Health care stocks have the highest weighting 30% in Andreas Halvorsen 's portfolio so it shouldn't be a surprise that many of his largest transactions in the third quarter involved health care-related stocks, but his largest deal of the quarter belongs more properly to the second-highest weighted sector in his portfolio, Technology. Halvorsen's most noteworthy third-quarter transaction was the purchase of a 23,568,995-share stake in Broadcom Corp. , an Irvine, California-based semiconductor company, for an average price of $51.45 per share.