Andreas Halvorsen / Portfolio / 2022-Q1

    Company Shares Market value Share price InsiderPie Expert Score
    T-Mobile US, Inc.
    US8725901040
    13M $1.7B $128 68 / 100
    Amazon.com, Inc.
    US0231351067
    423K $1.4B $3.3K 88 / 100
    General Electric Company
    US3696043013
    13M $1.2B $92
    Microsoft Corporation
    US5949181045
    3.3M $1B $308 80 / 100
    BROOKFIELD ASSET MGMT INC
    US1125851048
    16M $922M $57
    Parker-Hannifin Corporation
    US7010941042
    3.2M $898M $284 56 / 100
    Fortive Corporation
    US34959J1088
    12M $733M $61 68 / 100
    APi Group Corporation
    US00187Y1001
    33M $704M $21
    CHUBB LIMITED
    USH1467J1046
    3.2M $685M $214
    Comcast Corporation
    US20030N1019
    14M $659M $47 60 / 100
    Centene Corporation
    US15135B1017
    7.8M $657M $84 50 / 100
    Mastercard Incorporated
    US57636Q1040
    1.8M $641M $357 84 / 100
    Visa Inc.
    US92826C8394
    2.6M $576M $222 83 / 100
    Boston Scientific Corporation
    US1011371077
    13M $569M $44 69 / 100
    Workday, Inc.
    US98138H1014
    2.3M $540M $239 74 / 100
    AON PLC
    USG0403H1089
    1.6M $519M $326
    International Flavors & Fragrances Inc.
    US4595061015
    3.8M $499M $131 61 / 100
    ROIVANT SCIENCES LTD
    USG762791014
    88M $436M $4.9
    HDFC Bank Limited
    US40415F1012
    7.1M $434M $61 56 / 100
    ROYALTY PHARMA PLC
    USG7709Q1043
    11M $419M $39
    Adaptive Biotechnologies Corporation
    US00650F1093
    30M $416M $14 60 / 100
    Guardant Health, Inc.
    US40131M1099
    5.8M $385M $66 55 / 100
    Marsh & McLennan Companies, Inc.
    US5717481023
    2.3M $384M $170 50 / 100
    Uber Technologies, Inc.
    US90353T1007
    10M $372M $36 73 / 100
    Match Group, Inc.
    US57667L1070
    2.7M $298M $109 53 / 100
    BioMarin Pharmaceutical Inc.
    US09061G1013
    3.8M $289M $77 57 / 100
    Thermo Fisher Scientific Inc.
    US8835561023
    485K $286M $591 71 / 100
    XP INC
    USG982391090
    9.4M $284M $30
    Ameriprise Financial, Inc.
    US03076C1062
    923K $277M $300 53 / 100
    Otis Worldwide Corporation
    US68902V1070
    3.5M $272M $77 59 / 100
    BridgeBio Pharma, Inc.
    US10806X1028
    27M $270M $10 62 / 100
    Meta Platforms, Inc.
    US30303M1027
    1.2M $269M $222 84 / 100
    ServiceNow, Inc.
    US81762P1021
    440K $245M $557 62 / 100
    Catalent, Inc.
    US1488061029
    1.9M $210M $111
    GINKGO BIOWORKS HOLDINGS INC
    US37611X1000
    51M $206M $4
    Tenet Healthcare Corporation
    US88033G4073
    2.2M $192M $86 52 / 100
    LABORATORY CORP AMER HLDGS
    US50540R4092
    727K $192M $264
    Intellia Therapeutics, Inc.
    US45826J1051
    2.5M $179M $73 51 / 100
    GLOBAL E ONLINE LTD
    USM5216V1063
    5.1M $173M $34
    Deere & Company
    US2441991054
    403K $167M $415 80 / 100
    KE Holdings Inc.
    US4824971042
    13M $166M $12 57 / 100
    Rivian Automotive, Inc.
    US76954A1034
    3.2M $161M $50
    ZoomInfo Technologies Inc.
    US98980F1049
    2.6M $158M $60
    Li Auto Inc.
    US50202M1027
    6M $155M $26 59 / 100
    SHOPIFY INC
    US82509L1070
    224K $151M $676
    Charles River Laboratories International, Inc.
    US1598641074
    522K $148M $284 54 / 100
    Insulet Corporation
    US45784P1012
    547K $146M $266 65 / 100
    Acadia Healthcare Company, Inc.
    US00404A1097
    2.1M $140M $66 51 / 100
    Molina Healthcare, Inc.
    US60855R1005
    417K $139M $334 50 / 100
    Zai Lab Limited
    US98887Q1040
    3.1M $138M $44 51 / 100
    PROCEPT BioRobotics Corporation
    US74276L1052
    3.7M $128M $35
    Booking Holdings Inc.
    US09857L1089
    54K $127M $2.3K 67 / 100
    KARUNA THERAPEUTICS INC
    US48576A1007
    974K $124M $127
    The Progressive Corporation
    US7433151039
    1M $118M $114 61 / 100
    Inhibrx Biosciences, Inc.
    US45720L1070
    5.3M $118M $22
    PVH Corp.
    US6936561009
    1.5M $118M $77
    Avantor, Inc.
    US05352A1007
    3.5M $117M $34
    BIOHAVEN PHARMACTL HLDG CO L
    USG111961052
    966K $115M $119
    JD.com, Inc.
    US47215P1066
    1.7M $101M $58 53 / 100
    PERRIGO CO PLC
    USG978221038
    2.5M $97M $38
    GUARDANT HEALTH INC
    US40131MAB54
    120M $97M $0.81
    MetLife, Inc.
    US59156R1086
    1.4M $96M $70 54 / 100
    Lithia Motors, Inc.
    US5367971034
    317K $95M $300 52 / 100
    Zentalis Pharmaceuticals, Inc.
    US98943L1070
    2M $94M $46
    Amylyx Pharmaceuticals, Inc.
    US03237H1014
    7.2M $92M $13
    Take-Two Interactive Software, Inc.
    US8740541094
    588K $90M $154 52 / 100
    Dollar General Corporation
    US2566771059
    388K $86M $223 57 / 100
    Inspire Medical Systems, Inc.
    US4577301090
    311K $80M $257 54 / 100
    Elevance Health Inc.
    US0367521038
    141K $69M $491 69 / 100
    Blackstone Inc.
    US09260D1072
    510K $65M $127
    Celldex Therapeutics, Inc.
    US15117B2025
    1.8M $63M $34
    Block, Inc.
    US8522341036
    452K $61M $136
    4D Molecular Therapeutics, Inc.
    US35104E1001
    3.9M $60M $15
    The Boeing Company
    US0970231058
    305K $58M $192 72 / 100
    PHARVARIS N V
    USN696051085
    2.5M $46M $19
    FARFETCH LTD
    US30744W1071
    2.8M $43M $15
    UnitedHealth Group Incorporated
    US91324P1021
    77K $39M $510 75 / 100
    ORION ACQUISITION CORP
    US68626A2078
    3.8M $37M $9.8
    Unum Group
    US91529Y1064
    1.1M $36M $32 50 / 100
    TALARIS THERAPEUTICS INC
    US87410C1045
    3.3M $32M $9.8
    Rallybio Corporation
    US75120L1008
    4.2M $29M $7
    Edgewise Therapeutics, Inc.
    US28036F1057
    2.7M $26M $9.7
    Olaplex Holdings, Inc.
    US6793691089
    1.6M $25M $16
    PMV Pharmaceuticals, Inc.
    US69353Y1038
    1.1M $22M $21
    KINNATE BIOPHARMA INC
    US49705R1059
    1.8M $20M $11
    JPMorgan Chase & Co.
    US46625H1005
    120K $16M $136 82 / 100
    Nuvalent, Inc.
    US6707031075
    1.1M $15M $14
    Day One Biopharmaceuticals, Inc.
    US23954D1090
    1.2M $11M $9.9
    LianBio
    US53000N1081
    1.5M $5.6M $3.7
    TDCX INC
    US87190U1007
    141K $1.7M $12
    VTEX
    USG9470A1028
    30K $187K $6.2

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