Andreas Halvorsen / Portfolio / 2020-Q3

    Company Shares Market value Share price InsiderPie Expert Score
    Microsoft Corporation
    US5949181045
    8.3M $1.7B $210 80 / 100
    Adaptive Biotechnologies Corporation
    US00650F1093
    33M $1.6B $49 59 / 100
    Fidelity National Information Services, Inc.
    US31620M1062
    8.9M $1.3B $147 47 / 100
    American Express Company
    US0258161092
    11M $1.1B $100 79 / 100
    Centene Corporation
    US15135B1017
    17M $1B $58 50 / 100
    BridgeBio Pharma, Inc.
    US10806X1028
    27M $999M $38 61 / 100
    T-Mobile US, Inc.
    US8725901040
    8.1M $923M $114 67 / 100
    JPMorgan Chase & Co.
    US46625H1005
    9.5M $910M $96 81 / 100
    Amazon.com, Inc.
    US0231351067
    272K $857M $3.1K 88 / 100
    Hilton Worldwide Holdings Inc.
    US43300A2033
    8.8M $754M $85 70 / 100
    Boston Scientific Corporation
    US1011371077
    19M $719M $38 67 / 100
    AON PLC
    USG0403H1089
    3M $622M $206
    Thermo Fisher Scientific Inc.
    US8835561023
    1.4M $608M $442 70 / 100
    Booking Holdings Inc.
    US09857L1089
    348K $596M $1.7K 66 / 100
    Nuance Communications, Inc.
    US67020Y1001
    17M $564M $33
    Fortive Corporation
    US34959J1088
    6.8M $519M $76 66 / 100
    MercadoLibre, Inc.
    US58733R1023
    473K $512M $1.1K 84 / 100
    Parker-Hannifin Corporation
    US7010941042
    2.5M $510M $202 55 / 100
    Taiwan Semiconductor Manufacturing Company Limited
    US8740391003
    6.1M $498M $81 86 / 100
    APi Group Corporation
    US00187Y1001
    33M $474M $14
    Comcast Corporation
    US20030N1019
    10M $465M $46 61 / 100
    Guardant Health, Inc.
    US40131M1099
    3.9M $431M $112 56 / 100
    Las Vegas Sands Corp.
    US5178341070
    8.6M $401M $47 53 / 100
    CHUBB LIMITED
    USH1467J1046
    3.4M $397M $116
    CME Group Inc.
    US12572Q1058
    2.3M $388M $167 53 / 100
    AvalonBay Communities, Inc.
    US0534841012
    2.6M $381M $149 49 / 100
    Moody's Corporation
    US6153691059
    1.3M $377M $290 79 / 100
    Advanced Micro Devices, Inc.
    US0079031078
    4.5M $369M $82 82 / 100
    RTX Corporation
    US75513E1010
    6.1M $354M $58 48 / 100
    Analog Devices, Inc.
    US0326541051
    2.9M $342M $117 61 / 100
    Assurant, Inc.
    US04621X1081
    2.8M $335M $121 50 / 100
    Exact Sciences Corporation
    US30063P1057
    3M $306M $102 56 / 100
    Ingersoll Rand Inc.
    US45687V1061
    8.4M $298M $36 54 / 100
    Alphabet Inc.
    US02079K3059
    192K $281M $1.5K 91 / 100
    CoStar Group, Inc.
    US22160N1090
    300K $255M $849
    Cigna Corporation
    US1255231003
    1.4M $245M $169 55 / 100
    Workday, Inc.
    US98138H1014
    1.1M $242M $215 74 / 100
    Zimmer Biomet Holdings, Inc.
    US98956P1021
    1.7M $230M $136 51 / 100
    Molina Healthcare, Inc.
    US60855R1005
    1.2M $223M $183 50 / 100
    Encompass Health Corporation
    US29261A1007
    3.3M $215M $65 52 / 100
    Bill.com Holdings, Inc.
    US0900431000
    2M $203M $100 55 / 100
    Align Technology, Inc.
    US0162551016
    594K $195M $327 53 / 100
    Bristol-Myers Squibb Company
    US1101221083
    3.2M $192M $60 50 / 100
    Otis Worldwide Corporation
    US68902V1070
    3M $187M $62 60 / 100
    Avantor, Inc.
    US05352A1007
    8.2M $185M $22
    ATLASSIAN CORP PLC
    USG062421049
    946K $172M $182
    Dayforce Inc
    US15677J1088
    2M $168M $83 54 / 100
    Snowflake Inc.
    US8334451098
    641K $161M $251 65 / 100
    Micron Technology, Inc.
    US5951121038
    3.1M $146M $47 60 / 100
    Zentalis Pharmaceuticals, Inc.
    US98943L1070
    4.4M $145M $33
    Darden Restaurants, Inc.
    US2371941053
    1.4M $145M $101 52 / 100
    Elevance Health Inc.
    US0367521038
    522K $140M $269 69 / 100
    VeriSign, Inc.
    US92343E1029
    653K $134M $205 63 / 100
    Blueprint Medicines Corporation
    US09627Y1091
    1.4M $133M $93 48 / 100
    EVEREST RE GROUP LTD
    USG3223R1089
    660K $130M $198
    Sea Limited
    US81141R1005
    820K $126M $154 80 / 100
    Unity Software Inc.
    US91332U1016
    1.4M $123M $87 50 / 100
    COOPER COS INC
    US2166484020
    352K $119M $337
    FLEETCOR Technologies, Inc.
    US3390411052
    470K $112M $238 50 / 100
    PVH Corp.
    US6936561009
    1.8M $105M $60
    Catalent, Inc.
    US1488061029
    1.2M $102M $86
    Inhibrx Biosciences, Inc.
    US45720L1070
    5.3M $96M $18
    PMV Pharmaceuticals, Inc.
    US69353Y1038
    2.6M $94M $36
    HORIZON THERAPEUTICS PUB L
    USG461881017
    1.2M $91M $78
    ROYALTY PHARMA PLC
    USG7709Q1043
    1.9M $82M $42
    LABORATORY CORP AMER HLDGS
    US50540R4092
    430K $81M $188
    The Allstate Corporation
    US0200021014
    823K $77M $94 48 / 100
    Visa Inc.
    US92826C8394
    322K $64M $200 83 / 100
    GOHEALTH INC
    US38046W1053
    4.7M $61M $13
    LIBERTY MEDIA CORP DEL
    US5312298541
    1.4M $52M $36
    KARUNA THERAPEUTICS INC
    US48576A1007
    664K $51M $77
    Insulet Corporation
    US45784P1012
    214K $51M $237 66 / 100
    Vertex, Inc.
    US92538J1060
    2M $47M $23 52 / 100
    Pacific Biosciences of California, Inc.
    US69404D1081
    4.5M $45M $9.9 47 / 100
    BRISTOL-MYERS SQUIBB CO
    US1101221570
    18M $41M $2.3
    Athira Pharma, Inc.
    US04746L1044
    2.1M $39M $18
    NIKOLA CORP
    US6541101050
    1.8M $37M $20
    Li Auto Inc.
    US50202M1027
    1.5M $27M $17 59 / 100
    VBI VACCINES INC
    US91822J1034
    8.8M $25M $2.9
    CHINDATA GROUP HLDGS LTD
    US16955F1075
    1.5M $24M $16
    VIELA BIO INC
    US9266131005
    843K $24M $28
    Jamf Holding Corp.
    US47074L1052
    606K $23M $38
    Agora, Inc.
    US00851L1035
    400K $17M $43
    JFROG LTD
    USM6191J1009
    169K $14M $85
    Genmab A/S
    US3723032062
    378K $14M $37 52 / 100
    aTyr Pharma, Inc.
    US0021202025
    587K $1.9M $3.2

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