Andreas Halvorsen / Portfolio / 2024-Q3

    Company Shares Market value Share price InsiderPie Expert Score
    U.S. Bancorp
    US9029733048
    34M $1.5B $46 31 / 100
    Adobe Inc.
    US00724F1012
    2.6M $1.4B $518 70 / 100
    Apple Inc.
    US0378331005
    4.9M $1.1B $233 60 / 100
    Philip Morris International Inc.
    US7181721090
    9.1M $1.1B $121 77 / 100
    Visa Inc.
    US92826C8394
    3.5M $964M $275 83 / 100
    SPOTIFY TECHNOLOGY S A
    USL8681T1027
    2.6M $950M $369
    Fortive Corporation
    US34959J1088
    12M $931M $79 65 / 100
    The Progressive Corporation
    US7433151039
    3.5M $885M $254 57 / 100
    Microsoft Corporation
    US5949181045
    2M $880M $430 76 / 100
    APi Group Corporation
    US00187Y1001
    26M $849M $33 50 / 100
    Workday, Inc.
    US98138H1014
    3.3M $799M $244 73 / 100
    Bank of America Corporation
    US0605051046
    20M $792M $40 66 / 100
    JPMorgan Chase & Co.
    US46625H1005
    3.7M $779M $211 80 / 100
    Amazon.com, Inc.
    US0231351067
    4.1M $755M $186 88 / 100
    BioMarin Pharmaceutical Inc.
    US09061G1013
    9.8M $686M $70 57 / 100
    BridgeBio Pharma, Inc.
    US10806X1028
    25M $640M $25 59 / 100
    ROIVANT SCIENCES LTD
    USG762791014
    54M $624M $12
    FLUTTER ENTMT PLC
    USG3643J1081
    2.5M $604M $237
    DoorDash, Inc.
    US25809K1051
    3.6M $514M $143 73 / 100
    The Sherwin-Williams Company
    US8243481061
    1.3M $497M $382 69 / 100
    Atlassian Corporation
    US0494681010
    3M $472M $159 50 / 100
    Las Vegas Sands Corp.
    US5178341070
    8.7M $436M $50 50 / 100
    The Allstate Corporation
    US0200021014
    2M $387M $190 46 / 100
    MetLife, Inc.
    US59156R1086
    4.5M $370M $82 55 / 100
    Camden Property Trust
    US1331311027
    3M $366M $124 50 / 100
    ROYALTY PHARMA PLC
    USG7709Q1043
    12M $342M $28
    McDonald's Corporation
    US5801351017
    1.1M $341M $305 50 / 100
    CSX Corporation
    US1264081035
    9.4M $323M $35 51 / 100
    HCA Healthcare, Inc.
    US40412C1018
    698K $284M $406 50 / 100
    Vertiv Holdings Co
    US92537N1081
    2.8M $280M $99 61 / 100
    NVIDIA Corporation
    US67066G1040
    2.3M $275M $121 86 / 100
    GE Vernova Inc.
    US36828A1016
    1M $258M $255 76 / 100
    TransUnion
    US89400J1079
    2.4M $251M $105 52 / 100
    T-Mobile US, Inc.
    US8725901040
    1.2M $237M $206 65 / 100
    KKR & Co. Inc.
    US48251W1045
    1.8M $236M $131 50 / 100
    Acadia Healthcare Company, Inc.
    US00404A1097
    3.7M $235M $63 53 / 100
    Vistra Corp.
    US92840M1027
    1.8M $218M $119 50 / 100
    Alphabet Inc.
    US02079K3059
    1.3M $212M $166 50 / 100
    Autodesk, Inc.
    US0527691069
    762K $210M $275 62 / 100
    CBRE Group, Inc.
    US12504L1098
    1.6M $196M $124 50 / 100
    AON PLC
    USG0403H1089
    563K $195M $346
    Intuit Inc.
    US4612021034
    290K $180M $621 79 / 100
    Synopsys, Inc.
    US8716071076
    352K $178M $506 54 / 100
    CARNIVAL CORP
    US1436583009
    9.6M $177M $18
    Starbucks Corporation
    US8552441094
    1.7M $162M $97 54 / 100
    Freeport-McMoRan Inc.
    US35671D8570
    3.1M $157M $50 52 / 100
    Adaptive Biotechnologies Corporation
    US00650F1093
    30M $154M $5.1 56 / 100
    The Charles Schwab Corporation
    US8085131055
    2.3M $152M $65 50 / 100
    Salesforce, Inc.
    US79466L3024
    544K $149M $274 50 / 100
    Netflix, Inc.
    US64110L1061
    205K $145M $709 87 / 100
    Zscaler, Inc.
    US98980G1022
    848K $145M $171 50 / 100
    Integer Holdings Corporation
    US45826H1095
    1.1M $144M $130 52 / 100
    Teva Pharmaceutical Industries Limited
    US8816242098
    7.6M $136M $18 49 / 100
    Eli Lilly and Company
    US5324571083
    152K $135M $886 52 / 100
    NEWAMSTERDAM PHARMA COMPANY
    USN625091095
    8M $133M $17
    Oscar Health, Inc.
    US6877931096
    6.2M $131M $21 50 / 100
    Comcast Corporation
    US20030N1019
    3.1M $129M $42 61 / 100
    Equitable Holdings, Inc.
    US29452E1010
    3.1M $128M $42 50 / 100
    3M Company
    US88579Y1010
    841K $115M $137 57 / 100
    Ameriprise Financial, Inc.
    US03076C1062
    243K $114M $470 53 / 100
    Tesla, Inc.
    US88160R1014
    436K $114M $262 81 / 100
    Standard BioTools Inc.
    US34385P1084
    59M $113M $1.9 50 / 100
    ROGERS COMMUNICATIONS INC
    US7751092005
    2.7M $109M $40
    Regal Rexnord Corporation
    US7587501039
    630K $105M $166 55 / 100
    CoStar Group, Inc.
    US22160N1090
    1.3M $95M $75 50 / 100
    Boston Scientific Corporation
    US1011371077
    967K $81M $84 65 / 100
    PHARVARIS N V
    USN696051085
    3.7M $68M $19
    Immunovant, Inc.
    US45258J1025
    2.3M $66M $29 50 / 100
    LONGBOARD PHARMACEUTICALS IN
    US54300N1037
    2M $66M $33
    Li Auto Inc.
    US50202M1027
    2.1M $53M $26 50 / 100
    Regeneron Pharmaceuticals, Inc.
    US75886F1075
    50K $52M $1.1K 60 / 100
    Zai Lab Limited
    US98887Q1040
    1.9M $47M $24 51 / 100
    Carvana Co.
    US1468691027
    269K $47M $174 69 / 100
    Viking Therapeutics, Inc.
    US92686J1060
    722K $46M $63 50 / 100
    ORIC Pharmaceuticals, Inc.
    US68622P1093
    4M $41M $10 51 / 100
    Edgewise Therapeutics, Inc.
    US28036F1057
    1.5M $40M $27 50 / 100
    Day One Biopharmaceuticals, Inc.
    US23954D1090
    2.6M $36M $14 50 / 100
    Ginkgo Bioworks Holdings, Inc.
    US37611X2099
    3.6M $29M $8.2 50 / 100
    Inhibrx Biosciences, Inc.
    US45720N1037
    1.8M $28M $16 50 / 100
    Trevi Therapeutics, Inc.
    US89532M1018
    4.4M $15M $3.3 50 / 100
    PepGen Inc.
    US7133171055
    1.5M $13M $8.6 50 / 100
    BioNTech SE
    US09075V1026
    46K $5.5M $119 65 / 100
    Rallybio Corporation
    US75120L1008
    4.2M $4.9M $1.2 50 / 100

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