Andreas Halvorsen / Portfolio / 2021-Q3

    Company Shares Market value Share price InsiderPie Expert Score
    GINKGO BIOWORKS HOLDINGS INC
    US37611X1000
    303M $3.5B $12
    General Electric Company
    US3696043013
    17M $1.7B $103
    T-Mobile US, Inc.
    US8725901040
    10M $1.3B $128 68 / 100
    BridgeBio Pharma, Inc.
    US10806X1028
    27M $1.2B $47 62 / 100
    Humana Inc.
    US4448591028
    3M $1.2B $389 55 / 100
    Microsoft Corporation
    US5949181045
    3.6M $1B $282 80 / 100
    Adaptive Biotechnologies Corporation
    US00650F1093
    30M $1B $34 60 / 100
    BROOKFIELD ASSET MGMT INC
    US1125851048
    17M $909M $54
    Fidelity National Information Services, Inc.
    US31620M1062
    7.2M $873M $122 47 / 100
    Parker-Hannifin Corporation
    US7010941042
    3.1M $867M $280 56 / 100
    Coupa Software Incorporated
    US22266L1061
    3.9M $859M $219 50 / 100
    Fortive Corporation
    US34959J1088
    11M $763M $71 68 / 100
    McDonald's Corporation
    US5801351017
    3M $721M $241 67 / 100
    APi Group Corporation
    US00187Y1001
    33M $678M $20
    Amazon.com, Inc.
    US0231351067
    203K $667M $3.3K 88 / 100
    FLEETCOR Technologies, Inc.
    US3390411052
    2.5M $645M $261 50 / 100
    Centene Corporation
    US15135B1017
    9.9M $616M $62 50 / 100
    Guardant Health, Inc.
    US40131M1099
    4.9M $612M $125 55 / 100
    Palo Alto Networks, Inc.
    US6974351057
    1.3M $610M $479 52 / 100
    Visa Inc.
    US92826C8394
    2.6M $587M $223 83 / 100
    Meta Platforms, Inc.
    US30303M1027
    1.7M $579M $339 84 / 100
    Comcast Corporation
    US20030N1019
    10M $569M $56 60 / 100
    Peloton Interactive, Inc.
    US70614W1009
    6.5M $565M $87 49 / 100
    FIGS, Inc.
    US30260D1037
    15M $548M $37
    CHUBB LIMITED
    USH1467J1046
    3M $527M $173
    JD.com, Inc.
    US47215P1066
    7.3M $527M $72 53 / 100
    Zimmer Biomet Holdings, Inc.
    US98956P1021
    3.4M $499M $146 51 / 100
    Snowflake Inc.
    US8334451098
    1.4M $434M $302 64 / 100
    FARFETCH LTD
    US30744W1071
    12M $432M $37
    Bristol-Myers Squibb Company
    US1101221083
    7M $416M $59 50 / 100
    Sunrun Inc.
    US86771W1053
    8.8M $387M $44 46 / 100
    Ameriprise Financial, Inc.
    US03076C1062
    1.4M $370M $264 53 / 100
    Pinterest, Inc.
    US72352L1061
    7.2M $368M $51
    ServiceNow, Inc.
    US81762P1021
    559K $348M $622 62 / 100
    ICICI Bank Limited
    US45104G1040
    17M $325M $19 53 / 100
    Booking Holdings Inc.
    US09857L1089
    134K $319M $2.4K 67 / 100
    Zai Lab Limited
    US98887Q1040
    2.9M $309M $105 51 / 100
    Zoom Video Communications, Inc.
    US98980L1017
    1.2M $308M $262 54 / 100
    Boston Scientific Corporation
    US1011371077
    6.9M $298M $43 69 / 100
    Tesla, Inc.
    US88160R1014
    384K $298M $775 81 / 100
    Avantor, Inc.
    US05352A1007
    7.1M $291M $41
    Insulet Corporation
    US45784P1012
    1M $288M $284 65 / 100
    Assurant, Inc.
    US04621X1081
    1.8M $287M $158 50 / 100
    Uber Technologies, Inc.
    US90353T1007
    6.4M $286M $45 73 / 100
    UnitedHealth Group Incorporated
    US91324P1021
    726K $284M $391 75 / 100
    WILLIS TOWERS WATSON PLC LTD
    USG966291035
    1.2M $270M $232
    Lithia Motors, Inc.
    US5367971034
    803K $255M $317 52 / 100
    Molina Healthcare, Inc.
    US60855R1005
    935K $254M $271 50 / 100
    Netflix, Inc.
    US64110L1061
    411K $251M $610 88 / 100
    Deere & Company
    US2441991054
    718K $241M $335 80 / 100
    ZoomInfo Technologies Inc.
    US98980F1049
    3.9M $236M $61
    CANADIAN PAC RY LTD
    US13645T1007
    3.4M $224M $65
    Tenet Healthcare Corporation
    US88033G4073
    3.4M $223M $66 52 / 100
    LABORATORY CORP AMER HLDGS
    US50540R4092
    792K $223M $281
    Match Group, Inc.
    US57667L1070
    1.4M $214M $157 53 / 100
    PROCEPT BioRobotics Corporation
    US74276L1052
    4.9M $187M $38
    Ingersoll Rand Inc.
    US45687V1061
    3.6M $184M $50 55 / 100
    Inhibrx Biosciences, Inc.
    US45720L1070
    5.3M $177M $33
    Marsh & McLennan Companies, Inc.
    US5717481023
    1.2M $175M $151 50 / 100
    Intellia Therapeutics, Inc.
    US45826J1051
    1.3M $172M $134 51 / 100
    Catalent, Inc.
    US1488061029
    1.2M $155M $133
    ROYALTY PHARMA PLC
    USG7709Q1043
    4.1M $150M $36
    Zentalis Pharmaceuticals, Inc.
    US98943L1070
    2.1M $141M $67
    Acadia Healthcare Company, Inc.
    US00404A1097
    2.1M $134M $64 51 / 100
    HDFC Bank Limited
    US40415F1012
    1.7M $123M $73 56 / 100
    PVH Corp.
    US6936561009
    1.2M $119M $103
    COUPA SOFTWARE INC
    US22266LAF31
    100M $108M $1.1
    KARUNA THERAPEUTICS INC
    US48576A1007
    869K $106M $122
    4D Molecular Therapeutics, Inc.
    US35104E1001
    3.9M $106M $27
    Thermo Fisher Scientific Inc.
    US8835561023
    182K $104M $571 71 / 100
    AdaptHealth Corp.
    US00653Q1022
    4.1M $95M $23
    Align Technology, Inc.
    US0162551016
    112K $74M $665 53 / 100
    Olaplex Holdings, Inc.
    US6793691089
    3M $74M $25
    Rallybio Corporation
    US75120L1008
    4.2M $74M $18
    Charles River Laboratories International, Inc.
    US1598641074
    177K $73M $413 54 / 100
    Illumina, Inc.
    US4523271090
    155K $63M $406 58 / 100
    VTEX
    USG9470A1028
    3M $63M $21
    Activision Blizzard, Inc.
    US00507V1098
    796K $62M $77 50 / 100
    MetLife, Inc.
    US59156R1086
    959K $59M $62 54 / 100
    Atea Pharmaceuticals, Inc.
    US04683R1068
    1.7M $58M $35
    ICOSAVAX INC
    US45114M1099
    1.9M $55M $30
    PMV Pharmaceuticals, Inc.
    US69353Y1038
    1.8M $53M $30
    Edgewise Therapeutics, Inc.
    US28036F1057
    2.7M $45M $17
    TALARIS THERAPEUTICS INC
    US87410C1045
    3.3M $45M $14
    KINNATE BIOPHARMA INC
    US49705R1059
    1.8M $42M $23
    PHARVARIS N V
    USN696051085
    2.4M $41M $17
    Celldex Therapeutics, Inc.
    US15117B2025
    762K $41M $54
    Nuvalent, Inc.
    US6707031075
    1.6M $37M $23
    ORION ACQUISITION CORP
    US68626A2078
    3.7M $36M $9.9
    Bilibili Inc.
    US0900401060
    548K $36M $66 51 / 100
    Day One Biopharmaceuticals, Inc.
    US23954D1090
    1.2M $29M $24
    Sema4 Holdings Corp.
    US81663L1017
    3M $23M $7.6
    GRACELL BIOTECHNOLOGIES INC
    US38406L1035
    1.4M $19M $14
    MELI KASZEK PIONEER CORP
    USG5S74L1068
    1M $11M $11
    ON HLDG AG
    USH5919C1048
    300K $9M $30
    Smart Share Global Limited
    US83193E1029
    470K $1.6M $3.3

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