Andreas Halvorsen / Portfolio / 2022-Q4

    Company Shares Market value Share price InsiderPie Expert Score
    Visa Inc.
    US92826C8394
    5.8M $1.2B $208 83 / 100
    Amazon.com, Inc.
    US0231351067
    12M $1B $84 88 / 100
    Elevance Health Inc.
    US0367521038
    1.9M $960M $513 69 / 100
    McKesson Corporation
    US58155Q1031
    2.2M $827M $375 55 / 100
    Microsoft Corporation
    US5949181045
    3.4M $822M $240 80 / 100
    CHUBB LIMITED
    USH1467J1046
    3.6M $790M $221
    ROIVANT SCIENCES LTD
    USG762791014
    88M $705M $8
    UnitedHealth Group Incorporated
    US91324P1021
    1.3M $672M $530 75 / 100
    General Electric Company
    US3696043013
    7.8M $651M $84
    APi Group Corporation
    US00187Y1001
    34M $636M $19
    Mastercard Incorporated
    US57636Q1040
    1.7M $594M $348 84 / 100
    HDFC Bank Limited
    US40415F1012
    8.6M $586M $68 56 / 100
    BioMarin Pharmaceutical Inc.
    US09061G1013
    5.3M $546M $103 57 / 100
    Ameriprise Financial, Inc.
    US03076C1062
    1.6M $513M $311 53 / 100
    CSX Corporation
    US1264081035
    16M $482M $31 53 / 100
    Thermo Fisher Scientific Inc.
    US8835561023
    840K $462M $551 71 / 100
    Intuit Inc.
    US4612021034
    1.2M $460M $389 77 / 100
    Boston Scientific Corporation
    US1011371077
    9.5M $441M $46 69 / 100
    Micron Technology, Inc.
    US5951121038
    8.4M $418M $50 59 / 100
    ROYALTY PHARMA PLC
    USG7709Q1043
    10M $396M $40
    Fortinet, Inc.
    US34959E1091
    7.1M $348M $49 57 / 100
    SEAGATE TECHNOLOGY HLDNGS PL
    USG7997R1035
    6.2M $326M $53
    Meta Platforms, Inc.
    US30303M1027
    2.4M $287M $120 84 / 100
    Block, Inc.
    US8522341036
    4.5M $282M $63
    Acadia Healthcare Company, Inc.
    US00404A1097
    3.2M $260M $82 51 / 100
    Fortive Corporation
    US34959J1088
    3.9M $250M $64 68 / 100
    KARUNA THERAPEUTICS INC
    US48576A1007
    1.2M $233M $197
    Adaptive Biotechnologies Corporation
    US00650F1093
    30M $229M $7.6 60 / 100
    Brookfield Corporation
    CA11271J1075
    7.3M $228M $31 78 / 100
    ROGERS COMMS B
    US7751092005
    4.4M $205M $47
    BridgeBio Pharma, Inc.
    US10806X1028
    27M $203M $7.6 62 / 100
    Rh
    US74967X1037
    748K $200M $267 49 / 100
    Uber Technologies, Inc.
    US90353T1007
    7.9M $196M $25 73 / 100
    Molina Healthcare, Inc.
    US60855R1005
    588K $194M $330 50 / 100
    Li Auto Inc.
    US50202M1027
    9.1M $185M $20 59 / 100
    Cadence Design Systems, Inc.
    US1273871087
    1.1M $182M $161 58 / 100
    Amylyx Pharmaceuticals, Inc.
    US03237H1014
    4.6M $171M $37
    American International Group, Inc.
    US0268747849
    2.6M $164M $63 43 / 100
    Inhibrx Biosciences, Inc.
    US45720L1070
    6.6M $164M $25
    Valvoline Inc.
    US92047W1018
    4.9M $159M $33
    Equitable Holdings, Inc.
    US29452E1010
    5.2M $150M $29 49 / 100
    Unum Group
    US91529Y1064
    3.4M $141M $41 50 / 100
    Inspire Medical Systems, Inc.
    US4577301090
    550K $138M $252 54 / 100
    Advanced Micro Devices, Inc.
    US0079031078
    1.9M $123M $65 82 / 100
    KE Holdings Inc.
    US4824971042
    8.1M $113M $14 57 / 100
    Charles River Laboratories International, Inc.
    US1598641074
    515K $112M $218 54 / 100
    Guardant Health, Inc.
    US40131M1099
    4.1M $112M $27 55 / 100
    The Clorox Company
    US1890541097
    769K $108M $140 52 / 100
    GINKGO BIOWORKS HOLDINGS INC
    US37611X1000
    63M $107M $1.7
    4D Molecular Therapeutics, Inc.
    US35104E1001
    3.9M $87M $22
    Insulet Corporation
    US45784P1012
    268K $79M $294 65 / 100
    Dollar General Corporation
    US2566771059
    311K $77M $246 57 / 100
    GUARDANT HEALTH INC
    US40131MAB54
    120M $75M $0.63
    CrowdStrike Holdings, Inc.
    US22788C1053
    700K $74M $105 49 / 100
    Albemarle Corporation
    US0126531013
    337K $73M $217 48 / 100
    Intellia Therapeutics, Inc.
    US45826J1051
    2M $71M $35 51 / 100
    Catalent, Inc.
    US1488061029
    1.4M $64M $45
    Zai Lab Limited
    US98887Q1040
    2M $61M $31 51 / 100
    KBR, Inc.
    US48242W1062
    1.1M $57M $53 54 / 100
    CAPRI HOLDINGS LIMITED
    USG1890L1073
    810K $46M $57
    International Flavors & Fragrances Inc.
    US4595061015
    439K $46M $105 61 / 100
    The Progressive Corporation
    US7433151039
    337K $44M $130 61 / 100
    Regal Rexnord Corporation
    US7587501039
    362K $43M $120 57 / 100
    NEWAMSTERDAM PHARMA COMPANY
    USN625091095
    3.8M $39M $11
    Edgewise Therapeutics, Inc.
    US28036F1057
    4.4M $39M $8.9
    PHARVARIS N V
    USN696051085
    3.2M $36M $11
    ShockWave Medical, Inc.
    US82489T1043
    165K $34M $206 52 / 100
    Day One Biopharmaceuticals, Inc.
    US23954D1090
    1.6M $34M $22
    FARFETCH LTD
    US30744W1071
    6.8M $32M $4.7
    Rallybio Corporation
    US75120L1008
    4.2M $28M $6.6
    PepGen Inc.
    US7133171055
    1.5M $21M $13
    KINNATE BIOPHARMA INC
    US49705R1059
    1.8M $11M $6.1
    Trevi Therapeutics, Inc.
    US89532M1018
    4.4M $8.5M $1.9
    LianBio
    US53000N1081
    3.6M $5.8M $1.6
    VERASTEM INC
    US92337C1045
    9.2M $3.7M $0.4
    TALARIS THERAPEUTICS INC
    US87410C1045
    3.3M $3.4M $1

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