Andreas Halvorsen / Portfolio / 2020-Q2

    Company Shares Market value Share price InsiderPie Expert Score
    Amazon.com, Inc.
    US0231351067
    613K $1.7B $2.8K 88 / 100
    Adaptive Biotechnologies Corporation
    US00650F1093
    33M $1.6B $48 59 / 100
    Comcast Corporation
    US20030N1019
    29M $1.1B $39 61 / 100
    Centene Corporation
    US15135B1017
    16M $1B $64 50 / 100
    American Express Company
    US0258161092
    10M $999M $95 79 / 100
    Fidelity National Information Services, Inc.
    US31620M1062
    6.7M $900M $134 47 / 100
    BridgeBio Pharma, Inc.
    US10806X1028
    27M $868M $33 61 / 100
    Microsoft Corporation
    US5949181045
    3.7M $755M $204 80 / 100
    Boston Scientific Corporation
    US1011371077
    18M $648M $35 67 / 100
    Thermo Fisher Scientific Inc.
    US8835561023
    1.7M $628M $362 70 / 100
    JPMorgan Chase & Co.
    US46625H1005
    6.4M $603M $94 81 / 100
    Fortive Corporation
    US34959J1088
    8.8M $593M $68 66 / 100
    AON PLC
    USG0403H1089
    3M $569M $193
    Cigna Corporation
    US1255231003
    2.9M $554M $188 55 / 100
    Hilton Worldwide Holdings Inc.
    US43300A2033
    7.3M $534M $73 70 / 100
    Uber Technologies, Inc.
    US90353T1007
    16M $512M $31 72 / 100
    Las Vegas Sands Corp.
    US5178341070
    11M $507M $46 53 / 100
    JD.com, Inc.
    US47215P1066
    8.3M $497M $60 52 / 100
    APi Group Corporation
    US00187Y1001
    33M $405M $12
    Salesforce, Inc.
    US79466L3024
    2.1M $402M $187 77 / 100
    T-Mobile US, Inc.
    US8725901040
    3.8M $396M $104 67 / 100
    Nuance Communications, Inc.
    US67020Y1001
    13M $324M $25
    Booking Holdings Inc.
    US09857L1089
    203K $323M $1.6K 66 / 100
    Assurant, Inc.
    US04621X1081
    2.8M $292M $103 50 / 100
    Ingersoll Rand Inc.
    US45687V1061
    10M $287M $28 54 / 100
    Workday, Inc.
    US98138H1014
    1.5M $279M $187 74 / 100
    CHUBB LIMITED
    USH1467J1046
    2.2M $279M $127
    Moody's Corporation
    US6153691059
    977K $269M $275 79 / 100
    Parker-Hannifin Corporation
    US7010941042
    1.4M $264M $183 55 / 100
    Anaplan, Inc.
    US03272L1089
    5.7M $260M $45
    Guardant Health, Inc.
    US40131M1099
    3.1M $249M $81 56 / 100
    Analog Devices, Inc.
    US0326541051
    2M $240M $123 61 / 100
    Lowe's Companies, Inc.
    US5486611073
    1.7M $231M $135 65 / 100
    The Sherwin-Williams Company
    US8243481061
    398K $230M $578 71 / 100
    Darden Restaurants, Inc.
    US2371941053
    3M $227M $76 52 / 100
    Zentalis Pharmaceuticals, Inc.
    US98943L1070
    4.4M $213M $48
    Exact Sciences Corporation
    US30063P1057
    2.2M $190M $87 56 / 100
    Sea Limited
    US81141R1005
    1.7M $185M $107 80 / 100
    Molina Healthcare, Inc.
    US60855R1005
    1M $180M $178 50 / 100
    Micron Technology, Inc.
    US5951121038
    3.4M $175M $52 60 / 100
    The Allstate Corporation
    US0200021014
    1.8M $172M $97 48 / 100
    LINDE PLC
    USG5494J1037
    804K $170M $212
    Encompass Health Corporation
    US29261A1007
    2.7M $166M $62 52 / 100
    Netflix, Inc.
    US64110L1061
    357K $162M $455 88 / 100
    Danaher Corporation
    US2358511028
    904K $160M $177 80 / 100
    Alibaba Group Holding Limited
    US01609W1027
    696K $150M $216 60 / 100
    Align Technology, Inc.
    US0162551016
    539K $148M $274 53 / 100
    Blueprint Medicines Corporation
    US09627Y1091
    1.6M $127M $78 48 / 100
    ROYALTY PHARMA PLC
    USG7709Q1043
    2.5M $122M $49
    Catalent, Inc.
    US1488061029
    1.5M $109M $73
    COOPER COS INC
    US2166484020
    346K $98M $284
    Envista Holdings Corp
    US29415F1049
    4.5M $95M $21 48 / 100
    Avantor, Inc.
    US05352A1007
    5.5M $93M $17
    EVEREST RE GROUP LTD
    USG3223R1089
    418K $86M $206
    HORIZON THERAPEUTICS PUB LTD
    USG461881017
    1.5M $82M $56
    CME Group Inc.
    US12572Q1058
    483K $78M $163 53 / 100
    The TJX Companies, Inc.
    US8725401090
    1.5M $77M $51 62 / 100
    PVH Corp.
    US6936561009
    1.5M $73M $48
    MercadoLibre, Inc.
    US58733R1023
    69K $68M $986 84 / 100
    BRISTOL-MYERS SQUIBB CO
    US1101221570
    19M $68M $3.6
    LIBERTY MEDIA CORP DEL
    US5312298541
    1.9M $61M $32
    Change Healthcare Inc.
    US15912K1007
    4.3M $48M $11
    VIELA BIO INC
    US9266131005
    1M $45M $43
    VARIAN MED SYS INC
    US92220P1057
    366K $45M $123
    Visa Inc.
    US92826C8394
    165K $32M $193 83 / 100
    MOMENTA PHARMACEUTICALS INC
    US60877T1007
    946K $31M $33
    Genmab A/S
    US3723032062
    575K $19M $34 52 / 100
    Agora, Inc.
    US00851L1035
    400K $18M $44
    Editas Medicine, Inc.
    US28106W1036
    413K $12M $30 50 / 100
    UNIQURE NV
    USN900641010
    62K $2.8M $45
    aTyr Pharma, Inc.
    US0021202025
    587K $2.6M $4.4
    T-MOBILE US INC
    US8725901123
    1.8M $302K $0.17

    Notifications