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Hedge Fund Viking Global Buys Bank Of America Corp., Baker Hughes Inc., ColgatePalmolive, Sells Aetna Inc., Qualcomm Inc., Apollo Group Inc.

Hedge Fund Viking Global is founded by Andreas Halvorsen, one of the tiger cubs we track. Since starting his firm Viking Global in 1999, his Viking Global Equities III fund has gained 22% on average per year until March 2009. His largest down period was from Sept. 2001 to March of 2002, when his portfolio was down about 12%.

Prior to founding Viking, Mr. Halvorsen was a senior managing director and the director of equities at Tiger Management LLC. He also worked as an investment banker in the corporate finance and merger departments of Morgan Stanley. Prior to moving to the United States, Mr. Halvorsen graduated from the Norwegian Naval Academy and served as a platoon commander on the Norwegian SEAL Team.

According to the most recent filings of his investment company, Viking Global Investors LP, Andreas Halvorsen owns 59 stocks with a total value of $9 billion. These are the details of the buys and sells.

For the details of Andreas Halvorsen's stock buys and sells, go to http://www.gurufocus.com/StockBuy.php?GuruName=Andreas+Halvorsen

This is the sector weightings of his portfolio:

Financials 34.8%
Industrials 18.4%
Health Care 16.8%
Technology 9.2%
Consumer Services 8.3%
Oil & Gas 6.9%
Consumer Goods 2.8%
Basic Materials 1.1%
Telecommunications 1.1%


These are the top 5 holdings of Andreas Halvorsen

  1. VISA INC. (V) - 9,709,500 shares, 9.79% of the total portfolio. Shares added by 21.4%
  2. INVESCO LTDSHS (IVZ) - 31,790,800 shares, 7.72% of the total portfolio. Shares added by 16.22%
  3. Express Scripts Inc. (ESRX) - 3,980,419 shares, 4.49% of the total portfolio. Shares reduced by 2.35%
  4. TYCO INTERNATIONAL LTD. (SWITZERLAND) (TYC) - 10,425,600 shares, 4.42% of the total portfolio. Shares added by 99.49%
  5. Bank Of America Corp. (BAC) - 21,855,200 shares, 4.32% of the total portfolio. Shares added by 10000%


Added: Metlife Inc. (MET)

Andreas Halvorsen added to his holdings in Metlife Inc. by 926.31%. His purchase prices were between $33.64 and $43.03, with an estimated average price of $37.91. The impact to his portfolio due to this purchase was 3.6%. His holdings were 8,303,533 shares as of 03/31/2010.

Metlife Inc. is a provider of insurance and financial services to a broad spectrum of individual and institutional customers. Metlife Inc. has a market cap of $33.64 billion; its shares were traded at around $40.91 with a P/E ratio of 11 and P/S ratio of 0.8. The dividend yield of Metlife Inc. stocks is 1.8%.

Added: Tyco International Ltd. (switzerland) (TYC)

Andreas Halvorsen added to his holdings in Tyco International Ltd. (switzerland) by 99.49%. His purchase prices were between $33.95 and $38.22, with an estimated average price of $36.45. The impact to his portfolio due to this purchase was 2.2%. His holdings were 10,425,600 shares as of 03/31/2010.

Tyco International Ltd., a diversified manufacturing and service company, is the world's largest manufacturer and servicer of electrical and electronic components and undersea telecommunications systems, the world's largest manufacturer, installer, and provider of fire protection systems and electronic security services, has strong leadership positions in disposable medical products, plastics, and adhesives, and is the largest manufacturer of flow control valves. Tyco International Ltd. (switzerland) has a market cap of $18.12 billion; its shares were traded at around $38.13 with a P/E ratio of 15.7 and P/S ratio of 1.1. The dividend yield of Tyco International Ltd. (switzerland) stocks is 2.4%.

Added: News Corp. (NWSA)

Andreas Halvorsen added to his holdings in News Corp. by 124%. His purchase prices were between $12.41 and $14.55, with an estimated average price of $13.57. The impact to his portfolio due to this purchase was 1.75%. His holdings were 19,819,800 shares as of 03/31/2010.

NEWS CORPORATION is a diversified entertainment company with operations in eight industry segments: filmed entertainment; television; cable network programming; direct broadcast satellite television; magazines and inserts; newspapers and information services; book publishing; and other. News Corp. has a market cap of $25.05 billion; its shares were traded at around $13.75 with a P/E ratio of 14 and P/S ratio of 0.8. The dividend yield of News Corp. stocks is 1.1%.

Added: Visa Inc. (V)

Andreas Halvorsen added to his holdings in Visa Inc. by 21.4%. His purchase prices were between $81.15 and $93.25, with an estimated average price of $86.92. The impact to his portfolio due to this purchase was 1.73%. His holdings were 9,709,500 shares as of 03/31/2010.

VISA operates the world's largest retail electronic payments network and is one of the most recognized global financial services brands. Visa Inc. has a market cap of $59.03 billion; its shares were traded at around $70.09 with a P/E ratio of 20.8 and P/S ratio of 8.5. The dividend yield of Visa Inc. stocks is 0.7%.

Added: The Sherwinwilliams Company (SHW)

Andreas Halvorsen added to his holdings in The Sherwinwilliams Company by 276.86%. His purchase prices were between $58 and $67.01, with an estimated average price of $63.43. The impact to his portfolio due to this purchase was 1.67%. His holdings were 3,022,818 shares as of 03/31/2010.

Sherwin-Williams Co. is a manufacturer, distributor and retailer of paint, coatings and related products. The Sherwinwilliams Company has a market cap of $8.58 billion; its shares were traded at around $78.08 with a P/E ratio of 19.7 and P/S ratio of 1.2. The dividend yield of The Sherwinwilliams Company stocks is 1.8%. The Sherwinwilliams Company had an annual average earning growth of 10.3% over the past 10 years. GuruFocus rated The Sherwinwilliams Company the business predictability rank of 4.5-star.

Added: Universal Health Services Inc. (UHS)

Andreas Halvorsen added to his holdings in Universal Health Services Inc. by 657.96%. His purchase prices were between $28.75 and $36.59, with an estimated average price of $31.97. The impact to his portfolio due to this purchase was 1.61%. His holdings were 4,763,800 shares as of 03/31/2010.

The principal business of Universal Health Services, Inc. Universal Health Services Inc. has a market cap of $4.11 billion; its shares were traded at around $41.75 with a P/E ratio of 16.4 and P/S ratio of 0.8. The dividend yield of Universal Health Services Inc. stocks is 0.5%. Universal Health Services Inc. had an annual average earning growth of 11.9% over the past 10 years. GuruFocus rated Universal Health Services Inc. the business predictability rank of 4.5-star.

Added: Google Inc. (GOOG)

Andreas Halvorsen added to his holdings in Google Inc. by 105.83%. His purchase prices were between $526.43 and $626.75, with an estimated average price of $560.25. The impact to his portfolio due to this purchase was 1.37%. His holdings were 424,600 shares as of 03/31/2010.

Google is a public and profitable company focused on search services. Google Inc. has a market cap of $158.47 billion; its shares were traded at around $498.37 with a P/E ratio of 22.7 and P/S ratio of 6.7. Google Inc. had an annual average earning growth of 65.7% over the past 10 years.

Added: Cme Group Inc Cl A (CME)

Andreas Halvorsen added to his holdings in Cme Group Inc Cl A by 119.98%. His purchase prices were between $269.29 and $349.32, with an estimated average price of $309.55. The impact to his portfolio due to this purchase was 1.33%. His holdings were 693,600 shares as of 03/31/2010.

Chicago Mercantile Exchange Holdings is the parent company of Chicago Mercantile Exchange Inc, the largest futures exchange in the United States based on notional value, trading volume and open interest. Cme Group Inc Cl A has a market cap of $20.36 billion; its shares were traded at around $308.24 with a P/E ratio of 22.5 and P/S ratio of 7.8. The dividend yield of Cme Group Inc Cl A stocks is 1.5%.

Added: Ace, Ltd. (new) (ACE)

Andreas Halvorsen added to his holdings in Ace, Ltd. (new) by 105.31%. His purchase prices were between $47.5 and $52.88, with an estimated average price of $49.89. The impact to his portfolio due to this purchase was 1.18%. His holdings were 3,986,800 shares as of 03/31/2010.

ACE LTD. provides excess liability insurance for bodily injury, property damage, & wrongful advertising. Ace, Ltd. (new) has a market cap of $17.85 billion; its shares were traded at around $52.75 with a P/E ratio of 6.7 and P/S ratio of 1.2. The dividend yield of Ace, Ltd. (new) stocks is 0.6%. Ace, Ltd. (new) had an annual average earning growth of 30.1% over the past 10 years.

Added: Invesco Ltdshs (IVZ)

Andreas Halvorsen added to his holdings in Invesco Ltdshs by 16.22%. His purchase prices were between $18.32 and $23.63, with an estimated average price of $20.79. The impact to his portfolio due to this purchase was 1.08%. His holdings were 31,790,800 shares as of 03/31/2010.

Invesco is a independent global investment management company, dedicated to helping people worldwide build their financial security. Invesco Ltdshs has a market cap of $8.57 billion; its shares were traded at around $19.85 with a P/E ratio of 21.1 and P/S ratio of 3.3. The dividend yield of Invesco Ltdshs stocks is 2.1%. Invesco Ltdshs had an annual average earning growth of 0.4% over the past 10 years.

Added: Rockwell Collins Inc. (COL)

Andreas Halvorsen added to his holdings in Rockwell Collins Inc. by 132.61%. His purchase prices were between $52.23 and $63.4, with an estimated average price of $57.11. The impact to his portfolio due to this purchase was 1.07%. His holdings were 2,703,126 shares as of 03/31/2010.

Rockwell Collins, Inc. is a world leader in providing aviation electronics and airborne and mobile communications products and systems for commercial and military applications. Rockwell Collins Inc. has a market cap of $9.55 billion; its shares were traded at around $60.74 with a P/E ratio of 17.2 and P/S ratio of 2.2. The dividend yield of Rockwell Collins Inc. stocks is 1.6%.

Added: Hess Corp. (HES)

Andreas Halvorsen added to his holdings in Hess Corp. by 68.42%. His purchase prices were between $57.03 and $65.83, with an estimated average price of $60.7. The impact to his portfolio due to this purchase was 0.87%. His holdings were 3,088,000 shares as of 03/31/2010.

Hess Corporation, is a global integrated energy company engaged in the exploration for and the production, purchase, transportation and sale of crude oil and natural gas, as well as the production and sale of refined petroleum products, electricity. Hess Corp. has a market cap of $18.12 billion; its shares were traded at around $55.2 with a P/E ratio of 14.5 and P/S ratio of 0.6. The dividend yield of Hess Corp. stocks is 0.7%. Hess Corp. had an annual average earning growth of 8.4% over the past 10 years. GuruFocus rated Hess Corp. the business predictability rank of 4-star.

New Purchase: Bank Of America Corp. (BAC)

Andreas Halvorsen initiated holdings in Bank Of America Corp.. His purchase prices were between $14.45 and $18.04, with an estimated average price of $16.17. The impact to his portfolio due to this purchase was 4.32%. His holdings were 21,855,200 shares as of 03/31/2010.

Bank of America Corp. is one of the world's financial services companies. Bank Of America Corp. has a market cap of $138.12 billion; its shares were traded at around $15.95 with and P/S ratio of 0.9. The dividend yield of Bank Of America Corp. stocks is 0.2%.

New Purchase: Baker Hughes Inc. (BHI)

Andreas Halvorsen initiated holdings in Baker Hughes Inc.. His purchase prices were between $40.48 and $51.86, with an estimated average price of $47.09. The impact to his portfolio due to this purchase was 2.14%. His holdings were 4,118,600 shares as of 03/31/2010.

Baker Hughes Inc. is engaged in the oilfield and process industries. Baker Hughes Inc. has a market cap of $13.88 billion; its shares were traded at around $44.5 with a P/E ratio of 29.1 and P/S ratio of 1.5. The dividend yield of Baker Hughes Inc. stocks is 1.3%. Baker Hughes Inc. had an annual average earning growth of 16.3% over the past 10 years. GuruFocus rated Baker Hughes Inc. the business predictability rank of 2.5-star.

New Purchase: Colgatepalmolive Company (CL)

Andreas Halvorsen initiated holdings in Colgatepalmolive Company. His purchase prices were between $79.07 and $85.46, with an estimated average price of $82.23. The impact to his portfolio due to this purchase was 1.28%. His holdings were 1,352,471 shares as of 03/31/2010.

Colgate-Palmolive is a global consumer products company, tightly focused on Oral Care, Personal Care, Household Surface Care, Fabric Care and Pet Nutrition. Colgatepalmolive Company has a market cap of $40.93 billion; its shares were traded at around $83.15 with a P/E ratio of 18.1 and P/S ratio of 2.7. The dividend yield of Colgatepalmolive Company stocks is 2.5%. Colgatepalmolive Company had an annual average earning growth of 8.6% over the past 10 years. GuruFocus rated Colgatepalmolive Company the business predictability rank of 4-star.

New Purchase: Comcast Corp. (CMCSA)

Andreas Halvorsen initiated holdings in Comcast Corp.. His purchase prices were between $15.21 and $18.74, with an estimated average price of $16.69. The impact to his portfolio due to this purchase was 1.26%. His holdings were 6,041,300 shares as of 03/31/2010.

Comcast Corp., among the world's communication companies, provides basic cable, digital cable and high speed internet services that connect people to what's important in their lives. Comcast Corp. has a market cap of $50.2 billion; its shares were traded at around $17.6925 with a P/E ratio of 14.7 and P/S ratio of 1.4. The dividend yield of Comcast Corp. stocks is 2.1%. Comcast Corp. had an annual average earning growth of 15.1% over the past 10 years.

New Purchase: The Pnc Financial Services Group Inc. (PNC)

Andreas Halvorsen initiated holdings in The Pnc Financial Services Group Inc.. His purchase prices were between $50.75 and $59.96, with an estimated average price of $55.32. The impact to his portfolio due to this purchase was 1.24%. His holdings were 1,878,923 shares as of 03/31/2010.

The PNC Financial Services Group, Inc. is one of the nation's largest diversified financial services organizations, providing regional banking, corporate banking, real estate finance, asset-based lending, wealth management, asset management and global fund services. The Pnc Financial Services Group Inc. has a market cap of $32.95 billion; its shares were traded at around $63.68 with a P/E ratio of 22.3 and P/S ratio of 1.9. The dividend yield of The Pnc Financial Services Group Inc. stocks is 0.6%. The Pnc Financial Services Group Inc. had an annual average earning growth of 3.8% over the past 10 years.

New Purchase: Agrium Inc. (AGU)

Andreas Halvorsen initiated holdings in Agrium Inc.. His purchase prices were between $56.35 and $72.67, with an estimated average price of $65.25. The impact to his portfolio due to this purchase was 1.1%. His holdings were 1,405,000 shares as of 03/31/2010.

Agrium Inc is a global producer and marketer of fertilizer and a major retail supplier of agricultural products and services in both North America and Argentina. Agrium Inc. has a market cap of $8.78 billion; its shares were traded at around $55.82 with a P/E ratio of 17.3 and P/S ratio of 1. The dividend yield of Agrium Inc. stocks is 0.2%. Agrium Inc. had an annual average earning growth of 14.6% over the past 10 years. GuruFocus rated Agrium Inc. the business predictability rank of 3-star.

New Purchase: Mednax, Inc. (MD)

Andreas Halvorsen initiated holdings in Mednax, Inc.. His purchase prices were between $52.59 and $60.53, with an estimated average price of $56.38. The impact to his portfolio due to this purchase was 0.76%. His holdings were 1,175,922 shares as of 03/31/2010.

Mednax, Inc., formerly Pediatrix Medical Group, Inc. Mednax, Inc. has a market cap of $2.77 billion; its shares were traded at around $58.84 with a P/E ratio of 15.6 and P/S ratio of 2.1. Mednax, Inc. had an annual average earning growth of 18.6% over the past 10 years. GuruFocus rated Mednax, Inc. the business predictability rank of 5-star.

New Purchase: Frontline Ltd. (FRO)

Andreas Halvorsen initiated holdings in Frontline Ltd.. His purchase prices were between $25.5 and $34.14, with an estimated average price of $29.46. The impact to his portfolio due to this purchase was 0.66%. His holdings were 1,945,689 shares as of 03/31/2010.

FRONTLINE LTD's business strategy is primarily based upon the following principles: emphasising operational safety and quality maintenance for all of its vessels; complying with all current and proposed environmental regulations; outsourcing technical operations and crewing; achieving low operational costs of vessels; achieving high utilisation of its vessels; competitive financing arrangements; and develop relationship to main charterers. Frontline Ltd. has a market cap of $2.53 billion; its shares were traded at around $32.44 with a P/E ratio of 25.9 and P/S ratio of 2.3. The dividend yield of Frontline Ltd. stocks is 3.1%. Frontline Ltd. had an annual average earning growth of 12.2% over the past 10 years.

New Purchase: Psychiatric Solutions Inc. (PSYS)

Andreas Halvorsen initiated holdings in Psychiatric Solutions Inc.. His purchase prices were between $21 and $30.51, with an estimated average price of $24.43. The impact to his portfolio due to this purchase was 0.54%. His holdings were 1,637,200 shares as of 03/31/2010.

Psychiatric Solutions, Inc. offers an extensive continuum of behavioral health programs to critically ill children, adolescents and adults through its ownership and operation of freestanding psychiatric inpatient hospitals and its management of psychiatric units within general acute care hospitals owned by others. Psychiatric Solutions Inc. has a market cap of $1.82 billion; its shares were traded at around $32.41 with a P/E ratio of 14.6 and P/S ratio of 1.

New Purchase: United Technologies Corp. (UTX)

Andreas Halvorsen initiated holdings in United Technologies Corp.. His purchase prices were between $65.4 and $74.13, with an estimated average price of $70.03. The impact to his portfolio due to this purchase was 0.34%. His holdings were 421,200 shares as of 03/31/2010.

United Technologies Corporation provides a broad range of high technology products and services to the building systems and aerospace industries. United Technologies Corp. has a market cap of $66.19 billion; its shares were traded at around $70.68 with a P/E ratio of 15 and P/S ratio of 1.3. The dividend yield of United Technologies Corp. stocks is 2.4%. United Technologies Corp. had an annual average earning growth of 10.7% over the past 10 years. GuruFocus rated United Technologies Corp. the business predictability rank of 4-star.

New Purchase: Family Dollar Stores Inc. (FDO)

Andreas Halvorsen initiated holdings in Family Dollar Stores Inc.. His purchase prices were between $27.39 and $36.98, with an estimated average price of $32.55. The impact to his portfolio due to this purchase was 0.32%. His holdings were 785,400 shares as of 03/31/2010.

Family Dollar Stores, Inc. is one of the fastest growing discount store chains in the United States. Family Dollar Stores Inc. has a market cap of $5.41 billion; its shares were traded at around $40.05 with a P/E ratio of 17 and P/S ratio of 0.7. The dividend yield of Family Dollar Stores Inc. stocks is 1.5%. Family Dollar Stores Inc. had an annual average earning growth of 6.8% over the past 10 years. GuruFocus rated Family Dollar Stores Inc. the business predictability rank of 4-star.

New Purchase: Lennar Corp. (LEN)

Andreas Halvorsen initiated holdings in Lennar Corp.. His purchase prices were between $12.77 and $18.3, with an estimated average price of $16.12. The impact to his portfolio due to this purchase was 0.32%. His holdings were 1,680,500 shares as of 03/31/2010.

Lennar Corp is one of the nation's builders of quality homes for all generations, building affordable, move-up and retirement homes. Lennar Corp. has a market cap of $3.36 billion; its shares were traded at around $18.16 with and P/S ratio of 1.1. The dividend yield of Lennar Corp. stocks is 0.9%.

New Purchase: Nvr Inc (NVR)

Andreas Halvorsen initiated holdings in Nvr Inc. His purchase prices were between $661.56 and $753, with an estimated average price of $714.89. The impact to his portfolio due to this purchase was 0.25%. His holdings were 31,621 shares as of 03/31/2010.

NVR Inc. is a holding company that operates in two business segments; the construction and marketing of homes and in financial services. Nvr Inc has a market cap of $4.14 billion; its shares were traded at around $676.1 with a P/E ratio of 20.5 and P/S ratio of 1.6. Nvr Inc had an annual average earning growth of 2.8% over the past 10 years.

New Purchase: Mckesson Corp. (MCK)

Andreas Halvorsen initiated holdings in Mckesson Corp.. His purchase prices were between $58.28 and $66.72, with an estimated average price of $61.28. The impact to his portfolio due to this purchase was 0.12%. His holdings were 170,400 shares as of 03/31/2010.

McKesson Corporation, the world's largest health care service and technology company, delivers unique supply and information management solutions that reduce costs and improve quality for its health care customers. Mckesson Corp. has a market cap of $18.68 billion; its shares were traded at around $69.34 with a P/E ratio of 15.2 and P/S ratio of 0.2. The dividend yield of Mckesson Corp. stocks is 0.7%. Mckesson Corp. had an annual average earning growth of 23.8% over the past 10 years. GuruFocus rated Mckesson Corp. the business predictability rank of 3-star.

New Purchase: Intermune Inc. (ITMN)

Andreas Halvorsen initiated holdings in Intermune Inc.. His purchase prices were between $12.95 and $47.25, with an estimated average price of $21.68. The impact to his portfolio due to this purchase was 0.11%. His holdings were 226,400 shares as of 03/31/2010.

InterMune Pharmaceuticals Inc. develops and commercializes innovative products for the treatment of serious pulmonary and infectious diseases and congenital disorders. Intermune Inc. has a market cap of $584.5 million; its shares were traded at around $10.67 with and P/S ratio of 12. Intermune Inc. had an annual average earning growth of 2.1% over the past 10 years.

New Purchase: Owens Corning (OC)

Andreas Halvorsen initiated holdings in Owens Corning. His purchase prices were between $22.98 and $26.4, with an estimated average price of $24.85. The impact to his portfolio due to this purchase was 0.06%. His holdings were 197,955 shares as of 03/31/2010.

Owens Corning is a world leader in building materials systems and composite solutions. Owens Corning has a market cap of $4.32 billion; its shares were traded at around $33.84 with a P/E ratio of 22.1 and P/S ratio of 0.9.

Reduced: Capital One Financial Corp. (COF)

Andreas Halvorsen reduced to his holdings in Capital One Financial Corp. by 97.58%. His sale prices were between $34.63 and $43.02, with an estimated average price of $38.85. The impact to his portfolio due to this sale was -0.06%. Andreas Halvorsen still held 130,125 shares as of 03/31/2010.

Capital One Financial is a holding company whose subsidiaries provide a variety of products and services to consumers using its proprietary information-based strategy. Capital One Financial Corp. has a market cap of $18.97 billion; its shares were traded at around $41.57 with a P/E ratio of 14 and P/S ratio of 1.2. The dividend yield of Capital One Financial Corp. stocks is 0.5%. Capital One Financial Corp. had an annual average earning growth of 0.4% over the past 10 years.

Reduced: Qwest Communications International Inc. (Q)

Andreas Halvorsen reduced to his holdings in Qwest Communications International Inc. by 27.02%. His sale prices were between $4.19 and $5.36, with an estimated average price of $4.59. The impact to his portfolio due to this sale was -0.09%. Andreas Halvorsen still held 5,916,995 shares as of 03/31/2010.

Qwest Communications Int'l, Inc. is a broadband Internet communications company that provides advanced communication services, data, multimedia and Internet-based services on a national and global basis; and wireless services, local telecommunications and related services and directory services. Qwest Communications International Inc. has a market cap of $9.14 billion; its shares were traded at around $5.27 with a P/E ratio of 13.2 and P/S ratio of 0.7. The dividend yield of Qwest Communications International Inc. stocks is 6.1%.

Reduced: Biovail Corp. (BVF)

Andreas Halvorsen reduced to his holdings in Biovail Corp. by 25.05%. His sale prices were between $13.74 and $16.86, with an estimated average price of $15.11. The impact to his portfolio due to this sale was -0.12%. Andreas Halvorsen still held 2,484,973 shares as of 03/31/2010.

Biovail Corporation is a specialty pharmaceutical company, engaged in the formulation, clinical testing, registration, manufacture and commercialization of pharmaceutical products utilizing advanced drug-delivery technologies. Biovail Corp. has a market cap of $2.51 billion; its shares were traded at around $15.82 with a P/E ratio of 9 and P/S ratio of 3.1. The dividend yield of Biovail Corp. stocks is 2.3%. Biovail Corp. had an annual average earning growth of 4.1% over the past 10 years.

Reduced: Illumina Inc. (ILMN)

Andreas Halvorsen reduced to his holdings in Illumina Inc. by 44.82%. His sale prices were between $30.35 and $40.51, with an estimated average price of $37.16. The impact to his portfolio due to this sale was -0.13%. Andreas Halvorsen still held 656,000 shares as of 03/31/2010.

Illumina Inc. is a developer of next-generation tools for the large-scale analysis of genetic variation and function. Illumina Inc. has a market cap of $5 billion; its shares were traded at around $41.34 with a P/E ratio of 54.4 and P/S ratio of 7.5.

Reduced: Virgin Media Inc. (VMED)

Andreas Halvorsen reduced to his holdings in Virgin Media Inc. by 26.45%. His sale prices were between $14.03 and $17.46, with an estimated average price of $16.17. The impact to his portfolio due to this sale was -0.19%. Andreas Halvorsen still held 3,808,357 shares as of 03/31/2010.

Telewest Global is a broadband communications and media group. Virgin Media Inc. has a market cap of $5.15 billion; its shares were traded at around $15.64 with and P/S ratio of 0.9. The dividend yield of Virgin Media Inc. stocks is 1%. Virgin Media Inc. had an annual average earning growth of 26% over the past 5 years.

Reduced: Lincare Holdings Inc. (LNCR)

Andreas Halvorsen reduced to his holdings in Lincare Holdings Inc. by 54.42%. His sale prices were between $35.38 and $45.08, with an estimated average price of $39.84. The impact to his portfolio due to this sale was -0.29%. Andreas Halvorsen still held 1,078,758 shares as of 03/31/2010.

Lincare Holdings Inc. is one of the nation's largest providers of oxygen and other respiratory therapy services to patients in the home. Lincare Holdings Inc. has a market cap of $2.96 billion; its shares were traded at around $45.01 with a P/E ratio of 19.6 and P/S ratio of 1.9. Lincare Holdings Inc. had an annual average earning growth of 9.6% over the past 10 years. GuruFocus rated Lincare Holdings Inc. the business predictability rank of 3-star.

Reduced: Beckman Coulter Inc. (BEC)

Andreas Halvorsen reduced to his holdings in Beckman Coulter Inc. by 85.22%. His sale prices were between $63.1 and $69.9, with an estimated average price of $66.74. The impact to his portfolio due to this sale was -0.31%. Andreas Halvorsen still held 520,650 shares as of 03/31/2010.

Beckman Coulter, Inc. simplifies and automates laboratory processes used in all phases of the battle against disease. Beckman Coulter Inc. has a market cap of $4.19 billion; its shares were traded at around $59.94 with a P/E ratio of 15 and P/S ratio of 1.3. The dividend yield of Beckman Coulter Inc. stocks is 1.2%.

Reduced: The Walt Disney Company Disney (DIS)

Andreas Halvorsen reduced to his holdings in The Walt Disney Company Disney by 27.82%. His sale prices were between $29.32 and $35.31, with an estimated average price of $31.75. The impact to his portfolio due to this sale was -0.4%. Andreas Halvorsen still held 3,722,200 shares as of 03/31/2010.

Walt Disney Company owns 100% of Disney Enterprises, Inc. The Walt Disney Company Disney has a market cap of $65.42 billion; its shares were traded at around $33.73 with a P/E ratio of 17.5 and P/S ratio of 1.8. The dividend yield of The Walt Disney Company Disney stocks is 1%. The Walt Disney Company Disney had an annual average earning growth of 11.2% over the past 10 years.

Reduced: Danaher Corp. (DHR)

Andreas Halvorsen reduced to his holdings in Danaher Corp. by 22.46%. His sale prices were between $70.15 and $80.88, with an estimated average price of $75.31. The impact to his portfolio due to this sale was -0.45%. Andreas Halvorsen still held 2,286,700 shares as of 03/31/2010.

Danaher Corporation conducts its operations through two business segments:Process/Environmental Controls and Tools and Components. Danaher Corp. has a market cap of $26.83 billion; its shares were traded at around $82.94 with a P/E ratio of 22 and P/S ratio of 2.4. The dividend yield of Danaher Corp. stocks is 0.2%. Danaher Corp. had an annual average earning growth of 13.9% over the past 10 years. GuruFocus rated Danaher Corp. the business predictability rank of 4-star.

Reduced: Cigna Corp. (CI)

Andreas Halvorsen reduced to his holdings in Cigna Corp. by 24.78%. His sale prices were between $32.72 and $38.26, with an estimated average price of $35.15. The impact to his portfolio due to this sale was -0.47%. Andreas Halvorsen still held 4,691,656 shares as of 03/31/2010.

CIGNA Corporation is an investor-owned employee benefits organizations in the United States. Cigna Corp. has a market cap of $9.33 billion; its shares were traded at around $33.75 with a P/E ratio of 7.8 and P/S ratio of 0.5. The dividend yield of Cigna Corp. stocks is 0.5%.

Reduced: Cvs Caremark Corp. (CVS)

Andreas Halvorsen reduced to his holdings in Cvs Caremark Corp. by 46.06%. His sale prices were between $31.07 and $37.07, with an estimated average price of $33.96. The impact to his portfolio due to this sale was -0.62%. Andreas Halvorsen still held 3,330,604 shares as of 03/31/2010.

CVS/Caremark is the nation's premier integrated pharmacy services provider, combining one of the nation's pharmaceutical services companies with the country's largest pharmacy chain. Cvs Caremark Corp. has a market cap of $48.87 billion; its shares were traded at around $35.2 with a P/E ratio of 13.1 and P/S ratio of 0.5. The dividend yield of Cvs Caremark Corp. stocks is 1%. Cvs Caremark Corp. had an annual average earning growth of 12.4% over the past 10 years. GuruFocus rated Cvs Caremark Corp. the business predictability rank of 4.5-star.

Reduced: Wellpoint Inc. (WLP)

Andreas Halvorsen reduced to his holdings in Wellpoint Inc. by 27.66%. His sale prices were between $58.29 and $68.06, with an estimated average price of $62.61. The impact to his portfolio due to this sale was -0.67%. Andreas Halvorsen still held 3,411,161 shares as of 03/31/2010.

WellPoint, Inc. is the largest publicly traded commercial health benefits company in terms of membership in the United States. Wellpoint Inc. has a market cap of $23.56 billion; its shares were traded at around $53.08 with a P/E ratio of 8.4 and P/S ratio of 0.4. Wellpoint Inc. had an annual average earning growth of 21.6% over the past 10 years.

Sold Out: Pharmaceutical Product Development Inc. (PPDI)

Andreas Halvorsen sold out his holdings in Pharmaceutical Product Development Inc.. His sale prices were between $20.91 and $23.85, with an estimated average price of $22.44.

As a global provider of discovery and development services and products for pharmaceutical, biotechnology and medical device companies, PPD applies innovative technologies, therapeutic expertise and a commitment to quality to help clients maximize the return on their R&D investments. Pharmaceutical Product Development Inc. has a market cap of $3.23 billion; its shares were traded at around $27.26 with a P/E ratio of 26.2 and P/S ratio of 2.3. The dividend yield of Pharmaceutical Product Development Inc. stocks is 2.2%. Pharmaceutical Product Development Inc. had an annual average earning growth of 17.1% over the past 10 years. GuruFocus rated Pharmaceutical Product Development Inc. the business predictability rank of 3.5-star.

Sold Out: Apollo Group Inc. (APOL)

Andreas Halvorsen sold out his holdings in Apollo Group Inc.. His sale prices were between $56.92 and $64.65, with an estimated average price of $61.25.

Apollo Group, Inc. has been providing higher education to working adults for over 25 years. Apollo Group Inc. has a market cap of $8.24 billion; its shares were traded at around $54.52 with a P/E ratio of 11.8 and P/S ratio of 2.1. Apollo Group Inc. had an annual average earning growth of 26.4% over the past 10 years. GuruFocus rated Apollo Group Inc. the business predictability rank of 4-star.

Sold Out: Atlas America Inc. (ATLS)

Andreas Halvorsen sold out his holdings in Atlas America Inc.. His sale prices were between $28.95 and $35.14, with an estimated average price of $31.87.

Atlas Energy, Inc. is one of the largest independent natural gas producers in the Appalachian and Michigan Basins and a producer in the Marcellus Shale in southwestern Pennsylvania. Atlas America Inc. has a market cap of $2.42 billion; its shares were traded at around $30.97 with and P/S ratio of 1.6. Atlas America Inc. had an annual average earning growth of 74.9% over the past 5 years.

Sold Out: The Manitowoc Company Inc. (MTW)

Andreas Halvorsen sold out his holdings in The Manitowoc Company Inc.. His sale prices were between $9.97 and $13.7, with an estimated average price of $12.16.

Manitowoc Company, Inc. is a diversified, capital goods manufacturer. The Manitowoc Company Inc. has a market cap of $1.61 billion; its shares were traded at around $12.24 with and P/S ratio of 0.4. The dividend yield of The Manitowoc Company Inc. stocks is 0.5%. The Manitowoc Company Inc. had an annual average earning growth of 13.1% over the past 10 years.

Sold Out: Allegheny Energy Inc. (AYE)

Andreas Halvorsen sold out his holdings in Allegheny Energy Inc.. His sale prices were between $20.49 and $23.83, with an estimated average price of $22.68.

Allegheny Energy, Inc. is a diversified utility holding company. Allegheny Energy Inc. has a market cap of $3.48 billion; its shares were traded at around $20.52 with a P/E ratio of 9.1 and P/S ratio of 1. The dividend yield of Allegheny Energy Inc. stocks is 3%.

Sold Out: Brocade Communications Systems, Inc. (BRCD)

Andreas Halvorsen sold out his holdings in Brocade Communications Systems, Inc.. His sale prices were between $5.36 and $7.95, with an estimated average price of $6.59.

Brocade Communications Systems, Inc. delivers industry-platforms, solutions, and services for intelligently connecting, managing, and optimizing IT resources in shared storage environments. Brocade Communications Systems, Inc. has a market cap of $2.74 billion; its shares were traded at around $6.17 with a P/E ratio of 19.9 and P/S ratio of 1.4. Brocade Communications Systems, Inc. had an annual average earning growth of 3.8% over the past 10 years. GuruFocus rated Brocade Communications Systems, Inc. the business predictability rank of 2-star.

Sold Out: Owensillinois Inc. (OI)

Andreas Halvorsen sold out his holdings in Owensillinois Inc.. His sale prices were between $25.9 and $35.28, with an estimated average price of $30.92.

Owens-Illinois, Inc. is one of the largest manufacturers of glass containers in North America, South America, Australia, New Zealand, and China, and one of the largest in Europe. Owensillinois Inc. has a market cap of $5.16 billion; its shares were traded at around $30.57 with a P/E ratio of 10.6 and P/S ratio of 0.7.

Sold Out: Host Hotels & Resorts Inc. (HST)

Andreas Halvorsen sold out his holdings in Host Hotels & Resorts Inc.. His sale prices were between $10.6 and $14.76, with an estimated average price of $12.17.

Host Hotels & Resorts, Inc. is a lodging real estate company that currently owns or holds controlling interests in upper upscale and luxury hotel properties primarily operated under premium brands. Host Hotels & Resorts Inc. has a market cap of $9.45 billion; its shares were traded at around $14.42 with a P/E ratio of 22.5 and P/S ratio of 2.3. The dividend yield of Host Hotels & Resorts Inc. stocks is 0.3%.

Sold Out: Manulife Financial Corp. (MFC)

Andreas Halvorsen sold out his holdings in Manulife Financial Corp.. His sale prices were between $17.59 and $20.51, with an estimated average price of $19.13.

Manulife Financial Corporation is the holding company of The Manufacturers Life Insurance Company and its subsidiaries. Manulife Financial Corp. has a market cap of $30.04 billion; its shares were traded at around $17.12 with a P/E ratio of 7.3 and P/S ratio of 0.8. The dividend yield of Manulife Financial Corp. stocks is 2.9%. Manulife Financial Corp. had an annual average earning growth of 21.8% over the past 10 years. GuruFocus rated Manulife Financial Corp. the business predictability rank of 4.5-star.

Sold Out: Qualcomm Inc. (QCOM)

Andreas Halvorsen sold out his holdings in Qualcomm Inc.. His sale prices were between $35.56 and $49.47, with an estimated average price of $41.83.

QUALCOMM Inc. develops and delivers innovative digital wireless communications products and services based on the company's CDMA digital technology. Qualcomm Inc. has a market cap of $61.69 billion; its shares were traded at around $36.71 with a P/E ratio of 19.1 and P/S ratio of 5.9. The dividend yield of Qualcomm Inc. stocks is 1.8%.

Sold Out: Wells Fargo & Company (WFC)

Andreas Halvorsen sold out his holdings in Wells Fargo & Company. His sale prices were between $26.43 and $31.22, with an estimated average price of $28.49.

Wells Fargo & Company is a diversified financial services company providing banking, insurance, investments, mortgage and consumer finance services through stores, its Internet site and other distribution channels across North America as well as internationally. Wells Fargo & Company has a market cap of $158.71 billion; its shares were traded at around $30.59 with a P/E ratio of 17.6 and P/S ratio of 1.6. The dividend yield of Wells Fargo & Company stocks is 0.6%. Wells Fargo & Company had an annual average earning growth of 5.1% over the past 10 years.

Sold Out: Citigroup Inc. (C)

Andreas Halvorsen sold out his holdings in Citigroup Inc.. His sale prices were between $3.15 and $4.31, with an estimated average price of $3.56.

Citigroup Inc., the global financial services company, has some two hundred million customer accounts and does business in more than hundred countries, providing consumers, corporations, governments, and institutions with a broad range of financial products and services, including consumer banking and credit, corporate and investment banking, securities brokerage, and wealth management. Citigroup Inc. has a market cap of $106.22 billion; its shares were traded at around $3.73 with and P/S ratio of 1.2.

Sold Out: Franklin Resources Inc. (BEN)

Andreas Halvorsen sold out his holdings in Franklin Resources Inc.. His sale prices were between $96.3 and $112.69, with an estimated average price of $105.36.

Franklin Resources provides investment advisory and related services to retail mutual funds, institutional and private accounts, and other investment products globally. Franklin Resources Inc. has a market cap of $23.69 billion; its shares were traded at around $103.79 with a P/E ratio of 17.3 and P/S ratio of 5.6. The dividend yield of Franklin Resources Inc. stocks is 0.8%. Franklin Resources Inc. had an annual average earning growth of 15.8% over the past 10 years. GuruFocus rated Franklin Resources Inc. the business predictability rank of 4-star.

Sold Out: Nrg Energy Inc. (NRG)

Andreas Halvorsen sold out his holdings in Nrg Energy Inc.. His sale prices were between $20.25 and $25.15, with an estimated average price of $22.96.

NRG Energy Inc owns and operates a diverse portfolio of power-generating facilities, primarily in the United States. Nrg Energy Inc. has a market cap of $5.92 billion; its shares were traded at around $22.6 with a P/E ratio of 20 and P/S ratio of 0.7. Nrg Energy Inc. had an annual average earning growth of 36.7% over the past 10 years. GuruFocus rated Nrg Energy Inc. the business predictability rank of 3-star.

Sold Out: Aon (AON)

Andreas Halvorsen sold out his holdings in Aon. His sale prices were between $37.56 and $42.9, with an estimated average price of $40.06.

Aon Corporation is a holding company whose operating subsidiaries carry onbusiness in three distinct segments: insurance brokerage and other services; consulting; and insurance underwriting. Aon has a market cap of $10.86 billion; its shares were traded at around $40.7 with a P/E ratio of 12.7 and P/S ratio of 1.5. The dividend yield of Aon stocks is 1.4%. Aon had an annual average earning growth of 3.9% over the past 10 years.

Sold Out: Directv Group Inc. The (DTV)

Andreas Halvorsen sold out his holdings in Directv Group Inc. The. His sale prices were between $30.34 and $35.05, with an estimated average price of $33.03.

DIRECTV Class A is a provider of digital multichannel television entertainment, broadband satellite networks and services, and global video and data broadcasting in the United States and Latin America. Directv Group Inc. The has a market cap of $34.72 billion; its shares were traded at around $38.01 with a P/E ratio of 20.7 and P/S ratio of 1.6. Directv Group Inc. The had an annual average earning growth of 33.4% over the past 10 years.

Sold Out: Aetna Inc. (AET)

Andreas Halvorsen sold out his holdings in Aetna Inc.. His sale prices were between $28.63 and $35.38, with an estimated average price of $15.67.

Aetna Inc. is one of the nation's largest health benefits companies and one of the nation's largest insurance and financial services organizations. Aetna Inc. has a market cap of $12.86 billion; its shares were traded at around $29.84 with a P/E ratio of 11.7 and P/S ratio of 0.4. The dividend yield of Aetna Inc. stocks is 0.1%. Aetna Inc. had an annual average earning growth of 11.1% over the past 10 years.

Sold Out: Csx Corp. (CSX)

Andreas Halvorsen sold out his holdings in Csx Corp.. His sale prices were between $42.33 and $52.38, with an estimated average price of $48.06.

CSX Corporation's unique combination of rail, container-shipping, intermodal and logistics services provides global reach that's second to none. Csx Corp. has a market cap of $20.97 billion; its shares were traded at around $53.89 with a P/E ratio of 17.9 and P/S ratio of 2.4. The dividend yield of Csx Corp. stocks is 1.8%. Csx Corp. had an annual average earning growth of 18.5% over the past 10 years.

Sold Out: Mastercard Inc. (MA)

Andreas Halvorsen sold out his holdings in Mastercard Inc.. His sale prices were between $220.74 and $264.75, with an estimated average price of $243.23.

MASTERCARD INCORPORATED advances global commerce by providing a critical economic link among financial institutions, businesses, cardholders and merchants worldwide. Mastercard Inc. has a market cap of $26.32 billion; its shares were traded at around $202.81 with a P/E ratio of 16.8 and P/S ratio of 5.2. The dividend yield of Mastercard Inc. stocks is 0.3%.


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