Andreas Halvorsen / Portfolio / 2023-Q1

    Company Shares Market value Share price InsiderPie Expert Score
    Visa Inc.
    US92826C8394
    6.6M $1.5B $225 83 / 100
    McKesson Corporation
    US58155Q1031
    3.2M $1.1B $356 55 / 100
    UnitedHealth Group Incorporated
    US91324P1021
    2.1M $992M $473 75 / 100
    Elevance Health Inc.
    US0367521038
    2.2M $991M $460 69 / 100
    General Electric Company
    US3696043013
    8.6M $823M $96
    Fortinet, Inc.
    US34959E1091
    12M $789M $66 57 / 100
    Amazon.com, Inc.
    US0231351067
    7.6M $788M $103 88 / 100
    APi Group Corporation
    US00187Y1001
    34M $766M $22
    Lululemon Athletica Inc.
    US5500211090
    1.9M $690M $364 52 / 100
    Meta Platforms, Inc.
    US30303M1027
    3.2M $685M $212 84 / 100
    CHUBB LIMITED
    USH1467J1046
    3.5M $673M $194
    CSX Corporation
    US1264081035
    22M $660M $30 53 / 100
    ROIVANT SCIENCES LTD
    USG762791014
    88M $651M $7.4
    HDFC Bank Limited
    US40415F1012
    8.3M $552M $67 56 / 100
    Intuit Inc.
    US4612021034
    1.2M $544M $446 77 / 100
    The Sherwin-Williams Company
    US8243481061
    2.3M $506M $225 73 / 100
    Thermo Fisher Scientific Inc.
    US8835561023
    857K $494M $576 71 / 100
    BridgeBio Pharma, Inc.
    US10806X1028
    27M $441M $17 62 / 100
    Fortive Corporation
    US34959J1088
    6.3M $433M $68 68 / 100
    ROYALTY PHARMA PLC
    USG7709Q1043
    11M $404M $36
    SEAGATE TECHNOLOGY HLDNGS PL
    USG7997R1035
    5.5M $365M $66
    Microsoft Corporation
    US5949181045
    1M $302M $288 80 / 100
    Mastercard Incorporated
    US57636Q1040
    797K $290M $363 84 / 100
    Ameriprise Financial, Inc.
    US03076C1062
    941K $288M $307 53 / 100
    KARUNA THERAPEUTICS INC
    US48576A1007
    1.5M $273M $182
    Adaptive Biotechnologies Corporation
    US00650F1093
    30M $265M $8.8 60 / 100
    Valvoline Inc.
    US92047W1018
    7.4M $259M $35
    ROGERS COMMS B
    US7751092005
    5.6M $257M $46
    Cadence Design Systems, Inc.
    US1273871087
    1.2M $257M $210 58 / 100
    Acadia Healthcare Company, Inc.
    US00404A1097
    3.4M $242M $72 51 / 100
    BioMarin Pharmaceutical Inc.
    US09061G1013
    2.2M $211M $97 57 / 100
    Emerson Electric Co.
    US2910111044
    2.4M $209M $87 52 / 100
    GINKGO BIOWORKS HOLDINGS INC
    US37611X1000
    143M $190M $1.3
    Micron Technology, Inc.
    US5951121038
    2.9M $172M $60 59 / 100
    Unum Group
    US91529Y1064
    4.3M $168M $40 50 / 100
    ZoomInfo Technologies Inc.
    US98980F1049
    6.7M $165M $25
    Block, Inc.
    US8522341036
    2.4M $162M $69
    Constellation Energy Corporation
    US21037T1097
    2M $161M $79
    Molina Healthcare, Inc.
    US60855R1005
    595K $159M $267 50 / 100
    The Progressive Corporation
    US7433151039
    1M $144M $143 61 / 100
    Workday, Inc.
    US98138H1014
    642K $133M $207 74 / 100
    Inhibrx Biosciences, Inc.
    US45720L1070
    6.6M $125M $19
    Coupang, Inc.
    US22266T1097
    7.4M $119M $16 77 / 100
    Equitable Holdings, Inc.
    US29452E1010
    4M $101M $25 49 / 100
    KBR, Inc.
    US48242W1062
    1.7M $92M $55 54 / 100
    Amylyx Pharmaceuticals, Inc.
    US03237H1014
    3M $87M $29
    Rivian Automotive, Inc.
    US76954A1034
    5.3M $81M $15
    Inspire Medical Systems, Inc.
    US4577301090
    347K $81M $234 54 / 100
    GUARDANT HEALTH INC
    US40131MAB54
    120M $81M $0.68
    Charles River Laboratories International, Inc.
    US1598641074
    394K $80M $202 54 / 100
    Synopsys, Inc.
    US8716071076
    205K $79M $386 54 / 100
    Catalent, Inc.
    US1488061029
    1.2M $79M $66
    ALKERMES PLC
    USG017671052
    2.8M $78M $28
    Zai Lab Limited
    US98887Q1040
    2.3M $78M $33 51 / 100
    International Flavors & Fragrances Inc.
    US4595061015
    813K $75M $92 61 / 100
    4D Molecular Therapeutics, Inc.
    US35104E1001
    3.9M $68M $17
    The Travelers Companies, Inc.
    US89417E1091
    378K $65M $171 51 / 100
    Guardant Health, Inc.
    US40131M1099
    2.5M $60M $23 55 / 100
    Snowflake Inc.
    US8334451098
    383K $59M $154 64 / 100
    Intellia Therapeutics, Inc.
    US45826J1051
    1.6M $58M $37 51 / 100
    Boston Scientific Corporation
    US1011371077
    1.1M $57M $50 69 / 100
    NEWAMSTERDAM PHARMA COMPANY
    USN625091095
    3.9M $53M $13
    Colgate-Palmolive Company
    US1941621039
    661K $50M $75 57 / 100
    Dell Technologies Inc.
    US24703L2025
    1.1M $44M $40 54 / 100
    CNH INDL N V
    USN209441096
    2.8M $43M $15
    Marsh & McLennan Companies, Inc.
    US5717481023
    257K $43M $167 50 / 100
    FARFETCH LTD
    US30744W1071
    7.1M $35M $4.9
    Option Care Health, Inc.
    US68404L2016
    1.1M $35M $32 53 / 100
    Edgewise Therapeutics, Inc.
    US28036F1057
    4.9M $33M $6.7
    Viking Therapeutics, Inc.
    US92686J1060
    2M $33M $17 47 / 100
    The TJX Companies, Inc.
    US8725401090
    414K $32M $78 63 / 100
    PHARVARIS N V
    USN696051085
    3.2M $25M $7.8
    Rallybio Corporation
    US75120L1008
    4.2M $24M $5.7
    Day One Biopharmaceuticals, Inc.
    US23954D1090
    1.6M $21M $13
    PepGen Inc.
    US7133171055
    1.5M $19M $12
    KINNATE BIOPHARMA INC
    US49705R1059
    1.8M $11M $6.3
    Trevi Therapeutics, Inc.
    US89532M1018
    4.4M $8.1M $1.9
    LianBio
    US53000N1081
    3.6M $7M $2
    TALARIS THERAPEUTICS INC
    US87410C1045
    3.3M $6.2M $1.9
    First Republic Bank
    US33616C1009
    276K $3.9M $14 50 / 100
    VERASTEM INC
    US92337C1045
    9.2M $3.8M $0.42

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