Andreas Halvorsen / Portfolio / 2024-Q2
| Company | Shares | Market value | Share price | InsiderPie Expert Score |
|---|---|---|---|---|
Amazon.com, Inc.
|
|
|
|
88
/ 100
|
Adobe Inc.
|
|
|
|
70
/ 100
|
Philip Morris International Inc.
|
|
|
|
77
/ 100
|
Microsoft Corporation
|
|
|
|
76
/ 100
|
APi Group Corporation
|
|
|
|
50
/ 100
|
U.S. Bancorp
|
|
|
|
31
/ 100
|
Apple Inc.
|
|
|
|
60
/ 100
|
Workday, Inc.
|
|
|
|
73
/ 100
|
Las Vegas Sands Corp.
|
|
|
|
50
/ 100
|
The Progressive Corporation
|
|
|
|
57
/ 100
|
Fortive Corporation
|
|
|
|
65
/ 100
|
|
|
|
|
|
|
Dollar Tree, Inc.
|
|
|
|
60
/ 100
|
BridgeBio Pharma, Inc.
|
|
|
|
59
/ 100
|
Netflix, Inc.
|
|
|
|
87
/ 100
|
JPMorgan Chase & Co.
|
|
|
|
80
/ 100
|
DoorDash, Inc.
|
|
|
|
73
/ 100
|
BioMarin Pharmaceutical Inc.
|
|
|
|
57
/ 100
|
HDFC Bank Limited
|
|
|
|
59
/ 100
|
McDonald's Corporation
|
|
|
|
50
/ 100
|
Broadcom Inc.
|
|
|
|
72
/ 100
|
T-Mobile US, Inc.
|
|
|
|
65
/ 100
|
GE Vernova Inc.
|
|
|
|
76
/ 100
|
Ameriprise Financial, Inc.
|
|
|
|
53
/ 100
|
Camden Property Trust
|
|
|
|
50
/ 100
|
|
|
|
|
|
|
CBRE Group, Inc.
|
|
|
|
50
/ 100
|
|
|
|
|
|
|
Atlassian Corporation
|
|
|
|
50
/ 100
|
Freeport-McMoRan Inc.
|
|
|
|
52
/ 100
|
Equitable Holdings, Inc.
|
|
|
|
50
/ 100
|
Ford Motor Company
|
|
|
|
58
/ 100
|
UnitedHealth Group Incorporated
|
|
|
|
71
/ 100
|
Intuit Inc.
|
|
|
|
79
/ 100
|
Acadia Healthcare Company, Inc.
|
|
|
|
53
/ 100
|
HCA Healthcare, Inc.
|
|
|
|
50
/ 100
|
Datadog, Inc.
|
|
|
|
73
/ 100
|
NVIDIA Corporation
|
|
|
|
86
/ 100
|
3M Company
|
|
|
|
57
/ 100
|
CSX Corporation
|
|
|
|
51
/ 100
|
|
|
|
|
|
|
|
|
|
|
|
|
Regal Rexnord Corporation
|
|
|
|
55
/ 100
|
Intuitive Surgical, Inc.
|
|
|
|
74
/ 100
|
|
|
|
|
|
|
EPAM Systems, Inc.
|
|
|
|
50
/ 100
|
Meta Platforms, Inc.
|
|
|
|
50
/ 100
|
Charter Communications, Inc.
|
|
|
|
50
/ 100
|
Eli Lilly and Company
|
|
|
|
52
/ 100
|
Integer Holdings Corporation
|
|
|
|
52
/ 100
|
The Sherwin-Williams Company
|
|
|
|
69
/ 100
|
Apollo Global Management, Inc.
|
|
|
|
50
/ 100
|
Adaptive Biotechnologies Corporation
|
|
|
|
56
/ 100
|
Salesforce, Inc.
|
|
|
|
50
/ 100
|
Standard BioTools Inc.
|
|
|
|
50
/ 100
|
Oscar Health, Inc.
|
|
|
|
50
/ 100
|
Procore Technologies, Inc.
|
|
|
|
44
/ 100
|
The Allstate Corporation
|
|
|
|
46
/ 100
|
McKesson Corporation
|
|
|
|
54
/ 100
|
Five9, Inc.
|
|
|
|
50
/ 100
|
NRG Energy, Inc.
|
|
|
|
55
/ 100
|
Viking Therapeutics, Inc.
|
|
|
|
50
/ 100
|
Carvana Co.
|
|
|
|
69
/ 100
|
Insmed Incorporated
|
|
|
|
62
/ 100
|
|
|
|
|
|
|
4D Molecular Therapeutics, Inc.
|
|
|
|
50
/ 100
|
Immunovant, Inc.
|
|
|
|
50
/ 100
|
Vertiv Holdings Co
|
|
|
|
61
/ 100
|
KKR & Co. Inc.
|
|
|
|
50
/ 100
|
|
|
|
|
|
|
|
|
|
|
|
|
LPL Financial Holdings Inc.
|
|
|
|
52
/ 100
|
Zai Lab Limited
|
|
|
|
51
/ 100
|
Day One Biopharmaceuticals, Inc.
|
|
|
|
50
/ 100
|
ORIC Pharmaceuticals, Inc.
|
|
|
|
51
/ 100
|
Rubrik, Inc.
|
|
|
|
50
/ 100
|
|
|
|
|
|
50
/ 100
|
Inhibrx Biosciences, Inc.
|
|
|
|
50
/ 100
|
PepGen Inc.
|
|
|
|
50
/ 100
|
Sanofi
|
|
|
|
55
/ 100
|
Trevi Therapeutics, Inc.
|
|
|
|
50
/ 100
|
Rallybio Corporation
|
|
|
|
50
/ 100
|