Andreas Halvorsen / Portfolio / 2022-Q2

    Company Shares Market value Share price InsiderPie Expert Score
    T-Mobile US, Inc.
    US8725901040
    9.2M $1.2B $135 68 / 100
    Amazon.com, Inc.
    US0231351067
    8.1M $861M $106 88 / 100
    Microsoft Corporation
    US5949181045
    3M $761M $257 80 / 100
    Parker-Hannifin Corporation
    US7010941042
    3.1M $756M $246 56 / 100
    CHUBB LIMITED
    USH1467J1046
    3.8M $742M $197
    Mastercard Incorporated
    US57636Q1040
    2.3M $726M $315 84 / 100
    Elevance Health Inc.
    US0367521038
    1.5M $707M $483 69 / 100
    Centene Corporation
    US15135B1017
    8.3M $702M $85 50 / 100
    Fortive Corporation
    US34959J1088
    12M $642M $54 68 / 100
    International Flavors & Fragrances Inc.
    US4595061015
    5.1M $610M $119 61 / 100
    General Electric Company
    US3696043013
    8.8M $557M $64
    Boston Scientific Corporation
    US1011371077
    15M $546M $37 69 / 100
    BROOKFIELD ASSET MGMT INC
    US1125851048
    12M $539M $44
    McKesson Corporation
    US58155Q1031
    1.6M $530M $326 55 / 100
    ROYALTY PHARMA PLC
    USG7709Q1043
    12M $520M $42
    American International Group, Inc.
    US0268747849
    10M $517M $51 43 / 100
    HDFC Bank Limited
    US40415F1012
    9.2M $505M $55 56 / 100
    APi Group Corporation
    US00187Y1001
    34M $504M $15
    Visa Inc.
    US92826C8394
    2.6M $503M $197 83 / 100
    Thermo Fisher Scientific Inc.
    US8835561023
    863K $469M $543 71 / 100
    Meta Platforms, Inc.
    US30303M1027
    2.9M $462M $161 84 / 100
    Marsh & McLennan Companies, Inc.
    US5717481023
    2.8M $439M $155 50 / 100
    Intuit Inc.
    US4612021034
    1.1M $430M $385 77 / 100
    BioMarin Pharmaceutical Inc.
    US09061G1013
    5.1M $419M $83 57 / 100
    ROIVANT SCIENCES LTD
    USG762791014
    88M $359M $4.1
    Block, Inc.
    US8522341036
    5.6M $344M $61
    Uber Technologies, Inc.
    US90353T1007
    17M $339M $20 73 / 100
    LAM RESEARCH CORP
    US5128071082
    694K $296M $426
    Ameriprise Financial, Inc.
    US03076C1062
    1.2M $281M $238 53 / 100
    Dollar General Corporation
    US2566771059
    1.1M $272M $245 57 / 100
    Take-Two Interactive Software, Inc.
    US8740541094
    2M $245M $123 52 / 100
    Adaptive Biotechnologies Corporation
    US00650F1093
    30M $243M $8.1 60 / 100
    BridgeBio Pharma, Inc.
    US10806X1028
    27M $242M $9.1 62 / 100
    Acadia Healthcare Company, Inc.
    US00404A1097
    3.5M $235M $68 51 / 100
    Catalent, Inc.
    US1488061029
    2M $210M $107
    Avantor, Inc.
    US05352A1007
    6.2M $192M $31
    The Boeing Company
    US0970231058
    1.4M $190M $137 72 / 100
    AON PLC
    USG0403H1089
    705K $190M $270
    KE Holdings Inc.
    US4824971042
    10M $187M $18 57 / 100
    Guardant Health, Inc.
    US40131M1099
    4.5M $181M $40 55 / 100
    The Walt Disney Company
    US2546871060
    1.7M $164M $94 84 / 100
    Booking Holdings Inc.
    US09857L1089
    89K $156M $1.7K 67 / 100
    Workday, Inc.
    US98138H1014
    1.1M $149M $140 74 / 100
    Unum Group
    US91529Y1064
    4.3M $147M $34 50 / 100
    KARUNA THERAPEUTICS INC
    US48576A1007
    1.1M $142M $127
    ServiceNow, Inc.
    US81762P1021
    297K $141M $476 62 / 100
    Amylyx Pharmaceuticals, Inc.
    US03237H1014
    7.2M $138M $19
    Molina Healthcare, Inc.
    US60855R1005
    475K $133M $280 50 / 100
    Charles River Laboratories International, Inc.
    US1598641074
    553K $118M $214 54 / 100
    Intellia Therapeutics, Inc.
    US45826J1051
    2.2M $115M $52 51 / 100
    Zai Lab Limited
    US98887Q1040
    3.3M $114M $35 51 / 100
    Insulet Corporation
    US45784P1012
    503K $110M $218 65 / 100
    Inspire Medical Systems, Inc.
    US4577301090
    595K $109M $183 54 / 100
    The Progressive Corporation
    US7433151039
    902K $105M $116 61 / 100
    CME Group Inc.
    US12572Q1058
    509K $104M $205 52 / 100
    Western Digital Corporation
    US9581021055
    2M $88M $45 57 / 100
    Rh
    US74967X1037
    401K $85M $212 49 / 100
    Micron Technology, Inc.
    US5951121038
    1.5M $81M $55 59 / 100
    Coupa Software Incorporated
    US22266L1061
    1.4M $81M $57 50 / 100
    GUARDANT HEALTH INC
    US40131MAB54
    120M $75M $0.62
    GINKGO BIOWORKS HOLDINGS INC
    US37611X1000
    27M $64M $2.4
    Celldex Therapeutics, Inc.
    US15117B2025
    2.3M $63M $27
    GLOBAL E ONLINE LTD
    USM5216V1063
    3M $61M $20
    Inhibrx Biosciences, Inc.
    US45720L1070
    5.3M $60M $11
    Zentalis Pharmaceuticals, Inc.
    US98943L1070
    2M $57M $28
    PHARVARIS N V
    USN696051085
    2.5M $55M $22
    ShockWave Medical, Inc.
    US82489T1043
    284K $54M $191 52 / 100
    PROCEPT BioRobotics Corporation
    US74276L1052
    1.5M $51M $33
    Rivian Automotive, Inc.
    US76954A1034
    1.6M $41M $26
    Avis Budget Group, Inc.
    US0537741052
    279K $41M $147 49 / 100
    ORION ACQUISITION CORP
    US68626A2078
    3.7M $36M $9.8
    Day One Biopharmaceuticals, Inc.
    US23954D1090
    1.9M $33M $18
    Las Vegas Sands Corp.
    US5178341070
    965K $32M $34 53 / 100
    Rallybio Corporation
    US75120L1008
    4.2M $32M $7.6
    4D Molecular Therapeutics, Inc.
    US35104E1001
    3.9M $27M $7
    KINNATE BIOPHARMA INC
    US49705R1059
    1.8M $23M $13
    Edgewise Therapeutics, Inc.
    US28036F1057
    2.7M $22M $8
    PepGen Inc.
    US7133171055
    1.8M $18M $9.9
    Nuvalent, Inc.
    US6707031075
    1.1M $15M $14
    TALARIS THERAPEUTICS INC
    US87410C1045
    3.3M $15M $4.5
    VERASTEM INC
    US92337C1045
    9.2M $11M $1.2
    LianBio
    US53000N1081
    3.6M $7.7M $2.2

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