Andreas Halvorsen / Portfolio / 2020-Q4

    Company Shares Market value Share price InsiderPie Expert Score
    Microsoft Corporation
    US5949181045
    12M $2.6B $222 80 / 100
    BridgeBio Pharma, Inc.
    US10806X1028
    27M $1.9B $71 62 / 100
    Adaptive Biotechnologies Corporation
    US00650F1093
    30M $1.8B $59 60 / 100
    Fidelity National Information Services, Inc.
    US31620M1062
    12M $1.7B $141 47 / 100
    T-Mobile US, Inc.
    US8725901040
    8.7M $1.2B $135 68 / 100
    Alphabet Inc.
    US02079K3059
    620K $1.1B $1.8K 91 / 100
    Boston Scientific Corporation
    US1011371077
    30M $1.1B $36 69 / 100
    JPMorgan Chase & Co.
    US46625H1005
    8.5M $1.1B $127 82 / 100
    UnitedHealth Group Incorporated
    US91324P1021
    2.8M $980M $351 75 / 100
    Visa Inc.
    US92826C8394
    4.1M $894M $219 83 / 100
    Centene Corporation
    US15135B1017
    13M $786M $60 50 / 100
    ABCELLERA BIOLOGICS INC
    US00288U1060
    19M $776M $40
    The Walt Disney Company
    US2546871060
    4.3M $774M $181 84 / 100
    Nuance Communications, Inc.
    US67020Y1001
    16M $722M $44
    MercadoLibre, Inc.
    US58733R1023
    412K $690M $1.7K 84 / 100
    Palo Alto Networks, Inc.
    US6974351057
    1.9M $671M $355 52 / 100
    Amazon.com, Inc.
    US0231351067
    200K $653M $3.3K 88 / 100
    American Express Company
    US0258161092
    5.2M $632M $121 80 / 100
    FLEETCOR Technologies, Inc.
    US3390411052
    2.3M $619M $273 50 / 100
    Taiwan Semiconductor Manufacturing Company Limited
    US8740391003
    5.6M $611M $109 86 / 100
    APi Group Corporation
    US00187Y1001
    33M $605M $18
    Zimmer Biomet Holdings, Inc.
    US98956P1021
    3.9M $596M $154 51 / 100
    Fortive Corporation
    US34959J1088
    8M $564M $71 68 / 100
    AON PLC
    USG0403H1089
    2.6M $543M $211
    Hilton Worldwide Holdings Inc.
    US43300A2033
    4.7M $525M $111 71 / 100
    Moody's Corporation
    US6153691059
    1.6M $478M $290 79 / 100
    Parker-Hannifin Corporation
    US7010941042
    1.7M $458M $272 56 / 100
    Guardant Health, Inc.
    US40131M1099
    3.5M $456M $129 55 / 100
    ServiceNow, Inc.
    US81762P1021
    768K $423M $550 62 / 100
    Booking Holdings Inc.
    US09857L1089
    188K $419M $2.2K 67 / 100
    CHUBB LIMITED
    USH1467J1046
    2.7M $417M $154
    Cigna Corporation
    US1255231003
    2M $407M $208 55 / 100
    The Hartford Financial Services Group, Inc.
    US4165151048
    8.1M $395M $49 54 / 100
    Sea Limited
    US81141R1005
    1.9M $379M $199 80 / 100
    Avantor, Inc.
    US05352A1007
    13M $376M $28
    Assurant, Inc.
    US04621X1081
    2.8M $376M $136 50 / 100
    Advanced Micro Devices, Inc.
    US0079031078
    4M $368M $92 82 / 100
    Otis Worldwide Corporation
    US68902V1070
    5.4M $365M $68 59 / 100
    VeriSign, Inc.
    US92343E1029
    1.5M $317M $216 62 / 100
    GENERAL ELECTRIC CO
    US3696041033
    29M $315M $11
    HCA Healthcare, Inc.
    US40412C1018
    1.7M $288M $164 62 / 100
    Align Technology, Inc.
    US0162551016
    535K $286M $534 53 / 100
    Meta Platforms, Inc.
    US30303M1027
    1M $282M $273 84 / 100
    Ingersoll Rand Inc.
    US45687V1061
    6.1M $280M $46 55 / 100
    HORIZON THERAPEUTICS PUB L
    USG461881017
    3.7M $268M $73
    Encompass Health Corporation
    US29261A1007
    2.6M $219M $83 52 / 100
    Molina Healthcare, Inc.
    US60855R1005
    1M $218M $213 50 / 100
    Unity Software Inc.
    US91332U1016
    1.4M $216M $153 50 / 100
    Micron Technology, Inc.
    US5951121038
    2.8M $207M $75 59 / 100
    AvalonBay Communities, Inc.
    US0534841012
    1.2M $194M $160 49 / 100
    Snowflake Inc.
    US8334451098
    627K $176M $281 64 / 100
    Inhibrx Biosciences, Inc.
    US45720L1070
    5.3M $175M $33
    Air Products and Chemicals, Inc.
    US0091581068
    637K $174M $273 69 / 100
    Workday, Inc.
    US98138H1014
    708K $170M $240 74 / 100
    Las Vegas Sands Corp.
    US5178341070
    2.8M $168M $60 53 / 100
    4D Molecular Therapeutics, Inc.
    US35104E1001
    3.9M $163M $41
    MetLife, Inc.
    US59156R1086
    3.3M $157M $47 54 / 100
    Zentalis Pharmaceuticals, Inc.
    US98943L1070
    3M $156M $52
    Bristol-Myers Squibb Company
    US1101221083
    2.5M $155M $62 50 / 100
    Marsh & McLennan Companies, Inc.
    US5717481023
    1.3M $155M $117 50 / 100
    PMV Pharmaceuticals, Inc.
    US69353Y1038
    2.4M $145M $62
    Match Group, Inc.
    US57667L1070
    915K $138M $151 53 / 100
    Becton, Dickinson and Company
    US0758871091
    512K $128M $250 56 / 100
    Darden Restaurants, Inc.
    US2371941053
    1.1M $128M $119 52 / 100
    Catalent, Inc.
    US1488061029
    1.2M $125M $104
    Insulet Corporation
    US45784P1012
    484K $124M $256 65 / 100
    ROYALTY PHARMA PLC
    USG7709Q1043
    2.3M $114M $50
    Bilibili Inc.
    US0900401060
    1.3M $112M $86 51 / 100
    Equitable Holdings, Inc.
    US29452E1010
    3.9M $99M $26 49 / 100
    The Progressive Corporation
    US7433151039
    895K $89M $99 61 / 100
    McAfee Corp.
    US5790631080
    5.3M $88M $17
    DoorDash, Inc.
    US25809K1051
    611K $87M $143 71 / 100
    PVH Corp.
    US6936561009
    828K $78M $94
    CarMax, Inc.
    US1431301027
    794K $75M $94 53 / 100
    KINNATE BIOPHARMA INC
    US49705R1059
    1.9M $74M $40
    Athira Pharma, Inc.
    US04746L1044
    2.1M $73M $34
    Vertex, Inc.
    US92538J1060
    2M $71M $35 52 / 100
    CoStar Group, Inc.
    US22160N1090
    71K $66M $924
    COOPER COS INC
    US2166484020
    149K $54M $363
    EVEREST RE GROUP LTD
    USG3223R1089
    200K $47M $234
    Pacific Biosciences of California, Inc.
    US69404D1081
    1.6M $41M $26 46 / 100
    Thermo Fisher Scientific Inc.
    US8835561023
    78K $36M $466 71 / 100
    GOHEALTH INC
    US38046W1053
    2.6M $36M $14
    KARUNA THERAPEUTICS INC
    US48576A1007
    338K $34M $102
    Arena Pharmaceuticals, Inc.
    US0400476075
    427K $33M $77
    Blueprint Medicines Corporation
    US09627Y1091
    273K $31M $112 48 / 100
    VIELA BIO INC
    US9266131005
    703K $25M $36
    LABORATORY CORP AMER HLDGS
    US50540R4092
    95K $19M $204
    Jamf Holding Corp.
    US47074L1052
    606K $18M $30
    CHINDATA GROUP HLDGS LTD
    US16955F1075
    740K $18M $24
    Acadia Healthcare Company, Inc.
    US00404A1097
    342K $17M $50 51 / 100
    Agora, Inc.
    US00851L1035
    400K $16M $40
    Genmab A/S
    US3723032062
    378K $15M $41 52 / 100
    Seer, Inc.
    US81578P1066
    270K $15M $56
    JFROG LTD
    USM6191J1009
    169K $11M $63
    BRISTOL-MYERS SQUIBB CO
    US1101221570
    8.8M $6.1M $0.69

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