Andreas Halvorsen / Portfolio / 2023-Q4

    Company Shares Market value Share price InsiderPie Expert Score
    Visa Inc.
    US92826C8394     		5.7M $1.5B $260 83 / 100
    United Parcel Service, Inc.
    US9113121068     		8.2M $1.3B $157 47 / 100
    APi Group Corporation
    US00187Y1001     		34M $1.2B $35
    Workday, Inc.
    US98138H1014     		4.1M $1.1B $276 73 / 100
    Meta Platforms, Inc.
    US30303M1027     		3M $1.1B $354 84 / 100
    McKesson Corporation
    US58155Q1031     		2.2M $1B $463 54 / 100
    BridgeBio Pharma, Inc.
    US10806X1028     		25M $1B $40 60 / 100
    The Progressive Corporation
    US7433151039     		5.9M $934M $159 57 / 100
    Danaher Corporation
    US2358511028     		4M $926M $231 79 / 100
    Philip Morris International Inc.
    US7181721090     		9.6M $905M $94 78 / 100
    ROIVANT SCIENCES LTD
    USG762791014     		69M $779M $11
    Fortive Corporation
    US34959J1088     		11M $775M $74 65 / 100
    Amazon.com, Inc.
    US0231351067     		4.9M $749M $152 88 / 100
    Ameriprise Financial, Inc.
    US03076C1062     		1.9M $727M $380 53 / 100
    Advanced Micro Devices, Inc.
    US0079031078     		4.7M $698M $147 82 / 100
    HDFC Bank Limited
    US40415F1012     		9.7M $654M $67 57 / 100
    General Electric Company
    US3696043013     		5.1M $649M $128
    Deere & Company
    US2441991054     		1.4M $562M $400 79 / 100
    Mastercard Incorporated
    US57636Q1040     		1.2M $494M $427 84 / 100
    BioMarin Pharmaceutical Inc.
    US09061G1013     		4.9M $471M $96 57 / 100
    Freeport-McMoRan Inc.
    US35671D8570     		11M $471M $43 52 / 100
    Alphabet Inc.
    US02079K3059     		3.3M $460M $140 90 / 100
    Cboe Global Markets, Inc.
    US12503M1080     		2.4M $431M $179 61 / 100
    U.S. Bancorp
    US9029733048     		9.6M $414M $43 31 / 100
    RAYZEBIO INC
    US75525N1072     		6.6M $413M $62
    Take-Two Interactive Software, Inc.
    US8740541094     		2.4M $388M $161 53 / 100
    Lamb Weston Holdings, Inc.
    US5132721045     		3.5M $383M $108 51 / 100
    MetLife, Inc.
    US59156R1086     		5.6M $371M $66 55 / 100
    CBRE Group, Inc.
    US12504L1098     		3.8M $355M $93 71 / 100
    DoorDash, Inc.
    US25809K1051     		3.5M $345M $99 73 / 100
    Intuitive Surgical, Inc.
    US46120E6023     		931K $314M $337 74 / 100
    Thermo Fisher Scientific Inc.
    US8835561023     		538K $286M $531 68 / 100
    ROYALTY PHARMA PLC
    USG7709Q1043     		10M $283M $28
    Inhibrx Biosciences, Inc.
    US45720L1070     		7.2M $272M $38
    Coupang, Inc.
    US22266T1097     		15M $251M $16 77 / 100
    UnitedHealth Group Incorporated
    US91324P1021     		461K $243M $526 71 / 100
    T-Mobile US, Inc.
    US8725901040     		1.5M $242M $160 65 / 100
    GINKGO BIOWORKS HOLDINGS INC
    US37611X1000     		143M $242M $1.7
    EVEREST GROUP LTD
    USG3223R1089     		652K $231M $354
    Acadia Healthcare Company, Inc.
    US00404A1097     		2.8M $218M $78 53 / 100
    Five9, Inc.
    US3383071012     		2.7M $214M $79 50 / 100
    HCA Healthcare, Inc.
    US40412C1018     		725K $196M $271 61 / 100
    Adaptive Biotechnologies Corporation
    US00650F1093     		30M $147M $4.9 59 / 100
    KBR, Inc.
    US48242W1062     		2.6M $146M $55 54 / 100
    PPG Industries, Inc.
    US6935061076     		969K $145M $150 51 / 100
    Boston Scientific Corporation
    US1011371077     		2.3M $131M $58 66 / 100
    CNH INDL N V
    USN209441096     		9.9M $120M $12
    Valvoline Inc.
    US92047W1018     		3.2M $119M $38
    KKR & Co. Inc.
    US48251W1045     		1.4M $115M $83 68 / 100
    Veeva Systems Inc.
    US9224751084     		580K $112M $193 52 / 100
    EPAM Systems, Inc.
    US29414B1044     		369K $110M $297
    CSX Corporation
    US1264081035     		3.1M $109M $35 51 / 100
    Atlassian Corporation
    US0494681010     		436K $104M $238
    PHARVARIS N V
    USN696051085     		3.7M $103M $28
    Regal Rexnord Corporation
    US7587501039     		692K $102M $148 56 / 100
    4D Molecular Therapeutics, Inc.
    US35104E1001     		4.8M $97M $20
    Keurig Dr Pepper Inc.
    US49271V1008     		2.9M $96M $33 50 / 100
    Viking Therapeutics, Inc.
    US92686J1060     		5.1M $96M $19 47 / 100
    NEWAMSTERDAM PHARMA COMPANY
    USN625091095     		8M $90M $11
    KE Holdings Inc.
    US4824971042     		5.3M $86M $16 58 / 100
    Eli Lilly and Company
    US5324571083     		139K $81M $583 53 / 100
    International Flavors & Fragrances Inc.
    US4595061015     		953K $77M $81 59 / 100
    Stryker Corporation
    US8636671013     		249K $75M $299 71 / 100
    Edgewise Therapeutics, Inc.
    US28036F1057     		6.2M $67M $11
    Cadence Design Systems, Inc.
    US1273871087     		228K $62M $272 56 / 100
    Zai Lab Limited
    US98887Q1040     		1.9M $51M $27 51 / 100
    Marsh & McLennan Companies, Inc.
    US5717481023     		238K $45M $189 52 / 100
    Amylyx Pharmaceuticals, Inc.
    US03237H1014     		3M $44M $15
    Procore Technologies, Inc.
    US74275K1088     		613K $42M $69 46 / 100
    Day One Biopharmaceuticals, Inc.
    US23954D1090     		2.6M $37M $15
    Foot Locker, Inc.
    US3448491049     		1.1M $33M $31 55 / 100
    GUARDANT HEALTH INC
    US40131MAB54     		41M $29M $0.71
    CAZOO GROUP LTD
    USG2007L1212     		2.1M $20M $9.5
    Verastem, Inc.
    US92337C2035     		2.5M $20M $8.1 50 / 100
    LianBio
    US53000N1081     		3.6M $16M $4.5
    PepGen Inc.
    US7133171055     		1.5M $10M $6.8
    Rallybio Corporation
    US75120L1008     		4.2M $10M $2.4
    Trevi Therapeutics, Inc.
    US89532M1018     		4.4M $5.9M $1.3
    KINNATE BIOPHARMA INC
    US49705R1059     		1.8M $4.3M $2.4

    Notifications