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Andreas Halvorsen Keeps Buying Centene, DaVita

Andreas Halvorsen (Trades, Portfolio), founding partner and chief investment officer of Viking Global Investors, bought shares of the following stocks in both the first and second quarters.

Centene Corp. (NYSE:CNC)

The guru increased his position by 118.4% in the first quarter and by 233.3% in the second quarter. The stock has a weight of 3.29% in the equity portfolio.

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The health care plans provider has a market cap of $19.41 billion. Its revenue of $69.54 billion has grown at an average rate of 25.90% per annum over the last five years.

Halvorsen is the largest guru shareholder of the company with 4.03% of outstanding shares, followed by Lee Ainslie (Trades, Portfolio) with 1.77%, the Vanguard Health Care Fund (Trades, Portfolio) with 1.14% and Daniel Loeb (Trades, Portfolio) with 0.72%.

DaVita Inc. (NYSE:DVA)

Halvorsen increased his holding by 5.55% in the first quarter and by another 5.55% in the second quarter. The stock has a weight of 0.73% in the portfolio.

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The dialysis provider has a market cap of $9.07 billion. Its revenue of $11.25 billion has grown at an average annual rate of 2.80% over the last five years.

The company's largest guru shareholder is Warren Buffett (Trades, Portfolio) with 24.06% of outstanding shares, followed by Larry Robbins (Trades, Portfolio) with 2.02% and Jeremy Grantham (Trades, Portfolio) with 0.32%.

Illumina Inc. (NASDAQ:ILMN)

The investor boosted his holding by 3.35% in the first quarter and by 15.97% in the second quarter. The stock has a total weight of 2.27% in the portfolio.

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The company, which provides life science tools for analyzing genetic material, has a market cap of $42.70 billion. Its revenue of $11.69 billion has grown 16.10% on average every year over the last five years.

Frank Sands (Trades, Portfolio) is the largest guru shareholder of the company with 2.47% of outstanding shares, followed by Spiros Segalas (Trades, Portfolio) with 1.32%, PRIMECAP Management (Trades, Portfolio) with 0.67% and the Vanguard Health Care Fund with 0.32%.

UnitedHealth Group Inc. (NYSE:UNH)

In the first quarter, the guru boosted his holding by 31.11% and by 28.63% in the second quarter. The stock has a weight of 5.27% in the portfolio.

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The health insurance services provider has a market cap of $227.78 billion. Its revenue of $234 billion has grown 11.5% on average every year over the last five years.

The largest guru shareholder of the company is the Vanguard Health Care Fund with 1.05% of outstanding shares, followed by Dodge & Cox with 0.70% and Steve Mandel with 0.40%.

Aon PLC (NYSE:AON)

Halvorsen increased his position by 24.9% in the first quarter and by 30.2% in the second quarter. The stock has a weight of 0.74% in the portfolio.

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The company, which provides insurance and reinsurance brokerage solutions, has a market cap of $45.56 billion. Its revenue of $10.86 billion has grown at an average annual rate of 1.90% over the last five years.

The largest guru shareholder of the company is First Pacific Advisors (Trades, Portfolio) with 0.68% of outstanding shares, followed by Steven Romick (Trades, Portfolio) with 0.52%, Halvorsen with 0.39% and Wallace Weitz (Trades, Portfolio) with 0.10%.

Disclosure: I do not own any stocks mentioned.

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This article first appeared on GuruFocus.