174X1090
    8.9M $565M $64 55 / 100
    MercadoLibre, Inc.
    US58733R1023
    855K $523M $612 84 / 100
    Illumina, Inc.
    US4523271090
    1.4M $505M $368 59 / 100
    Salesforce, Inc.
    US79466L3024
    2.9M $443M $152 77 / 100
    LIBERTY MEDIA CORP DELAWARE
    US5312298541
    11M $426M $37
    Boston Scientific Corporation
    US1011371077
    9.2M $395M $43 67 / 100
    Activision Blizzard, Inc.
    US00507V1098
    7.9M $373M $47 50 / 100
    Adobe Inc.
    US00724F1012
    1.2M $358M $295 68 / 100
    Align Technology, Inc.
    US0162551016
    1.2M $318M $274 53 / 100
    Alphabet Inc.
    US02079K3059
    282K $306M $1.1K 91 / 100
    Exact Sciences Corporation
    US30063P1057
    2.3M $267M $118 56 / 100
    Micron Technology, Inc.
    US5951121038
    6.4M $248M $39 60 / 100
    BioMarin Pharmaceutical Inc.
    US09061G1013
    2.6M $222M $86 57 / 100
    Avantor, Inc.
    US05352A1007
    11M $217M $19
    Block, Inc.
    US8522341036
    2.7M $193M $73
    AXA EQUITABLE HLDGS INC
    US0545611057
    8.8M $185M $21
    SLACK TECHNOLOGIES INC
    US83088V1026
    4.5M $170M $38
    AON PLC
    USG0408V1029
    852K $164M $193
    DaVita Inc.
    US23918K1088
    2.9M $164M $56 66 / 100
    Crown Holdings, Inc.
    US2283681060
    2.3M $140M $61 54 / 100
    Lowe's Companies, Inc.
    US5486611073
    1.4M $139M $101 65 / 100
    NVIDIA Corporation
    US67066G1040
    802K $132M $164 87 / 100
    Coupa Software Incorporated
    US22266L1061
    998K $126M $127 50 / 100
    Alphabet Inc.
    US02079K1079
    114K $123M $1.1K 91 / 100
    Moderna, Inc.
    US60770K1079
    8.2M $120M $15 53 / 100
    A. O. Smith Corporation
    US8318652091
    2.5M $116M $47 51 / 100
    WELLCARE HEALTH PLANS INC
    US94946T1060
    371K $106M $285
    Alibaba Group Holding Limited
    US01609W1027
    587K $100M $169 60 / 100
    GRUBHUB INC
    US4001101025
    1.3M $99M $78
    Berry Global Group, Inc.
    US08579W1036
    1.8M $95M $53 51 / 100
    Syneos Health, Inc.
    US87166B1026
    1.8M $92M $51 50 / 100
    Catalent, Inc.
    US1488061029
    1.6M $86M $54
    Covetrus, Inc.
    US22304C1009
    3.4M $83M $24
    RAYTHEON CO
    US7551115071
    450K $78M $174
    Visa Inc.
    US92826C8394
    387K $67M $174 83 / 100
    ATHENE HLDG LTD
    USG0684D1075
    1.6M $67M $43
    NXP SEMICONDUCTORS N V
    USN6596X1092
    670K $65M $98
    Blueprint Medicines Corporation
    US09627Y1091
    551K $52M $94 48 / 100
    Chewy, Inc.
    US16679L1098
    1.5M $52M $35
    AnaptysBio, Inc.
    US0327241065
    800K $45M $56 49 / 100
    GARDNER DENVER HLDGS INC
    US36555P1075
    1.3M $44M $35
    Assurant, Inc.
    US04621X1081
    360K $38M $106 50 / 100
    American International Group, Inc.
    US0268747849
    565K $30M $53 44 / 100
    EIDOS THERAPEUTICS INC
    US28249H1041
    882K $27M $31
    Editas Medicine, Inc.
    US28106W1036
    931K $23M $25 50 / 100
    ATYR PHARMA INC
    US0021201035
    3.2M $1.2M $0.37

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