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PCH
Polar Capital Holdings Portfolio holdings
AUM
$28.2B
1-Year Est. Return
115.26%
This Fund
S&P 500
This Quarter
Est. Return
+19.21%
1 Year Est. Return
+115.26%
3 Year Est. Return
+356.87%
5 Year Est. Return
+474.2%
10 Year Est. Return
–
AUM
$16.5B
AUM Growth
–
Cap. Flow
+$15.4B
Cap. Flow
% of AUM
93.32%
Top 10 Holdings %
Top 10 Hldgs %
30.25%
Holding
321
New
321
Increased
–
Reduced
–
Closed
–
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Apple
AAPL
|
+$696M |
| 2 |
Microsoft
MSFT
|
+$687M |
| 3 |
Meta Platforms (Facebook)
META
|
+$548M |
| 4 |
Amazon
AMZN
|
+$366M |
| 5 |
Advanced Micro Devices
AMD
|
+$333M |
Top Sells
No sells this quarter
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 35.76% |
| 2 | Healthcare | 18.36% |
| 3 | Financials | 13.71% |
| 4 | Communication Services | 11.94% |
| 5 | Consumer Discretionary | 7.55% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
226
Blackstone
BX
$110B
| $5.95M | 0.04% |
+91,769
| New | +$5.34M |
|
227
Synopsys
SNPS
$79.7B
| $5.87M | 0.04% |
+22,660
| New | +$5.23M |
|
228
Wells Fargo
WFC
$264B
| $5.8M | 0.04% |
+192,334
| New | +$4.98M |
|
|
BCOV
229
DELISTED
Brightcove, Inc.
BCOV
| $5.7M | 0.03% |
+309,516
| New | +$4.41M |
|
|
COUP
230
DELISTED
Coupa Software Incorporated
COUP
| $5.67M | 0.03% |
+16,717
| New | +$5.17M |
|
231
eBay
EBAY
$49.8B
| $5.46M | 0.03% |
+108,585
| New | +$5.54M |
|
232
Bilibili
BILI
$7.84B
| $5.38M | 0.03% |
+62,700
| New | +$3.67M |
|
233
Bentley Systems
BSY
$10.6B
| $5.33M | 0.03% |
+131,518
| New | +$4.66M |
|
|
MASI
234
DELISTED
Masimo
MASI
| $5.32M | 0.03% |
+19,824
| New | +$4.94M |
|
235
Citizens Financial Group
CFG
$30.6B
| $5.25M | 0.03% |
+146,909
| New | +$4.61M |
|
|
SBNY
236
DELISTED
Signature Bank
SBNY
| $5.18M | 0.03% |
+38,274
| New | +$4M |
|
237
Sysco
SYY
$40.3B
| $5.03M | 0.03% |
+67,782
| New | +$4.66M |
|
|
FRC
238
DELISTED
First Republic Bank
FRC
| $4.77M | 0.03% |
+32,488
| New | +$4.23M |
|
239
UBS Group
UBS
$176B
| $4.75M | 0.03% |
+363,292
| New | +$4.81M |
|
240
US Bancorp
USB
$99.6B
| $4.57M | 0.03% |
+98,040
| New | +$4.15M |
|
241
Dollar General
DG
$27.9B
| $4.48M | 0.03% |
+21,309
| New | +$4.55M |
|
242
Prosperity Bancshares
PB
$8.89B
| $4.32M | 0.03% |
+62,228
| New | +$3.82M |
|
243
East-West Bancorp
EWBC
$18B
| $4.25M | 0.03% |
+83,732
| New | +$3.56M |
|
|
VNET
244
VNET Group
VNET
$2.09B
| $4.2M | 0.03% |
+121,080
| New | +$3.18M |
|
|
SIVB
245
DELISTED
SVB Financial Group
SIVB
| $4.17M | 0.03% |
+10,764
| New | +$3.49M |
|
246
American Express
AXP
$230B
| $4.12M | 0.02% |
+34,059
| New | +$3.77M |
|
247
Labcorp
LH
$25.9B
| $4.09M | 0.02% |
+23,396
| New | +$4.04M |
|
248
Afya
AFYA
$1.27B
| $3.96M | 0.02% |
+156,354
| New | +$4.03M |
|
249
Oracle
ORCL
$423B
| $3.94M | 0.02% |
+60,980
| New | +$3.63M |
|
250
SLR Investment Corp
SLRC
$715M
| $3.83M | 0.02% |
+218,900
| New | +$3.71M |
|
Similar funds
N
TWC
FDCDDQ
NA
Polar Capital Holdings's Q4 2020 Portfolio in Review
Q4 2020 is the first quarter with a 13F filing on record for Polar Capital Holdings, which disclosed 321 positions worth $16.5B. Its ten largest holdings account for 30% of the portfolio.
Its largest position is Apple: 5,788,169 shares worth $768M.
By sector, the portfolio is most concentrated in Technology at 36% of assets, followed by Healthcare and Financials.
- Polar Capital Holdings's largest Q4 2020 buy was Apple: 5,788,169 shares worth $768M.
- Polar Capital Holdings's ten largest holdings make up 30% of its $16.5B portfolio in Q4 2020.
- Polar Capital Holdings disclosed 321 positions in Q4 2020, its first 13F filing on record.
Based on Polar Capital Holdings's 13F filing for Q4 2020, filed 16 Feb 2021.