Andreas Halvorsen / Portfolio / 2021-Q2

    Company Shares Market value Share price InsiderPie Expert Score
    Amazon.com, Inc.
    US0231351067
    474K $1.6B $3.4K 88 / 100
    BridgeBio Pharma, Inc.
    US10806X1028
    27M $1.6B $61 62 / 100
    Fidelity National Information Services, Inc.
    US31620M1062
    9.2M $1.3B $142 47 / 100
    Microsoft Corporation
    US5949181045
    4.7M $1.3B $271 80 / 100
    GENERAL ELECTRIC CO
    US3696041033
    92M $1.2B $13
    Adaptive Biotechnologies Corporation
    US00650F1093
    30M $1.2B $41 60 / 100
    T-Mobile US, Inc.
    US8725901040
    7.5M $1.1B $145 68 / 100
    Palo Alto Networks, Inc.
    US6974351057
    2.6M $980M $371 52 / 100
    Coupa Software Incorporated
    US22266L1061
    3.6M $944M $262 50 / 100
    Fortive Corporation
    US34959J1088
    12M $821M $70 68 / 100
    Centene Corporation
    US15135B1017
    11M $817M $73 50 / 100
    ServiceNow, Inc.
    US81762P1021
    1.5M $815M $550 62 / 100
    CHUBB LIMITED
    USH1467J1046
    4.9M $782M $159
    Bristol-Myers Squibb Company
    US1101221083
    11M $756M $67 50 / 100
    FIGS, Inc.
    US30260D1037
    15M $749M $50
    FLEETCOR Technologies, Inc.
    US3390411052
    2.9M $736M $256 50 / 100
    UnitedHealth Group Incorporated
    US91324P1021
    1.8M $720M $400 75 / 100
    Meta Platforms, Inc.
    US30303M1027
    2M $706M $348 84 / 100
    APi Group Corporation
    US00187Y1001
    33M $696M $21
    AON PLC
    USG0403H1089
    2.9M $693M $239
    JD.com, Inc.
    US47215P1066
    8.2M $658M $80 53 / 100
    Boston Scientific Corporation
    US1011371077
    13M $569M $43 69 / 100
    Guardant Health, Inc.
    US40131M1099
    4.3M $529M $124 55 / 100
    Visa Inc.
    US92826C8394
    2.2M $519M $234 83 / 100
    Thermo Fisher Scientific Inc.
    US8835561023
    1M $510M $504 71 / 100
    Zimmer Biomet Holdings, Inc.
    US98956P1021
    3M $475M $161 51 / 100
    Netflix, Inc.
    US64110L1061
    879K $464M $528 88 / 100
    Deere & Company
    US2441991054
    1.3M $454M $353 80 / 100
    Insulet Corporation
    US45784P1012
    1.6M $438M $275 65 / 100
    Avantor, Inc.
    US05352A1007
    12M $417M $36
    Ameriprise Financial, Inc.
    US03076C1062
    1.5M $383M $249 53 / 100
    Match Group, Inc.
    US57667L1070
    2.4M $380M $161 53 / 100
    LABORATORY CORP AMER HLDGS
    US50540R4092
    1.4M $379M $276
    Assurant, Inc.
    US04621X1081
    2.4M $377M $156 50 / 100
    ICICI Bank Limited
    US45104G1040
    21M $360M $17 53 / 100
    Ingersoll Rand Inc.
    US45687V1061
    6.4M $313M $49 55 / 100
    Bank of America Corporation
    US0605051046
    7.2M $296M $41 65 / 100
    Marsh & McLennan Companies, Inc.
    US5717481023
    2.1M $289M $141 50 / 100
    Lithia Motors, Inc.
    US5367971034
    807K $277M $344 52 / 100
    Zai Lab Limited
    US98887Q1040
    1.5M $272M $177 51 / 100
    Humana Inc.
    US4448591028
    588K $260M $443 55 / 100
    Sunrun Inc.
    US86771W1053
    4.5M $249M $56 46 / 100
    Align Technology, Inc.
    US0162551016
    404K $247M $611 53 / 100
    Molina Healthcare, Inc.
    US60855R1005
    973K $246M $253 50 / 100
    BROOKFIELD ASSET MGMT INC
    US1125851048
    4.1M $211M $51
    Parker-Hannifin Corporation
    US7010941042
    666K $205M $307 56 / 100
    Booking Holdings Inc.
    US09857L1089
    90K $197M $2.2K 67 / 100
    Block, Inc.
    US8522341036
    655K $160M $244
    Intellia Therapeutics, Inc.
    US45826J1051
    975K $158M $162 51 / 100
    Tenet Healthcare Corporation
    US88033G4073
    2.3M $153M $67 52 / 100
    SHOPIFY INC
    US82509L1070
    104K $153M $1.5K
    Inhibrx Biosciences, Inc.
    US45720L1070
    5.3M $146M $28
    ATLASSIAN CORP PLC
    USG062421049
    524K $135M $257
    Alphabet Inc.
    US02079K3059
    55K $133M $2.4K 91 / 100
    ROYALTY PHARMA PLC
    USG7709Q1043
    3.2M $133M $41
    Snowflake Inc.
    US8334451098
    546K $132M $242 64 / 100
    Charles River Laboratories International, Inc.
    US1598641074
    352K $130M $370 54 / 100
    Acadia Healthcare Company, Inc.
    US00404A1097
    2.1M $129M $63 51 / 100
    Zentalis Pharmaceuticals, Inc.
    US98943L1070
    2.4M $128M $53
    ZoomInfo Technologies Inc.
    US98980F1049
    2.4M $124M $52
    Catalent, Inc.
    US1488061029
    1.1M $121M $108
    Walgreens Boots Alliance, Inc.
    US9314271084
    2.2M $114M $53 47 / 100
    HORIZON THERAPEUTICS PUB L
    USG461881017
    1.2M $110M $94
    4D Molecular Therapeutics, Inc.
    US35104E1001
    3.9M $95M $24
    KARUNA THERAPEUTICS INC
    US48576A1007
    822K $94M $114
    AdaptHealth Corp.
    US00653Q1022
    3.1M $85M $27
    DoorDash, Inc.
    US25809K1051
    464K $83M $178 71 / 100
    Charter Communications, Inc.
    US16119P1084
    112K $81M $721 54 / 100
    International Flavors & Fragrances Inc.
    US4595061015
    508K $76M $149 61 / 100
    PVH Corp.
    US6936561009
    639K $69M $108
    Peloton Interactive, Inc.
    US70614W1009
    525K $65M $124 49 / 100
    PMV Pharmaceuticals, Inc.
    US69353Y1038
    1.8M $61M $34
    Edgewise Therapeutics, Inc.
    US28036F1057
    2.7M $58M $21
    COUPA SOFTWARE INC
    US22266LAF31
    50M $58M $1.2
    CANADIAN NATL RY CO
    US1363751025
    538K $57M $106
    TALARIS THERAPEUTICS INC
    US87410C1045
    3.3M $48M $15
    Pacific Biosciences of California, Inc.
    US69404D1081
    1.3M $45M $35 46 / 100
    PHARVARIS N V
    USN696051085
    2.4M $43M $18
    KINNATE BIOPHARMA INC
    US49705R1059
    1.8M $42M $23
    MUDRICK CAPITAL ACQU CORP II
    US62477L1070
    3M $38M $12
    ORION ACQUISITION CORP
    US68626A2078
    3.6M $36M $9.9
    Bilibili Inc.
    US0900401060
    266K $32M $122 51 / 100
    Day One Biopharmaceuticals, Inc.
    US23954D1090
    1.3M $31M $23
    Acceleron Pharma Inc.
    US00434H1086
    196K $25M $125
    Kanzhun Limited
    US48553T1060
    546K $22M $40
    GRACELL BIOTECHNOLOGIES INC
    US38406L1035
    1.3M $17M $13
    Smart Share Global Limited
    US83193E1029
    470K $2.9M $6.1
    BROOKFIELD ASSET MGMT REINS
    USG161691070
    24K $1.3M $52

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