Andreas Halvorsen / Portfolio / 2023-Q2
| Company | Shares | Market value | Share price | InsiderPie Expert Score |
|---|---|---|---|---|
Visa Inc.
|
|
|
|
83
/ 100
|
Danaher Corporation
|
|
|
|
79
/ 100
|
APi Group Corporation
|
|
|
|
|
Philip Morris International Inc.
|
|
|
|
78
/ 100
|
UnitedHealth Group Incorporated
|
|
|
|
72
/ 100
|
General Electric Company
|
|
|
|
|
|
|
|
|
|
|
Meta Platforms, Inc.
|
|
|
|
84
/ 100
|
Fortive Corporation
|
|
|
|
66
/ 100
|
Workday, Inc.
|
|
|
|
73
/ 100
|
HDFC Bank Limited
|
|
|
|
57
/ 100
|
Elevance Health Inc.
|
|
|
|
69
/ 100
|
The Sherwin-Williams Company
|
|
|
|
70
/ 100
|
Fortinet, Inc.
|
|
|
|
59
/ 100
|
Amazon.com, Inc.
|
|
|
|
88
/ 100
|
Intuit Inc.
|
|
|
|
78
/ 100
|
BridgeBio Pharma, Inc.
|
|
|
|
61
/ 100
|
Lululemon Athletica Inc.
|
|
|
|
52
/ 100
|
CSX Corporation
|
|
|
|
52
/ 100
|
Thermo Fisher Scientific Inc.
|
|
|
|
69
/ 100
|
Cadence Design Systems, Inc.
|
|
|
|
56
/ 100
|
Microsoft Corporation
|
|
|
|
78
/ 100
|
Mastercard Incorporated
|
|
|
|
84
/ 100
|
Ameriprise Financial, Inc.
|
|
|
|
53
/ 100
|
CBRE Group, Inc.
|
|
|
|
71
/ 100
|
BioMarin Pharmaceutical Inc.
|
|
|
|
57
/ 100
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Valvoline Inc.
|
|
|
|
|
International Flavors & Fragrances Inc.
|
|
|
|
60
/ 100
|
Micron Technology, Inc.
|
|
|
|
61
/ 100
|
Netflix, Inc.
|
|
|
|
88
/ 100
|
Coupang, Inc.
|
|
|
|
77
/ 100
|
|
|
|
|
|
|
Acadia Healthcare Company, Inc.
|
|
|
|
53
/ 100
|
Unum Group
|
|
|
|
50
/ 100
|
McKesson Corporation
|
|
|
|
54
/ 100
|
DoorDash, Inc.
|
|
|
|
72
/ 100
|
|
|
|
|
|
|
Adaptive Biotechnologies Corporation
|
|
|
|
59
/ 100
|
|
|
|
|
|
|
|
|
|
|
|
|
Arthur J. Gallagher & Co.
|
|
|
|
59
/ 100
|
Five9, Inc.
|
|
|
|
50
/ 100
|
Inhibrx Biosciences, Inc.
|
|
|
|
|
EPAM Systems, Inc.
|
|
|
|
|
Emerson Electric Co.
|
|
|
|
52
/ 100
|
United Parcel Service, Inc.
|
|
|
|
47
/ 100
|
Synopsys, Inc.
|
|
|
|
53
/ 100
|
PPG Industries, Inc.
|
|
|
|
51
/ 100
|
NVIDIA Corporation
|
|
|
|
87
/ 100
|
Colgate-Palmolive Company
|
|
|
|
58
/ 100
|
Constellation Energy Corporation
|
|
|
|
|
Rivian Automotive, Inc.
|
|
|
|
|
Datadog, Inc.
|
|
|
|
72
/ 100
|
4D Molecular Therapeutics, Inc.
|
|
|
|
|
|
|
|
|
|
|
Kenvue Inc.
|
|
|
|
|
|
|
|
|
|
|
KBR, Inc.
|
|
|
|
54
/ 100
|
Alibaba Group Holding Limited
|
|
|
|
60
/ 100
|
|
|
|
|
|
|
XPO Logistics, Inc.
|
|
|
|
52
/ 100
|
Zai Lab Limited
|
|
|
|
51
/ 100
|
|
|
|
|
|
50
/ 100
|
|
|
|
|
|
|
|
|
|
|
|
|
Dell Technologies Inc.
|
|
|
|
54
/ 100
|
Amylyx Pharmaceuticals, Inc.
|
|
|
|
|
Viking Therapeutics, Inc.
|
|
|
|
47
/ 100
|
Guardant Health, Inc.
|
|
|
|
56
/ 100
|
The Progressive Corporation
|
|
|
|
58
/ 100
|
|
|
|
|
|
|
|
|
|
|
|
|
ZoomInfo Technologies Inc.
|
|
|
|
|
Day One Biopharmaceuticals, Inc.
|
|
|
|
|
Tenet Healthcare Corporation
|
|
|
|
51
/ 100
|
|
|
|
|
|
|
Rallybio Corporation
|
|
|
|
|
Verastem, Inc.
|
|
|
|
50
/ 100
|
PepGen Inc.
|
|
|
|
|
Trevi Therapeutics, Inc.
|
|
|
|
|
LianBio
|
|
|
|
|
C3.ai, Inc.
|
|
|
|
|
|
|
|
|
|