Andreas Halvorsen / Portfolio / 2024-Q2

    Company Shares Market value Share price InsiderPie Expert Score
    Amazon.com, Inc.
    US0231351067
    9.3M $1.8B $193 88 / 100
    Adobe Inc.
    US00724F1012
    2.3M $1.3B $556 70 / 100
    Philip Morris International Inc.
    US7181721090
    11M $1.1B $101 77 / 100
    Microsoft Corporation
    US5949181045
    2.3M $1B $447 76 / 100
    APi Group Corporation
    US00187Y1001
    27M $1B $38 50 / 100
    U.S. Bancorp
    US9029733048
    25M $1B $40 31 / 100
    Apple Inc.
    US0378331005
    4.6M $967M $211 60 / 100
    Workday, Inc.
    US98138H1014
    4M $885M $224 73 / 100
    Las Vegas Sands Corp.
    US5178341070
    20M $876M $44 50 / 100
    The Progressive Corporation
    US7433151039
    4M $832M $208 57 / 100
    Fortive Corporation
    US34959J1088
    10M $744M $74 65 / 100
    ROIVANT SCIENCES LTD
    USG762791014
    69M $731M $11
    Dollar Tree, Inc.
    US2567461080
    6.8M $727M $107 60 / 100
    BridgeBio Pharma, Inc.
    US10806X1028
    25M $636M $25 59 / 100
    Netflix, Inc.
    US64110L1061
    933K $630M $675 87 / 100
    JPMorgan Chase & Co.
    US46625H1005
    3M $609M $202 80 / 100
    DoorDash, Inc.
    US25809K1051
    5.5M $602M $109 73 / 100
    BioMarin Pharmaceutical Inc.
    US09061G1013
    7.1M $582M $82 57 / 100
    HDFC Bank Limited
    US40415F1012
    8.8M $563M $64 59 / 100
    McDonald's Corporation
    US5801351017
    1.9M $478M $255 50 / 100
    Broadcom Inc.
    US11135F1012
    293K $471M $1.6K 72 / 100
    T-Mobile US, Inc.
    US8725901040
    2.5M $439M $176 65 / 100
    GE Vernova Inc.
    US36828A1016
    2.4M $417M $172 76 / 100
    Ameriprise Financial, Inc.
    US03076C1062
    909K $388M $427 53 / 100
    Camden Property Trust
    US1331311027
    3.3M $356M $109 50 / 100
    FERGUSON PLC NEW
    USG3421J1063
    1.7M $324M $194
    CBRE Group, Inc.
    US12504L1098
    3.6M $323M $89 50 / 100
    ROYALTY PHARMA PLC
    USG7709Q1043
    12M $316M $26
    Atlassian Corporation
    US0494681010
    1.5M $259M $177 50 / 100
    Freeport-McMoRan Inc.
    US35671D8570
    5.2M $254M $49 52 / 100
    Equitable Holdings, Inc.
    US29452E1010
    5.9M $239M $41 50 / 100
    Ford Motor Company
    US3453708600
    19M $236M $13 58 / 100
    UnitedHealth Group Incorporated
    US91324P1021
    442K $225M $509 71 / 100
    Intuit Inc.
    US4612021034
    336K $221M $657 79 / 100
    Acadia Healthcare Company, Inc.
    US00404A1097
    3.2M $219M $68 53 / 100
    HCA Healthcare, Inc.
    US40412C1018
    654K $210M $321 50 / 100
    Datadog, Inc.
    US23804L1035
    1.4M $178M $130 73 / 100
    NVIDIA Corporation
    US67066G1040
    1.4M $171M $124 86 / 100
    3M Company
    US88579Y1010
    1.6M $168M $102 57 / 100
    CSX Corporation
    US1264081035
    4.7M $159M $33 51 / 100
    NEWAMSTERDAM PHARMA COMPANY
    USN625091095
    8M $154M $19
    UBS GROUP AG
    USH420971071
    5.2M $153M $29
    Regal Rexnord Corporation
    US7587501039
    1.1M $152M $135 55 / 100
    Intuitive Surgical, Inc.
    US46120E6023
    338K $150M $445 74 / 100
    SPOTIFY TECHNOLOGY S A
    USL8681T1027
    475K $149M $314
    EPAM Systems, Inc.
    US29414B1044
    756K $142M $188 50 / 100
    Meta Platforms, Inc.
    US30303M1027
    266K $134M $504 50 / 100
    Charter Communications, Inc.
    US16119P1084
    439K $131M $299 50 / 100
    Eli Lilly and Company
    US5324571083
    144K $131M $905 52 / 100
    Integer Holdings Corporation
    US45826H1095
    1.1M $129M $116 52 / 100
    The Sherwin-Williams Company
    US8243481061
    408K $122M $298 69 / 100
    Apollo Global Management, Inc.
    US03769M1062
    971K $115M $118 50 / 100
    Adaptive Biotechnologies Corporation
    US00650F1093
    30M $109M $3.6 56 / 100
    Salesforce, Inc.
    US79466L3024
    405K $104M $257 50 / 100
    Standard BioTools Inc.
    US34385P1084
    59M $104M $1.8 50 / 100
    Oscar Health, Inc.
    US6877931096
    5.9M $94M $16 50 / 100
    Procore Technologies, Inc.
    US74275K1088
    1.4M $91M $66 44 / 100
    The Allstate Corporation
    US0200021014
    545K $87M $160 46 / 100
    McKesson Corporation
    US58155Q1031
    142K $83M $584 54 / 100
    Five9, Inc.
    US3383071012
    1.7M $76M $44 50 / 100
    NRG Energy, Inc.
    US6293775085
    943K $73M $78 55 / 100
    Viking Therapeutics, Inc.
    US92686J1060
    1.4M $72M $53 50 / 100
    Carvana Co.
    US1468691027
    554K $71M $129 69 / 100
    Insmed Incorporated
    US4576693075
    1M $69M $67 62 / 100
    PHARVARIS N V
    USN696051085
    3.7M $69M $19
    4D Molecular Therapeutics, Inc.
    US35104E1001
    2.9M $62M $21 50 / 100
    Immunovant, Inc.
    US45258J1025
    2.3M $61M $26 50 / 100
    Vertiv Holdings Co
    US92537N1081
    690K $60M $87 61 / 100
    KKR & Co. Inc.
    US48251W1045
    545K $57M $105 50 / 100
    GINKGO BIOWORKS HOLDINGS INC
    US37611X1000
    143M $48M $0.33
    LONGBOARD PHARMACEUTICALS IN
    US54300N1037
    1.7M $45M $27
    LPL Financial Holdings Inc.
    US50212V1008
    130K $36M $279 52 / 100
    Zai Lab Limited
    US98887Q1040
    2M $35M $17 51 / 100
    Day One Biopharmaceuticals, Inc.
    US23954D1090
    2.6M $35M $14 50 / 100
    ORIC Pharmaceuticals, Inc.
    US68622P1093
    4M $28M $7.1 51 / 100
    Rubrik, Inc.
    US7811541090
    897K $28M $31 50 / 100
    Edgewise Therapeutics, Inc.
    US28036F1057
    1.5M $27M $18 50 / 100
    Inhibrx Biosciences, Inc.
    US45720N1037
    1.8M $25M $14 50 / 100
    PepGen Inc.
    US7133171055
    1.5M $24M $16 50 / 100
    Sanofi
    US80105N1054
    326K $16M $49 55 / 100
    Trevi Therapeutics, Inc.
    US89532M1018
    4.4M $13M $3 50 / 100
    Rallybio Corporation
    US75120L1008
    4.2M $5.6M $1.3 50 / 100

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