Andreas Halvorsen / Portfolio / 2024-Q1

    Company Shares Market value Share price InsiderPie Expert Score
    Visa Inc.
    US92826C8394
    6.3M $1.8B $279 83 / 100
    Workday, Inc.
    US98138H1014
    5.3M $1.4B $273 73 / 100
    Amazon.com, Inc.
    US0231351067
    6.9M $1.2B $180 88 / 100
    Philip Morris International Inc.
    US7181721090
    13M $1.2B $92 78 / 100
    APi Group Corporation
    US00187Y1001
    29M $1.1B $39
    U.S. Bancorp
    US9029733048
    23M $1B $45 31 / 100
    Las Vegas Sands Corp.
    US5178341070
    17M $875M $52 53 / 100
    Fortive Corporation
    US34959J1088
    9.5M $817M $86 65 / 100
    BridgeBio Pharma, Inc.
    US10806X1028
    25M $777M $31 60 / 100
    ROIVANT SCIENCES LTD
    USG762791014
    69M $731M $11
    T-Mobile US, Inc.
    US8725901040
    4.4M $715M $163 65 / 100
    Advanced Micro Devices, Inc.
    US0079031078
    4M $713M $180 82 / 100
    Ameriprise Financial, Inc.
    US03076C1062
    1.6M $713M $438 53 / 100
    Danaher Corporation
    US2358511028
    2.8M $709M $250 79 / 100
    UnitedHealth Group Incorporated
    US91324P1021
    1.4M $673M $495 71 / 100
    Microsoft Corporation
    US5949181045
    1.6M $672M $421 78 / 100
    Apple Inc.
    US0378331005
    3.9M $664M $171 57 / 100
    The Progressive Corporation
    US7433151039
    3M $627M $207 57 / 100
    BioMarin Pharmaceutical Inc.
    US09061G1013
    6.4M $560M $87 57 / 100
    General Electric Company
    US3696043013
    2.7M $480M $176
    Freeport-McMoRan Inc.
    US35671D8570
    9.5M $447M $47 52 / 100
    CBRE Group, Inc.
    US12504L1098
    4.6M $444M $97 71 / 100
    Mastercard Incorporated
    US57636Q1040
    794K $383M $482 84 / 100
    Meta Platforms, Inc.
    US30303M1027
    732K $355M $486 84 / 100
    ROYALTY PHARMA PLC
    USG7709Q1043
    11M $349M $30
    Dollar Tree, Inc.
    US2567461080
    2.6M $342M $133 58 / 100
    Atlassian Corporation
    US0494681010
    1.7M $341M $195
    HDFC Bank Limited
    US40415F1012
    5.9M $332M $56 57 / 100
    McKesson Corporation
    US58155Q1031
    591K $317M $537 54 / 100
    Intuitive Surgical, Inc.
    US46120E6023
    772K $308M $399 74 / 100
    Cboe Global Markets, Inc.
    US12503M1080
    1.7M $304M $184 61 / 100
    Take-Two Interactive Software, Inc.
    US8740541094
    2M $298M $148 53 / 100
    Adobe Inc.
    US00724F1012
    563K $284M $505 70 / 100
    Inhibrx Biosciences, Inc.
    US45720L1070
    7.2M $250M $35
    Five9, Inc.
    US3383071012
    3.5M $214M $62 50 / 100
    Acadia Healthcare Company, Inc.
    US00404A1097
    2.6M $203M $79 53 / 100
    FERGUSON PLC NEW
    USG3421J1063
    875K $191M $218
    NEWAMSTERDAM PHARMA COMPANY
    USN625091095
    8M $190M $24
    HCA Healthcare, Inc.
    US40412C1018
    529K $177M $334 61 / 100
    GINKGO BIOWORKS HOLDINGS INC
    US37611X1000
    143M $166M $1.2
    Regal Rexnord Corporation
    US7587501039
    901K $162M $180 56 / 100
    Humana Inc.
    US4448591028
    464K $161M $347 56 / 100
    EPAM Systems, Inc.
    US29414B1044
    580K $160M $276
    Standard BioTools Inc.
    US34385P1084
    59M $159M $2.7 50 / 100
    CNH INDL N V
    USN209441096
    12M $155M $13
    CSX Corporation
    US1264081035
    4M $147M $37 51 / 100
    Keurig Dr Pepper Inc.
    US49271V1008
    4.5M $137M $31 50 / 100
    Lamb Weston Holdings, Inc.
    US5132721045
    1.2M $128M $107 51 / 100
    Boston Scientific Corporation
    US1011371077
    1.7M $118M $68 66 / 100
    KKR & Co. Inc.
    US48251W1045
    1.1M $108M $101 68 / 100
    Valvoline Inc.
    US92047W1018
    2.4M $106M $45
    Eli Lilly and Company
    US5324571083
    135K $105M $778 53 / 100
    Camden Property Trust
    US1331311027
    1M $101M $98 63 / 100
    Adaptive Biotechnologies Corporation
    US00650F1093
    30M $96M $3.2 59 / 100
    Knight-Swift Transportation Holdings Inc.
    US4990491049
    1.7M $94M $55
    4D Molecular Therapeutics, Inc.
    US35104E1001
    2.9M $94M $32
    Viking Therapeutics, Inc.
    US92686J1060
    1.1M $90M $82 47 / 100
    PPG Industries, Inc.
    US6935061076
    619K $90M $145 51 / 100
    PHARVARIS N V
    USN696051085
    3.7M $84M $23
    Vertiv Holdings Co
    US92537N1081
    1M $83M $82 59 / 100
    Air Products and Chemicals, Inc.
    US0091581068
    338K $82M $242 66 / 100
    Procore Technologies, Inc.
    US74275K1088
    991K $81M $82 46 / 100
    Equitable Holdings, Inc.
    US29452E1010
    2.1M $78M $38 49 / 100
    Thermo Fisher Scientific Inc.
    US8835561023
    128K $75M $581 68 / 100
    KE Holdings Inc.
    US4824971042
    5.2M $72M $14 58 / 100
    Oscar Health, Inc.
    US6877931096
    4.7M $70M $15
    The Clorox Company
    US1890541097
    458K $70M $153 52 / 100
    Skechers U.S.A., Inc.
    US8305661055
    1.1M $67M $61 50 / 100
    Edgewise Therapeutics, Inc.
    US28036F1057
    3.3M $61M $18
    Immunovant, Inc.
    US45258J1025
    1.8M $58M $32
    ORIC Pharmaceuticals, Inc.
    US68622P1093
    4M $55M $14 51 / 100
    Integer Holdings Corporation
    US45826H1095
    428K $50M $117 52 / 100
    Day One Biopharmaceuticals, Inc.
    US23954D1090
    2.6M $42M $17
    Zai Lab Limited
    US98887Q1040
    2M $33M $16 51 / 100
    WILLIS TOWERS WATSON PLC LTD
    USG966291035
    112K $31M $275
    Verastem, Inc.
    US92337C2035
    2.5M $29M $12 50 / 100
    CAZOO GROUP LTD
    USG2007L1212
    2.1M $26M $12
    PepGen Inc.
    US7133171055
    1.5M $22M $15
    LONGBOARD PHARMACEUTICALS IN
    US54300N1037
    981K $21M $22
    Trevi Therapeutics, Inc.
    US89532M1018
    4.4M $15M $3.5
    Reddit, Inc.
    US75734B1008
    225K $11M $49
    Rallybio Corporation
    US75120L1008
    4.2M $7.8M $1.9
    KINNATE BIOPHARMA INC
    US49705R1059
    1.8M $4.8M $2.7

    Notifications