Andreas Halvorsen / Portfolio / 2020-Q1

    Company Shares Market value Share price InsiderPie Expert Score
    Amazon.com, Inc.
    US0231351067
    880K $1.7B $1.9K 88 / 100
    Boston Scientific Corporation
    US1011371077
    32M $1B $33 67 / 100
    Netflix, Inc.
    US64110L1061
    2.7M $999M $376 88 / 100
    Centene Corporation
    US15135B1017
    16M $964M $59 50 / 100
    Adaptive Biotechnologies Corporation
    US00650F1093
    33M $930M $28 59 / 100
    Microsoft Corporation
    US5949181045
    4.9M $773M $158 80 / 100
    BridgeBio Pharma, Inc.
    US10806X1028
    27M $772M $29 61 / 100
    JD.com, Inc.
    US47215P1066
    19M $764M $41 52 / 100
    Uber Technologies, Inc.
    US90353T1007
    26M $732M $28 72 / 100
    Comcast Corporation
    US20030N1019
    18M $615M $34 61 / 100
    Fortive Corporation
    US34959J1088
    9.4M $520M $55 66 / 100
    Salesforce, Inc.
    US79466L3024
    3.5M $505M $144 77 / 100
    Lowe's Companies, Inc.
    US5486611073
    5.5M $471M $86 65 / 100
    Fidelity National Information Services, Inc.
    US31620M1062
    3.8M $462M $122 47 / 100
    Cigna Corporation
    US1255231003
    2.5M $451M $177 55 / 100
    Elevance Health Inc.
    US0367521038
    1.8M $411M $227 69 / 100
    AON PLC
    USG0408V1029
    2.3M $378M $165
    JPMorgan Chase & Co.
    US46625H1005
    4.1M $368M $90 81 / 100
    Alphabet Inc.
    US02079K3059
    313K $364M $1.2K 91 / 100
    Meta Platforms, Inc.
    US30303M1027
    2M $335M $167 84 / 100
    American Express Company
    US0258161092
    3.9M $332M $86 79 / 100
    Workday, Inc.
    US98138H1014
    2.5M $321M $130 74 / 100
    Ingersoll Rand Inc.
    US45687V1061
    12M $298M $25 54 / 100
    CME Group Inc.
    US12572Q1058
    1.7M $294M $173 53 / 100
    Micron Technology, Inc.
    US5951121038
    6.7M $282M $42 60 / 100
    Guardant Health, Inc.
    US40131M1099
    3.8M $264M $70 56 / 100
    Norfolk Southern Corporation
    US6558441084
    1.8M $258M $146 45 / 100
    Booking Holdings Inc.
    US09857L1089
    187K $252M $1.3K 66 / 100
    Assurant, Inc.
    US04621X1081
    2.1M $224M $104 50 / 100
    O'Reilly Automotive, Inc.
    US67103H1077
    669K $202M $301 58 / 100
    Agilent Technologies, Inc.
    US00846U1016
    2.8M $200M $72 65 / 100
    ServiceNow, Inc.
    US81762P1021
    668K $192M $287 63 / 100
    Molina Healthcare, Inc.
    US60855R1005
    1.4M $191M $140 50 / 100
    MercadoLibre, Inc.
    US58733R1023
    389K $190M $489 84 / 100
    The Progressive Corporation
    US7433151039
    2.1M $154M $74 60 / 100
    Exact Sciences Corporation
    US30063P1057
    2.4M $141M $58 56 / 100
    Las Vegas Sands Corp.
    US5178341070
    3.1M $131M $42 53 / 100
    Change Healthcare Inc.
    US15912K1007
    13M $128M $10
    Avantor, Inc.
    US05352A1007
    10M $126M $12
    BioMarin Pharmaceutical Inc.
    US09061G1013
    1.5M $123M $85 57 / 100
    COOPER COS INC
    US2166484020
    437K $120M $276
    T-Mobile US, Inc.
    US8725901040
    1.3M $105M $84 67 / 100
    CHUBB LIMITED
    USH1467J1046
    919K $103M $112
    Catalent, Inc.
    US1488061029
    1.9M $101M $52
    Arthur J. Gallagher & Co.
    US3635761097
    1.2M $94M $82 59 / 100
    Blueprint Medicines Corporation
    US09627Y1091
    1.6M $94M $58 48 / 100
    Encompass Health Corporation
    US29261A1007
    1.4M $93M $64 52 / 100
    VARIAN MED SYS INC
    US92220P1057
    867K $89M $103
    BRISTOL-MYERS SQUIBB CO
    US1101221570
    20M $75M $3.8
    Visa Inc.
    US92826C8394
    430K $69M $161 83 / 100
    HORIZON THERAPEUTICS PUB LTD
    USG461881017
    2M $59M $30
    Sea Limited
    US81141R1005
    1.3M $59M $44 80 / 100
    LIBERTY MEDIA CORP DEL
    US5312298541
    1.9M $52M $27
    CSX Corporation
    US1264081035
    844K $48M $57 52 / 100
    VIELA BIO INC
    US9266131005
    1.3M $48M $38
    Moderna, Inc.
    US60770K1079
    995K $30M $30 53 / 100
    CANADA GOOSE HOLDINGS INC
    US1350861068
    1.4M $28M $20
    Microchip Technology Incorporated
    US5950171042
    408K $28M $68
    Genmab A/S
    US3723032062
    841K $18M $21 52 / 100
    SmileDirectClub, Inc.
    US83192H1068
    2.3M $11M $4.7
    Editas Medicine, Inc.
    US28106W1036
    512K $10M $20 50 / 100
    Covetrus, Inc.
    US22304C1009
    633K $5.1M $8.1
    Anaplan, Inc.
    US03272L1089
    117K $3.5M $30
    aTyr Pharma, Inc.
    US0021202025
    587K $1.6M $2.8

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