Andreas Halvorsen / Portfolio / 2019-Q3

    Company Shares Market value Share price InsiderPie Expert Score
    Amazon.com, Inc.
    US0231351067
    905K $1.6B $1.7K 88 / 100
    Adaptive Biotechnologies Corporation
    US00650F1093
    38M $1.2B $31 59 / 100
    Netflix, Inc.
    US64110L1061
    4.3M $1.2B $268 88 / 100
    Meta Platforms, Inc.
    US30303M1027
    6.2M $1.1B $178 84 / 100
    Elevance Health Inc.
    US0367521038
    3.9M $930M $240 69 / 100
    The Boeing Company
    US0970231058
    2.2M $855M $380 71 / 100
    Microsoft Corporation
    US5949181045
    5.9M $825M $139 80 / 100
    JD.com, Inc.
    US47215P1066
    27M $759M $28 52 / 100
    Salesforce, Inc.
    US79466L3024
    4.9M $732M $148 77 / 100
    Block, Inc.
    US8522341036
    10M $621M $62
    Monster Beverage Corporation
    US61174X1090
    11M $612M $58 55 / 100
    Illumina, Inc.
    US4523271090
    1.9M $586M $304 59 / 100
    BridgeBio Pharma, Inc.
    US10806X1028
    27M $572M $21 61 / 100
    Lowe's Companies, Inc.
    US5486611073
    4.9M $536M $110 65 / 100
    Centene Corporation
    US15135B1017
    12M $534M $43 50 / 100
    ServiceNow, Inc.
    US81762P1021
    1.8M $449M $254 63 / 100
    MercadoLibre, Inc.
    US58733R1023
    808K $445M $551 84 / 100
    Uber Technologies, Inc.
    US90353T1007
    15M $442M $30 72 / 100
    Boston Scientific Corporation
    US1011371077
    10M $424M $41 67 / 100
    LIBERTY MEDIA CORP DELAWARE
    US5312298541
    10M $416M $42
    Alibaba Group Holding Limited
    US01609W1027
    2.2M $369M $167 60 / 100
    Fortive Corporation
    US34959J1088
    4.8M $332M $69 66 / 100
    UNITED TECHNOLOGIES CORP
    US9130171096
    2M $273M $137
    AXA EQUITABLE HLDGS INC
    US0545611057
    11M $237M $22
    GARDNER DENVER HLDGS INC
    US36555P1075
    7.9M $224M $28
    BioMarin Pharmaceutical Inc.
    US09061G1013
    3.1M $206M $67 57 / 100
    Exact Sciences Corporation
    US30063P1057
    2.2M $197M $90 56 / 100
    Guardant Health, Inc.
    US40131M1099
    2.9M $183M $64 56 / 100
    Assurant, Inc.
    US04621X1081
    1.4M $178M $126 50 / 100
    Coupa Software Incorporated
    US22266L1061
    1.3M $173M $130 50 / 100
    Molina Healthcare, Inc.
    US60855R1005
    1.5M $161M $110 50 / 100
    Alphabet Inc.
    US02079K3059
    132K $161M $1.2K 91 / 100
    AON PLC
    USG0408V1029
    793K $153M $194
    The Middleby Corporation
    US5962781010
    1.1M $130M $117 49 / 100
    Align Technology, Inc.
    US0162551016
    686K $124M $181 53 / 100
    Avantor, Inc.
    US05352A1007
    7.9M $116M $15
    ATHENE HLDG LTD
    USG0684D1075
    2.6M $109M $42
    GRUBHUB INC
    US4001101025
    1.8M $99M $56
    Adobe Inc.
    US00724F1012
    317K $88M $276 68 / 100
    Alphabet Inc.
    US02079K1079
    69K $85M $1.2K 91 / 100
    Crown Holdings, Inc.
    US2283681060
    1.1M $75M $66 54 / 100
    Moderna, Inc.
    US60770K1079
    4.7M $74M $16 53 / 100
    Catalent, Inc.
    US1488061029
    1.4M $68M $48
    RAYTHEON CO
    US7551115071
    319K $63M $196
    Blueprint Medicines Corporation
    US09627Y1091
    802K $59M $73 48 / 100
    The Progressive Corporation
    US7433151039
    694K $54M $77 60 / 100
    United Rentals, Inc.
    US9113631090
    409K $51M $125
    Edwards Lifesciences Corporation
    US28176E1082
    204K $45M $220 60 / 100
    Visa Inc.
    US92826C8394
    251K $43M $172 83 / 100
    Activision Blizzard, Inc.
    US00507V1098
    773K $41M $53 50 / 100
    Covetrus, Inc.
    US22304C1009
    3.4M $40M $12
    Sage Therapeutics, Inc.
    US78667J1088
    263K $37M $140 51 / 100
    Envista Holdings Corp
    US29415F1049
    1.1M $32M $28 48 / 100
    Syneos Health, Inc.
    US87166B1026
    576K $31M $53 50 / 100
    Datadog, Inc.
    US23804L1035
    900K $31M $34 72 / 100
    Cloudflare, Inc.
    US18915M1071
    1.5M $27M $19 63 / 100
    AnaptysBio, Inc.
    US0327241065
    576K $20M $35 49 / 100
    Editas Medicine, Inc.
    US28106W1036
    733K $17M $23 50 / 100
    Genmab A/S
    US3723032062
    593K $12M $20 52 / 100
    Carvana Co.
    US1468691027
    120K $7.9M $66 70 / 100
    10x Genomics, Inc.
    US88025U1097
    71K $3.6M $50 50 / 100
    aTyr Pharma, Inc.
    US0021202025
    229K $802K $3.5

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