Andreas Halvorsen / Portfolio / 2021-Q1

    Company Shares Market value Share price InsiderPie Expert Score
    Microsoft Corporation
    US5949181045
    8.5M $2B $236 80 / 100
    BridgeBio Pharma, Inc.
    US10806X1028
    27M $1.6B $62 62 / 100
    Fidelity National Information Services, Inc.
    US31620M1062
    9.6M $1.3B $141 47 / 100
    T-Mobile US, Inc.
    US8725901040
    10M $1.3B $125 68 / 100
    Bank of America Corporation
    US0605051046
    31M $1.2B $39 65 / 100
    Adaptive Biotechnologies Corporation
    US00650F1093
    30M $1.2B $40 60 / 100
    UnitedHealth Group Incorporated
    US91324P1021
    3.1M $1.1B $372 75 / 100
    Alphabet Inc.
    US02079K3059
    454K $937M $2.1K 91 / 100
    Visa Inc.
    US92826C8394
    4M $855M $212 83 / 100
    Palo Alto Networks, Inc.
    US6974351057
    2.5M $808M $322 52 / 100
    GENERAL ELECTRIC CO
    US3696041033
    61M $796M $13
    Fortive Corporation
    US34959J1088
    11M $790M $71 68 / 100
    FLEETCOR Technologies, Inc.
    US3390411052
    2.6M $707M $269 50 / 100
    Centene Corporation
    US15135B1017
    11M $702M $64 50 / 100
    Meta Platforms, Inc.
    US30303M1027
    2.3M $692M $295 84 / 100
    Boston Scientific Corporation
    US1011371077
    18M $692M $39 69 / 100
    APi Group Corporation
    US00187Y1001
    33M $689M $21
    CHUBB LIMITED
    USH1467J1046
    4.2M $661M $158
    ABCELLERA BIOLOGICS INC
    US00288U1060
    19M $648M $34
    Zimmer Biomet Holdings, Inc.
    US98956P1021
    3.8M $612M $160 51 / 100
    Amazon.com, Inc.
    US0231351067
    181K $560M $3.1K 88 / 100
    O'Reilly Automotive, Inc.
    US67103H1077
    1.1M $541M $507 59 / 100
    Moody's Corporation
    US6153691059
    1.7M $512M $299 79 / 100
    AON PLC
    USG0403H1089
    2.2M $496M $230
    Nuance Communications, Inc.
    US67020Y1001
    11M $484M $44
    Otis Worldwide Corporation
    US68902V1070
    6.8M $468M $68 59 / 100
    Coupa Software Incorporated
    US22266L1061
    1.8M $457M $254 50 / 100
    ServiceNow, Inc.
    US81762P1021
    903K $451M $500 62 / 100
    Avantor, Inc.
    US05352A1007
    16M $449M $29
    Guardant Health, Inc.
    US40131M1099
    2.9M $445M $153 55 / 100
    Assurant, Inc.
    US04621X1081
    2.8M $394M $142 50 / 100
    Thermo Fisher Scientific Inc.
    US8835561023
    862K $393M $456 71 / 100
    Netflix, Inc.
    US64110L1061
    750K $391M $522 88 / 100
    Molina Healthcare, Inc.
    US60855R1005
    1.4M $335M $234 50 / 100
    Bristol-Myers Squibb Company
    US1101221083
    5.2M $328M $63 50 / 100
    Align Technology, Inc.
    US0162551016
    545K $295M $542 53 / 100
    HCA Healthcare, Inc.
    US40412C1018
    1.5M $282M $188 62 / 100
    Sea Limited
    US81141R1005
    1.3M $282M $223 80 / 100
    Match Group, Inc.
    US57667L1070
    2M $279M $137 53 / 100
    LABORATORY CORP AMER HLDGS
    US50540R4092
    1.1M $276M $255
    Insulet Corporation
    US45784P1012
    1M $270M $261 65 / 100
    Sunrun Inc.
    US86771W1053
    4.4M $266M $60 46 / 100
    Ingersoll Rand Inc.
    US45687V1061
    5.4M $264M $49 55 / 100
    Deere & Company
    US2441991054
    696K $261M $374 80 / 100
    Parker-Hannifin Corporation
    US7010941042
    818K $258M $315 56 / 100
    Marsh & McLennan Companies, Inc.
    US5717481023
    2.1M $254M $122 50 / 100
    MetLife, Inc.
    US59156R1086
    4M $242M $61 54 / 100
    MercadoLibre, Inc.
    US58733R1023
    161K $237M $1.5K 84 / 100
    Ameriprise Financial, Inc.
    US03076C1062
    848K $197M $232 53 / 100
    Equitable Holdings, Inc.
    US29452E1010
    6M $195M $33 49 / 100
    HORIZON THERAPEUTICS PUB L
    USG461881017
    2.1M $195M $92
    4D Molecular Therapeutics, Inc.
    US35104E1001
    3.9M $171M $43
    The Hartford Financial Services Group, Inc.
    US4165151048
    2.6M $170M $67 54 / 100
    XPeng Inc.
    US98422D1054
    4.2M $152M $37
    Snowflake Inc.
    US8334451098
    627K $144M $229 64 / 100
    Unity Software Inc.
    US91332U1016
    1.4M $141M $100 50 / 100
    Cigna Corporation
    US1255231003
    579K $140M $242 55 / 100
    VeriSign, Inc.
    US92343E1029
    690K $137M $199 62 / 100
    JPMorgan Chase & Co.
    US46625H1005
    874K $133M $152 82 / 100
    Charles River Laboratories International, Inc.
    US1598641074
    449K $130M $290 54 / 100
    Lithia Motors, Inc.
    US5367971034
    325K $127M $390 52 / 100
    SHOPIFY INC
    US82509L1070
    107K $118M $1.1K
    WILLIS TOWERS WATSON PLC LTD
    USG966291035
    514K $118M $229
    Edgewise Therapeutics, Inc.
    US28036F1057
    3.4M $109M $33
    Inhibrx Biosciences, Inc.
    US45720L1070
    5.3M $106M $20
    Zentalis Pharmaceuticals, Inc.
    US98943L1070
    2.4M $104M $43
    Zai Lab Limited
    US98887Q1040
    743K $99M $133 51 / 100
    PVH Corp.
    US6936561009
    933K $99M $106
    Acadia Healthcare Company, Inc.
    US00404A1097
    1.7M $94M $57 51 / 100
    Walgreens Boots Alliance, Inc.
    US9314271084
    1.7M $94M $55 47 / 100
    ROYALTY PHARMA PLC
    USG7709Q1043
    2.1M $90M $44
    DoorDash, Inc.
    US25809K1051
    611K $80M $131 71 / 100
    Catalent, Inc.
    US1488061029
    754K $79M $105
    Tenet Healthcare Corporation
    US88033G4073
    1.5M $76M $52 52 / 100
    KARUNA THERAPEUTICS INC
    US48576A1007
    601K $72M $120
    Bumble Inc.
    US12047B1052
    1.1M $70M $62
    PMV Pharmaceuticals, Inc.
    US69353Y1038
    2.1M $69M $33
    PHARVARIS N V
    USN696051085
    2.4M $68M $28
    KINNATE BIOPHARMA INC
    US49705R1059
    1.9M $58M $31
    Bilibili Inc.
    US0900401060
    463K $50M $107 51 / 100
    Arena Pharmaceuticals, Inc.
    US0400476075
    671K $47M $69
    Athira Pharma, Inc.
    US04746L1044
    2.1M $39M $18
    ORION ACQUISITION CORP
    US68626A2078
    3.6M $36M $10
    Domino's Pizza, Inc.
    US25754A2015
    75K $27M $368 71 / 100
    Blueprint Medicines Corporation
    US09627Y1091
    213K $21M $97 48 / 100
    GRACELL BIOTECHNOLOGIES INC
    US38406L1035
    1.3M $21M $15
    Tuya Inc.
    US90114C1071
    950K $20M $21
    Affirm Holdings, Inc.
    US00827B1061
    250K $18M $71
    Alignment Healthcare, Inc.
    US01625V1044
    625K $14M $22
    VMware, Inc.
    US9285634021
    83K $12M $150 52 / 100
    Pacific Biosciences of California, Inc.
    US69404D1081
    293K $9.8M $33 46 / 100
    RLX Technology Inc.
    US74969N1037
    833K $8.6M $10
    CM LIFE SCIENCES INC
    US18978W1099
    363K $5.4M $15
    ARISTA NETWORKS
    US0404131064
    4.6K $1.4M $302

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