Andreas Halvorsen / Portfolio / 2023-Q2

    Company Shares Market value Share price InsiderPie Expert Score
    Visa Inc.
    US92826C8394
    7.1M $1.7B $237 83 / 100
    Danaher Corporation
    US2358511028
    4.3M $1B $240 79 / 100
    APi Group Corporation
    US00187Y1001
    34M $932M $27
    Philip Morris International Inc.
    US7181721090
    9.1M $884M $98 78 / 100
    UnitedHealth Group Incorporated
    US91324P1021
    1.8M $862M $481 72 / 100
    General Electric Company
    US3696043013
    7.1M $784M $110
    ROIVANT SCIENCES LTD
    USG762791014
    75M $758M $10
    Meta Platforms, Inc.
    US30303M1027
    2.6M $745M $287 84 / 100
    Fortive Corporation
    US34959J1088
    9.8M $733M $75 66 / 100
    Workday, Inc.
    US98138H1014
    3M $686M $226 73 / 100
    HDFC Bank Limited
    US40415F1012
    9.3M $649M $70 57 / 100
    Elevance Health Inc.
    US0367521038
    1.4M $628M $444 69 / 100
    The Sherwin-Williams Company
    US8243481061
    2.3M $604M $266 70 / 100
    Fortinet, Inc.
    US34959E1091
    7.7M $581M $76 59 / 100
    Amazon.com, Inc.
    US0231351067
    4.4M $574M $130 88 / 100
    Intuit Inc.
    US4612021034
    1.1M $483M $458 78 / 100
    BridgeBio Pharma, Inc.
    US10806X1028
    27M $458M $17 61 / 100
    Lululemon Athletica Inc.
    US5500211090
    1.2M $450M $379 52 / 100
    CSX Corporation
    US1264081035
    13M $437M $34 52 / 100
    Thermo Fisher Scientific Inc.
    US8835561023
    833K $435M $522 69 / 100
    Cadence Design Systems, Inc.
    US1273871087
    1.8M $410M $235 56 / 100
    Microsoft Corporation
    US5949181045
    1.2M $409M $341 78 / 100
    Mastercard Incorporated
    US57636Q1040
    1M $398M $393 84 / 100
    Ameriprise Financial, Inc.
    US03076C1062
    1.1M $373M $332 53 / 100
    CBRE Group, Inc.
    US12504L1098
    4.6M $369M $81 71 / 100
    BioMarin Pharmaceutical Inc.
    US09061G1013
    4.2M $360M $87 57 / 100
    EVEREST RE GROUP LTD
    USG3223R1089
    1M $355M $342
    ARISTA NETWORKS INC
    US0404131064
    2M $330M $162
    ROYALTY PHARMA PLC
    USG7709Q1043
    9.9M $303M $31
    Valvoline Inc.
    US92047W1018
    7.7M $288M $38
    International Flavors & Fragrances Inc.
    US4595061015
    3.6M $284M $80 60 / 100
    Micron Technology, Inc.
    US5951121038
    4.4M $279M $63 61 / 100
    Netflix, Inc.
    US64110L1061
    631K $278M $440 88 / 100
    Coupang, Inc.
    US22266T1097
    15M $266M $17 77 / 100
    GINKGO BIOWORKS HOLDINGS INC
    US37611X1000
    143M $266M $1.9
    Acadia Healthcare Company, Inc.
    US00404A1097
    3.2M $258M $80 53 / 100
    Unum Group
    US91529Y1064
    5.3M $251M $48 50 / 100
    McKesson Corporation
    US58155Q1031
    524K $224M $427 54 / 100
    DoorDash, Inc.
    US25809K1051
    2.7M $206M $76 72 / 100
    KARUNA THERAPEUTICS INC
    US48576A1007
    948K $206M $217
    Adaptive Biotechnologies Corporation
    US00650F1093
    30M $201M $6.7 59 / 100
    SEAGATE TECHNOLOGY HLDNGS PL
    USG7997R1035
    3.2M $197M $62
    CHUBB LIMITED
    USH1467J1046
    971K $187M $193
    Arthur J. Gallagher & Co.
    US3635761097
    823K $181M $220 59 / 100
    Five9, Inc.
    US3383071012
    2.2M $179M $82 50 / 100
    Inhibrx Biosciences, Inc.
    US45720L1070
    6.6M $172M $26
    EPAM Systems, Inc.
    US29414B1044
    765K $172M $225
    Emerson Electric Co.
    US2910111044
    1.9M $172M $90 52 / 100
    United Parcel Service, Inc.
    US9113121068
    889K $159M $179 47 / 100
    Synopsys, Inc.
    US8716071076
    311K $135M $435 53 / 100
    PPG Industries, Inc.
    US6935061076
    900K $133M $148 51 / 100
    NVIDIA Corporation
    US67066G1040
    312K $132M $423 87 / 100
    Colgate-Palmolive Company
    US1941621039
    1.2M $95M $77 58 / 100
    Constellation Energy Corporation
    US21037T1097
    1M $95M $92
    Rivian Automotive, Inc.
    US76954A1034
    5.4M $91M $17
    Datadog, Inc.
    US23804L1035
    880K $87M $98 72 / 100
    4D Molecular Therapeutics, Inc.
    US35104E1001
    4.8M $87M $18
    GUARDANT HEALTH INC
    US40131MAB54
    120M $86M $0.72
    Kenvue Inc.
    US49177J1025
    3.1M $83M $26
    ROGERS COMMS B
    US7751092005
    1.8M $80M $46
    KBR, Inc.
    US48242W1062
    1.2M $78M $65 54 / 100
    Alibaba Group Holding Limited
    US01609W1027
    932K $78M $83 60 / 100
    NEWAMSTERDAM PHARMA COMPANY
    USN625091095
    6.5M $78M $12
    XPO Logistics, Inc.
    US9837931008
    1.3M $76M $59 52 / 100
    Zai Lab Limited
    US98887Q1040
    2.6M $73M $28 51 / 100
    New Relic, Inc.
    US64829B1008
    1.1M $72M $65 50 / 100
    CNH INDL N V
    USN209441096
    4.8M $69M $14
    ALKERMES PLC
    USG017671052
    2.1M $66M $31
    Dell Technologies Inc.
    US24703L2025
    1.2M $66M $54 54 / 100
    Amylyx Pharmaceuticals, Inc.
    US03237H1014
    3M $64M $22
    Viking Therapeutics, Inc.
    US92686J1060
    3.5M $57M $16 47 / 100
    Guardant Health, Inc.
    US40131M1099
    1.6M $57M $36 56 / 100
    The Progressive Corporation
    US7433151039
    396K $52M $132 58 / 100
    PHARVARIS N V
    USN696051085
    3.2M $51M $16
    Edgewise Therapeutics, Inc.
    US28036F1057
    5.9M $46M $7.8
    ZoomInfo Technologies Inc.
    US98980F1049
    1.2M $31M $25
    Day One Biopharmaceuticals, Inc.
    US23954D1090
    2.6M $31M $12
    Tenet Healthcare Corporation
    US88033G4073
    364K $30M $81 51 / 100
    FARFETCH LTD
    US30744W1071
    4.8M $29M $6
    Rallybio Corporation
    US75120L1008
    4.2M $24M $5.7
    Verastem, Inc.
    US92337C2035
    1.9M $14M $7.4 50 / 100
    PepGen Inc.
    US7133171055
    1.5M $13M $8.9
    Trevi Therapeutics, Inc.
    US89532M1018
    4.4M $11M $2.4
    LianBio
    US53000N1081
    3.6M $8.1M $2.3
    C3.ai, Inc.
    US12468P1049
    180K $6.5M $36
    KINNATE BIOPHARMA INC
    US49705R1059
    1.8M $5.5M $3

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