Andreas Halvorsen / Portfolio / 2020-Q4
| Company | Shares | Market value | Share price | InsiderPie Expert Score |
|---|---|---|---|---|
Microsoft Corporation
|
|
|
|
80
/ 100
|
BridgeBio Pharma, Inc.
|
|
|
|
62
/ 100
|
Adaptive Biotechnologies Corporation
|
|
|
|
60
/ 100
|
Fidelity National Information Services, Inc.
|
|
|
|
47
/ 100
|
T-Mobile US, Inc.
|
|
|
|
68
/ 100
|
Alphabet Inc.
|
|
|
|
91
/ 100
|
Boston Scientific Corporation
|
|
|
|
69
/ 100
|
JPMorgan Chase & Co.
|
|
|
|
82
/ 100
|
UnitedHealth Group Incorporated
|
|
|
|
75
/ 100
|
Visa Inc.
|
|
|
|
83
/ 100
|
Centene Corporation
|
|
|
|
50
/ 100
|
|
|
|
|
|
|
The Walt Disney Company
|
|
|
|
84
/ 100
|
|
|
|
|
|
|
MercadoLibre, Inc.
|
|
|
|
84
/ 100
|
Palo Alto Networks, Inc.
|
|
|
|
52
/ 100
|
Amazon.com, Inc.
|
|
|
|
88
/ 100
|
American Express Company
|
|
|
|
80
/ 100
|
|
|
|
|
|
50
/ 100
|
Taiwan Semiconductor Manufacturing Company Limited
|
|
|
|
86
/ 100
|
APi Group Corporation
|
|
|
|
|
Zimmer Biomet Holdings, Inc.
|
|
|
|
51
/ 100
|
Fortive Corporation
|
|
|
|
68
/ 100
|
|
|
|
|
|
|
Hilton Worldwide Holdings Inc.
|
|
|
|
71
/ 100
|
Moody's Corporation
|
|
|
|
79
/ 100
|
Parker-Hannifin Corporation
|
|
|
|
56
/ 100
|
Guardant Health, Inc.
|
|
|
|
55
/ 100
|
ServiceNow, Inc.
|
|
|
|
62
/ 100
|
Booking Holdings Inc.
|
|
|
|
67
/ 100
|
|
|
|
|
|
|
Cigna Corporation
|
|
|
|
55
/ 100
|
The Hartford Financial Services Group, Inc.
|
|
|
|
54
/ 100
|
Sea Limited
|
|
|
|
80
/ 100
|
Avantor, Inc.
|
|
|
|
|
Assurant, Inc.
|
|
|
|
50
/ 100
|
Advanced Micro Devices, Inc.
|
|
|
|
82
/ 100
|
Otis Worldwide Corporation
|
|
|
|
59
/ 100
|
VeriSign, Inc.
|
|
|
|
62
/ 100
|
|
|
|
|
|
|
HCA Healthcare, Inc.
|
|
|
|
62
/ 100
|
Align Technology, Inc.
|
|
|
|
53
/ 100
|
Meta Platforms, Inc.
|
|
|
|
84
/ 100
|
Ingersoll Rand Inc.
|
|
|
|
55
/ 100
|
|
|
|
|
|
|
Encompass Health Corporation
|
|
|
|
52
/ 100
|
Molina Healthcare, Inc.
|
|
|
|
50
/ 100
|
Unity Software Inc.
|
|
|
|
50
/ 100
|
Micron Technology, Inc.
|
|
|
|
59
/ 100
|
AvalonBay Communities, Inc.
|
|
|
|
49
/ 100
|
Snowflake Inc.
|
|
|
|
64
/ 100
|
Inhibrx Biosciences, Inc.
|
|
|
|
|
Air Products and Chemicals, Inc.
|
|
|
|
69
/ 100
|
Workday, Inc.
|
|
|
|
74
/ 100
|
Las Vegas Sands Corp.
|
|
|
|
53
/ 100
|
4D Molecular Therapeutics, Inc.
|
|
|
|
|
MetLife, Inc.
|
|
|
|
54
/ 100
|
Zentalis Pharmaceuticals, Inc.
|
|
|
|
|
Bristol-Myers Squibb Company
|
|
|
|
50
/ 100
|
Marsh & McLennan Companies, Inc.
|
|
|
|
50
/ 100
|
PMV Pharmaceuticals, Inc.
|
|
|
|
|
Match Group, Inc.
|
|
|
|
53
/ 100
|
Becton, Dickinson and Company
|
|
|
|
56
/ 100
|
Darden Restaurants, Inc.
|
|
|
|
52
/ 100
|
|
|
|
|
|
|
Insulet Corporation
|
|
|
|
65
/ 100
|
|
|
|
|
|
|
Bilibili Inc.
|
|
|
|
51
/ 100
|
Equitable Holdings, Inc.
|
|
|
|
49
/ 100
|
The Progressive Corporation
|
|
|
|
61
/ 100
|
|
|
|
|
|
|
DoorDash, Inc.
|
|
|
|
71
/ 100
|
PVH Corp.
|
|
|
|
|
CarMax, Inc.
|
|
|
|
53
/ 100
|
|
|
|
|
|
|
Athira Pharma, Inc.
|
|
|
|
|
Vertex, Inc.
|
|
|
|
52
/ 100
|
CoStar Group, Inc.
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Pacific Biosciences of California, Inc.
|
|
|
|
46
/ 100
|
Thermo Fisher Scientific Inc.
|
|
|
|
71
/ 100
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Blueprint Medicines Corporation
|
|
|
|
48
/ 100
|
|
|
|
|
|
|
|
|
|
|
|
|
Jamf Holding Corp.
|
|
|
|
|
|
|
|
|
|
|
Acadia Healthcare Company, Inc.
|
|
|
|
51
/ 100
|
Agora, Inc.
|
|
|
|
|
Genmab A/S
|
|
|
|
52
/ 100
|
Seer, Inc.
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|