Andreas Halvorsen / Portfolio / 2019-Q4

    Company Shares Market value Share price InsiderPie Expert Score
    Amazon.com, Inc.
    US0231351067
    890K $1.6B $1.8K 88 / 100
    Meta Platforms, Inc.
    US30303M1027
    6.4M $1.3B $205 84 / 100
    Adaptive Biotechnologies Corporation
    US00650F1093
    38M $1.1B $30 59 / 100
    Netflix, Inc.
    US64110L1061
    3.5M $1.1B $324 88 / 100
    Uber Technologies, Inc.
    US90353T1007
    38M $1.1B $30 72 / 100
    BridgeBio Pharma, Inc.
    US10806X1028
    27M $933M $35 61 / 100
    Elevance Health Inc.
    US0367521038
    3.1M $932M $302 69 / 100
    Boston Scientific Corporation
    US1011371077
    18M $836M $45 67 / 100
    Monster Beverage Corporation
    US61174X1090
    13M $823M $64 55 / 100
    JD.com, Inc.
    US47215P1066
    22M $783M $35 52 / 100
    ServiceNow, Inc.
    US81762P1021
    2.8M $777M $282 63 / 100
    Salesforce, Inc.
    US79466L3024
    4.4M $710M $163 77 / 100
    Centene Corporation
    US15135B1017
    11M $686M $63 50 / 100
    Block, Inc.
    US8522341036
    10M $628M $63
    Fortive Corporation
    US34959J1088
    7.2M $547M $76 66 / 100
    Lowe's Companies, Inc.
    US5486611073
    4.4M $530M $120 65 / 100
    MercadoLibre, Inc.
    US58733R1023
    707K $404M $572 84 / 100
    LIBERTY MEDIA CORP DELAWARE
    US5312298541
    8.6M $397M $46
    MetLife, Inc.
    US59156R1086
    6.7M $343M $51 55 / 100
    Molina Healthcare, Inc.
    US60855R1005
    2.3M $314M $136 50 / 100
    Guardant Health, Inc.
    US40131M1099
    3.8M $300M $78 56 / 100
    UnitedHealth Group Incorporated
    US91324P1021
    958K $282M $294 73 / 100
    Booking Holdings Inc.
    US09857L1089
    128K $262M $2.1K 66 / 100
    Assurant, Inc.
    US04621X1081
    1.9M $244M $131 50 / 100
    Activision Blizzard, Inc.
    US00507V1098
    4M $239M $59 50 / 100
    RAYTHEON CO
    US7551115071
    1M $229M $220
    AXA EQUITABLE HLDGS INC
    US0545611057
    9M $224M $25
    Textron Inc.
    US8832031012
    4.9M $221M $45 52 / 100
    Microsoft Corporation
    US5949181045
    1.4M $216M $158 80 / 100
    McKesson Corporation
    US58155Q1031
    1.5M $209M $138 54 / 100
    Coupa Software Incorporated
    US22266L1061
    1.4M $207M $146 50 / 100
    The Middleby Corporation
    US5962781010
    1.9M $203M $110 49 / 100
    Exact Sciences Corporation
    US30063P1057
    2.1M $191M $92 56 / 100
    AON PLC
    USG0408V1029
    772K $161M $208
    Avantor, Inc.
    US05352A1007
    8.3M $151M $18
    American International Group, Inc.
    US0268747849
    2.7M $141M $51 44 / 100
    BioMarin Pharmaceutical Inc.
    US09061G1013
    1.6M $137M $85 57 / 100
    Illumina, Inc.
    US4523271090
    409K $136M $332 59 / 100
    Norfolk Southern Corporation
    US6558441084
    624K $121M $194 45 / 100
    Blueprint Medicines Corporation
    US09627Y1091
    1.3M $105M $80 48 / 100
    Cigna Corporation
    US1255231003
    457K $93M $204 55 / 100
    CANADA GOOSE HOLDINGS INC
    US1350861068
    2.4M $88M $36
    Chewy, Inc.
    US16679L1098
    2.9M $84M $29
    BRISTOL MYERS SQUIBB CO
    US1101221570
    26M $78M $3
    Fidelity National Information Services, Inc.
    US31620M1062
    555K $77M $139 47 / 100
    Catalent, Inc.
    US1488061029
    1.4M $77M $56
    Alphabet Inc.
    US02079K3059
    55K $74M $1.3K 91 / 100
    Align Technology, Inc.
    US0162551016
    262K $73M $279 53 / 100
    United Rentals, Inc.
    US9113631090
    419K $70M $167
    Alibaba Group Holding Limited
    US01609W1027
    329K $70M $212 60 / 100
    Moderna, Inc.
    US60770K1079
    3.3M $65M $20 53 / 100
    Visa Inc.
    US92826C8394
    336K $63M $188 83 / 100
    Anaplan, Inc.
    US03272L1089
    1M $55M $52
    Sea Limited
    US81141R1005
    1.2M $50M $40 80 / 100
    Covetrus, Inc.
    US22304C1009
    3.4M $45M $13
    GARDNER DENVER HLDGS INC
    US36555P1075
    1.1M $41M $37
    VIELA BIO INC
    US9266131005
    1.5M $40M $27
    Humana Inc.
    US4448591028
    104K $38M $367 56 / 100
    Edwards Lifesciences Corporation
    US28176E1082
    159K $37M $233 60 / 100
    Envista Holdings Corp
    US29415F1049
    1.1M $34M $30 48 / 100
    Datadog, Inc.
    US23804L1035
    823K $31M $38 72 / 100
    Editas Medicine, Inc.
    US28106W1036
    733K $22M $30 50 / 100
    Tesla, Inc.
    US88160R1014
    52K $22M $418 81 / 100
    Genmab A/S
    US3723032062
    585K $13M $22 52 / 100
    Comcast Corporation
    US20030N1019
    290K $13M $45 61 / 100
    aTyr Pharma, Inc.
    US0021202025
    229K $956K $4.2

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