Andreas Halvorsen / Portfolio / 2022-Q3

    Company Shares Market value Share price InsiderPie Expert Score
    Elevance Health Inc.
    US0367521038
    2.3M $1.1B $454 69 / 100
    Amazon.com, Inc.
    US0231351067
    9.3M $1B $113 88 / 100
    Visa Inc.
    US92826C8394
    5.3M $950M $178 83 / 100
    McKesson Corporation
    US58155Q1031
    2.6M $887M $340 55 / 100
    Microsoft Corporation
    US5949181045
    3.5M $818M $233 80 / 100
    General Electric Company
    US3696043013
    13M $797M $62
    Meta Platforms, Inc.
    US30303M1027
    5.4M $726M $136 84 / 100
    CHUBB LIMITED
    USH1467J1046
    3.6M $654M $182
    Boston Scientific Corporation
    US1011371077
    16M $626M $39 69 / 100
    BROOKFIELD ASSET MGMT INC
    US1125851048
    15M $603M $41
    Dollar General Corporation
    US2566771059
    2.4M $582M $240 57 / 100
    HDFC Bank Limited
    US40415F1012
    9.7M $567M $58 56 / 100
    Mastercard Incorporated
    US57636Q1040
    1.8M $503M $284 84 / 100
    Ameriprise Financial, Inc.
    US03076C1062
    1.8M $455M $252 53 / 100
    APi Group Corporation
    US00187Y1001
    34M $449M $13
    Intuit Inc.
    US4612021034
    1.2M $448M $387 77 / 100
    T-Mobile US, Inc.
    US8725901040
    3.3M $446M $134 68 / 100
    ROYALTY PHARMA PLC
    USG7709Q1043
    11M $437M $40
    Uber Technologies, Inc.
    US90353T1007
    16M $434M $27 73 / 100
    BioMarin Pharmaceutical Inc.
    US09061G1013
    5.1M $432M $85 57 / 100
    Parker-Hannifin Corporation
    US7010941042
    1.8M $430M $242 56 / 100
    Fortive Corporation
    US34959J1088
    6.1M $354M $58 68 / 100
    Salesforce, Inc.
    US79466L3024
    2.4M $345M $144 77 / 100
    International Flavors & Fragrances Inc.
    US4595061015
    3.7M $338M $91 61 / 100
    GINKGO BIOWORKS HOLDINGS INC
    US37611X1000
    102M $318M $3.1
    Take-Two Interactive Software, Inc.
    US8740541094
    2.8M $306M $109 52 / 100
    Thermo Fisher Scientific Inc.
    US8835561023
    594K $301M $507 71 / 100
    Block, Inc.
    US8522341036
    5.3M $292M $55
    ROIVANT SCIENCES LTD
    USG762791014
    88M $284M $3.2
    Micron Technology, Inc.
    US5951121038
    5.4M $271M $50 59 / 100
    BridgeBio Pharma, Inc.
    US10806X1028
    27M $265M $9.9 62 / 100
    Western Digital Corporation
    US9581021055
    7.4M $241M $33 57 / 100
    Acadia Healthcare Company, Inc.
    US00404A1097
    3M $231M $78 51 / 100
    KARUNA THERAPEUTICS INC
    US48576A1007
    1M $228M $225
    Adaptive Biotechnologies Corporation
    US00650F1093
    30M $214M $7.1 60 / 100
    Guardant Health, Inc.
    US40131M1099
    3.8M $206M $54 55 / 100
    Unum Group
    US91529Y1064
    5.1M $197M $39 50 / 100
    UnitedHealth Group Incorporated
    US91324P1021
    349K $176M $505 75 / 100
    Amylyx Pharmaceuticals, Inc.
    US03237H1014
    5.8M $162M $28
    Marsh & McLennan Companies, Inc.
    US5717481023
    1M $150M $149 50 / 100
    Valvoline Inc.
    US92047W1018
    5.8M $148M $25
    PayPal Holdings, Inc.
    US70450Y1038
    1.7M $148M $86 50 / 100
    CME Group Inc.
    US12572Q1058
    831K $147M $177 52 / 100
    Insulet Corporation
    US45784P1012
    611K $140M $229 65 / 100
    KKR & Co. Inc.
    US48251W1045
    3.2M $137M $43 71 / 100
    Molina Healthcare, Inc.
    US60855R1005
    407K $134M $330 50 / 100
    Sea Limited
    US81141R1005
    2.4M $132M $56 80 / 100
    ROGERS COMMS B
    US7751092005
    3.4M $130M $39
    Charles River Laboratories International, Inc.
    US1598641074
    658K $130M $197 54 / 100
    ServiceNow, Inc.
    US81762P1021
    323K $122M $378 62 / 100
    Catalent, Inc.
    US1488061029
    1.7M $121M $72
    Inspire Medical Systems, Inc.
    US4577301090
    634K $112M $177 54 / 100
    Intellia Therapeutics, Inc.
    US45826J1051
    1.9M $106M $56 51 / 100
    ZoomInfo Technologies Inc.
    US98980F1049
    2.5M $105M $42
    Rh
    US74967X1037
    415K $102M $246 49 / 100
    Alibaba Group Holding Limited
    US01609W1027
    1.2M $100M $80 60 / 100
    Cadence Design Systems, Inc.
    US1273871087
    606K $99M $163 58 / 100
    Inhibrx Biosciences, Inc.
    US45720L1070
    5.3M $95M $18
    Zai Lab Limited
    US98887Q1040
    2.6M $89M $34 51 / 100
    GUARDANT HEALTH INC
    US40131MAB54
    120M $88M $0.73
    The Progressive Corporation
    US7433151039
    737K $86M $116 61 / 100
    LINDE PLC
    USG5494J1037
    312K $84M $270
    The Clorox Company
    US1890541097
    607K $78M $128 52 / 100
    KE Holdings Inc.
    US4824971042
    3.9M $68M $18 57 / 100
    Apellis Pharmaceuticals, Inc.
    US03753U1060
    932K $64M $68
    Rallybio Corporation
    US75120L1008
    4.2M $61M $14
    Avantor, Inc.
    US05352A1007
    2.9M $57M $20
    Rivian Automotive, Inc.
    US76954A1034
    1.6M $53M $33
    CrowdStrike Holdings, Inc.
    US22788C1053
    284K $47M $165 49 / 100
    ShockWave Medical, Inc.
    US82489T1043
    157K $44M $278 52 / 100
    Edgewise Therapeutics, Inc.
    US28036F1057
    4.4M $43M $9.8
    GLOBAL E ONLINE LTD
    USM5216V1063
    1.6M $42M $27
    ORION ACQUISITION CORP
    US68626A2078
    3.6M $36M $9.9
    4D Molecular Therapeutics, Inc.
    US35104E1001
    3.9M $32M $8
    Day One Biopharmaceuticals, Inc.
    US23954D1090
    1.6M $31M $20
    CBRE Group, Inc.
    US12504L1098
    410K $28M $68 72 / 100
    Domino's Pizza, Inc.
    US25754A2015
    75K $23M $310 71 / 100
    KINNATE BIOPHARMA INC
    US49705R1059
    1.8M $22M $12
    Upstart Holdings, Inc.
    US91680M1071
    1M $21M $21
    PHARVARIS N V
    USN696051085
    2.5M $20M $8
    Tenet Healthcare Corporation
    US88033G4073
    384K $20M $52 52 / 100
    Match Group, Inc.
    US57667L1070
    382K $18M $48 53 / 100
    PepGen Inc.
    US7133171055
    1.8M $16M $9.1
    Las Vegas Sands Corp.
    US5178341070
    380K $14M $38 53 / 100
    TALARIS THERAPEUTICS INC
    US87410C1045
    3.3M $8.7M $2.6
    VERASTEM INC
    US92337C1045
    9.2M $7.8M $0.85
    LianBio
    US53000N1081
    3.6M $7.1M $2
    Trevi Therapeutics, Inc.
    US89532M1018
    4.4M $6.8M $1.5

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